How to data integration with Salesforce

Two ways to data integration Salesforce with your internal systems

The number of companies utilizing cloud services is rapidly increasing. However, many companies still prefer to operate mission-critical system, core system, which handle important customer and accounting data, on-premises. As the system environment changes, there is a growing need to link "cloud data, which is advantageous in terms of cost and speed of implementation," with "on-premises data that cannot be sent outside." In this article, we will introduce two methods for data integration between cloud services and on-premises systems, using Salesforce, a particularly popular cloud service, and the cloud-based system integration service "HULFT Square" as examples.

1. If you want to data integration with Salesforce in real time, we recommend "Database Integration"

"Database integration" is a method of data integration between Salesforce and internal systems by using the cloud-based system integration service "HULFT Square" to directly access the database on the internal system.

Specific examples

1. In Salesforce, the user clicks the "Check Inventory" button.
2. "HULFT Square" on the Internet directly accesses the company's inventory database
3. "HULFT Square" acquires inventory information and passes it to Salesforce
4. Inventory is displayed in a popup on Salesforce

merit

• "HULFT Square" directly accesses the database of the company's internal system, enabling real-time data integration with Salesforce.
• By simply introducing "HULFT Square," you can data integration between Salesforce and on-premise systems.

Points to note
Since "HULFT Square" directly accesses the company's internal database via the Internet, network security must be taken into consideration.

2. If you want to data integration with Salesforce but are worried about security, "file transfer" is recommended.

"file transfer" is a method of data integration that involves sending and receiving files between Salesforce and internal systems via the cloud-based system integration service "HULFT Square," rather than directly accessing the internal system's database.

This is suitable for companies that cannot (or do not want to) directly access their internal systems due to security or system specifications.

2-1 If you want reliable "file transfer" with Salesforce, "HULFT interface" is recommended.

There are several ways to link Salesforce with your internal systems via file transfer, but here we will explain how to use HULFT, a Japanese-made file transfer and data integration tool that has held the No. 1 market share in Japan for 12 consecutive years (*1) and the No. 4 market share globally (*2).

Specific examples

1. The internal system file transfer inventory data to "HULFT Square" via HULFT.
2. "HULFT Square" processes the received inventory data and updates the Salesforce data via HULFT.
3. A user views a report of inventory data in Salesforce.

merit
Using HULFT unique features, such as encryption of communications and files, delivery confirmation, retry processing, and data compression, you can achieve safe, reliable, and high-speed data integration.

Points to note
It is not suitable for real-time data integration.

2-2 Other "file transfer"

Methods for "file transfer" with Salesforce without using HULFT include:

• "FTP integration"
• "WebDAV integration"
• "Collaboration via cloud services"

etc.

Both are examples of integration methods that utilize the cloud-based system integration service "HULFT Square."

Each method has its advantages and disadvantages, so choose the best integration method based on your requirements.

summary

Salesforce has been ranked as the No. 1 CRM software vendor for three consecutive years in Gartner's global CRM software market share report (*3).

Furthermore, according to the same report, the Japanese domestic market share for sales force automation (SFA) systems is 60.4%.

As more companies utilize cloud services, the need to integrate them with data from on-premises systems will only increase.

Saison Technology's proprietary data integration tool, "DataSpider," has a long track record as a "connecting" tool, having previously achieved the No. 1 market share in the EAI/ESB and SaaS markets (*5). "HULFT Square," a data integration platform originating in Japan, is a "connecting" cloud service developed using DataSpider technology and seamlessly supports integration processing by file transfer middleware "HULFT."

Please use this as a reference as one method for data integration between cloud services such as Salesforce and internal systems.

• 1 Source: Chimera Research Institute, Inc., "2004-2010 Package Business Solution Marketing Handbook," "Software Business New Market 2010-2015 Edition," (Package and value basis)
• 2 Source: Chimera Research Institute, Inc. "Software Business New Market 2016 Edition" (Package and Value Basis)
• 3 Source: Salesforce.com, Inc., news release dated May 25, 2015
• 4 Source: Gartner, Inc., March 6, 2014 news release
• 5 Source: Fuji Chimera Research Institute, "New Software Business Market 2014 Edition"

• Download "80 Selected HULFT Use Cases" - a collection of use cases for HULFT, DataSpider, etc.

file transfer- Beginner's Guide Column List