Salesforce Integration

Enterprise Level CRM

Consulting and Implementation

Salesforce is an enterprise platform that provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events. The Salesforce customer portal provides customers the ability to track their own cases, includes a social networking plug-in that enables the user to join the conversation about their company on social networking websites, provides analytical tools and other services including email alert, Google search, and access to customers' entitlement and contracts.

Salesforce is huge, it has several different applications in it’s framework; such as App Cloud, Community Cloud, Work.com, Data.com, Do.com and AppExchange. All of them have the one common feature which happens to be the common feature of the majority of our programming; Web Services. The Salesforce platform uses bearer tokens to authenticate which allows development techniques that are very secure and provide a vast interaction with the data/platform.

CosmicCoder Solutions has had numerous engagements where Salesforce has been incorporated in the solution. The one thing you need to be aware of is that the web service is not local. The speed of the internet can affect the speed of your application. For this reason the best way to incorporate Salesforce is to create a local portion of your data and in the background have jobs that keep the two data sources in sync. However if speed is not a factor, interaction with Salesforce is seamless. Requirements dictate the best course.

For our use case example we will use our work with a shopping district association. In Salesforce they had data on approximately 1,500 businesses. They had information on owners, managers, chef’s and marking staff with full demographics on each. They also had information on past and future sales, deals , events and the like. Our role in this application was to supply a web api that is used by both mobile as pc based devices. The information we supplied was mainly marketing. Users that are members of the association received deal, sales and event updates.

Using an open source application named Hangfire, we created jobs that securely transferd data to and from Salesforce. We needed business names, business types and the deal of the day, week and hour that was being extended to members.