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PDF Integration Patterns and Practices

Jan 5 2024 · An end-to-end scenario that describes how the design pattern is used in a real-world Salesforce scenario The example explains the integration goals and how to implement the pattern to achieve those goals Pattern Summary The following table lists the integration patterns contained in this document List of Patterns Pattern Scenario

  • How can I improve Salesforce integration?

    Build integration solutions using integration patterns and best practices. Explore and analyze Salesforce Lightning Platform integration patterns. Learn when and how to use connectors for better data integration. Build solutions that help your org perform at scale. Build integration solutions using integration patterns and best practices.

  • What is a pattern in a common integration scenario?

    This document describes strategies (in the form of patterns) for these common integration scenarios. Each pattern describes the design and approach for a particular scenario rather than a specific implementation. In this document you’ll find: A number of patterns that address key “archetype” integration scenarios

  • Which Salesforce integration patterns are best for small volumes of data?

    For example, some Salesforce Lightning Platform patterns have solutions that are ideal for small volumes of data. The ideal integration pattern these solutions align to is Remote Process Invocation—Request and Reply. In this pattern, the system sends a small (or single) transaction and requires reply. This pattern is great for small transactions.

  • Does Salesforce support UI integration?

    While Salesforce allows for user interface (UI) integration—mashups, for example—such integration is outside the scope of this document. If you feel that your requirements are outside the bounds of what these patterns describe, speak with your Salesforce representative. Pattern Template Each integration pattern follows a consistent structure.

Learning Objectives

After completing this unit, you’ll be able to: 1. Describe what an integration pattern is. 2. Identify the different integration patterns. trailhead.salesforce.com

Before You Start

In this module, you learn how to evaluate integration patterns for Salesforce Lightning Platform. Evaluating integration patterns is a foundational skill for architects. Heroku and Mulesoft integration patterns are not included in this module. This module assumes that you’re familiar with Salesforce Lightning Platform connectors and services. Befor

Introduction

In today’s technology landscape, architects are often tasked with designing an integration strategy that includes integrating legacy systems with new technologies. An integration strategy is a roadmap that identifies the steps it takes to reach your integration goals. Designing an integration strategy requires experience with and knowledge about av

What Are Integration Patterns?

Integration patterns are a valuable resource for architects assessing solutions for an integration strategy. Integration patterns identify how systems (including their components and services) interact as part of an integration solution design. They show you how established solutions accomplish an integration goal. In addition, integration patterns

Evaluating Integration Patterns

To evaluate an integration pattern, carefully read the sample scenario and the recommended solutions. The sample scenario provides suggested integration technologies that each achieve a specific result. Review the sample scenario and evaluate the solutions to see if any of them meets your integration requirements. It’s important to know that integr

Identify Your Integration Initiatives

Before we continue, let's look at integration types—because your integration type will determine how you evaluate the solutions in a pattern. Some tools are more appropriate for specific initiatives. Here are the most common types of integration initiatives for the Salesforce Lightning Platform. trailhead.salesforce.com

Security Considerations

When designing an integration solution, security considerations play an important role. Every system design has security requirements, including elements such as SAML, Single Sign On (SSO), and data encryption. The solutions you incorporate into your design determine the security requirements you must meet. As part of the design phase, you consider

Patterns in This Module

The patterns in this module focus on application integration using Salesforce Lightning Platform. While Salesforce allows for user interface integration—mashups and security integration with third-party vendors—those types of integrations are outside the scope of this module. trailhead.salesforce.com

Salesforce Lightning Platform Integration Patterns

Here’s a list of the Salesforce Lightning Platform integration patterns that we cover in this module. trailhead.salesforce.com

Terminology

Patterns share common terminology to help you compare options and determine which connector or service best meets your integration goals. In the next unit we take a look at how to use the layer approach to evaluate patterns. You’ll see how four dimensions help you compare and evaluate solutions. trailhead.salesforce.com

Salesforce Integration Patterns & Best Practices

Salesforce Integration Patterns & Best Practices

Integration Pattern Overview

Integration Pattern Overview

Introduction to common Salesforce integration patterns

Introduction to common Salesforce integration patterns

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