Salesforce Integration Patterns & Best Practices

Before understanding what is integration in Salesforce, we would first discuss some best practices associated with the integration Salesforce. These practices are trending because they help integrate the majority of activities that include fire and forget and remote calling.

The best practices in Salesforce illustrate that some methods help bring about the process to make the work easy and flexible. The Apex best practices are also working in consideration with the data virtualization and synchronization of the batch data. What is integration in Salesforce is an important topic to know about along with the associated processes that illustrate integration Salesforce.

What is the need for integration in Salesforce?

Salesforce is one of the greatest platforms that is famous for maintaining customer relationships and the associated customized applications. You need to understand that it is not the source of all types of requirements and rather we need to apply some best practices for accommodating the patterns of integration.

The activities such as managing the inventory and other orders can be executed with the help of SAP. It is also responsible for maintaining the external system while sending notifications and email alerts. The maintenance of the fleet and other possibilities is also comprised of its methodology of working.

Also, Read: The Process To Integrate Heroku With Salesforce

Integration patterns are affected by the following factors

1. Maintenance of the same transactions- it is one of the strongest factors that leave a great influence over the working of the sales force for the maintenance of the same transactions. All the Salesforce platforms are in the need of integration patterns for performing the various activities on response.

2. Identification of whether there is a need of managing the data synchronously or asynchronously. Salesforce platform needs to identify whether the particular business process is in the need of managing the database according to real-time or real-time.

3. Size of the messages- salesforce platform detects whether the size of the message is too large or too small.

4. Timely delivery of the services – distance units are taking the help of the feature of making guaranteed delivery whenever there is a requirement even when the external system is not working update.

5. There is also a management of the contract according to the first integration possibilities so that delivery is can be made on behalf of the remote systems.

6. Making a declaration is according to priorities and preferences. Metastatic responsible for integrating the patterns of working without producing any algorithm is coding in Salesforce.

Overview of integration patterns in Salesforce

At the time of working with the Salesforce platform, there is an urgent requirement for performing the integration with associated applications. You need to understand that every type of integration pattern is different from another and the scenario is unique for a specific integration. They differ from each other in terms of the common requirements and the challenges that are faced by the developers while dealing with them. There is a specific resolution suggested for dealing with the issues inside the integration patterns.

There are specific trust strategies which are also known as patterns or integration patterns which help deal with the common integration scenarios. The integration patterns carry a special and unique significance for describing the approach adopted to face the scenario and the designing according to the customization. This community creation scenario can be best described in terms of patterns that share general characteristics and behavior.

There are some specific scenarios dealt with under the heading of integration patterns.

1. Discussing the pattern frequency for addressing the integration scenarios such as archetype.

2. Selecting the matrix for determining the patterns that it is best suitable for the scenario.

3. Best practices associated with the management of integration patterns.

The method of requesting and applying as an integration pattern

A process is invoked by the Salesforce platform on a particular remote system. The completion of the process is at rest after long waiting and then moves ahead with tracking the state depending upon the type of response being received from the remote system.

There are many options associated with requesting and replying.

1. Management of the external services with the help of point-and-click integration. This process is conducted from the lightning flow by providing the external system are separate schema for API along with ensuring that these external services are capable of supporting the primitive data types.

2. Visualforce calling external system is one of the options that enable the Salesforce platform for the consumption of WSDL. This option also enables the process of generating the proxy classes and HTTP services are provided with the options such as GET and PUT. The customer user interface is responsible for the initiation of such operations on behalf of their end-users.

3. Management of the triggers which are responsible for performing the processes of calling out to the external system while changing any information or data. Sometimes the process of calling out to the external system is asynchronous. Therefore, you need to suggest a solution other than request and reply such as fire and forget.

4. External services are invoked by the batch Apex classes and this process is also done by calling out to the external system. The predominant difference between the enforcement of trigger and this external service is that here we are specifically using the batch Apex for calling out. Batch Apex maintains one of the methods known as execute method which helps in differentiating the Governor limits. The Governor limits are updated every time and there is a maintenance of such limits on total call out even for a single transaction.

Fire and forget

It is another option for working with integration patterns on the Salesforce platform. Salesforce is responsible for invoking the process but admitted the drawback behind such activities that the platform does not wait for the process execution and completion. There is another management type for handling the remote processes such as the receiving of information by the remote process and acknowledging the request which is finally handed over to the salesforce.

Fire and forget can be executed as:

1. some platform events are responsible for driving the processes and acknowledging the request.

2. This platform eventis customized according to some integration patterns.

3. Management of the outbound messages according to the workflows.

4. The calling out activities also constructed by the apex

Synchronizing the batch data

There is a management of a huge database and the storage is provided within the lightning platform so that the data can be modified or refreshed according to the business requirements and updates being received from the external system. Whenever there is a call of making changes from the lightning platform, external systems are responsible for receiving the updates associated with the modifications to be made.

Batch data synchronization has a specific method for updating the changes in other directions. There are many options available under batch data synchronization. The process of changing the data capture is published by Salesforce concerning the changing of the events that help in presenting the modifications being made on the records.

Using some integration tools for connecting to the external systems and extracting the information from the same are dealt with by the salesforce. There is also transformation in the type of data that is required according to the target format and it can be further uploaded using the API. There is also a separate corner for manually making the remote calls. Salesforce and other external systems work in Association with each other to call mutually at a time whenever there is a change in the data. It is responsible for creating the huge traffic and Developers should care about it since that hampers the normal functioning.

Remote Call-In

It is the process of storing the data in the lightning platform so that we can make any number of changes in the data being stored or update the same with the help of the remote system. There are two methods for the same. The first method is -SOAP & Rest API and another method is called Apex-based API.

The virtualization of database

External data can easily be accessed by the Salesforce platform according to the real-time semantics. These activities are responsible for removing every type of requirement for processing the data inside the platform of Salesforce. These methodologies are helpful for their help in reconciling the data between the external system and the Salesforce platform.

There are specific pattern templates inside integration patterns

1. Name – this acts as an identifier for the integration patterns so that it becomes easier to show the integration type present inside the pattern.

2. Context – take care of the management of the overall integration scenario for addressing the specific patterns. It was dealt with the activities such as providing the information associated with the client existing in the organization so that they can easily access and accomplish the targeted objectives.


Hope you have got sufficient information about Salesforce best practices and Salesforce integration patterns. You can explore more on the methods of integration in Salesforce. It will surely help you in modifying the way of working and would bring successful results.

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