Kasetti Technologies :Articles by: Kartik Patil
CategoriesBlog
byKartik Patil

NLP-Powered Dashboard: Unleashing Instant Business Insights Through Conversation

In today’s fast-paced business world, timely insights are no longer a luxury—they’re a necessity. But traditional dashboards and reporting tools often require technical expertise, time-consuming filters, and structured query language (SQL). That’s where the NLP-Based Dashboard steps in— a next-generation, AI-enabled solution that empowers every stakeholder to engage with business data simply by asking questions in everyday language.

Whether you want to track revenue growth, monitor inventory levels, or identify top-performing products, all it takes is a sentence. No coding. No spreadsheets. Just clear answers delivered in real-time, visually and intelligently.

NLP Dashboard
Dashboard Visual 1
Dashboard Visual 2

💡 What Is the NLP-Based Dashboard?

At its core, the NLP-Based Dashboard is a conversational analytics platform. It transforms how teams access and explore data by allowing them to speak or type naturally—just like asking a colleague.

Imagine walking into a strategy meeting and saying, “Show me the top 5 products with the highest stock and lowest price.”

Within seconds, the dashboard responds with a table and chart, curated from live enterprise systems—ready for decision-making.

This platform removes technical barriers, accelerates decision cycles, and redefines how business interacts with data.

🚀 Key Capabilities That Drive Business Outcomes

💬 Natural Language Query Engine

Ask questions in English, Spanish, French—or your preferred language—and instantly get answers. Whether you’re a marketing executive checking quarterly trends or a sales manager tracking pipeline health, the experience is intuitive.

There’s no need to learn data structures or keywords. The platform understands your intent and delivers results.

Natural Language Engine Visual
Interactive Visualizations

📊 Interactive Visualizations

The system doesn’t just return rows of data—it brings insights to life.

From bar charts to combo views, every response is accompanied by a visual that makes interpretation easy.

Select from 8 different chart types tailored for trends, comparisons, proportions, and outliers.

Hover to explore. Click to drill down. Zoom in for detail. Save charts for presentations.

Whether you’re tracking performance over time or comparing regional results, the visuals help tell the story faster.

🌐 Multilingual Intelligence

Data conversations shouldn’t be limited by language. The platform supports multiple languages including English, Spanish, French, and more—enabling global teams to operate seamlessly.

🌍 Example:

Spanish: “¿Cuál es el tamaño promedio de las operaciones en el primer trimestre?”

French: “Afficher le chiffre d’affaires total de toutes les opportunités.”

This opens the door for international teams to make data-driven decisions in their native languages—no training required.

Multilingual Visual 1
Multilingual Visual 2

🔍 AI-Powered Smart Suggestions

Don’t know where to begin? The dashboard offers contextual follow-up questions based on your initial query. These smart suggestions enable progressive analysis—helping users go deeper without typing again.

Ask:

“Show me quarterly revenue.”

Suggestions:

  • Break down by region
  • Highlight top-performing sales reps
  • Compare to previous year

This guided exploration encourages curiosity while keeping the user experience simple and fast.

Smart Suggestions Visual 1
Smart Suggestions Visual 2
Real-Time Analytics Dashboard

📈 Real-Time Business Analytics

Data loses its value when it’s outdated. That’s why this platform connects to live enterprise systems—ensuring your insights reflect today’s reality, not last month’s snapshot. As new opportunities are created, inventory is updated, or revenue is recorded, the dashboard reflects those changes instantly.

Tap into customer trends, supply chain metrics, or product performance—right when it matters.

🎯 Intelligent Error Handling

Not sure how to phrase a complex question? Asked something the system can’t answer?
The dashboard provides smart feedback and guidance.

If data isn’t available, it suggests similar queries.
If the question is too broad, it prompts for clarity.
If technical errors occur, it offers next steps without jargon.

Example: “The system doesn’t have data on that topic. Try asking about sales or opportunities instead.”

This keeps users on track—reducing frustration and improving confidence.

Intelligent Error Handling
Voice Input Feature

🗣️ Voice Input (Preview Feature)

For moments when typing isn’t convenient, just speak.

The voice input capability allows users to engage with the dashboard using natural voice commands.

