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. 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). Economies of scale leading to implementation cost savings. 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). List of Patterns. Most of this work takes place in overridden virtual methods the base class called upon at specific points in the processing logic. Easy-peasy! The Salesforce1 Platform offers architects and developers a wide array of integration technologies and recommended patterns (the cars). We had to be cost-conscious on the Salesforce side, so we couldn’t just dream up various event types and add publishing/processing logic for each event type. He is Salesforce certified as a Sales Cloud Consultant, Marketing Cloud Email Specialist, Pardot Specialist, Admin & Platform App Builder. When you think about the Salesforce architecture, imagine a series of layers that sit on top of each other. On the Salesforce side, since every event is logged to the Log Entry, we could see a report of all error events and evolve a process to triage and fix different types of errors, including informing MDM data stewards where the error spanned across both systems. Middleware should be used where and when possible. A mature organization and architect will attempt to define SLAs for data and process integrations. Thus, I will share how to create a loosely coupled publish-subscribe data exchange mechanism between Salesforce and a particular system using an event-driven architecture. Use the power of MuleSoft and Salesforce to build an architecture for change with APIs and loosely-coupled applications. My team and I work with organizations to build and launch strategic integrations between Salesforce and other critical business systems. From a security standpoint it is much better to handle all of the calls to Salesforce from a centralized integration middleware. For perspective, CDC events get published automatically by Salesforce in response to create/update actions by end-users in Salesforce. For example, time to complete a stock buy versus how quickly a sales account realignment process can be completed.”. Also pulling data down from Salesforce into your EDW may be much easier when done using batch processing patterns. This made it future proof. 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. It is a very cost-effective, robust, and scalable solution, and dare I say, an architect’s dream! As a result, he loves solving problems in this space and is deeply passionate about the Salesforce platform. 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 … Houston The MDM system could get and process error events just like it would a normal data event. 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 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. 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. Editors Note: This post is part of a “Guest” series entitled Enterprise Architecture with Force.com. Lastly, we published custom error events recording details, such as error codes and error descriptions, at pertinent points in the apex classes. While it would be recommended for some solutions (Google Maps mashups, etc) I would try to stay away from using Apex as your primary integration technology. 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. This includes, for example, the steps involved in creating a record for an entity of a given type. FileMaker Web Solutions Integration Architecture Designer is p art of the System Architect pathway – in the same domain as: Identity and Access Management Designer Home » Blog » Event-Driven Integration Architectures using Salesforce Platform Events and Change Data Capture. Capability #10 – The Salesforce Platform’s robust integration technology makes it very easy to integrate point-to-point with other systems. As Solutions Architect, I often get into situations where Salesforce is not the only sheriff in an enterprise system’s town. Let’s take a look at a reference Salesforce Integration Architecture. Entity the change pertained to (We had four entities. With the approach solidified, we had to evolve a scalable design that wasn’t too cost-prohibitive on either system. Product Description. In his personal life he is a practitioner of the performing arts as a vocalist and likes to dabble with mixology as well. 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. The data exchange scenarios with the MDM system meant we needed control over when the CDC event gets published for a given object. Having to build durable and resilient integration solutions inside of Salesforce can be expensive and very complicated. Too much logging and using up storage space is something to avoid in all designs. Again, all such work got done in overridden virtual methods that the base class called upon at specific points in the processing logic. This is because no single solution can effectively meet all of your requirements, and once again the idealistic architectures are not as important as supporting the business’s needs. Enterprise Architecture: Single-org versus Multi-org Strategy, Designing Enterprise Data Architecture on the Salesforce1 Platform. 