Tip of the Week – Ready, set, integrate with Salesforce to Salesforce
Salesforce offers thousands of out-of-the-box tools which can make your day-to-day life easier. From automatically contacting clients to updating fields while you work on other things to sending you daily reports on your stats, Salesforce can really simplify your life. But if you want to integrate it with other systems, that requires tons of custom development, hours (or days) of UAT, and can take weeks to get up and running. Have you ever wished you could integrate with another system in minutes just like all the other cool tools in Salesforce? Well, if the other system is also Salesforce, you can!
Whether you want to share accounts and contacts with business partners, pass customer support cases to vendors and get real-time updates, or strategically collaborate on opportunities with another company, Salesforce to Salesforce (S2S for those in the biz) is an amazingly powerful tool. With clicks, not code, you can quickly connect your Salesforce org to another and immediately start receiving shared information. Don’t worry, you control exactly what you share and what you don’t, so you never have to worry about data security. And if you need to turn off the integration, that’s just a couple clicks too.
Read more here and enjoy your code-free integration with S2S!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.