Guide to Data Integration

Data is not just nice to have.

There couldn’t be a more accurate statement to describe the evolving role of data analytics.

In our all-digital, multi-channel world, digital business has become an imperative shift. Across teams, data analytics is now a necessary core function to drive business growth. To solve the complex problems organisations face today, leaders need a scalable data strategy to increase business agility.

Pervasive use of data analytics can help teams make smart decisions fast and with more accuracy than ever before, while eliminating blockers that impede collaboration. IT leaders, specifically, are in a unique position to unlock data in ways that transform how teams create and deliver rich experiences for themselves and their customers.

Data integration is the process of connecting and consolidating data from various sources into a single, unified dataset. The integrated data can be analysed with various techniques, including AI. Data integration and data-informed decisions can lead to higher efficiencies and increased collaboration between departments in your organisation.

Data integration helps you connect data from various sources–SaaS applications, IoT sensors, enterprise systems. You can break the process into three key layers: conceptual, logical, and physical integration.

The first layer is deciding which data to unify and why. This is where businesses define their goals and align data integration efforts with overall strategy. For example, a company aiming to improve customer insights might focus on combining CRM data with marketing and sales performance metrics. By doing so, they can track which campaigns generate the most leads and how those leads convert into sales.

Next, it's about organising how the data will fit together. Logical integration maps relationships between data points from different systems, using methods like schema matching or data transformation rules to maintain consistency.

Take a retail business that needs to make sure customer records from a loyalty programme match with e-commerce purchase histories. By creating rules to align customer IDs across systems, the company knows every piece of data links back to the right person, avoiding duplicates or errors. This blueprinting guarantees that data remains clean, connected, and ready for action.

Finally, the data is moved, merged, or synchronised into a target system like a data lakehouse or warehouse. This stage involves actual transfer processes, often using tools like ETL (Extract, Transform, Load) or cloud-based platforms.

For instance, a global sales team might integrate regional sales data into a central data warehouse. This makes it easier for leadership to analyse trends, forecast performance, and set unified goals based on up-to-date information from every region.

IT teams often integrate data between systems using an integration platform like MuleSoft that provides prebuilt components, such as connectors or templates, established integration patterns, and management tools. However, when a custom solution is needed, data integration APIs provide developers with the most flexibility, as well as simplicity and speed.

When integrating datasets, most organisations default to writing customised code. While this may appear to be the faster solution, relying on point-to-point integrations will create technical debt. Your IT teams will take on more complexity, shifting their focus from innovation to maintenance.

So, what’s the alternative? It’s a standardised way to connect data and applications with reusable, composable APIs designed to perform a specific role, such as unlocking data, composing data into processes or delivering an experience — AIP-led integration. With this approach, teams can unlock a dataset once and empower others throughout the organisation to use that data in their own experiences, resulting in 3x faster project delivery and a 63% reduction in maintenance costs.

ETL is one of the most traditional methods of data integration. It involves extracting data from source systems, transforming it into a consistent format, and loading it into a target system like a data warehouse.

For example, a retailer might extract sales data from its e-commerce platform, transform it by removing duplicates and formatting dates, and load it into a centralised warehouse for analysis. ETL helps keep all the data clean and standardised before being used for reporting or decision-making.

Data integration can only be successful when data security is a priority, especially when integrating sensitive customer data, financial data or regulated data categories. Any breach, large or small, will destroy customer trust and deteriorate many of your larger data strategy goals.

Data security starts with eliminating vulnerabilities. Most of this functionality should exist in your integration platform, including mandatory policy configuration, tokenisation and network edge protection.

You should look to implement layered API security, meaning there is security around the perimeter within which the API is deployed, around the API itself and on the data at rest and in transit.

Imagine having all your business data at your fingertips, unified and ready to use, without the hassle of moving or copying a single byte. That's the power of data virtualisation.

Instead of physically duplicating data from various sources into a central location, data virtualisation creates a smart, virtual layer. This layer acts as a single access point, pulling information from different systems in real time, exactly when and where you need it.

This innovative approach completely bypasses the traditional, often slow, and costly process of data replication. The benefits are clear: significantly lower latency for faster insights and a dramatic reduction in storage costs. Data virtualisation truly shines when you need instant access for live analytics and dynamic dashboards, providing on-demand data without the overhead and delays of conventional data integration methods.

Application integration connects software applications so they can share data seamlessly, which makes workflows across systems more effective. This type of integration is often achieved using Application Programming Interfaces (APIs) .

A sales team using a CRM, for example, might integrate it with a marketing automation platform. Application integration is a go-to for businesses looking to synchronise operational workflows and improve team productivity.

There's also data streaming, which supports continuous data integration in real time, allowing businesses to process and analyse data as it flows in. This approach is commonly used in scenarios requiring instant updates or insights.

