When is Salesforce Connect recommended for use?

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Salesforce Connect is ideally recommended for situations where you have a large amount of data that you don't want to copy into Salesforce. This tool allows you to access and interact with data stored in external systems in real time, providing users with visibility and functionality without the overhead of data duplication. This is particularly useful when dealing with substantial datasets that would be inefficient or impractical to store locally within Salesforce.

By leveraging Salesforce Connect, organizations can maintain a single source of truth in the external system while still providing the necessary access and interaction capabilities within Salesforce. This approach not only simplifies data management but also ensures that users are always working with the most up-to-date information available.

The other scenarios do not align with the primary purpose of Salesforce Connect. For instance, having minimal data would be more manageable through direct integration or data import rather than using Salesforce Connect, which may introduce unnecessary complexity. When data is only occasionally needed or when exclusively using legacy systems, other integration methods or solutions may be more suitable, focusing on periodic data transfers or system integrations rather than real-time access.

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