Universal containers are planning to implement Salesforce as their CRM system.

Salesforce Integration-Architect Question Answer

Universal containers are planning to implement Salesforce as their CRM system. Currently

they have the following systems

1. Leads are managed in a Marketing System.

2. Sales people use Microsoft Outlook to enter contacts, emails and manage activities.

3. Inventory, Billing and Payments are managed in their ERP system. 4. The proposed CRM

system is expected to provide Sales and Support people the ability to have a single view of their

customers and manage their contacts, emails and activities in Salesforce CRM.

What should an Integration Consultant consider to support the proposed CRM system strategy?

Plan for migration of customer and sales data across systems on a regular basis to keep them in sync.

Evaluate current and future data and system usage and then identify potential integration requirements to Salesforce.

Explore Out of box Salesforce connectors for integration with ERP, Marketing and Microsoft Outlook systems.

Propose a middleware system that can support interface between systems with Salesforce.

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