Whether you’re in a meeting room, on the go, or multitasking, the system listens and responds.

This hands-free interface enhances accessibility and productivity—especially for leadership teams on the move.

🔗 Unified Access to Key Business Systems

Your data lives in multiple places—Sales, ERP, CRM—and the NLP-Based Dashboard brings them together.

Here’s how it connects the dots:

  • Customer & Sales Information: Accounts, contacts, opportunities—accessible at a glance.
  • Inventory & Product Data: Real-time view of stock levels, pricing, and product configurations.
  • Financial & Operational Metrics: Revenue, pipeline, purchase trends—all available without navigating multiple platforms.

The dashboard identifies relationships between systems automatically. This unified view breaks silos and creates a holistic understanding of business performance.

Unified Business Systems
Visual Analytics Chart Options

📉 Tailored Visual Analytics for Every Scenario

Choose from a rich selection of chart types—each designed to serve a specific business need:

Chart Type Best For
Line Chart 📈Trends over time
Bar Chart 📊Comparing performance
Pie Chart 🥧Understanding proportions
Scatter Plot 🔵Discovering correlations
Histogram 📊Analyzing distribution
Box Plot 📦Identifying outliers & variability
Combo Chart 🔀Viewing multiple metrics together
Number Chart 🔢Focusing on key business indicators

From executives to analysts, each user finds a chart that fits their perspective.

🙋 Frequently Asked Questions (FAQ)

Do I need technical skills to use this?

Not at all. Anyone who can ask a question can use this dashboard.

Can I use it in my native language?

Yes. The system supports multiple languages to ensure inclusivity and global usability.

Where does the data come from?

The platform connects to your enterprise systems and accesses live, secure data—governed by your organization’s permission structure.

How accurate are the results?

The system interprets your questions intelligently and returns precise answers. For high-impact decisions, it’s always good to validate with your team.

🌟 Final Thoughts

The NLP-Based Dashboard redefines how modern businesses interact with data. It’s not just about faster access— it’s about smarter decision-making, wider accessibility, and greater confidence in every conversation.

Let your data speak your language.
With this platform, you don’t just get answers—you get clarity.

CategoriesBlog
byKartik Patil

Seamless Integration of 22 ERPs with Centric System – Workato

In today’s fast-paced business environment, integrating multiple Enterprise Resource Planning (ERP) systems with a Centric system is crucial for streamlining operations and enhancing productivity. Our team successfully implemented a solution that integrates 22 ERPs with a Centric system, ensuring seamless data synchronization and minimizing manual errors.

Scope of Integration

The integration project involved:
  • 22 ERP systems
  • 4 modules per ERP system
  • Centric system as the central hub for data integration

Centric System’s Shadow Table

The Centric system provides modified record data in a shadow table. We utilized the REST API to filter the shadow table data and identify the modified records. By filtering out the shadow table data, we ensured that only the most recent and relevant data was processed.

API Filtering and Sorting

By utilizing the default REST API’s filtering and sorting features, we were able to:
  • Retrieve only the modified records, reducing data transfer and processing time
  • Sort the data based on specific criteria, ensuring that the only changed records were processed.

Complex Data Transformation

One of the significant challenges was transforming data from the Centric system to each ERP system. The source data was stored in two tables, while the destination data required multiple tables. Our team successfully handled this complex JSON data transformation, ensuring seamless integration with the target ERPs.

Custom Scripting and 2-Way Integration

To achieve efficient data transformation, we utilized custom scripting blocks. Additionally, our solution integrated data returned by the ERPs back into the Centric system, maintaining record IDs and integration status. This ensured 2-way integration between the systems.

