Salesforce Integration Patterns & Best Practices – with Video

When to use which integration patterns in Salesforce along with best practices. Video to show how to use Outbound message to integrate Salesforce without writing code

Integration Patterns in Salesforce

Recently I gave talk in one of most active webinar of Salesforce ecosystem today – Apex hours on topic Integration Patterns and Best Practices in Salesforce.

Response was more than expected and questions were high quality. Therefore, I thought to quickly write high level summary of presentation in this blog post along with Youtube video that you can find towards the end of this post.

Firewall, Proxy and Reverse Proxy

Before integrating anything with Salesforce, as per Architect, it is necessary which system components are important for security and may impact with integration pattern to be used.

Firewalls : It controls and protects Malicious Traffics. Firewall can be hardware or software based.

Proxy aka Forward Proxy : Proxy normally configured in your browser or systems like VsCode, data loader, eclipse to hide your actual identity. Every outgoing request transmits through proxy server to make sure external systems unaware about your true origin and identity

Reverse Proxy : Its used by Web Servers and sits before it. It can server any purpose like authentication or perform security related stuff. Best example is Mulesoft where we can configure API proxy which is used to apply throttling, avoiding DoS attacks or applying SLA as per licenses provided to customer

Factors affecting Integration Patterns

At high level, there are five types of integration patterns in Salesforce

  1. Request and Reply
  2. Fire and Forget
  3. Batch Data Synchronization
  4. Remote Call In
  5. Data Virtualization

1. Request and Reply

Few options available in request & reply integration patterns

  • External Services
  • LWC, Visual force calling external system
  • Callouts from Trigger
  • Batch Apex invoking external system

2. Fire & Forget

Fire & Forget – Platform event created by Apex / Code
Fire & Forget – Outbound Messages
Fire & Forget – Callout using Apex (Sub optimal Solution)

3. Batch Data Synchronization

Salesforce Integration Pattern – Batch Integration

4. Remote Call-in

Salesforce Integration Pattern – Using Standard SOAP or REST API to perform DML in Salesforce
Salesforce Integration Pattern – Using custom API built via Apex (Sub Optimal)

5. Data Virtualization

Youtube Video on Salesforce Integration Pattern

Apex hours video – Salesforce integration patterns and best practices

Reference

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