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Best Practices for Managing Data Integration between ERP and Salesforce


Data integration can make all the difference between enterprise resource planning (ERP) and Salesforce systems to automate and streamline operations, reduce costs, and drive growth. Managing data integration can be complex, and mistakes can lead to data discrepancies, missed opportunities, and other issues. Here are some best practices for managing data integration between ERP and Salesforce systems.


Data Mapping

Seamless data integration requires a clear understanding of the data that needs to be shared between the two systems. The data mapping process identifies the data fields in both systems and maps them to each other. Select a solution with pre-mapped fields exemplifying an understanding of the key processes, and one that is adaptable to your requirements.


Data Validation

Before integrating data, validate the data's accuracy and completeness to ensure the data is consistent, up-to-date, and free of errors. A data validation process should catch inconsistencies before they are integrated into the other system.

Real-Time Integration

Real-time integration allows changes made in one system to be immediately reflected in the other system. When seeking a process that is required to operate quickly and efficiently, real-time integration is essential for syncing the data to the right person as quickly as possible to make timely business decisions.


Change Management

Do not underestimate the impact of process change on the business. It's important to have a change management process in place. The groups or individuals involved should validate the changes first making sure they are an improvement to the business. An effective change management process will ensure that changes are properly communicated, tested, and implemented to avoid business disruption.

Data Backup

A practiced data backup plan is a given. Protecting the data integrity against data loss or system failures will prevent business disruption or potential downtime. It's essential to have a data backup plan in place to ensure that data is not lost during integration.

Duet360 OneOffice from Endowance Solutions delivers confident, guaranteed integration in a practiced, well-planned execution. By following best practices, you can ensure that your data integration process is seamless, accurate, and efficient. Data mapping, data validation, real-time integration, change management, and data backup are essential elements to consider when managing data integration between ERP and Salesforce systems. Allow us to share our experience with your business.

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