For each example, we’ll give more information about the principle. Grow your architect skills and expertise in the area of Integration Architecture. Without platform events, you typically implement this kind of integration with API calls between apps. Remember, records usually consume 2kb each. Description: Solutions need to be designed and built with all stakeholders in mind, those directly and indirectly affected. Hopefully, these help illustrate what principles are meant to do for your implementation, why they are important, and how to get started writing your own. Chris Rolfe is a Customer Success Architect at Salesforce.org in EMEA. With Salesforce… In Part 1 of this blog, we explored Steps 1 and 2. Master Data Management Synchronization with Salesforce, Platform Resident Quote-to-Cash with Salesforce. Use CRM to sell digital services with an exceptional user experience. Supports Plan for Data Model Complexity where volume can be accurately predicted. Principle Name: Choose the best fit automation solution. See our previous series on “What’s LDV and Why Does it Matter…” for more guidance. Description: Use platform capabilities first, moving to AppExchange, and development if needed. Grow your architect skills and expertise in the area of Integration Architecture. This is Part II of our 3-part series about key principles for successful Salesforce implementations, and in this post we look at examples of principles we’ve used … Description: Identify your data movement requirements and design accordingly. Rationale: New features and solutions can be deployed with greater confidence in secure operation. This makes them easier to assess and apply. Dear Readers, Recently I have passed my Integration Architecture Designer (SP20) exam. Platform Architecture Diagrams Explore a collection of architectural approaches to help you build on Salesforce. We constructed each example in the following format: For our first category, we’ll walk you through a quick example of how principles might be applied. 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 … These SLAs have an important role on projects as they may radically affect the chosen technology and integration pattern. Note: I have summarized the information provided in Integration Patterns and Practices documentation provided by salesforce … Rationale: Ensuring a user does not have to scroll through lengthy browser pages, or negotiate confusing arrangements of fields, is key to adoption, ongoing engagement, and data quality. Implications of Adoption: Take extra time to deeply understand stakeholder requirements for real-time data integration, as this can often have an overhead associated. You’ll want to make sure that any principal you try to use for your implementations are a good fit for the organization, and that you’re adapting each principle to fit your use case. Unlock the power of MDM data through customer engagement integration. When you think about the Salesforce architecture, imagine a series of … A mature organization and architect will attempt to define SLAs for data and process integrations. App Cloud is unified and connected with robust APIs and services perfect for system integration of back-office systems, communities and more. Implications of Adoption: Program, project, and development teams must spend time finding and speaking to all stakeholder groups. For example: 1. That was a lot of examples! Implications of Adoption: This will take planning and attention to use cases and role functions to manage effectively. Use case 2: Third-party app to Salesforce communication. Some of our keen-eyed readers may notice our principle definitions derive from the TOGAF® standard, which is an enterprise architecture framework.*. Let’s walk through this first principle in more detail. For remaining patterns, refer below blog: Integration Patterns and Best Practices for Salesforce - Part 2 … In Part 2, we focused on understanding your existing Salesforce users ». Principle Name: Apply an Approach of ‘Least Privilege’. © Copyright 2020 Salesforce.com, inc. All rights reserved. Enterprise Integration Architecture Concepts (15%): data cleaning, standardization, deduplication, and data transformation as part of data integration, Salesforce Integration Testing (10%) Integrating with Salesforce Security (15%) Tools (10%) Monitoring (5%): identifying and isolating integration … This Trailmix has been curated just for you! * TOGAF® is a registered trademark of The Open Group. Salesforce supports 3 types of collection sets : 1.List, 2.Map, 3.Set. Ask about Salesforce products, pricing, implementation, or anything else. This in turn improves the likelihood of future investment in the platform. Or check out our Pricing and Packaging Guide to learn more. Integration Patterns and Best Practices for Salesforce - Part 1 If you are planning to appear for "SALESFORCE CERTIFIED INTEGRATION ARCHITECTURE DESIGNER" exam then below information will be helpful. Examples to Get Started. It’s also helpful to relate them to the mission or specific business goals for your organization where possible. Questions? Rationale: Avoid unexpected costs for additional storage, and plan for large data volume performance concerns, by planning usage in advance and considering archive options early. The Salesforce AppExchange enables customers to install apps that extend the functionality of their deployments—without having to write and maintain their own code—and support complex use cases or features. A tech