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Hi all,

 

I have not worked on integrations yet. I came across with a client, who is using different systems, from where data is going into Salesforce, even data coming from their partners. Which are best practices or how can be the data be harmonized in Salesforce?

 

@Data Quality & Management, @Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @* Sales Cloud - Best Practices *, @* Sales Cloud - Getting Started *, @Integration

 

@Amnon Kruvi, @Michael Brown, sorry for disturbing you, do you have any idea?.

2 个回答
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    2024年9月29日 21:24

    Hello @Lena Wong it will depend on the kind of data you retrieve : either just consistency to handle especially when relating records coming from those systems (no duplication of data among the systems or different handled objects, but you will have a hard work to relate those objects because you cannot even use external id because the sources are different), or deduplication and master data management handling / source of truth definition, to know what to do when the same records are updated in different systems. In all cases, you would better spend some time on your mappings, and on your deduplication/harmonization process. You can leverage in standard matching/duplication rules, and scheduled flows / apex jobs to handle some data processing.

    But you could certainly have a look at Data Cloud to handle data harmonization that will allow you to retrieve data from other sources in your salesforce platform, harmonize them, and trigger actions if needed.

    Eric

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