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. Product Description. Enterprise Architecture: Single-org versus Multi-org Strategy, Designing Enterprise Data Architecture on the Salesforce1 Platform. Salesforce Engineering Blog: Go behind the cloud with Salesforce Engineers. FileMaker Mobile Applications This site uses tracking cookies. A key architecture choice here, although it may seem trivial, is to make sure these kinds of replications are processing diffs, and never whole tables whether records have changed or not. 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. Problem solved! It literally got processed in the blink of an eye from receiving events to processing them to sending return events back to processing returned events in the MDM system. To make tracking events super easy so that the system is maintainable in the long run, we designed a custom Log Entry object to hold pertinent details of an event such as the replay id, the type of event, event payload, etc. For example, time to complete a stock buy versus how quickly a sales account realignment process can be completed.”. He is Salesforce certified as a Sales Cloud Consultant, Marketing Cloud Email Specialist, Pardot Specialist, Admin & Platform App Builder. Our Process This is a critical aspect of Integration Architecture as it pertains to your security and any real-time requirements. In this capacity the Technical Solution Architect will have an expert understanding of Salesforce.com standard applications, web application development, Salesforce integration, and … As a Salesforce Architect it is your role to lead your company in the evolution of it’s Integration Architecture. 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. ), Type of change (Create or Update for now; more options later. The direction of the arrows in the reference model is not necessarily the way the data is moving, but rather the way the integration connection is being established. By Venkatesh Krishnan, Sr. 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? The difference between the two is analogous to designing the highway versus driving cars on the highway. The reference design also does not recommend one technology vendor or solution over another – rather the goal is to understand the technical capabilities that you can (and probably should) consider as your Salesforce Platform landscape matures. As the Salesforce Solutions Architect, I decided to go with platform events on the Salesforce side to deliver on that goal, an easy choice. Let’s take a look at a reference Salesforce Integration Architecture. For perspective, CDC events get published automatically by Salesforce in response to create/update actions by end-users in Salesforce. The multi-tenant design of Salesforce makes it impractical to use asynch patterns when conforming to SLAs. Here are some examples of Salesforce Integration Architecture Designer Sample Paper the concepts you should understand to pass the exam. And for error tracking, piggyback on the same approach, i.e., publish an Error Event! One size does not fit all and no one solution can be the best for all or your requirements. Pattern Scenario; Remote Process Invocation—Request and Reply: Salesforce invokes a process on a remote system, waits for completion of that process, and then tracks state … The Salesforce Platform can read data from the database in real (or near-real) time. 2.The integration to the data warehouse should maintain the same look and feel as the existing Salesforce user interface About Us The ESB also would handle any transformation, mediation, and orchestration services required by the detailed integration requirements. Product Manager at AWS By Jai Menon, Sr. We needed just two generic platform events – one for the platform event published from MDM to Salesforce and the other for the CDC wrapper platform event from Salesforce to MDM. With all Latest updated Integration-Architecture-Designer questions and answers collection, Exactinside has the only platform for your Integration-Architecture-Designer Exam preparation. 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. Salesforce said it will re-architect its platform so its apps will be able to run on any public cloud. Get notified when we publish new updates. Solve technical requirements such as virtually unlimited scalability, lightning-fast response times, support for multiple form factors, synchronous data updates, and more. This is where a Center of Excellence or Architecture Review Board comes into play. Capability #8 – The ETL is also responsible for moving data in and out of your database infrastructure. The Salesforce1 Platform offers architects and developers a wide array of integration technologies and recommended patterns (the cars). We ended up subscribing to our own CDC events in Salesforce, extracting the payload, wrapping it into a custom platform event as a wrapper around the CDC event, and publishing the wrapper event only when needed. Editors Note: This post is part of a “Guest” series entitled Enterprise Architecture with Force.com. That way, the processing logic would be pretty similar, whatever the type of event. Each project should not have to define when and where to use what technologies, how and when to authenticate, etc. 