By Beate Thomsen, Co-founder & Product Design - May 18, 2023
Salesforce integration tools allow you to share the valuable data you collect in Salesforce with other systems. This means that anyone in your organization, also non-salesforce users, can access the customer information they need whenever they want to. That allows them to answer questions swiftly, anticipate customer needs and make data-driven decisions. If you want your business to grow and thrive, integration is essential.
Because Salesforce is a CRM (customer relationship management) system, Salesforce data integration tools often connect Salesforce with a complementary system such as an ERP (or enterprise resource planning) system, sharing data on customer accounts, inventory, and business processes. But that’s far from the only useful Salesforce integration.
For example, you might find a Salesforce integration very helpful if you use marketing automation or productivity software.
To integrate Salesforce with another system, you need an integration tool. It is possible to do it yourself, but it’s difficult unless you have significant technical knowledge and the resources to maintain long-term integration. For nearly all businesses, using a tool makes sense when creating a stellar integration strategy.
Short on time? Below is a quick comparison table for the tools that we are going to discuss in more detail later in the article.
|Toolkit for Salesforce
These are some of the most popular Salesforce integration tools on the market.
When it comes to Salesforce – Microsoft Dynamics data integration, Rapidi is a leader on the market. The Rapidi Data Integration Solution is a simple and robust integration tool that uses pre-configured templates to simplify Salesforce integration to Microsoft Dynamics ERP.
It integrates Salesforce with all Microsoft Dynamics ERP - whether it is Microsoft Dynamics AX, GP, NAV, 365 Business Central or 365 for Finance and Operations. Still, it can also be used to integrate Salesforce with various other ERPs.
Rapidi provides both out-of-the-box integrations and fully custom and ‘everything in between’ integrations. So most businesses looking for Salesforce integration will find what they need with this solution.
Rapidi is unique because the tool does not only synchronize fields. It takes the integration one step further by allowing you to store and display the most meaningful and insightful ERP data (such as Sales History, Payment History, Open Orders, and Financial Overview) wherever you need it the most in your Salesforce system.
By presenting the data in a much easier format to work with the standard Salesforce-related lists, Rapidi greatly increases the value of the Microsoft Dynamics ERP data in Salesforce. Also, Rapidi comes out of the box with ready-to-use reports and dashboards that can be used as they are or easily customized to match your needs.
Salesforce-ERP data integration doesn’t have to be complicated or take much time and effort. With Rapidi, you can have everything up and running in hours for simple integrations and receive ongoing support.
Rapidi Standard Integration: from $315 - $2625 per month
Commercient is a cloud-based app designed to sync ERP systems with CRM systems, including Salesforce, that can be customized to fit the needs of any business. They offer plenty of flexibility and have a core team of developers constantly adding new integrations to the Commercient platform.
They can integrate around 65 systems with Salesforce or another CRM, including popular accounting systems such as Quickbooks and Sage.
Integration does not require mapping, ETL, or coding, reducing integration costs by up to 80 percent. Data can be synced in real-time or on any schedule, and there are many add-ons, such as customized reports, sales territory set-up, and industry specifics. There are two levels of support to choose from and product-specific resources so users can quickly adopt best practices for optimal implementation.
The pricing for Commercient depends on which CRM you’re using, here are the prices for Salesforce:
Boomi, is a very technical platform and offers a scalable integration platform that can integrate Salesforce with various other systems, aimed mostly at larger businesses and those scaling quickly. The number of systems they can integrate make Boomi a great choice for enterprises that need to integrate various systems and databases.
Microsoft Dynamics, Oracle Netsuite, Amazon AWS and Google Cloud are among the popular integrations supported.
The platform is designed to leverage all the advantages of cloud technology and can support complex architectures and systems. The visual interface tool allows users to access common integration components to create end-to-end integration workflows. No coding knowledge is needed, but the integration can still require many hours.
To learn more about Boomi's pricing, you need to first sign up for their 30-day free trial.
Jitterbit is a very broad integration platform for the high-end market. It offers API integrations to many different systems for businesses of varying sizes. Three service levels are available, depending on the amount of support needed and how many systems a business wants to connect.
All Jitterbit solutions are available on a single digital platform called Harmony, which users can see quick results using a cloud, on-premise or hybrid model.
