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timcavey
timcavey
Helper ⭐️⭐️
March 11, 2021
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What support is needed for the Salesforce integration post set-up?

  • March 11, 2021
  • 11 replies
  • 267 views

Hi @daniel.boon,

 

I’ve been reading topics that relate to a Saleforce + Insided integration, namely:

 

 

 

The benefits of this integration are clear from an analysis point of view. Are you able to give any advice about what support this integration is needed post-set up?

 

Is our CRM or CIP team going to need to do anything at all, beyond the integration set up, which you’ve estimated to take 30 minutes? 

 

Has anyone that’s recently gone through this set up encountered unexpected issues requiring resource or time, post integration?

Best answer by daniel.boon

@timcavey 

I think that reasoning for avoiding the Salesforce integration can certainly be justified. Salesforce is one option for advanced community reporting, but it’s by no means the only place where you can combine the data.

However, in this case, it’d be more likely we offer an export rather than an import of data. So you’d have to work with your team internally to create reports after pulling data from inSided. Our API offers some options for this, but not everything is included (e.g. views).

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timcavey
timcaveyAuthor
Helper ⭐️⭐️
March 28, 2021

Thanks both! 

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