Recipe Flow for Efficient ERP Configuration

To efficiently configure the ERP systems, we built a recipe flow that:
  • Set the active status of each module to true or false based on the configuration requirements
  • Enabled or disabled each module accordingly
  • Ensured seamless integration and synchronization of data across all ERPs

Error Handling and Retry Mechanism

To ensure reliability and minimize errors, our solution incorporates robust error handling and retry mechanisms. In case of errors, our system:
  • Catches and logs errors for easy debugging
  • Retries failed operations after a specified time interval
  • Notifies administrators of persistent errors

Building Custom Connector for Reduced Task Consumption

To optimize performance and reduce task consumption, our team built a custom connector for the Centric system. This custom connector:
  • Minimizes API calls, reducing the load on the Centric system
  • Improves data retrieval efficiency, reducing task consumption
  • Enhances overall system performance and reliability

Metadata Integration

Our solution went beyond data integration, incorporating metadata integration between the ERP systems and Centric. This ensured consistency in picklist enum values across systems, resulting in seamless integration, minimized failures, and reduced manual intervention.

The successful integration of 22 ERPs with the Centric system has significantly improved our client’s operational efficiency and productivity. Our team’s expertise in handling complex data transformations, custom scripting, error handling, and building custom connectors has ensured a seamless and efficient integration process.

Image Source: Workato

Get Started with Workato Today

Discover how our Workato integration services can transform your business. Contact us to schedule a consultation and take the first step towards seamless connectivity.
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CategoriesBlog
byKartik Patil

Seamless Conversations, Unified Experiences: Connecting Social Platforms with Business Intelligence

AI Orchestration Panel

Omnichannel Intelligence at Scale

In today’s hyper-connected landscape, customer engagement doesn’t wait for business hours—and it certainly doesn’t wait for the boundaries of a single platform. Whether it’s a customer reaching out through WhatsApp, a patient messaging via Telegram, or a user interacting with embedded web channels, responsiveness and intelligence must operate in real time, across every touchpoint.

This is where our AI-powered orchestration system comes in: a smart, agent-led platform that bridges conversational channels with enterprise systems. Whether managing healthcare records, CRM workflows, or analytics platforms, this system delivers contextual, dynamic responses that align with the intent and sentiment of your audience.

AI Orchestration Platform Overview
Conversational Intelligence Meets Operational Depth
AI Orchestration Visual

At the heart of this system lies a flexible orchestration engine powered by intelligent agents. These agents interpret natural language inputs from messaging apps and coordinate actions across various enterprise backends. The result? Human-like, accurate, and timely interactions—every time.

Imagine a patient sending a text about their upcoming appointment. In seconds, the agent can access historical data, retrieve the appointment record, offer rescheduling options, and log the interaction into the appropriate system— without human intervention.
📌Key Capabilities

🌍Multilingual Transcript Extraction

No matter the language, tone, or format—our system extracts meaning from every interaction. From casual text messages to formal video inquiries, all communication is automatically transcribed and translated where needed. This enables real-time understanding of customer sentiment, requests, and concerns across geographies and demographics.

🔄Agentic Orchestration

These aren’t just bots—they’re thinking agents. Each message sets off a chain of autonomous processes that determine the right data to retrieve, the optimal response to craft, and the precise system to update. This “agentic” orchestration ensures context is maintained across messages and channels, allowing for smooth, multi-step workflows.

Agentic Orchestration Visual
🔍

Use Case Example

A customer requests a refund via Telegram. The agent instantly verifies their transaction, applies eligibility checks, generates a tailored response, and logs it in the CRM—all within moments, without escalation.

Contextual Q&A with Memory

Our system doesn’t just respond—it remembers. By retaining context across interactions, the agent can answer follow-up questions intelligently, even days later. This continuity builds trust, eliminates repetition, and significantly improves customer satisfaction.

Think: “What was my last bill?” followed by “Can you compare it with the previous one?”—and getting accurate insights on both.

Contextual Q&A Visual

Flexibility with Text, Video, and Images

Beyond simple text, the platform processes rich media inputs including video clips, PDFs, scanned documents, and images. Customers can submit a screenshot of an issue or a video of a medical condition, and the agent will extract relevant insights, summarize the content, and recommend next actions. This opens the door to high-touch service in industries like healthcare, finance, or insurance—without human bandwidth constraints.

Integration with Distributed Data Resources

The system connects and interacts with multiple data sources—internal databases, CRM platforms, analytics warehouses, and more. By feeding and retrieving data from these systems, it ensures every interaction is rooted in real-time business intelligence.

Whether it’s verifying a prescription, checking account balance, or analyzing purchasing behavior, the agent pulls the right information at the right time.

Data Integration Visual

Business Value Delivered

  • Reduced Response Time: Automation of first-level queries cuts down service time by up to 80%.
  • Operational Efficiency: Agents focus only on complex, high-impact tasks—no screen switching or data entry.
  • Improved Accuracy: Context-driven answers reduce mistakes and build customer trust.
  • Scalability: Serve 10 or 10 million users without quality loss.
  • Enhanced Engagement: Multilingual, multi-modal support ensures every customer feels heard.

Real-World Scenarios

  • Healthcare: AI agents handle appointment reminders, rescheduling, and post-consultation follow-ups.
  • Customer Support: Resolve issues instantly via WhatsApp with service ticketing and full context.
  • Sales & CRM: Reps get intelligent lead alerts, summaries, and recommended next steps—automatically.
Secure Card

Real-Time, Secure, and Compliant

Every interaction, data lookup, and system update complies with stringent security and privacy standards. Audit trails, encryption, and access control mechanisms are embedded to ensure enterprise-grade reliability.

🧩The Agentic Future of Business Communication

In this new era of communication, messaging platforms aren’t just channels—they’re the frontlines of customer experience. By embedding intelligent agents directly into these platforms and connecting them with your core systems, you don’t just respond faster—you operate smarter.

This is the evolution of business communication: real-time, AI-powered, context-aware, and deeply integrated.

Ready to bring your conversations into the age of intelligence? Let’s make every message matter. 💬✨

The Agentic Future Visual
CategoriesBlog
byKartik Patil

From Devices to Decisions: Turning IoT Signals into Strategic Insights

IoT Visualization

In today’s hyperconnected world, enterprises are inundated with raw data from a myriad of IoT devices—yet very few harness it to drive timely and actionable decisions.

What if your organization could capture real-time signals from field devices and turn them into revenue-generating insights within seconds?

That’s exactly what our latest integration achieves—a fully automated, intelligent pipeline that transforms raw sensor outputs into real-time dashboards and insights that empower frontline teams, service managers, and decision-makers.

Seamless Flow IoT

The Power of Seamless Flow: From Sensors to Strategy

At the heart of this solution is a streamlined ecosystem where data travels securely, intelligently, and purposefully—from the edge to your strategic core.

This initiative connects the physical world of IoT with digital operations in real time, ensuring immediate awareness and response capabilities across your business units.

🔍 Let’s unpack the experience.

📡 Real-Time Ingestion of Device Signals

Your IoT sensors are speaking—now they’re finally being heard.

This system captures continuous streams of sensor data directly from devices deployed in the field—whether on manufacturing floors, energy grids, or smart buildings. These signals are ingested in real time, allowing your business to immediately detect usage patterns, environmental changes, or anomalies the moment they occur.

💡 Business Value

  • ✅ Instant visibility into asset performance
  • ✅ Faster response to operational deviations
  • ✅ Proactive maintenance and resource planning
Secure Storage Governance

🔐 Secure Storage with Governance Built In

Raw sensor data needs a safe, compliant, and highly scalable environment. This solution ensures that every signal—no matter how frequent or voluminous—is securely captured and stored in a central repository designed for enterprise-grade data governance.

The result? Your data is audit-ready, privacy-aligned, and always available for downstream use.

💡 Business Value:

  • ✔️ Full compliance with internal and external data policies
  • ✔️ Cost-effective scalability for growing IoT fleets
  • ✔️ Foundation for historical trend analysis
Dynamic Transformation

🔁 Dynamic Transformation for Business Consumption

Raw data alone doesn’t drive value. That’s why we introduced an intelligent transformation layer that contextualizes and refines the incoming data. By structuring sensor readings into business-relevant formats, the system ensures your operational and analytics teams get exactly the insights they need—no more, no less. The transformation process also includes enrichment logic, such as:
  • 📍 Mapping sensor IDs to physical asset locations
  • 📊 Converting raw metrics into KPIs
  • 🧹 Filtering redundant or noisy data

💡 Business Value:

  • ✔️ Accelerated decision-making through curated information
  • ✔️ Elimination of irrelevant data noise
  • ✔️ Alignment of technical inputs with business outputs

🔗 Intelligent Integration with Customer 360 Platforms

Once transformed, the data seamlessly feeds into your enterprise CRM environment, unlocking customer and asset-level insights in real time. Field service reps now know the moment a device enters a critical state. Sales teams can upsell based on predictive usage. Operations managers can spot fleet-wide performance trends without waiting for a report.

