Your Website & Salesforce Integration

If your business needs an NH Salesforce development specialist, Birch Sky has you covered. Salesforce is a powerful CRM that can prove very effective in converting leads into sales for your business. It is important that your website can work in tandem with Salesforce to properly track and manage prospects and clients. To connect your website to Salesforce, Birch Sky in NH can integrate Salesforce APIs into your web development project.

Here’s a general outline of the steps involved:

  1. Understand Requirements: First, we need to understand what data needs to be synced between your website and Salesforce. This could include leads, contacts, accounts, opportunities, etc.
  2. Salesforce API: Birch Sky will utilize Salesforce’s REST or SOAP APIs, depending on your needs. Salesforce provides comprehensive documentation for developers, including code samples and tutorials.
  3. Authentication: Implement OAuth or other authentication methods provided by Salesforce to securely access its APIs and make sure the connection is secure.
  4. Develop Integration Logic: Birch Sky will write the necessary code into your web development project to interact with Salesforce APIs. This involves creating, reading, updating, and deleting records in Salesforce based on user interactions on your website.
  5. Data Mapping: Birch Sky will ensure that data exchanged between your website and Salesforce is mapped correctly. This involves matching fields and data types between your website’s database and Salesforce objects.
  6. Error Handling: Implement error handling mechanisms to deal with situations such as network failures, API rate limits, or invalid data.
  7. Testing: We will thoroughly test the integration to ensure that data is synced accurately and securely between your website and Salesforce. This includes both functional testing (e.g., verifying that records are created correctly) and non-functional testing (e.g., performance testing).
  8. Deployment: Once testing is complete, Birch Sky will deploy the integration to our production environment. Monitor the integration closely after deployment to ensure that it continues to work as expected.

When you choose Birch Sky Creative Marketing,  you are working with an NH web development team with experience in Salesforce integrations. We specialize in CRM integrations and can assist you in connecting your website to Salesforce efficiently and securely.