Any organization with Salesforce in its SaaS sprawl must find a way to integrate it with other systems. For some, this integration could be in the form of a platform-native connector or a custom script. However, these options have limitations: platform-native connectors are restricted to one platform, while custom connectors are difficult to build and maintain.
So the remaining option is to use a reliable third-party Salesforce integration tool, like Exalate. This will give you access to AI-assisted Salesforce integration with other systems. But before diving into the topic, let’s explore AI-powered integration as it relates to Salesforce.
What is AI-assisted Salesforce integration?
AI-assisted Salesforce integration is the practice of using artificial intelligence to control the configuration of triggers and scripting of syncs between Salesforce and other tools. This brand of integration usually involves using predictive analytics and models to figure out the best script or visual mapping for any specific connection use case.
So instead of grinding all day to write code and establish sync rules for Salesforce integration, the AI-powered connector will automate the process for you.
Why explore AI-assisted Salesforce integration?
Let’s go through the benefits of AI-enabled Salesforce integration:
- Efficiency: Automating Salesforce integration scenarios will free up time and resources, which you can channel into other pressing administrative and business concerns.
- Scalability: Salesforce integration with AI assistance is a viable option for businesses with plans of scaling operations down the line. As your requirements and workload expand, the AI will be able to adapt to new demands.
- Affordability: Automated Salesforce data integration saves businesses money by reducing how much they spend on licensing and subscription fees when onboarding new platforms.
- Flexibility: The addition of AI capabilities to integration expands its applicability and flexibility. With a few properly crafted prompts, you can explore almost any use case.
- Connectivity: Tools like Exalate use AI to enable multi-platform integration. These tools bridge the interoperability gap between systems by generating code to help admins with error-free cross-platform connections.
What are the use cases for AI-assisted Salesforce integration?
Businesses integrate Salesforce with other systems for different purposes. It all boils down to getting systems to be in sync. But the specific technical and business use cases include the following:
Case 1: Transfer customer information between Salesforce and other systems
The main point of Salesforce data integration is to get data moving between different systems. This could be between Salesforce and Jira, or GitHub.
Let’s say your sales team is keeping track of customer information in their Salesforce instance in the form of Opportunities, Cases, or Accounts. This information might come in handy when developers using Jira Software want to get access to the data.
So all the objects, fields, and values related to the Case will be reflected in the Jira issue (task or bug).
Tech startup POSaBIT uses Exalate’s Salesforce to GitHub connector to fine-tune collaborations between teams. This led to faster ticket creation and real-time status mapping between both systems.
Case 2: Present multiple related Salesforce objects into external systems
Salesforce has related objects like Cases belonging to a particular Account or Contact. And then these need to be reflected onto other systems, maybe under Jira as issues.
The information coming from Salesforce can be mapped directly into default or custom fields. For instance, you can map the Salesforce Account to a specific “SF Account” custom field.
As long as these multiple objects are related, you should be able to map them to the same issue in Jira. So any changes will be reflected in a single place.
Case 3: Send Salesforce records to the development team
Customer queries, feedback, or issues are often logged into Salesforce Cases. When these useful customer insights are converted into Jira or GitHub issues or Azure DevOps work items, then they can be taken up by the development team to be worked on further.
When the dev team starts working on it, an ‘In Progress’ status in Jira puts the case under ‘Working’ in Salesforce. Then the case is marked ‘Solved’ in Salesforce and appears as ‘Done’ in Jira.
Comments, statuses, and attachments (if any) can be bi-directionally synced between all these systems. This can give visibility to the sales teams so they can communicate correctly with the customer about the status of their query and enhance their overall experience.
How Exalate delivers AI-assisted Salesforce integration
Exalate is an AI-powered integration solution that helps connect different tools like Jira, Salesforce, ServiceNow, Azure DevOps, and Zendesk to keep teams in alignment without going through automated data transfer.
With Exalate’s Script mode, any user can implement deep integrations, thanks to the Groovy scripting engine.
But writing Groovy code for every integration scenario can be a drag, especially if you don’t know the programming language.
The solution? AI Assist by Exalate. This is an integration co-pilot that helps administrators create integration scripts more efficiently.
AI Assist is embedded as a chat window in the scripting interface. Admins can use it to analyze user input and suggest scripts based on existing configurations.
Here’s how AI Assist works:
- Enter your sync requirements into the AI chat window. Make sure you’re clear and provide as much information as possible.
(Keep in mind that AI Assist, like any AI, isn’t flawless. The more precise and detailed your prompts, the better the results will be.) - AI Assist automatically generates the sync scripts for you, considering the existing configurations and Exalate’s scripting API. You can visualize the suggested color-coded script output to understand what needs to be added or deleted.
- You can choose to discard the AI suggestions completely or accept and publish the scripts if everything looks fine. Go back and refine your prompts until the output meets your expectations.
Let’s say you want to map and sync statuses between Jira and Salesforce. You can use the following prompt:
“I want to add incoming values to a Jira custom field to a custom field in a Salesforce case.”
The generated script will be highlighted in green and red. Green indicates suggestions to include, while red indicates suggestions to delete.
Key takeaways
- AI-assisted Salesforce integration is important for organizations interested in reducing the amount of work needed to map and connect Salesforce objects and entities with other systems.
- Companies looking to explore Salesforce data integration use cases can speed up the process by automating the configuration and mapping stage with the help of AI-powered solutions.
- Exalate uses AI capabilities to make scripting more efficient and expand the scope and scale of available synchronization options between Salesforce and platforms like Jira, Freshdesk, etc.
