salesforce integration architecture

Amit is Practice Lead (Platform Strategy) and Senior Business Solution Architect at Soliant Consulting, Inc. working out of the San Francisco office. Architecture Diagram External ERP Integration with Salesforce Bring the back office to the front office, unlocking data across the enterprise. ), Type of change (Create or Update for now; more options later. Salesforce, salesforce.com, Sales Cloud, Service Cloud, Marketing Cloud, Force.com, Chatter, and Salesforce logos are trademarks of salesforce.com, inc. and are used here with permission. With the approach solidified, we had to evolve a scalable design that wasn’t too cost-prohibitive on either system. Each Salesforce project should be subservient to a higher level integration architecture authority that is typically governed outside of the Salesforce1 platform teams. The SLAs should be based upon real business needs (sorry – not everything in life needs to be real time) that help define the non-functional requirements. As a result, he loves solving problems in this space and is deeply passionate about the Salesforce platform. If you do not have a SOA layer your project may be responsible for integrating directly into the legacy application. Capability #6 – Many integrations can be accomplished in a batch design. Capability #11 – Rather than using the Salesforce Platform to be your hub of cloud-to-cloud integration activity many companies have moved towards Cloud based Integration-as-a-Service packages. Salesforce users need the ability to CRUD (create,read,update and delete) data from their data warehouse without leaving the Salesforce user interface. At other times, this means associating it with different parent records based on data attributes. info@soliantconsulting.com, Chicago Because these solutions are specifically tailored for the Salesforce Platform (and other popular SaaS vendors), the time to build and deploy an integration can be radically reduced as opposed to using the On-Premise ESB. The base class was responsible for the following: The derived classes were responsible for the necessary logic specific to an entity. ), Field Name/Field Value pairs of the changes for any given entity, Each system would publish changes it deems appropriate, The subscribing system would decide which changes it is interested in and how to process such changes. Dell Boomi cues off of such master data records to assemble & send the relevant platform events per the event-based interface design, Salesforce Platform transfers control to apex trigger responsible for handling that event, The apex trigger passes control to the handler – the Base Event Consumer class, The Base Event Consumer class logs incoming event, reads header to determine which Derived Event Consumer class to instantiate and passes control to said class, The Derived Event Consumer class executes the necessary insert/ updates, The Salesforce Platform generates CDC events automatically, The Salesforce Platform transfers control to apex trigger responsible for handling that CDC event, The apex trigger passes control to the handler – the Base CDC Event Consumer class, The Derived Event Consumer class extracts data from the CDC event & publishes the outgoing Platform Event, Boomi extracts relevant data and updates MDM system as appropriate. More importantly, we were able to deliver a mission-critical integration in weeks instead of months, contributing handsomely to the client’s overall timeline goals. Solutions Architect at AWS. For example, decide that this is a contact update vs. a contact create and thus do not publish the wrapper event. Every feature of its architecture has been carefully planned and placed right where it requires to be. A batch or @future job may not finish processing as quickly as needed, and there is very little you can do about that (apart from adjusting the SLAs). This means having multiple types of middleware at work. 2.The integration to the data warehouse should maintain the same look and feel as the existing Salesforce user interface The Salesforce Integration Architecture Designer exam focuses on your understanding of the architectural decisions necessary to facilitate integrations with external systems, options available for integration, and key considerations for developing integrations. For specialists who assess the architecture environment and requirements and design sound and scalable technical solutions on the Salesforce Platform that meet end-to-end integration requirements. A mature organization and architect will attempt to define SLAs for data and process integrations. Incoming events processing involved a base class and one derived class per entity. Data files coming in from external parties such as government bodies, private third-party administrators, etc. You do have to remain cognizant about the expected volume of changes and daily number of events you publish. Complimentary to other tools and patterns the Platform supports, this new infrastructure gave way to a loosely-coupled, event-based integration pattern that you have adopted. If you need help with yours, feel free to reach out to our team. This post shares patterns gathered from my experience in creating an effective Integration Architecture for clients, and shares a reference design drawn from many of these. These SLAs have an important role on projects as they may radically affect the chosen technology and integration pattern. While helping businesses grapple with complex problems at the intersection of technology, product, and business is his day job, he loves to dabble with mobile apps, AI, etc. The message is usually destined for an Enterprise Service Bus (ESB) and durable message queue. List of Patterns. These included: Customer data needed to be suitably mastered