Last week, Cloudy went over the basics of Salesforce integration. Read it first to understand the integration “stages” and the example case study, which we will continue to use today.
If you are now ready to find the right tool for your integration project, you may want to consider Cloudy’s latest favorite app:Workato allows you to create real-time connections between hundreds of web applications, including Salesforce.
Here is a screenshot of an INCOMPLETE list of the applications it can connect to:
Workato provides a simple drag and drop interface where you define the steps of your integration. A completed set of steps is called a “Recipe.” One great feature of Workato is that they provide a vast “Recipe Library”, where you can peruse hundreds of recipes created by other users. If you find one that fits your needs, you can use it as-is, or as a template to help you create your custom recipe.
Imagine again our example of an Eventbrite integration (from last week’s blog), here is what a complete Workato Recipe might look like:
Note that the steps of the Recipe are identical to the steps you would take for manual or export/import integration! Each of these Workato steps can be expanded to define the necessary details, such as matching criteria and field mapping.
Cloudy has found both the customer support and development teams at Workato to be very helpful and responsive, which has allowed the Redpath team to deliver customized and robust integration solutions to several organizations.
To learn more about how Workato can help you with your Salesforce integration, Cloudy recommends these Workato Resources:
To talk to a Salesforce certified consultant about your integration questions, Contact Us!
Read about a few of Cloudy’s other favorite apps: