Authors: Sai Dubey
Abstract: Enterprises increasingly rely on hybrid IT environments that combine modern CRM platforms, such as Salesforce, with legacy systems like ERP, mainframes, and on-premises databases. Integrating these disparate systems is essential for operational efficiency, data consistency, and enhanced customer engagement. This review examines best practices for Salesforce-legacy system integration, including middleware solutions, API-based connections, data migration strategies, workflow automation, and CI/CD orchestration. The article also addresses identity and access management, security, and compliance considerations, highlighting real-world case studies in financial, healthcare, and public sector deployments. Finally, emerging trends such as AI-driven predictive analytics, cloud-native integration, and hybrid architectures are explored, providing insights into future-proofing CRM modernization efforts while maintaining operational resilience and regulatory compliance.
DOI: https://doi.org/10.5281/zenodo.17132099