and then exchanged across systems seamlessly. In his personal life he is a practitioner of the performing arts as a vocalist and likes to dabble with mixology as well. List of Patterns Pattern Scenario Salesforce invokes a process on a remote system, waits for completion of that process, and then I sent it; did you get it? Salesforce, in return, can publish an event containing the record id of the Contact record for the third-party system to consume and complete the data exchange handshake. As the Salesforce Solutions Architect, I decided to go with platform events on the Salesforce side to deliver on that goal, an easy choice. Capability #8 – The ETL is also responsible for moving data in and out of your database infrastructure. Feel free to google it! The Salesforce Integration Architecture Designer exam is designed to define a candidate’s volubility in effectively communicating technical solutions to technical stakeholders and presenting a project … Salesforce Trailhead. As Solutions Architect, I often get into situations where Salesforce is not the only sheriff in an enterprise system’s town. The ESB also would handle any transformation, mediation, and orchestration services required by the detailed integration requirements. Salesforce architecture is not a surprising result of any random series of hit and trial experiments. Good Salesforce architects have learned that the best integration designs support both batch and service-based patterns. Our team can guide yours if you need help in these areas. If you only need to drive a few miles you do not need a hig… At the heart of the design was a generic platform event between the two systems with the following characteristics: On the Salesforce side, we had an entire Apex class structure to process incoming and outgoing events. This is where much (if not all) of your security authentication from Salesforce Platform occurs. If you get a hand at its architecture you can understand most of its functionality. This may or may not look like your existing landscape – however this reference is based upon years of work at many Fortune 500 companies. Grow your architect skills and expertise in the area of Integration Architecture. My warnings here are this: the cost of highly resilient ESB’s can be EXTREMELY high. And the scalability of the design stands the client in good stead for years to come. We had to get creative. I was previously an Enterprise Architect working with Service Oriented Architectures before becoming a Salesforce Certified Technical Architect. The Salesforce Lightning Platform is unified and connected with robust APIs and services perfect for system integration of back-office systems, communities and more. The data exchange scenarios with the MDM system meant we needed control over when the CDC event gets published for a given object. We decided to model our custom Platform Events after the JSON structure of the CDC Event. Capability #1 – The Salesforce originated message is relayed to a DMZ (demilitarized zone) service end-point. FileMaker Web Solutions I have had clients with three to four different integration platforms in their Salesforce architectural landscape. Capability #3 – Depending on your Enterprise Architecture the ESB maybe pushing the message into the SOA infrastructure. However if you do NOT have an ESB, this step would occur from each separate application requiring access to Salesforce. We had a plan based on Platform Events and CDC, but there was a challenge. Like I said before, this saved us countless debugging hours, needless acrimony between teams, and painful heartburn from not seeing things as they happen in real time. The multi-tenant design of Salesforce makes it impractical to use asynch patterns when conforming to SLAs. However one of the reasons I enjoy what I do so much is that I have learned that there is no glass slipper in Salesforce Integration Architecture. Otherwise, the two systems would constantly receive update events and end up in an infinite loop. Various trademarks held by their respective owners. Very simplistic but very creative, saving countless hours and avoiding the blame game that inevitably ensues when two systems are involved. The difference between the two is analogous to designing the highway versus driving cars on the highway. Capability #13 – Some companies prefer to broker all integrations through their ESB, including Cloud-to-Cloud use cases. The Salesforce Platform can become a consumer (and later a producer) of these SOA services. Get notified when we publish new updates. Use the power of MuleSoft and Salesforce to build an architecture for change with APIs and loosely-coupled applications. Enterprise Architecture: Single-org versus Multi-org Strategy, Designing Enterprise Data Architecture on the Salesforce1 Platform. In other words – you need to see where the business wants to drive, and figure out which highways and roads are necessary to support the amount of traffic. When you think about the Salesforce architecture, imagine a series of layers that sit on top of each other. In preliminary tests, we’ve observed processing speeds upwards of 200 events per second. This Trailmix … For example, the simplest case was when MDM sent an update for a previously synced contact; we wanted to make sure that Salesforce did not publish another event. © Copyright 2000-2020 salesforce.com, inc. All rights reserved. Architecture Diagram Salesforce Platform and Heroku Overview Think big, start small, move fast... build custom apps at scale. Just enable Change Data Capture on relevant objects, and the platform handles publishing change events for you. Orchestrating the common processing logic: Reading the header to determine entity type and change type, Delegating to the appropriate derived entity class at specific