For example, an e-commerce company can use data streaming to update inventory levels instantaneously as customers place orders, preventing overselling. Similarly, financial institutions rely on data streaming for live stock market updates and fraud detection.

When your data is integrated, everyone, from your frontline customer service agents to your department managers can make better decisions, work more efficiently, and deliver exceptional customer experiences. Let's look at the key benefits of data integration.

Integrated data provides a complete, accurate picture of your business, so you can make informed decisions on the fly. Instead of relying on fragmented information, you can gain insights powered by a unified view of customer behaviours, operational metrics, and market trends.

Unified, accurate data also fuels better AI and agentic AI results. AI models have all the necessary data to make accurate predictions, and AI agents will deploy across different systems and applications to bring you the results you expect, from seamless customer service to automated, personalised marketing campaigns.

Disconnected systems often lead to duplicates, inconsistencies, or outdated information. Inconsistent or wrong data can not only damage the customer experience, but you can also potentially waste resources or even face non-compliance in certain industries. Data integration resolves these issues by consolidating data into a single source of truth. Clean, accurate data builds trust across teams and powers confident decision-making.

Unified data makes workflows more efficient, so teams can focus on high-value tasks instead of hunting for information. Businesses can automate inventory updates by integrating sales data with their supply chain system, which means stock levels are always accurate, preventing overstocking or shortages.

Disconnected data creates silos, keeping people across your organisation from seeing the full picture. But integration connects departments, ensuring everyone has the same insights to drive collaboration and deliver cohesive customer experiences. Shared dashboards between different departments can especially provide consistent information.

Data integration prepares your business for growth and innovation by creating a flexible, modern foundation. Businesses can unify their data in a way that scales effortlessly, supporting the adoption of technologies like AI and machine learning. This means your systems can handle increasing data volumes or new integrations without costly migrations or downtime.

Zero-copy integration makes it easy to connect new data sources—like regional CRMs and all kinds of data stored in data lakes, warehouses or e-commerce platforms—directly to the platform. As a result, businesses can extend the value of their existing data lake and warehouse investments while also powering real-time customer profiles, automated actions, personalised experiences, and smarter decisions at scale.

From powering smarter grids to improving patient care, data integration is changing the way businesses operate and connect with people.

Think about how energy companies keep the lights on during extreme weather. With integrated data from smart metres, weather forecasts, and grid sensors—and applying AI to analyse patterns—you can predict surges in demand and adjust supply in real time. Not only does this prevent outages, but it also helps you spot maintenance issues before they happen—saving time, money, and headaches for your customers.

When it comes to our money, seconds matter. Imagine a bank catching suspicious activity on a credit card in real time because all their data systems are talking to each other. With integration, fraud detection becomes faster and more accurate. Plus, it helps banks give customers personalised recommendations—like the perfect loan or savings product—based on a full view of their financial activity.

Imagine a factory floor where every machine, sensor, and system is seamlessly connected. With integrated data from production lines, supply chain management, and quality control systems, manufacturers can optimise their operations in real time. For example, if a machine starts to show signs of wear, predictive maintenance algorithms can flag it before it fails, reducing downtime and saving costs. Additionally, by integrating customer feedback and sales data, manufacturers can quickly adapt to market demands, ensuring that production lines are always aligned with what customers want. This not only boosts efficiency but also enhances customer satisfaction and loyalty.

Picture a doctor's office where every detail about a patient is in one place. By integrating medical records, lab results, and even appointment notes with a CRM system and other external systems, healthcare providers can make quicker, safer decisions. Whether it's coordinating care between specialists or tailoring treatments, integrated data means better care for patients and less paperwork for providers.

Ever wonder how your favourite online store knows exactly what you're looking for? Data integration connects your browsing history, past purchases, and even real-time inventory. Let's say you add something to your cart. With integration, the system updates stock levels instantly across all channels, making sure you're not buying an item that's already sold out.

Traditional ETL tools, like Informatica and Talend, extract, transform, and load data into centralised systems. ELT platforms take a more modern approach, loading raw data into cloud-based environments like Snowflake or BigQuery before transforming it.

Data virtualisation tools like Denodo, provide real-time access to unified data without physically moving it. They're ideal for creating dashboards or running on-demand analytics. However, they may struggle to scale in larger or more complex environments.

Integration software connects applications using APIs to allow data flow between systems. These tools can link your CRM or customer data platform, for example, with your ERP system, syncing data automatically. Integration tools can connect to many data sources and create a unified infrastructure so different teams can work together on consistent, integrated data.

For businesses that need instant updates, streaming tools like Kafka and Flink provide continuous data flow. These are especially useful in industries such as e-commerce or finance, where quick responses are critical.

