The Do's and Don'ts of Data Integrations

Alex Colburn – March 16, 2021

The Developers Speak is a video series featuring certified Salesforce consultants at Digital Mass. They come to you twice a month to help bridge the gap between business problems and technical solutions.

On this episode of The Developers Speak, Andrew is coming at you with tips that will be helpful if you're thinking about starting a new data integration.

How to responsibly implement data integrations

Hello, My name is Andrew Davis. I'm a Salesforce developer here with Digital Mass. I'm here today to talk to you about the importance of data integrations. We'll also cover a couple of the guiding considerations that help me think through how to responsibly implement a data integration. The purpose of a data integration is multifaceted, but in the context of today's discussion, we'll talk about how to look out for some of the pitfalls that you could encounter.

Understand how a data integration can affect reporting

First and foremost, it's important to keep constant consideration for the impact that a data integration could you have on reporting in Salesforce. If a department is reporting on data that will be affected by the data integration, there's a real likelihood that some miscommunication could happen at the managerial, director, or executive level. The confusion would come from them seeing different subtotals in reporting from two different departments based on each of these systems. From day one, you should be thinking about before a data integration happens. Make sure that users understand where and how to access the most reliable piece of information to avoid confusion from the top.

Build the data integration in a sandbox

Next, I want to talk about how sandboxes are critical to your success in implementing a data integration. It's absolutely critical that when building out these integrations you're not doing anything in the Salesforce production environment until it is a sealed and very well-developed process that's been implemented. You'll want to make sure that end-users can get into that platform before it's pushed into a production environment to identify potential potholes in the business process logic. That's really it for me here today. Data integrations are an incredibly deep and technical topic. I'd love to talk more about it but, I think that's going to be it for us today. Thank you.

About the developer:

Meet Andrew Davis: Andrew joined the Digital Mass team as a Senior Salesforce Developer in August 2020. He came in with a few certifications on his belt and hasn't slowed down since. Andrew currently holds 10+ Salesforce certifications.

Outside of work, Andrew likes to spend his time playing D&D, camping, and burying himself in Youtube playlists exploring things ranging from emerging technologies to how to hand-sew your own socks - it’s pretty obvious he fits right in with the DM crew!