Once your Salesloft iPaaS integration is up and running, you’ll want to maintain it so that your workflows stay efficient and reliable. Regular upkeep can prevent errors, improve performance, and ensure that data flows smoothly between your systems.

Here are some best practices to keep your integrations in top shape:

🔧 1. Monitor Your Integrations Regularly

• Stay proactive by checking logs to ensure that your integrations are running smoothly. Check the following logs:
  • API Log: Filter API logs by integration to check for updates to Person and Account records.
  • Audit Log: Check for creation, deletion, or updates to People and Accounts.
• Use the Plays Analytics to monitor the impact of automated actions and identify any issues early.

🔄 2. Test After Every Change

• If you’ve created one of the following Plays (Account Created play, Account Updated play, Opportunity Created play, Opportunity Updated play, Person Created play (coming soon), Person Updated play (coming soon) as part of your iPaaS integration, you can test it by enabling it for a specific group first, before rolling it out to your entire team.

🧹 3. Clean Up Data & Remove Duplicates

• Regular data maintenance is essential. Add People with duplicate or incomplete records to a data cleanup cadence, so that you can review and clean bad data.

📈 4. Review and Optimize Performance

• To reduce redundant API requests, use the Upsert action. This helps update existing records or create new ones only when necessary, improving efficiency.
• The Upsert action minimizes the number of API calls, especially in large datasets, making your integration more efficient and less prone to overloading

⚙️ 5. Keep Your Integration Platform Updated

• iPaaS providers frequently release new features and security fixes. Keep all platforms updated to leverage the latest improvements and ensure your integrations are secure and optimized.
• Stay informed about platform updates and integrate them into your setup as needed.