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. Salesforce Trailhead. In this post, I’ll describe how to loosely couple Salesforce with other systems within an enterprise using Platform Events and Change Data Capture (CDC) – two exciting and recent entrants to the Salesforce stables. You do have to remain cognizant about the expected volume of changes and daily number of events you publish. The enterprise architect had set a goal of loosely coupled systems driven by a publish-subscribe design philosophy. New York City Digital Products, Our Clients I have had clients with three to four different integration platforms in their Salesforce architectural landscape. If the service levels between Salesforce and Workday, for example, must go through your on-premise technology, you maybe shooting yourself in the foot. Salesforce Integrations Using Platform Events and Change Data Capture. The Salesforce Certified Integration Architecture Designer credential is designed for architects, analysts, and application managers who want to design secure, scalable integrations with the Lightning Platform. Yeah, believe it or not, that’s a thing with architects but beyond the scope of this post. However if you do NOT have an ESB, this step would occur from each separate application requiring access to Salesforce. Platform Architecture Center Explore a collection of architectural approaches to help you build on Salesforce. In preliminary tests, we’ve observed processing speeds upwards of 200 events per second. News Salesforce Engineering Blog: Go behind the cloud with Salesforce Engineers. Every feature of its architecture has been carefully planned and placed right where it requires to be. Outgoing events processing was simpler albeit very similar in design – a base class and one derived class per entity. Capability #12 – The cloud service bus can handle service mediation, transformation, routing, error handling, etc to your other cloud based end-points. Save my name, email, and website in this browser for the next time I comment. This is a critical aspect of Integration Architecture as it pertains to your security and any real-time requirements. Digital Transformation Solutions Architect at AWS By Sang Kong, Sr. Salesforce said it will re-architect its platform so its apps will be able to run on any public cloud. The difference between the two is analogous to designing the highway versus driving cars on the highway. What are the components of a good Salesforce Integration Architecture? Product Manager at AWS By Jai Menon, Sr. In Ground-to-Cloud use cases you are attempting to push AND pull data from Salesforce from your On-Premise infrastructure. The Salesforce Lightning Platform is unified and connected with robust APIs and services perfect for system integration of back-office systems, communities and more. 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. These SLAs have an important role on projects as they may radically affect the chosen technology and integration pattern. December 2020 Updates, Changemakers 2020 Operations Hackathon: Giving Back in a Pandemic Year the Salesforce Way, How to Increase Go-To-Market Speed with AWS CloudFormation, Power Up Salesforce Lightning Web Components with Client-side API Integration and ES6 Modules, For the Third Year in a Row, Soliant Consulting Named a Best & Brightest Company to Work For in the Nation, A No-Code Telehealth Form, E-sign, and Billing Process. Our Process Philadelphia Of course, Salesforce already has a rock-solid API, but as an architect, I’m looking for loosely coupled systems to avoid point-to-point connections — systems with suitable layers of abstraction between them, if I can help it. About Us Capability #7 – As a Salesforce architect you have a responsibility to your company or client to off-load your Salesforce data into a replicated copy. It is up to you as the architect to analyze, recommend, and implement a variety of integration capabilities that will enable your team, clients, and company to realize the powerful transformation of moving to the Salesforce1 Platform. We’ve clearly been able to deliver on the enterprise architecture goal of publish-subscribe style systems integrations. Pattern Summary The following table lists the integration patterns contained in this document. FileMaker Mobile Applications At other times, this means associating it with different parent records based on data attributes. Problem solved! As your landscape evolves and your Salesforce expertise matures, the goal is to define a set of capabilities and standards for all Salesforce integrations at your company. By Venkatesh Krishnan, Sr. As organizations seek to innovate and build customer experiences faster by leveraging data about their customers, a closer integration of Salesforce—a leading customer relationship management (CRM) platform—and Amazon Web Services … If you only need to drive a few miles you do not need a highway. Salesforce ends up owning a part of the experience but then hands off to other systems and picks back up again at another touchpoint. Each project should not have to define when and where to use what technologies, how and when to authenticate, etc. | Privacy Policy. Architecture Diagram External ERP Integration with Salesforce Bring the back office to the front office, unlocking data across the enterprise. Our team can guide yours if you need help in these areas. Get the Exam Guide. 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. By using this site, you agree to our, Event-Driven Integration Architectures using Salesforce Platform Events and Change Data Capture, What’s New on Soliant.cloud? Need to adjust your business processes quickly? Last piece of the puzzle – diagnostics, tracking, and error handling. Blog This is a trap I have seen many companies fall into. Capability #3 – Depending on your Enterprise Architecture the ESB maybe pushing the message into the SOA infrastructure. Let’s take a look at the most common integration use-cases and how they apply to your Salesforce Integration Architecture. It’s a scalability killer, and so needs to be thought out up front. However if you are going on a road-trip I hope you aren’t taking side-roads! It’s not easy to view the event stream, trace incoming and outgoing events, and check if data is exchanged appropriately. As the Salesforce Solutions Architect, I decided to go with platform events on the Salesforce side to deliver on that goal, an easy choice. 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