In today's fast-paced business world, staying ahead of the competition requires efficient processes and streamlined operations. Salesforce and OutSystems are two powerful tools that can help businesses achieve these goals. Salesforce is a leading cloud-based customer relationship management (CRM) platform, while OutSystems is a low-code development platform that helps businesses build, deploy, and manage custom applications quickly and efficiently. While they serve different purposes, integrating these two systems can benefit enterprises looking to streamline their processes and improve their overall efficiency. In this comprehensive guide, we will explore the benefits of Salesforce OutSystems integration, the technical steps involved, and its use case.
Why choose Salesforce integration with Outsystems?
Salesforce and Outsystems integration can significantly benefit businesses in various ways. Here are few advantages of integrating OutSystems with Salesforce:
#1. High-End customization for improved operations
By integrating Salesforce and OutSystems, businesses can achieve high-end customization to meet their specific operational needs. Salesforce offers robust features, but custom applications are often required to address unique requirements. OutSystems provides a low-code development platform that seamlessly integrates with Salesforce, enabling businesses to build custom applications efficiently. This integration empowers enterprises to streamline processes, workflows, and data management, ultimately improving operational efficiency.
#2. Creating a connected environment
OutSystems offers a wide range of pre-built connectors and APIs, making it easy to integrate Salesforce with other third-party systems. This integration helps businesses build a connected environment that streamlines their operations. By integrating Salesforce with other systems such as ERP platforms and MarTech solutions, businesses can create a unified view of their operations. This connected environment allows enterprises to centralize their data and streamline their workflows across various systems, resulting in improved efficiency and data management.
#3. Streamlining sales operations
Sales teams heavily rely on Salesforce to manage their operations effectively. However, businesses often require custom applications that provide sales teams with seamless access to user information and facilitate tracking of sales activities. With the integration of OutSystems and Salesforce, businesses can build custom apps that empower sales teams to access crucial information, track sales activities, and utilize custom fields and workflows directly within the Salesforce platform. This integration streamlines sales operations, making processes more efficient and effective.
#4. Easy deployment of integrated applications
Deploying applications can be a challenging process for businesses. However, by leveraging OutSystems integration with Salesforce, businesses can develop and deploy seamlessly integrated applications on the Salesforce platform. OutSystems provides a rapid application development environment, enabling businesses to streamline their development and deployment processes. This integration not only saves time but also reduces costs associated with traditional development approaches, making operations more efficient and cost-effective.
#5. Achieving a customized Salesforce instance
OutSystems Salesforce integration offers businesses the opportunity to customize their Salesforce instance by incorporating personalized applications developed with OutSystems. These custom applications align with specific business goals and requirements, providing businesses with a tailored Salesforce environment. This integration empowers enterprises to leverage the full potential of Salesforce while meeting their unique needs, ultimately driving operational excellence and success.
#6. Lightning-fast coding for enhanced development
OutSystems excels in accelerating model-based development, enabling developers to build applications up to four times faster compared to traditional coding methods. This speed and efficiency translate into lower development costs and faster time-to-market. With OutSystems low-code platform, businesses can create visually appealing, cross-platform experiences that meet their unique requirements. The integration of OutSystems with Salesforce further enhances development capabilities, enabling businesses to create innovative applications that drive growth and competitive advantage.
How to integrate Salesforce with OutSystems?
If you are using OutSystems to build your application, you may need to integrate it with Salesforce to share data between the two systems. To complete this process, you will need to perform some configuration steps in both Integration Builder and Salesforce. Here are the steps a Salesforce admin needs to take to create a connected app and the information that an OutSystems developer needs to complete the setup process in Integration Builder.
Before proceeding with the steps, there are a few prerequisites to keep in mind
- You must have Salesforce administrator rights to complete the following steps.
- This article assumes that an OutSystems developer has sent a request to the Salesforce admin via Integration Builder. The email request includes a unique authorization certificate. Alternatively, the Salesforce admin can use a private certificate.
Now, let's get started with the steps!
Creating a Connected App in Salesforce
To create a connected app in Salesforce, follow these steps:
- Find the email request with the subject "[user_name] requests your help creating a Salesforce Connected App". The email should contain a unique authorization certificate as an attachment. Alternatively, you can use a private certificate.
- Go to the Salesforce Service Setup Home and select App Manager (User Interface > User Interface > App Manager).
- Click on the "New Connected App" button located in the upper right corner.
- Fill in the required fields in the Basic Information section.
- In the API (Enable OAuth Settings) section, select "Enable OAuth Settings".
- Paste the following URLs in the Callback URL box: