There’s a grocery store close to my house that is super convenient and has everything I could possibly need. It feels great to go to a single place and know that my needs are going to be met. However, I recently discovered a local baker that bakes absolutely perfect bread. Better than anything at the grocery store. But now that means all of my grocery trips require multiple stops. I sometimes wish there was a way just to integrate the two; to have the one other thing I need at the one place where I shop.

The technology products we choose also feel like that sometimes; that there’s a core product that takes care of most of our needs, but there’s that one particular tool that has just the right feature set to solve a specific problem. But then there are the multiple stops, having to enter data in two places, having to make sure everything is in sync.

But it doesn’t have to be that way! Recently, a CloudQnect customer came to us with a problem. Their core HR recruitment and on-boarding app is a Sage managed package within Salesforce, but their learning software (Litmos) was on a separate platform. At the time, every new hire needed to be in Sage/Salesforce and Litmos. Additionally, since the client was a global company, new hires needed to be added to the right groups, language preferences needed to be considered, access rights required to stay consistent. There was a lot to keep in sync. On top of that, any time an employee left the company, two platforms needed to be updated.

Thanks to Salesforce’s API-based platform, solving this problem was a lot easier than you might think. The requirements’ complexity meant that the CloudQnect team needed to utilize Salesforce outbound calls from Apex to the LMS platform to send information to the LMS for new and departing employees. Keeping Salesforce’s API limits in mind, CloudQnect was able to create a solution that integrated two platforms but stored minimal LMS information in Salesforce. Like finding your favorite bread in your favorite grocery store.

HR employees now have single sign-on for Salesforce and the HR system where they can manage employee records and be confident that the on-boarding process will continue unabated. This approach prevents having employees manually enter data into two platforms, minimizing the risk of out-of-sync data, and increasing speed and efficiency. Additionally, only necessary information, like the total number of courses taken or milestone data, makes it back to Salesforce in real-time. That cuts down on data storage in Salesforce but also allows HR personnel to make sure on-boarding is on-track for new employees and see reports in their Salesforce HR dashboard.

This isn’t the only way to integrate, though. Salesforce has multiple methods to send and receive data–using Apex callouts, platform events, or even declaratively with Mulesoft.

No matter what your requirements are, CloudQnect can handle all of them. To learn more about CloudQnect and our services, contact Ken Balog at +1 (804) 714-8458 or kbalog@cloudqnect.com

Similar Posts