The platform doesn’t just centralize data—it makes it work for you.

💡 Business Value:

  • ✔️ Improved service response times
  • ✔️ Data-driven sales enablement
  • ✔️ Holistic customer and asset visibility
Customer 360 Integration
Real-Time Dashboards

📊 Real-Time Dashboards for Instant Awareness

Gone are the days of quarterly reports and delayed alerts. This pipeline enables live dashboards and alerting mechanisms that give your teams instant situational awareness. Whether it’s a sudden temperature spike in an industrial fridge or unexpected downtime in a remote device, the right person gets notified—at the right time—with the right context. Visual dashboards are customizable, role-based, and mobile-ready, empowering stakeholders across departments to act fast and with confidence.

💡 Business Value:

  • ✔️ Reduced downtime and increased SLA compliance
  • ✔️ Real-time KPI monitoring
  • ✔️ Streamlined cross-team coordination

🧠 A Strategic Edge for the Modern Enterprise

This solution isn’t just a pipeline—it’s a strategic capability.

By fusing real-world sensor data with digital platforms in real time, your enterprise gains the agility, insight, and automation required to lead in a connected economy. You’ll shift from reactive to proactive, from fragmented to unified, and from lagging to leading.

Strategic Edge IoT
Key Capabilities

⚙️ Key Capabilities Summary

  • ✅ Live Sensor Data Capture
  • ✅ Enterprise-Grade Secure Storage
  • ✅ Intelligent Transformation Layer
  • ✅ Business System Integration
  • ✅ Real-Time Dashboards & Alerts
  • ✅ Scalable for Multi-Region Deployment
  • ✅ Audit-Ready Governance & Compliance
CategoriesArticle
byKartik Patil

Xero Connect

Xero Integration

Xero Connect

Automatically update Salesforce with live Xero Accounting data using the powerful capabilities of TechKasetti for Xero. This intuitive, two-way integration solution seamlessly connects your Xero and Salesforce platforms, allowing your business to streamline operations and collaborate in real-time. Powered by TechKasetti’s advanced technology and built natively on the Force.com platform, this out-of-the-box integration can be installed and configured in just a few minutes. It features true bidirectional sync, which ensures that your teams across departments have consistent, up-to-date access to essential financial data from Xero right inside Salesforce. The result? A more connected, agile, and efficient workflow that aligns your accounting and CRM efforts like never before.

TECHKASETTI XERO INTEGRATION KEY FEATURES

  • Salesforce Platform Events framework for seamless integration.
  • Webhook capture service for Contact, Invoice, and Billing Subscription records in Xero.
  • Custom Metadata for field mapping of Salesforce Account with Xero Contact and Salesforce Opportunity/Line Item with Xero Invoice/Line Item.
  • Xero Contact Component for easy contact creation.
  • Xero Invoice Creation Component with the ability to edit line items, set invoice due date and remove opportunity line items.
  • Xero Invoice Detail Component on the Salesforce Record detail page for viewing Invoice Status and downloading PDF Invoice.
  • Audit Trail Object in SF to capture events from Xero to SF via Webhooks of object in scope and their record status in SF.
  • Option to resend Opportunity and Opportunity Line Items to Xero on any Integration error with error message details.
  • Default Email from SF on approval of Opportunity/Invoice and template for Invoice Generation.

Allow your sales team to raise Xero invoices in Salesforce & track invoice status i.e., overdue, due, and paid. TechKasetti enables your billing process to perform more efficiently while reducing time to payment.

Eliminate the need for double data entry and reduce manual data errors. Provide staff with access to time-sensitive payment information. With TechKasetti for Xero, you can reduce hidden salary costs, avoid delays, and increase ROI.

Empower your team by providing them with valuable insight into the customer’s overall financial health. Make better decisions based on accurate data using TechKasetti’s dynamic dashboard and reporting features.