Salesforce Data Cloud includes streaming capabilities to support near real-time personalisation, such as updating customer profiles immediately after a transaction or interaction. Whether it's real time stock market data or IoT data from devices, Salesforce makes it possible to act on data the moment it's generated.

Manual processes and small tasks can keep teams from handling bigger, forward-looking issues in your company. Besides eating away at your workforce’s time, they can eat away at morale and productivity. Both could be better spent tackling the larger strategic goals of your organisation. Nearly 75% of IT leaders who've implemented automation have seen time savings equal to at least four hours per 40-hour week.

4 hours of work per week saved by eliminating manual processes

For your service teams, automation can free up agents to focus on 1:1 interactions that provide more value to customers. Your data can also inform bots and other self-service tools that can get customers the help they to need at their own convenience.

Beyond helping customers and service agents make deeper connections, automation can help to alleviate the increasingly high workloads of IT departments. It’s no secret that in the age of remote work, tech staff carry a much higher burden. Tasked with solving client issues and helping their line-of-business (LOB) teammates function in a work-from-anywhere world, they’re taxed out. Those teammates can tell, too: 58% of them agree that “IT leaders are preoccupied with keeping the lights on.”

To alleviate some of the workload, IT can implement the same strategies for customer service to encourage coworkers and teammates to help themselves. Employee usage data can inform similar self-service experiences and chat bots that can help employees solve common, routine issues, from connectivity concerns to system updates.

When data is stored in disconnected systems, it limits visibility and creates barriers for customer-facing roles like sales, service, and marketing. These silos can eventually lead to inefficiencies and errors in decision-making. Platforms such as Salesforce Data 360 break down silos by connecting any data source from anywhere into a single, unified view.

If two systems have conflicting records for the same customer, teams might waste time resolving discrepancies or send mixed messages to the customer. Poor-quality data can lead to unreliable insights, errors in reporting, and a lack of confidence in decision-making. However, data integration tools balance data by identifying and resolving duplicates or inconsistencies.

As data volumes grow, integration systems can't always keep up. Businesses often face scalability challenges when adopting new technologies, entering new markets, or handling real-time data streams. If you were suddenly faced with global markets, you may find yourself using an outdated infrastructure and unable to handle new data quickly enough to support changing prices or inventory updates. But by connecting to modern data sources such as Snowflake businesses can handle expanding data volumes and keep performance up.

As you start to integrate data and dismantle silos, you may realise that governance is an even bigger challenge. Traditional governance policies are complex, requiring detailed rules for each data object and user. These policies need to be unified, but scaling unified policies is difficult as the volume and variety of your data grows.

When integrating multiple sources of data, consider a scalable governance. It will allow you to consistently apply access and masking policies using metadata and data tags, no matter who's using the data, be it AI, human agents, customers, or employees.

The right tools will put you on the path to success, but seamless data integration requires strategy, collaboration, and planning. Use these best practices to avoid common pitfalls.

Implementing automated solutions used to mean starting from scratch. But the days of building workflows and bots from the ground up are over. It's time to embrace no-code platforms to focus on what matters: the customer.

See how to increase the speed of work with Einstein Automate.

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Today, IT leaders have access to tested, secure pre-built solutions that can get their company's data to work, fast. Tools like Salesforce's Einstein Automate provide no code and low code automation solutions that can transform the way your teams put data to work. Einstein Automate makes automation with out of-the-box workflows that are built on a powerful platform so you can get started fast and focus on impact.

And, with a library of over 700 best practices across industries, intelligent solutions for customers and employees are just clicks away.

Those same templates make it far easier for teams to share data in service to their customers. IT leaders can securely integrate data from any source using ready-to-install templates from AppExchange. Ready-made, time tested solutions make it faster to develop personalised customer experiences that can shift and scale as your customers do the same.

Having the right customer insights for your teams to act on can empower your organisation to drive meaningful business outcomes and introducing automation can help teams act faster and more efficiently. Automation will be most effective for your business when you can:

• Enable employees to focus on more strategic work by automating routine tasks
• Put actionable insights into peoples' workflows where they already spend their time
• Leverage no-code solutions and templates for more intelligent starting points

Learn more about Einstein Automate and discover tools and partner solutions to help you boost productivity.

Data integration impacts multiple teams, from IT to marketing to sales. Involving everyone early helps align priorities, prevent miscommunication, and make sure the integration works for all stakeholders. Shared dashboards and clearly defined goals also help keep everyone aligned and focussed on delivering value.

When systems are connected, the possibilities are endless. Teams work smarter, customers feel valued, and businesses thrive.

With Data 360, businesses can do more than unify data using data integration. They can act on it in real time, like identifying high-value customers through AI or triggering instant responses based on live customer interactions.

Disconnected data can cost your business time, money, and customer trust. But by choosing the right tools and strategy, you build a foundation for long-term success. Take the first step towards a more connected future and get started with Salesforce Data 360.