Salesforce integration best practices

  • 22 September 2021
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Hi folks,

We’re designing a Salesforce integration over here at Conveyor (www.conveyor.com).  What a can of worms!  I’d love to hear war stories, best practices, tips and cautionary tales about building Salesforce integrations.  (I quite like the ease-of-use of Productboard’s own SFDC integration.)

A few specific questions on my mind as starter topics:

  • Level of effort between building a Connected App vs. pursuing an Exchange App
  • How do you account for the variability in customers’ deployments & configuration of Salesforce?
  • How does a Salesforce integration fit into your pricing & packaging?

Cheers,

Chris


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