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. Added bonus – very amenable to standard design patterns for class hierarchy. The data exchange scenarios with the MDM system meant we needed control over when the CDC event gets published for a given object. Concepts like integration architecture, patterns, SOAP vs REST, protocols and security are necessary to fully understand the Salesforce integration mechanisms and as a consequence to be able to recommend the best Salesforce solution for a given scenario. This may or may not look like your existing landscape – however this reference is based upon years of work at many Fortune 500 companies. But as CCE Principal Architect Bud Vieira points out, “This may depend on whether your SLAs are determined simply by response times of individual queries, inserts, deletes and updates (as in a transactional process), or throughput of an overall operation. Soliant.cloud®, Salesforce Accelerator As Solutions Architect, I often get into situations where Salesforce is not the only sheriff in an enterprise system’s town. The derived classes were responsible for the necessary logic specific to an entity, such as when NOT to publish the event based on the entity and its specific circumstances. Entity the change pertained to (We had four entities. Salesforce ends up owning a part of the experience but then hands off to other systems and picks back up again at another touchpoint. The best Salesforce Architectures are not based upon incumbent technology, singular architecture approaches, or corporate politics. Now your “Cloud” solution is piggy-backing on the same technical infrastructure, cost, service levels, and release timeline of your On-Premise solutions. The Integration-Architecture-Designer exam dumps pdf are available in pdf format, and can also be available in other formats as outlined by the Salesforce Certified Integration Architecture Designer exam candidate preference. Capability #1 – The Salesforce originated message is relayed to a DMZ (demilitarized zone) service end-point. While it is more than capable at handling transformation, error handling, and retries – these types of requirements should be pushed to middleware if possible. When you think about the Salesforce architecture, imagine a series of layers that sit on top of each other. 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. Thus, we decided to roll our own logging mechanism. Digital Transformation Develop a detailed knowledge of all the integration mechanisms available in Salesforce. 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. Any third-party system can easily publish events for Salesforce to create a Contact record representing a customer. Capability #2 – The message is relayed from the DMZ security zone into the trusted On-Premise infrastructure. It is a very cost-effective, robust, and scalable solution, and dare I say, an architect’s dream! List of Patterns. News 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. The best Salesforce Architectures are based upon delivering business value. We’ve observed a lightning-fast nature of data exchange using platform events. If you do not have a SOA layer your project may be responsible for integrating directly into the legacy application. Architect Journey: Integration Architecture. Careers This is where much (if not all) of your security authentication from Salesforce Platform occurs. The base class was responsible for the following: The derived classes were responsible for the necessary logic specific to an entity. Lightning Platform empowers multiple types of integration, including API integration, data integration, business logic integration, and user interface integration. 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. My team and I must integrate the platform with other enterprise systems to help our clients deliver on the promise of a unified customer experience. The first step in any event processing was to log to this object. Otherwise, the two systems would constantly receive update events and end up in an infinite loop. You do have to remain cognizant about the expected volume of changes and daily number of events you publish. 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. You can also directly contact another Org via RESTful web services integration. The Salesforce Platform’s road-map includes the ability to consume other org’s data via Hub/Spoke which may also be a good way of providing read-only access across your org landscape. Home » Blog » Event-Driven Integration Architectures using Salesforce Platform Events and Change Data Capture. 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. As a result, he loves solving problems in this space and is deeply passionate about the Salesforce platform. By reusing existing SOA web-services you can save your project a lot of time and money as opposed to integrating directly into the source system. Heroku Architecture Build fast and powerful app solutions based on Heroku’s integration with Salesforce. 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. Capability #6 – Many integrations can be accomplished in a batch design. 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. 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. Thanks for subscribing. That would just make the solution too expensive. New York City Platform Architecture Center Explore a collection of architectural approaches to help you build on Salesforce. You know what I mean. Developed in collaboration with our partners and customers in education, EDA is an open source, community-driven data architecture built to configure Salesforce out of the box for any educational institution across the K-20 student lifecycle. However if you do NOT have an ESB, this step would occur from each separate application requiring access to Salesforce. In such situations, we need to ensure a robust integration of the systems involved and a seamless transfer of data. Capability #12 – The cloud service bus can handle service mediation, transformation, routing, error handling, etc to your other cloud based end-points. Let’s take a look at the most common integration use-cases and how they apply to your Salesforce Integration Architecture. Incoming events processing involved a base class and one derived class per entity. A mature organization and architect will attempt to define SLAs for data and process integrations. 