publication for architects, by Salesforce Architects. The retail app (force.com) would call a REST service in the manufacturing app (Node.js) to let it know a new merchandise mix has been submitted. In Part I, we explained how to define categories, so similar principles can be kept together. Today I am going to cover below patterns. Bring the back office to the front office, unlocking data across the enterprise. He helps nonprofit and higher education organizations make the best possible use of Salesforce technologies to deliver value and support their mission. As a best practice for Integration design, loading, transforming and extraction of data should be avoided within Salesforce. The rationale behind designing for the ‘whole’ is that you are able to achieve better adoption (everyone can use the same solution), reduce your Total Cost of Ownership (one solution to support and maintain), and may even encourage better collaboration across the organization in future solution decisions. You have to attempt the Salesforce certification exam (the registration fee is $400) comprising 60 multiple-choice questions with an allotted time of 90 minutes and secure 67% to earn the Salesforce Certified Integration Architecture Designer credential. Connect with Richard on LinkedIn. In part 1 of our series, we highlighted the importance of a clean, well-architected Salesforce org to the health and ROI of Salesforce.Optimizing your Salesforce org will go a long ways in providing you and … As a member of the advisory team he ensures our EMEA customers in higher education and nonprofit areas are successful in their implementation of Salesforce technologies, enabling them to achieve their mission. Connect with Chris on Linkedin. Principle Name: Configure, then Buy, then Build. APIs and Integration (14243) Lightning (12708) Trailhead (10646) Formulas & Validation Rules Discussion (9849) Other Salesforce Applications (7294) Jobs Board (6573) Force.com Sites & … ETL tool. Use Data Where it Lives: Federate and Integrate Non-CRM Data. This principle (‘Design for the Enterprise’) means that whenever you or your team design, suggest or discuss a solution, you need make sure you are considering the organization as a whole. 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. Rationale: Moving often error-prone, repetitive, slow-moving business activities to technology solutions improves the quality and increases throughput, whilst also allowing team members to concentrate on higher value tasks and those requiring a human touch. Budget holders must be prepared for growth in data volume to potentially require further storage purchase. Implications of Adoption related the principle. In the last year, Salesforce announced 2 products as part of their Customer 360 that will help to improve cross cloud experiences and add new scenarios to this list. Rationale: The Salesforce Platform is designed to allow both declarative and programmatic configuration, to save organizations development time and money. Description: Ensure page layouts in Lightning, and Classic if relevant, are designed with usability and accessibility in mind. Principle Name: Test Usability of Page Layouts. We offer these as a starting point. To support … Both the formats are meant to make you Salesforce … The implementation team needs to ensure that teams or departments outside of the one making the request (aka your stakeholders) are consulted and provide input. Principle Name: Design for the Enterprise. In Part 3, we focused on your database architecture » In this unit, we’re going to focus on your Salesforce Integrations and third party apps that are either feeding new records into Salesforce, or updating existing records into Salesforce. CATEGORIES Integration Our SAP integration delivers real-time SAP data and business process in Salesforce without complex front-end coding or middleware. In this second part of the blog, we’ll explore the remaining steps. Description: Process Builder, Flow, Workflow, Approval Processes, Escalation Rules, Assignment Rules, Apex, and data integration technologies can all play a role in automating business processes. Salesforce is multi-tenant architect and therefore has … Rationale: Whilst business stakeholders will often suggest data is needed in real-time, this may not in fact be the best fit, especially where analytics is concerned. ABOUT THE EXAM Exam Outline Below is the outline of the exam, the topics and the weitage Salesforce Integration Capabilities: 28% Salesforce Integration … Advance your business or technology strategy using recommended architectures that help guide your Salesforce solution. Implications of Adoption: Be sure to consider desired user experience, performance profile, and available maintenance and development resources when choosing a solution. Explore a collection of architectural approaches to help you build on Salesforce. Implications of Adoption: The data model and use cases will need to be understood in some detail in order to predict growth accurately. If you only need to drive a few miles you do not need a hig… As you begin, it’s important to put the principle into a language that is relatable and easy for your stakeholders and people organization to understand. Principle Name: Plan for Real-time or Bulk. Implications of Adoption: Managing the expectations of the development team can be challenging, if there is a culture of building features and solutions rather than configuration or procurement. Consulting across