They’re focused on problem-solving and helping businesses meet their growth goals, with almost limitless options available and the ability to adapt integrations easily as a business grows. Jitterbit is designed to be used by both non-technical and technical employees, with even the non-technical being capable of building a new integration. However, it’s important to note that their ERP-CRM integrations require significant efforts for custom integration. Jitterbit works well for larger, fast-growing businesses that need the flexibility they offer.
Speak to their sales team to find out more about their pricing plans.
Mulesoft’s Anypoint platform is a Salesforce-owned, high-end API integration platform used by enterprise companies with high-complexity integrations. It’s a highly flexible integration designed to connect Salesforce with many other applications.
You can build API support and apply integration functionality in additional layers.
They work best for larger businesses and huge enterprises with enough internal technical resources to use the platform to its full potential. Integrating with the help of Mulesoft is not as quick and easy as with other tools, but it allows big companies to integrate a few applications simultaneously. Mulesoft is central to applications and services we use every day, including Spotify and Netflix, and is used in over 60 countries.
Start a free trial and contact their sales team to find out about the pricing.
DataOrbis offers a flexible integration system that integrates various programs, including Salesforce, with ERP systems, giving businesses flexibility and agility. It is very SAP-centric, mainly designed for integrating SAP and Microsoft Dynamics.
Based in the Netherlands, DataOrbis works mainly with SMEs around the world. They have a track record of creating innovative software solutions and offer a range of off-the-peg integrations and bespoke add-ons. Their systems are flexible with on-premise, cloud and hybrid operating models.
Their programs support the Internet of Things (IoT), Big Data, real-time analytics, third-party applications, business networks, and more.
Contact their sales team to find out more.
TIBCO Scribe is a very generic tool with connectivity to many platforms. It is a cloud-based system with specialist solutions for large businesses, SMEs, and SaaS providers. Focuses mainly on Salesforce-ERP integrations but can also create integrations with business intelligence software such as Hubspot.
These tailored integrations allow users to create integrations that handle their unique configurations and customizations. Some template support is provided.
TIBCO Scribe software manages decisions, information, and processes for over 10,000 individual customers. It utilizes a self-documenting graphical user interface, ideal for non-programmers to deploy integrations. It is easily maintained with a management console to track multiple integration schemes.
Contact their sales team for details.
Actiondesk is a powerful spreadsheet software that connects to various data sources, including Salesforce, to help you analyze and manipulate data more effectively. Designed as a modern alternative to Excel and Google Sheets, Actiondesk provides advanced data manipulation capabilities and seamless integration with popular tools and services.
Integrating Actiondesk with Salesforce allows users to access their Salesforce data directly within the Actiondesk spreadsheet environment. Users can import data from Salesforce objects like Accounts, Contacts, Opportunities, and more. This integration enables users to automatically sync Salesforce data with Actiondesk, ensuring that they're always working with the most up-to-date information.
In addition to syncing data, users can manipulate Salesforce data using familiar spreadsheet functions. With Actiondesk, they can apply formulas and functions to their Salesforce data, allowing them to perform complex calculations, sort, filter, and analyze the data easily.
Actiondesk also empowers users to create custom reports and dashboards using their Salesforce data, providing actionable insights and supporting informed decision-making.
Here are our suggestions for DevOps tools for Salesforce that help you customize Salesforce faster and build custom integrations.
Copado is a leading DevOps platform designed specifically for Salesforce. It helps organizations streamline their Salesforce development process, enabling faster release cycles and more efficient collaboration between development and operations teams. By providing a comprehensive set of tools for continuous integration, continuous deployment, automated testing, and release management, Copado aims to improve the overall quality and speed of Salesforce application delivery.
Copado works seamlessly with Salesforce by integrating directly into the Salesforce environment. It enables development teams to manage and automate their end-to-end development and release processes from within the Salesforce ecosystem. With Copado, teams can track user stories, manage branching and merging, automate deployments, and conduct comprehensive testing and validation, all within a single platform.
One of the key benefits of using Copado with Salesforce is the ability to maintain version control and ensure that all changes to the Salesforce environment are properly tracked and managed. Copado supports Git-based version control, allowing development teams to collaborate effectively and maintain a complete history of changes to their Salesforce code and metadata.
Copado provides robust tools for managing deployments between Salesforce environments, such as sandboxes and production instances. This includes features like automated conflict resolution, selective deployments, and support for parallel deployments. These tools help ensure that teams can deploy their changes efficiently while minimizing the risk of errors and downtime.
