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While Salesforce Lightning (their newest user interface paradigm) has been around for a few years, moving from Classic isn’t as simple as a flip of a switch. And there are—typically—costs associated with the transition.
However, don’t fret just yet.
In short, a Salesforce Instance is the installation of Salesforce’s software that resides on a server (or group of servers likely). An Org is your specific organization’s data and meta data. Salesforce has multiple orgs residing on the same instance. Your data is itself contained within your org which can share the same instance as hundreds or even thousands of other orgs.
Boy, this is a big topic. And we have LOTS to say about it, but per usual, our advice starts with a lot more questions. Like, what kind of work do you want to do? Do you want to work for a large consulting firm, a mid-sized company, or a boutique? What kind of clients do you want to have? What kind of projects do you want to work on.
If you’ve seen a few of our other videos, you’ll know our answer is, “of course you can! But…” In this case, the but really is a question of approach. Each system has great, very well-built, well-documented, and well-tested APIs which can be used to push and pull information, however, there are many questions that need to be considered before a plan is executed upon.
The question is a bit of a misnomer. It’s kind of like asking what’s the difference between an apple’s skin and the species of apple it is. That is to say, you can’t compare them because they’re two completely different things.
The simple fact is, just about any system with an API (application programming interface) can theoretically be connected with another system that has an API. Those API’s allow data to be pushed and pulled from each system, either on a specified timetable or automatically when data is updated. In the case of Procore, we have built our own connector via Workato that allows us to move just about any data between the two systems, seamlessly.
While all things are possible, and Salesforce certainly has the horsepower to tackle many a task it wasn’t implicitly built for, we believe that a best-of-breed approach is the best solution. That’s why we have integrated Salesforce with Sage Intacct (a few hundred times).
In this episode of Venn in 60 Seconds: We have a surprise second-part to our previous video where we answer which is better, a global or boutique consulting firm, and what the differences are.
In this episode of Venn in 60 Seconds: We answer which is better, a global or boutique consulting firm, and what the differences are.
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