CRM Analytics Integration

Overview

BookMe Insights integrates seamlessly with Salesforce CRM Analytics through an automated data pipeline. This integration enables real-time analytics, custom reporting, and comprehensive business intelligence capabilities. The CRM analytics integration is done using the External Data API from salesforce to push data to the organization.

Integration Architecture

Data Flow

  1. Data Generation
    • Nightly availability simulations
    • Historic meeting data processing
    • Time range with reason calculations
    • Location-specific analytics
  2. Data Processing
    • Automatic data chunking (≤10 MB parts)
    • GZIP compression for efficient transfer
    • Metadata enrichment
    • Integrity validation
  3. CRM Analytics Upload
    • External Data API integration
    • Metadata object creation
    • Batched data upload
    • Dataset management

Data Types

Time Range Data

  • Hourly availability snapshots
  • Advisor availability status
  • Meeting type capabilities

Historic Meeting Data

  • Past meeting records
  • Booking patterns
  • Resource utilization
  • Service delivery metrics

Implementation Details

Data Generation Process

  1. Nightly Simulation
    • Runs configured Insights Settings
    • Processes each location
    • Calculates advisor availability
    • Generates 60-day forecasts
  2. Data Preparation
    • Chunks data into manageable parts
    • Compresses using GZIP
    • Validates data integrity
    • Prepares upload metadata
  3. Upload Process
    • Creates External Data object
    • Defines dataset properties
    • Uploads compressed parts
    • Links parts to metadata