While there are many options for integration with Salentica Elements, there are important considerations to examine before committing to an integration. First, it is essential to be aware that Elements is a custom package built on top of Salesforce. As such, many integrations will integrate with Elements but there may be some limitations as to whether it can integrate or the breadth of the integration's scope, depending on how it was built to be used with Salesforce. Below are some requirements for integrating with the Elements version of Salesforce.
1. The integration needs to be compatible with Salesforce Lightning.
a. The majority of integrations and third-party apps for Salesforce are compatible with the Lightning Experience platform, which is the user interface that you use on a daily bases. However, there are some integrations/apps that are no longer being actively maintained by the vendor which may only be compatible with Salesforce Classic and therefore will not work with Elements.
2. The integration must be compatible with Salesforce's Enterprise Edition.
a. There are multiple different editions of Salesforce including Essentials, Professional, Enterprise, and Unlimited. Elements is built on the Enterprise edition of Salesforce, which is why this is a requirement.
3. The integrations can't require the use of Salesforce-restricted objects; namely Leads, Opportunities, Campaigns, and Cases.
a. Due to Salentica being a Salesforce partner, Users are restricted from using these objects and most users will not have access to them at all. For certain marketing integrations, you may be able to deactivate the use of these objects such as Leads and Campaigns, or potentially integrate with Elements custom objects such as New Business.
4. Be sure you have upgraded to the latest version of Salentica Elements and Data Broker to be sure you are taking advantage of all currently available functionality.
If you have further questions, please enter a ticket to our Support Team.