Documenting Integration Requirements

Top 20 Questions For Thoughtful Integration Documentation
More and more, our clients want to integrate Salesforce CRM to a database or business application. The question they almost always want to know is "how much will it cost?". To answer this question, first be prepared to present a high-level description of your integration. This could be a paragraph or a number of bullet points that summarize what the integration needs to do. However, to reasonably answer the cost question, we typically need documented requirements. The following article reviews basic questions you should be prepared to answer and document.


Unless you have all the customers you need, some level of marketing is necessary and important. Despite the proliferation of spam, email marketing continues to be a key weapon in the marketer's arsenal. For our clients which use Salesforce CRM as their enterprise CRM system, we often have the conversation about the extent of the native capabilities of Salesforce CRM as it relates to email marketing, mass email, email tracking, etc. The goal of this article is to provide a high-level look at the difference between using the native capabilities of Salesforce CRM vs using a specialized email marketing or marketing automation application. We also highlight a number of third-party Email Marketing and Marketing Automation applications that are pre-integrated with salesforce.com.