Salesforce Integration Example Salesforce Admins are at the heart of the user experience You build pages apps data structures automation analytics and more to bring your users the business processes and data they need to be successful Integration design follows many of the same principles you ve mastered as an admin Discovery Documentation Innovation and
1 Point to Point Integration Each system is connected to every other system through direct integration Easy to implement with only a few systems Difficult to scale 2 Hub and Spoke Integration Every system connects to the Hub All data transfer is done through the hub Adhering to the best practices is vital when it comes to an integration project These are Start with a clear understanding of the business strategy and roadmap Decide on the integration pattern and approach Collaborate with relevant stakeholders Whiteboard brainstorm all possible business scenarios Choose the right implementation team
Salesforce Integration Example
Salesforce Integration Example
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Tune in to our Developer Podcast hosted by Ren Winkelmeyer Senior Director of Salesforce Developer Relations and featuring our developer advocates Hear insightful stories quick tips and relevant updates for the Salesforce Developer community delivered to your inbox Explore the developer resources for APIs and Integration to integrate 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
Introduction This article concludes the series Learning Salesforce Integration which details various integration options with Salesforce It covers using Apex for building integrations which becomes a necessity for not so straight forward scenarios Though the scenarios listed here are simple the idea is to share code snippets that can be used to quickly build a working interface Integrate it with the apps you already use From productivity to marketing to collaboration and beyond now you can connect your Salesforce to the other tools you need to run your business MuleSoft is Salesforce s integration and automation technology and offers connectivity solutions for all of your apps Build apps fast
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The example scenario requires the result to be displayed or updated in a Salesforce record Because the user initiated action calls an Apex class that performs the remote call needed this solution is the best option to achieve the integration goal Customizable features and functions Salesforce REST API integration allows for the customization of features and functions This means that you can tailor the Salesforce integration to your organization s specific needs For example you can create custom workflows that automate tasks or create custom reports that provide insights into your data
Configure a Salesforce data model that serves your business needs Use Record Types in conjunction with Page Layouts to identify where data is mastered Use Help Text to communicate context to your users Use External IDs Leverage your team s expertise Choose a tool to help manage the process Learn About Factors Affecting Scale 10 mins Mitigate Failing Data Loads 10 mins Streamline Search Solutions and Reporting 5 mins Show 3 Units 2 hrs 10 mins Discover and implement proven integration patterns and practices to enhance Salesforce Lightning Platform solutions
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Salesforce Integration Example - 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