Gearset is a powerful DevOps and release management solution. Its primary goal is to simplify and streamline the Salesforce development and deployment process, enabling teams to work more efficiently and collaboratively. With Gearset, users can manage the entire development lifecycle, including comparing metadata between environments, tracking changes, and deploying updates with just a few clicks.
The platform offers a user-friendly interface that makes it easy for both experienced developers and non-technical users to manage Salesforce metadata and deploy changes. Gearset supports version control by integrating with popular repositories like GitHub, GitLab, and Bitbucket, facilitating collaboration among team members and providing a history of changes made to the code and metadata.
Gearset provides advanced features such as automated testing, continuous integration, and rollback capabilities, making it a comprehensive solution for Salesforce DevOps. It is well-suited for teams of all sizes and expertise levels, helping them to reduce errors, maintain compliance, and accelerate the development and release process.
Discover Hutte, the groundbreaking DevOps tool that's reshaping the Salesforce development landscape. To amplify team productivity and collaboration, Hutte seamlessly streamlines environment creation, enables no-code development, and simplifies deployment.
Its impressive features make Salesforce customization more accessible and efficient for both developers and non-developers. Product teams can embrace all the benefits of Git-based development without the learning curve of Git and CLI.
Hutte boasts a comprehensive suite of features to optimize Salesforce development and improve team efficiency. With one-click Salesforce environment creation (supporting both sandboxes and scratch orgs), Hutte provides unparalleled accessibility and security by allowing team members to create and log into Salesforce environments without sharing credentials. The rapid onboarding experience is facilitated by an intuitive user interface, making it easy for anyone to get started.
Salesforce admin tools streamline integrations by providing a centralized platform for managing data flows, automating key business processes, and synchronizing information between various applications and systems.
The Toolkit for Salesforce is a comprehensive suite of tools and services created by Heroku, designed to enhance and simplify the Salesforce development and management experience. The toolkit aims to provide Salesforce developers and administrators with tools that streamline common tasks, automate processes, and improve overall efficiency when working with Salesforce.
The Toolkit for Salesforce includes a variety of add-ons that help developers manage various aspects of Salesforce, such as monitoring, logging, and performance optimization. These add-ons can be easily integrated into a Salesforce project, providing users with additional functionality and insights to ensure the stability and performance of their applications.
Salesforce data integration tools are not all equal. On the technical side, they differ in their programming languages and how they store data. On the user side, some are designed so anyone can use them, and others are aimed at technical teams who can do their own programming when needed.
Some tools are simple to use for almost anyone and can be up and running very quickly. These tools tend to use pre-set templates to speed up the process and are great for businesses that need a fairly standard integration of Salesforce with an ERP or other common connection. Others offer infinite flexibility but are generally more complex and may need some degree of technical knowledge.
Modify this sentence so the keyword is in it: Most kinds of businesses can use all Salesforce integration solution tools. But not all tools are the best fit for everyone.
Some tools work best for larger businesses with big budgets and in-house technical teams. They tend to answer complex needs and come with various options. Small and medium-sized businesses will often do better with a more focused, specialist tool than one designed to meet extremely varied needs.
Ask yourself whether you need lots of functionality and the ability to connect to a wide variety of programs, or whether you simply need to integrate Salesforce with an ERP system (as most businesses do). Straightforward Salesforce-ERP integrations don’t require a complex, expensive platform.
But whatever your business and whatever your wider needs, you should always look for a tool that offers:
Salesforce integration tools can unlock the full potential of your Salesforce ecosystem by streamlining processes, enhancing data accuracy, and fostering seamless collaboration across teams. With a myriad of innovative solutions available, you can now effortlessly connect your Salesforce platform with various other applications, databases, and platforms, enabling your organization to leverage the best of each system.
By choosing the right tools that align with your integration strategy and your unique business requirements, you can maximize the value of your Salesforce investment and drive your organization's growth to new heights.
All the integration tools we’ve featured here work well for various businesses. For bigger businesses able to provide some of their own technical support, the flexibility offered by Mulesoft Anypoint and Jitterbit is great. For smaller and medium-sized businesses, the Salesforce experts at Rapidi offer excellent, user-friendly solutions that suit most budgets and business goals.
Don't miss the opportunity to supercharge your Salesforce experience and transform your work - explore the world of Salesforce integration tools today!
Or, if you want to learn more from our integration experts:
Beate Thomsen, Co-founder & Product Design