💃 Salesforce Swivel-Chair-enomics 🕺

Good morning, Salesforce Nerds! Last week’s post was a broad stroke of integrations for functional professionals.

Today, we bring out your fine brush to paint a lovely little picture of Swivel-Chair-enomics 🎨 ⬇️

Agenda for today includes

• Salesforce Swivel-Chair-enomics

• Daily Principle

• All the Memes

Salesforce Swivel-Chair-enomics

Today we will discuss-

💃 What Is It? 🕺

💃 Why Should You Care?🕺

💃 What’s Included & How Do You Get It? 🕺

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WHAT IS IT?

^Hmmm not quite 😂.

Let’s revisit last week’s scenario ⬇️

For a company that has Salesforce and an external application like an ERP, what happens when a sale is closed/won?

If there is no integration between Salesforce and the ERP, then users have 2 places to update the records.

1. The CRM, so that the sales team has the updated status and it is reflected in reporting.

2. The ERP, so that the financial components of the close will be reconciled for accounting and reporting.

This is what’s known as The Swivel Chair - you do the thing in the CRM, then you swivel your chair to the ERP to make the same update.

Salespeople are not data-entry enthusiasts, so you know they have thoughts about the Swivel Chair 👿.

And what if the user fat-fingers the data entry 🙁? Or worse, they forget to update one of the two systems 😢?!

This will create data synchronization issues that will need to be scrubbed, assuming someone finds the errors. Otherwise, these errors will persist and compound over time 😭.

So why wouldn’t you create an integration in a Swivel Chair scenario?!