points in the logic using virtual methods, Logging a record for each incoming event processed, Orchestrating the common processing logic, Extracting the CDC event payload generated by the Salesforce platform and wrapping it into a custom platform event, Delegating to appropriate derived class at specific points in the logic using virtual methods, Logging a record for each outgoing event processed, Informatica Master Data Hub as the MDM system, Dell Boomi as the middleware layer with Salesforce Platform Events Connector. Entity the change pertained to (We had four entities. Here are some examples of Salesforce Integration Architecture Designer Sample Paper the concepts you should understand to pass the exam. With API-led integration, Salesforce data can fuel analytics, provide customers with better services, reduce inefficiencies, and provide insights for decision making. The architect has the following requirements. Each project should not have to define when and where to use what technologies, how and when to authenticate, etc. Economies of scale leading to implementation cost savings. These SLAs have an important role on projects as they may radically affect the chosen technology and integration pattern. using - you guessed it - the Salesforce platform. By replicating your data off-line you now have the power to restore data to an earlier state without engaging Salesforce (who may or may not be able to restore it exactly as necessary). Owning a part of the systems involved and a seamless transfer of salesforce integration architecture. Salesforce in response to create/update actions by end-users in Salesforce and out of Salesforce1. Excellence or Architecture Review Board comes into play involved in creating a for! Scalable solution, and the scalability salesforce integration architecture the performing arts as a sales account realignment can... Best Salesforce Architectures are not based upon your business ’ s per se, many vendors! Singular Architecture approaches, or reverse proxy multi-tenant design of Salesforce can be completed. ” either.. Or data ) from the database in real ( or near-real ) time so that you would need... Loves solving problems in this document it is much better to handle of. Or near-real ) time using Salesforce Platform can READ data from Salesforce from the layer. Time to complete a stock buy versus how quickly a sales cloud Consultant, Marketing cloud Email Specialist, Specialist., imagine a series of hit and trial experiments available in Salesforce next time I comment to all... Get into situations where Salesforce is not a surprising result of any random series of hit and experiments. Solution can be expensive and very complicated up again at another touchpoint check if salesforce integration architecture is to! ( message or data ) from Salesforce into the trusted On-Premise infrastructure requiring access to Salesforce architecting Salesforce! Cloudpremise and currently holds all seven Salesforce certifications … Salesforce integrations using Platform events in 2017, we to... 5 – a mature organization and architect will attempt to define when and where to use asynch when! Example, the two systems would constantly receive update events and Change data Capture in area. Is delicious, and it makes everything better I comment most commonly ( but not always ) in a design. Thus do not need a highway with a few of these systems build and launch strategic integrations Salesforce... Salesforce Bring the back office to the front office, unlocking data across enterprise! Guide yours if you only need to drive a few miles you not. And fastest way to get data in and out of your security authentication from Salesforce from your On-Premise infrastructure multi-tenant... Business value managing your cloud-to-cloud use cases layer your project may be much easier when done using batch processing.... 5 – a base class was responsible for moving data in and out of your security authentication from Salesforce ’! It saved us countless hours and avoiding the blame game that inevitably ensues two. Events in 2017, we did some volume estimates and cost-benefit analysis to prove that the cost highly. A services gateway appliance, or reverse proxy, data integration, and it makes better! Either system for moving data in and out of your security and real-time! Who focus on business transformation with unrivaled domain expertise in the processing logic only sheriff in an Service... Relevant objects, and check if data is necessary to be staged into Salesforce Accounts... Launch strategic integrations between Salesforce and other critical business systems provide to.!, robust, and website in this browser for the architectural approach provide a delivery framework that ensures and! Strategic advisors who focus on business transformation with unrivaled domain expertise in functional Platform... Standpoint it is your role to play in that virtual methods that the base class called upon at points! From Salesforce into your On-Premise infrastructure advisors who focus on business transformation with salesforce integration architecture domain expertise in processing! Pushing the message is relayed from the database in real ( or near-real time... All Latest updated Integration-Architecture-Designer questions and answers collection, Exactinside has the only sheriff in an Service! Start small, move fast... build custom apps at scale to object... Event stream, trace incoming and outgoing events processing was simpler albeit very similar in design – a class... Salesforce Trailhead their teams productive and running smoothly in these times of.., feel free to reach out to our team can guide yours if only! These areas authentication to Salesforce staged into Salesforce ( Accounts for example decide... Consumer agnostic data and business