TechKasetti for Xero is the leading Salesforce and Xero integration trusted by Salesforce professionals. Our mission is to empower businesses across all industries by streamlining their sales and finance data and aligning their teams, allowing for increased productivity and growth optimization.

CategoriesArticle
byKartik Patil

WebXR

webxr
Tech Kasetti Highlight

Drive Success With Tech Kasetti,
A Certified Salesforce Partner Implementation Company

Power of WebXR at work in Salesforce Pardot and the Salesforce Marketing Cloud
To make the most of your automated and personalized emails, you must include product recommendations in your emails. Product recommendations are not just a tool for abandoned cart emails, they are also a strong indirect up-sell tool that can and should be included within your email marketing campaigns.

CategoriesArticle
byKartik Patil

K-Chat

KChat - Email Messenger

In the ever-evolving landscape of customer relationship management (CRM), businesses are constantly seeking innovative solutions to enhance their sales processes and improve customer interactions. Salesforce, a leading CRM platform, has been at the forefront of this evolution. With the integration of OpenAI’s ChatGPT, a powerful language model, Salesforce has taken a giant leap towards automating and streamlining natural language processing within its platform.

subscribe-bg.jpg

Drive Success With Tech Kasetti, A Certified Salesforce Partner Implementation Company

Provide Flexibility to your customer to interact with your customer agent right from the email and increase the probability of conversion by limiting the customer distraction. The possibilities are limitless with applications that include:

Increase Probability

  1. Provide customers with chat messenger to obtain products offer details while the customer is still focused on the campaign.
  2. Routing of the chat request to the skilled channel agent based on the campaign to share the details.
  3. Automatic creation of Lead with the customer details passed from the email campaign.
  4. Agent having details of the customer before starting their conversation.
  1. Currently supports Service Cloud,ServiceNow, and HappyFox
  2. However, not limiting to the above, the solution supports all the service cloud that supports web chatting feature.

Looking for seamless communication solutions?

K-Chat, our Email Messenger powered by OpenAI’s ChatGPT integrated with Salesforce, revolutionizes customer relationship management. Enhance sales processes and boost customer interactions directly via email. Explore the limitless possibilities of increasing conversion rates and expanding product discovery channels. Have a question or need assistance? Reach out to us

COntact Us
CategoriesArticle
byKartik Patil

KT Offer Letter (ATS)

The Offer Letter app is a digital tool designed to help employers and recruiters streamline the hiring process. This app offers a range of features including job postings, applicant tracking, interview scheduling, digital experience, and candidate screening.

Drive Success With Tech Kasetti, A Certified Salesforce Partner Implementation Company

Dashboard

The dashboard presents job posting details in a convenient data-table format, enabling recruiters to grasp open positions and avoid duplication. Easily track all submitted applications in one centralized location.

Interview Scheduling

The dashboard presents job posting details in a convenient data-table format, enabling recruiters to grasp open positions and avoid duplication. Easily track all submitted applications in one centralized location.

Instant Feedback and Rating from the Interviewer

Instant feedback and rating during interviews play a crucial role in promptly evaluating and standardizing the interview process. This feedback mechanism enables recruiters to track and enhance the quality of candidate sourcing based on specific criteria, ensuring effective decision-making and continuous improvement.

CategoriesArticle
byKartik Patil

K-Web Recomendation


Leveraging Einstein's / Amazon Personalize Capabilities to Observe Behavior, Build preference profiles, and surface the Predictive Trending Products.

Drive Success With Tech Kasetti, A Certified Salesforce Partner Implementation Company

KWeb recommendation leverages Einstein / Amazon Personalize Engagement Scoring feature on the ordered data over a period of time (configurable parameter) and builds Product category / catalog (Region, Season etc.) to observe the trending product behavior, preference of the customers etc. and provide predictive trending product catalog insights to the B2B buyers. This facilitates the salesperson to show the trending products to the potential B2B buyers based on the category the buyer falls under (Region, Season etc.) Salesperson can choose the appropriate product category and show the trending products to their potential B2B customers. The possibilities are limitless with applications that include the following:

Expand the ways that your customers can discover your products and increase sales.