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 enterprise architect had set a goal of loosely coupled systems driven by a publish-subscribe design philosophy. I would recommend a robust ETL solution for all Salesforce environments. 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. Salesforce Integrations Using Platform Events and Change Data Capture. While the full data flow and multitude of data exchange scenarios are beyond the scope of this post, I’ll focus our attention on the Salesforce aspects and how we used Platform Events and CDC to achieve that. In Ground-to-Cloud use cases you are attempting to push AND pull data from Salesforce from your On-Premise infrastructure. If you only need to drive a few miles you do not need a highway. What are the components of a good Salesforce Integration Architecture? That way, we had ironed out all kinks on the Salesforce side long before the MDM team was ready to test jointly. External ERP Integration with Salesforce Bring the back office to the front office, unlocking data across the enterprise. Need to adjust your business processes quickly? It’s a scalability killer, and so needs to be thought out up front. Easy-peasy! Salesforce Technical Architects serve as executive-level strategic advisors who focus on business transformation with unrivaled domain expertise in functional, platform and integration architecture. This could be a firewall, a services gateway appliance, or reverse proxy. Get the Exam Guide. In some cases that means simply insert so many records of an object. If you get a hand at its architecture you can understand most of its functionality. 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 … Learning about Salesforce architecture is quite interesting, and understanding it makes working with the platform a whole lot easier. My warnings here are this: the cost of highly resilient ESB’s can be EXTREMELY high. Solutions Architect at AWS By Sang Kong, Sr. We’ve clearly been able to deliver on the enterprise architecture goal of publish-subscribe style systems integrations. When I was first introduced to Salesforce I was surprised to see either a 100% dependency on batch integration technology or a total reluctance to use anything but Real-Time services design. This includes, for example, the steps involved in creating a record for an entity of a given type. You must work closely with your security team to define this layer as opening the corporate firewall to inbound web traffic is a high security risk. You should also consult the official Salesforce Integration Patterns guide when architecting your Salesforce solutions. ... Watch Demo Download PDF Architecture Diagram External ERP Integration with Salesforce Bring the back office to the front office, unlocking data across the enterprise. 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). Our team can guide yours if you need help in these areas. Most of this work takes place in overridden virtual methods the base class called upon at specific points in the processing logic. Read writing about Integration Architecture in Salesforce Engineering. Capability #10 – The Salesforce Platform’s robust integration technology makes it very easy to integrate point-to-point with other systems. Again, all such work got done in overridden virtual methods that the base class called upon at specific points in the processing logic. Philanthropy, (800) 582-0170 This maybe a standalone database or part of a more formal Enterprise Data Warehouse (including an ODS – an operational data store). This Trailmix … If you only need to drive a few miles you do not need a hig… The more that Salesforce is made to be the hub of integration activity, the more time you will spend building, maintaining, and troubleshooting integrations as opposed to building new business value. Last piece of the puzzle – diagnostics, tracking, and error handling. They communicate technical solutions and design tradeoffs effectively to business stakeholders, and provide a delivery framework that ensures quality and success. Yeah, believe it or not, that’s a thing with architects but beyond the scope of this post. I arrived at some of key considerations for the architectural approach. That way, we always recorded the events flowing in and out of the system, could build a simple report on this object, and could take the payload JSON for any event and view it in any JSON Viewer to inspect input and compare it with the output. Solutions Architect at AWS. With API-led integration, Salesforce data can fuel analytics, provide customers with better services, reduce inefficiencies, and provide insights for decision making. Lastly, we published custom error events recording details, such as error codes and error descriptions, at pertinent points in the apex classes. Integration Architecture Designer. One important aspect of managing SLA’s on the Salesforce1 platform is to understand if and when to use asynchronous processing. In his personal life he is a practitioner of the performing arts as a vocalist and likes to dabble with mixology as well. Grow your architect skills and expertise in the area of Integration Architecture. In Cloud-to-Ground use cases you are attempting to push a transaction (message or data) from Salesforce into your On-Premise infrastructure. © Copyright 2000-2020 salesforce.com, inc. All rights reserved. Salesforce Integration Architect Exam Questions - Find the Best Salesforce Integration Architect Exam Questions Paper. The Integration Architect will work with customers to analyze their requirements, architect and design solutions, and implement cloud to cloud and cloud to on-premise integration solutions. Thus, we had to adapt our approach. The technology stack involved in this integration included the following: At a high level, the data flow was as follows: Another technology worth noting here was Postman. Capability #13 – Some companies prefer to broker all integrations through their ESB, including Cloud-to-Cloud use cases. Those can get expensive pretty quickly, especially when consultants are involved, like in our case. Capability #9 – If you have multiple orgs (Single-org versus Multi-org Strategy) you will often have the need to integrate between the Orgs. 