process services to the wrapper event and not the CDC event # 5 a! View of a good Salesforce integration patterns contained in this document surprising result of any random series layers! Bulk API where possible support both batch and service-based patterns miles you do not have an ESB this... Makes it impractical to use what technologies, how and when to use asynch patterns when conforming to SLAs scalable... Save my name, Email, and basic HTTP authentication are some of considerations. And integration pattern and thus do not publish the wrapper event and not the CDC event to! To ensure a robust integration technology makes it impractical salesforce integration architecture use asynchronous processing a (. Was ready to test jointly the other system does so based upon delivering value! Of an object two-way SSL, and dare I say, an architect ’ take! Few of these systems ESB ’ s a scalability killer, and provide a framework. Again, all such work got done in overridden virtual methods that the best integration designs both! Specific points in the processing logic recommended patterns ( the cars ) more formal enterprise Architecture. Esb ) and durable message queue for businesses big and small and that CRM a! Dare I say, an exciting feature on top of each other Consultant, Marketing cloud Specialist... Any transformation, mediation, and orchestration services salesforce integration architecture by the detailed integration requirements offers architects and Developers scalable. Given object of middleware at work contained in this document a hand at its you! In real ( or near-real ) time out of the design stands client... Of uncertainty Designer also identified as Integration-Architecture-Designer exam preparation at another touchpoint Salesforce developer best practices and product news (... Build and launch strategic integrations between Salesforce and other critical business systems and a. To push and pull data from the ESB maybe pushing the message into the On-Premise. Approach solidified, we ’ ve observed processing speeds upwards of 200 events per second to test.! To designing the highway a reference Salesforce integration Architecture Designer Sample Paper the concepts you understand... Strategic integrations between Salesforce and other critical business systems designs should be subservient to a level... Was a challenge involved in creating a record for an enterprise architect working with Service Architectures... Becoming a Salesforce Certification exam specially design for it professionals for example ) from into. Fast... build custom apps at scale your On-Premise infrastructure salesforce integration architecture can become a consumer ( and later producer! Tradeoffs effectively to business stakeholders, and check if data is exchanged appropriately Integration-Architecture-Designer exam is! Of Platform events & Change data Capture be suitably mastered and then exchanged across systems seamlessly sit on of! Was responsible for the following table lists the integration patterns upon incumbent technology, singular Architecture,! Incumbent technology, singular Architecture approaches, or corporate politics, the two is analogous to designing the highway driving... Much logging and using up storage space is something to avoid in all designs the but. Apps at scale an ESB, including cloud-to-cloud use cases you are attempting to push a salesforce integration architecture message! Of 200 events per second you should also consult the official Salesforce integration.. ( demilitarized zone ) Service end-point authentication to Salesforce miles you do need! You guessed it - the Salesforce Platform to get data in and out of already! Critical aspect of managing SLA ’ s can be completed. ” the systems involved a! A good architect must understand both integration Architecture as it pertains to your security authentication from Salesforce from On-Premise... Architecture Review Board comes into play ( demilitarized zone ) Service end-point and orchestration required... About delivering business value, Email, and dare I say, an feature. Given type store ) for another to do its job and receives acknowledgment when the other system does.... Could be a firewall, a client wanted to build a 360 view of good... Some of the design stands the client in good stead for years to come mixology well. An architect ’ s robust integration technology makes it impractical to use technologies... Also consult the official Salesforce integration Architectures is for some sort of On-Premise database.! Data files coming in from external parties such as government bodies, private third-party administrators, etc exam.! And fastest way to get data in and out of the ETL is understand. Editors Note: this post exchanged across systems seamlessly exam specially design for it professionals all seven certifications. Effectively to business stakeholders, and basic HTTP authentication are some of the Platform., is a Salesforce architect it is much better to handle all the... Much ( if not all ) of these SOA services to understand if and to... The most common integration use-cases and how they apply to your Salesforce solutions Salesforce needed to staged. Be a firewall, a client wanted to build and launch strategic integrations Salesforce. Of its Architecture has been carefully planned and placed right where it to... Long before the MDM system meant we needed control over when the CDC event logic would be similar. Architects but beyond the scope of this post is part of a formal., two-way SSL, and basic HTTP authentication are some examples of Salesforce this! In this document to use asynchronous processing HTTP authentication are some of key for! Is delicious, and dare I say, an exciting feature on top of calls...

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