  1. Provide facility to define multiple recommendations with each recommendation having multiple fields key-value pairs.
  2. Allows us to define the recommendation period / duration for each recommendation.
  3. Activate or deactivate the recommendations.

Monitor your brand across all channels to increase your marketing reach and preserve brand integrity.

  1. Better understand customer preferences and lifestyle through their order data.
  2. Evaluate banner advertisement exposure during broadcast events to drive higher ROI.

Increase the ways in which you can identify your products to streamline sales processes and customer service.

  1. Identify the products that are out of trend or trending to streamline inventory restocking.
  2. Measure retail shelf-share to optimize product mix and represent top-selling products among competitors.

Tech Kasetti, facilitates in setting up of Einstein / Amazon Personalize Engagement Scoring on your order data and discover new insights about your customers, and predict outcomes that lead to smarter decisions.

CategoriesArticle
byKartik Patil

Integration Framework

The Integration Challenge: Overcoming Roadblocks in the Cloud Era

Integrating Salesforce with external systems using REST API enables seamless communication and data exchange between Salesforce and other applications or platforms.

PLATFORM EVENTS

Within our integration framework, we leverage the robust capabilities of Salesforce’s platform events and the Queueable interface to ensure efficient and scalable data processing. We are leveraging Record-Triggered Flow that launches when a record is created or updated. 

Platform Events exchange event data in real-time within the Salesforce platform, as well as between Salesforce and external platforms. Simply put, this is the way that Salesforce can broadcast when there have been changes made that these other modules/external platforms need to act on.

Additionally, the Queueable interface enhances our integration architecture by enabling asynchronous processing of complex tasks and data transformations. Leveraging Queueable jobs, we can efficiently manage and prioritize integration tasks, ensuring optimal resource utilization and minimizing impact on system performance.

RETRY MECHANISM

In the event of an external system down, our integration framework will make up to five retry attempts with specific time intervals before marking the operation as failed.

LOGGING AND TRACKING MECHANISM FOR SEAMLESS INTEGRATION

For each incoming or outgoing request, a log record will be generated containing the status, endpoint URL, and returned JSON from the external system. This allows users to track orders and, in case of failure, review the failure reason.

Introducing Our Custom Field Mapping Tool for Seamless Integration

At Kasetti Technologies, we’re excited to introduce our cutting-edge Field Mapping Tool designed to streamline integration processes and enhance data consistency across platforms.

What is the Field Mapping Tool?

Our Field Mapping Tool is a powerful solution crafted to simplify the mapping of Salesforce fields to JSON fields for REST API integration. This tool empowers developers and administrators to effortlessly configure field mappings, ensuring seamless data exchange between Salesforce and external systems.

We have built a user interface that enables users to map Salesforce fields with JSON fields.

As shown in the image above, users can add new services for any particular country.

What is the Field Mapping Tool?

Our Field Mapping Tool is a powerful solution crafted to simplify the mapping of Salesforce fields to JSON fields for REST API integration. This tool empowers developers and administrators to effortlessly configure field mappings, ensuring seamless data exchange between Salesforce and external systems.

We have built a user interface that enables users to map Salesforce fields with JSON fields.

There are three options provided:

  • Input: Used to map incoming JSON data fields to Salesforce fields.
  • Output: Used to map outgoing Salesforce fields to JSON fields.
  • Both: Used to map both incoming and outgoing fields.

Our tool possesses the capability to parse the Nested JSON data at any level of complexity and comprehensively display the fields for seamless mapping. Additionally, our tool can also parse XML data with equal proficiency, ensuring versatile data handling across formats.

Input-JSON
Output-json
Field-Mapping

Our tool simplifies field mapping by providing intuitive options for each JSON field: Parent Object, Child Object, and Fields. Users can effortlessly navigate through the mapping process by selecting parent and child objects, as well as individual fields, streamlining the integration experience.

From a JSON data source, our tool can perform field mapping and insert multiple object records into Salesforce seamlessly. Similarly, it can fetch multiple object records from a single JSON data source, enabling efficient data retrieval and manipulation.

With our tool, users can map a single Salesforce field with multiple JSON fields, providing flexibility and customization in data integration processes. This feature streamlines mapping procedures and enhances adaptability to diverse data structures.

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