How to Get the Most From Salesforce Integrations

Lisette Alvarez
Lisette Alvarez
- 3 min read
How to get the most from salesforce integrations

Salesforce is a provider of marketing-related cloud platforms and applications. The company is best known for its customer relationship management (CRM), cloud products, and app integrations which handles customer relationships by focusing on sales, marketing and support processes. Frequently used products include Sales Cloud, Marketing Cloud, and Community Cloud. The value provided by these products vary by organizational needs.

Many of the organizations WDG has worked with have utilized Salesforce products in different ways. Our association and nonprofit clients use Salesforce donor and member analytics to influence their target user base. Our private industry, B2B, and B2G clients rely on Salesforce to track lead generation and user journeys to better understand and leverage their competitive advantages.

Salesforce is a highly adaptive and customizable tool when in capable hands. Custom or contributed plugin Salesforce integrations are available with open source content management systems such as WordPress and Drupal. Organizations get the most from Salesforce when they understand how to apply its marketing and outreach processes from beginning to end.


Customize the User Experience

Associations and foundations can be both membership-driven and content-heavy, which requires tailored application of Salesforce services. Salesforce single-sign-on (SSO) integration with a members-only content option allows permissions based on membership status, expiration dates, and other dependencies.

If your team can build the necessary custom plugin, you can even customize error messages based on Salesforce permissions. For organizations with a wide range of content, these restricted content permissions can apply to all content types, including pages, resources, and PDF documents. The integration can be used to reinforce a reputation of providing exclusive, valuable content to members and prospective members.

Many industries can benefit from Salesforce’s customizable lead generation, donation, and/or volunteer experiences. Audience segments respond better to customized language and offerings. Salesforce gives you the tools to allow self-identified audiences to experience content tailored to them.


Consolidate User Management

A number of our clients have struggled with disparate user management platforms. For example, the American Enterprise Institute had multiple platforms to manage users. Our team implemented Salesforce to replace and consolidate these various online implementations, and migrated AEI’s users to the WordPress installation and built secure mechanisms to prevent the need for constant password resets.

Having multiple user and donor tracking platforms can be a pain, and finding solutions to consolidate the various reports and analytics takes time and resources. Salesforce provides tools to consolidate, simplify and improve user management processes.


Leverage User Analytics

User analytics are crucial in developing and adapting to user needs. Salesforce integrations can help you track transactions including new user registration, user profile update, returning user login, user logout, and event registration.

Custom Salesforce app integrations and development can generate centralized dashboards so administrators can have easy  access to profile information, event registration, and reporting. A skilled development team can use the Salesforce platform to develop a variety of IT, human resources, and marketing applications. Instead of jumping around to multiple platforms to compile insights into the progress of business goals, admins can review a single view.


Match Informed Strategy with Salesforce Development

Remarkable tools are nothing without seasoned experts. If you want to get the most out of your Salesforce tools, you need expert understanding of its integrations and customization capabilities. In order to set you up for success, both business strategy and development expertise is required to apply Salesforce integrations to your overall organizational goals.

With the an experienced development team working in tangent with strategy, websites can be integrated fully with Salesforce and drive a personalized experience for users.

Tell us how you’ve used Salesforce to support your organization. We’d love to hear your ideas! Reach us at [email protected].

Related Insights

Start a Project

Want to Skip Right
to the Good Stuff?

Contact Us