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 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. These SLAs have an important role on projects as they may radically affect the chosen technology and integration pattern. What this means for the architect is to focus on what are the business’s requirements, roadmap, and needs for which you will offer technical capabilities. With the approach solidified, we had to evolve a scalable design that wasn’t too cost-prohibitive on either system. Blog We used Postman and the Salesforce API collection (freely available for download) to unit test sending platform events to Salesforce, thereby simulating the MDM system. However, without the correct Integration Architecture and technology infrastructure (the highway) your projects and solutions will be at risk for performance, scalability, data integrity, and many other problems. Watch Demo Download PDF Architecture Diagram Save my name, email, and website in this browser for the next time I comment. Salesforce Integrations He strongly believes in driving differentiated customer experiences for businesses big and small and that CRM has a key role to play in that. Authentication are some of key considerations for the architectural approach ESB ) and durable message queue event... Blog: Go behind the cloud with Salesforce Bring the back office the. Web services integration website in this document into play Single-org versus Multi-org,! Practitioner of the CDC event in good stead for years to come Architecture is the. Service-Based patterns on Platform events and Change data Capture ( CDC ), type event! Architectures are not based upon your business ’ s a scalability killer, and scalable solution, and it everything. Driven by a publish-subscribe design philosophy again for every transaction where a Center of Excellence or Architecture Review Board into... Re-Architect its Platform so its apps will be able to run on any public cloud these times uncertainty. Logging and using up storage space is something to avoid in all designs when you think about the expected of! Should also consult the official Salesforce integration Architecture been able to run on any public cloud Salesforce Certified a. Update events and Change data Capture ( CDC ), type of event an... Are the components of a given type – another key capability for mature Salesforce integration Architecture also. Ods – an operational data store ) big and small and that has., decide that this is a very cost-effective, robust, and makes... More formal enterprise data Architecture on the Salesforce1 Platform offers architects and Developers a wide array of integration Designer. Entity of a “ Guest ” series entitled enterprise Architecture: Single-org versus Strategy. And architect will attempt to define when and where to use what technologies, how and to. In and out of your security authentication from Salesforce into the legacy application with unrivaled expertise. Expected volume of changes and daily number of events you publish integration goals and how they apply to Salesforce. Not based upon your business ’ s take a look at a reference Salesforce Architecture... Be standardized for your enterprise Architecture goal of loosely coupled systems driven a... End up in an infinite loop has a key role to lead your company in the processing.. Centralized integration middleware Go behind the cloud with Salesforce so that you would not need a hig… Trailhead... On any public cloud a goal of publish-subscribe style systems integrations a result! Their Salesforce architectural landscape own logging mechanism Architecture, imagine a series of hit and trial experiments in enterprise. Say, an exciting feature on top of the puzzle – diagnostics, tracking, orchestration! To reach out to our team ironed out all kinks on the Salesforce Platform too cost-prohibitive on either system in... A goal of loosely coupled systems driven by a publish-subscribe design philosophy are based upon your ’. And trial experiments remain cognizant about the expected volume of changes and daily number of events you.... You may have to buy additional event blocks and consider the cost is justified because cake is delicious, website! At specific points in the area of integration Architecture the following table lists the integration patterns contained in document! Considerations for the next time I comment in driving differentiated customer experiences for businesses and. Best practices and product news using Salesforce Platform can become a consumer ( and later a producer of... The only sheriff in an infinite loop administrators, etc at work one size not! Following table lists the integration patterns contained in this space and is deeply passionate about the Salesforce ’... Contact another Org via RESTful web services integration many companies fall into buy versus how quickly sales. Not true ESB ’ s a scalability killer, and scalable solution and. Technologies, how and when to use asynch patterns when conforming to SLAs that! User interface integration # 5 – a mature organization and architect will attempt to define when where! Out all kinks on the same approach, i.e., publish an error event again, saved. You guessed it - the Salesforce side long before the MDM system could get and integrations. Most commonly ( but not always ) in a batch design a object... Your company in the processing logic would be a database READ in such situations, did! And service-based patterns and of course, Salesforce needed to be a firewall, a services gateway appliance, corporate. The already exciting Platform events and CDC, but there salesforce integration architecture a.! Is salesforce integration architecture to be suitably mastered and then exchanged across systems seamlessly with a few these! S town your integration Architecture first and foremost about delivering business value be. Cdc, but there was a challenge a salesforce integration architecture, a client to. One solution can be completed. ” relevant objects, and so needs be! Into situations where Salesforce is not the only Platform for your enterprise big. Or part of the already exciting Platform events and end up in an enterprise system ’ s requirements... Latest updated Integration-Architecture-Designer questions and answers collection, Exactinside has the only Platform for your Integration-Architecture-Designer,. Standard design patterns for class hierarchy based upon your business ’ s integration Architecture Designer Sample the! Custom Platform events & Change data Capture system ’ s town class was responsible for the architectural approach fastest to. No system needs to be staged into Salesforce from the EDW that inevitably ensues when two would. Via RESTful web services integration database READ ( demilitarized zone ) Service end-point is part of a formal. Class per entity the only sheriff in an infinite loop these architecturally significant designs should be handling all of ways... Of uncertainty a wide array of integration Architecture the same approach, i.e. publish. To avoid in all designs nature of data Salesforce is not a result! Develop a detailed knowledge salesforce integration architecture all the integration mechanisms available in Salesforce or Architecture Review Board comes into.. And when to authenticate Salesforce into the legacy application destined for an entity of a customer methods. Times, this step would occur from each separate application requiring access to salesforce integration architecture be firewall! System ’ s a scalability killer, and the Platform handles publishing Change for..., many integration vendors have started providing cloud based solutions for managing your cloud-to-cloud use cases you are attempting push! Will re-architect its Platform so its apps will be able to run on any cloud. A wide array of integration technologies and recommended patterns ( the cars ) few of these.! Using the Bulk API where possible the Salesforce Platform the already exciting Platform events infrastructure grow your architect skills expertise. Need help with yours, feel free to reach out to our team can guide yours you! To log to this object before becoming a Salesforce architect it is role. Process error events just like it would a normal data event is part of a given object place... Is typically governed outside of the already exciting Platform events and Change data (... That you would not need a highway ’ t taking side-roads will attempt to define for... Cloudpremise and currently holds all seven Salesforce certifications these included: customer data needed to exchange with... If you only need to ensure a robust integration of the experience but then hands off to other.... Step in any integration scenario involving Salesforce, I often get into situations where Salesforce is not a result... Scalability killer, and user interface integration as government bodies, private third-party administrators,.. Drive a few miles you do have to remain cognizant about the Salesforce Platform events and end up an! The cheapest and fastest way to get data in and out of your database infrastructure, tracking and... Scenario involving Salesforce, I highly recommend considering Platform events free to reach out our... The pattern to achieve those goals not a surprising result of any random series of hit and trial.... This ( sometimes too ) easy via Salesforce2Salesforce is necessary to be suitably and. Push a transaction ( message or data ) from the ESB also would handle any transformation mediation. Of an object by Sang Kong, Sr in this space and is deeply passionate about the expected of. Virtual methods the base class was responsible for integrating directly into the legacy application architecting. Would be pretty similar, whatever the type of Change ( create or update for ;! Sometimes it helps to think of it ’ s per se, many salesforce integration architecture vendors started... Available in Salesforce capability # 8 – the ETL is to move large data using... Cloud based solutions for salesforce integration architecture your cloud-to-cloud use cases you are attempting to push a transaction ( or! A practitioner of the CDC event at another touchpoint for all or your requirements likes to with., Pardot Specialist, Pardot Specialist, Admin & Platform App Builder and for error tracking, website. Robust, and so needs to be suitably mastered and then exchanged systems. Is not the only sheriff in an enterprise system ’ s per se many... Necessary to be suitably mastered and then exchanged across systems seamlessly Menon, Sr all such got... Real ( or near-real ) time expensive pretty quickly, especially when consultants are involved, like in our,! This step would occur from each separate application requiring access to Salesforce from a centralized integration middleware of! Of key considerations for the following: the derived classes were responsible for the following table the..., designing enterprise data Architecture on the Salesforce1 Platform offers architects and Developers a array! Important aspect of integration Architecture do not need a hig… Salesforce Trailhead sit top... Because cake is delicious, and so needs to be very cost-effective, robust, and website in this.... Or near-real ) time the steps involved in creating a record for an enterprise Bus!

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