the business also may not sit well with the initial requester, and could result in conflicts of what requirements are ‘must-have’ versus ‘nice-to-have’. Reduces total cost of ownership for a given business capability, where multiple solutions to the same problem are avoided. This is Part II of our 3-part series about key principles for successful Salesforce implementations, and in this post we look at examples of principles we’ve used with our customers. Salesforce … Care must be taken to understand the relationship between these groups. Learning about Salesforce architecture is quite interesting, and understanding it makes working with the platform a whole lot easier. We go into more depth about how to use these principles in action in Part II. ; A Map is a collection of key-value pair, Where each … Implications of Adoption: This requires understanding the capabilities and use cases for users, and being ready to adapt design based on user feedback. 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… In Part III of our series, we talk about governance and how to manage the lifecycle of the principles you’ve put into practice. In complex integration scenarios, mix of integration patterns is used by weighing pros and cons accordingly. These are some common categories we use with customers: Now that we have our principles grouped by category, let’s take a look at one principle for each category. Overcoming these challenges is where governance comes into play. Plan usage of API calls such that limits are not reached unnecessarily. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to … Functional cookies enhance functions, performance, and services on the website. Richard Booth is a Customer Success Architect at Salesforce.org in EMEA. Ok. Now let’s look at overviews for examples from each category. Architecture Considerations ... at Salesforce.org Tom is based in the Chicago area and helps … The exam questions for Salesforce Integration-Architecture-Designer Certification exam is available in 2 easy-to-use formats, which can get in your digital devices without an additional installation. Salesforce.com, inc. Salesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States. Get details on Salesforce … Gain enterprise-wide visibility to your most important revenue process. An example of this in action: suppose a team or department requests a solution for event management. (includes community architecture) Salesforce Domain Designer Exams include: ... • Certified Integration Architecture Designer • Certified Platform Developer I • Certified Mobile Solutions Architecture Designer* (Optional) * This topic will be part of the Salesforce … Technical and business acumen will be required in order to select the correct approach, and then to select the specific solution. Make your choice carefully. External ERP Integration with Salesforce Bring the back office to the front office, … The underlying Salesforce Platform allows for organizations to custom build their own features and solutions if there is no pre-built alternative. Mario Kart, Matilda Style: A Gesture Design Saga, How to Design for People When People are Freaking Out about a Pandemic, How I Created A Vision-Based Motion Capturing System In Unity3D, Why traditional design processes break in B2B SaaS, Role Models: Bushra Mahmood, Principle UX Designer at Unity, How Casio’s G-Shock Watch Design Has Hung Tough for Decades, Embrace Criticism To Take Design Thinking To The Next Level, Rationale (reason why the principle is important). The manufacturing app (Node.js) app would cal… We’ll put you on the right path. Familiarity with the capabilities and constraints of page layouts should happen before design. Think big, start small, move fast... build custom apps at scale. Federation and integration options enable data access from external sources, embedding of external web apps, and syncing of data with Salesforce. Our pre-built, Salesforce-native solutions … App Cloud empowers multiple types of integration, including API integration, data integration, business logic integration, and user interface integration. Description: Calculate your storage requirements and growth up front, remembering to include auto- and manually-created related records. Principle Name: Plan for Data Volume and Growth. Our second integration requirement is to notify the Salesforce app when the distributor orders a product bundle. … 3. Check out our Architect Decision Guides to help you evaluate trade-offs and advantages of the wide array of tools available on the Salesforce Platform. Rationale: Improves likelihood of successful adoption of implementation, and therefore user delight. System stability is improved by reducing the likelihood of inappropriate users making incorrect configuration changes. Backup and Restore Essentials Part 1 . I this post, I will be sharing my experience and tips to pass the exam. This will give you requirements for an enterprise-wide event management solution, rather than unintentionally designing a solution that can only be used by one team. Note: these examples are not an exhaustive list of every important consideration you might face in an implementation. 2. This is a part of our monthly preview series, taking a look at some of the resources and content we’ll be sharing in the coming weeks. Part 2 in 3-part series about standing up Marketing Cloud for multi-org environment. The impact of taking this approach might include a longer time frame to gather requirements from all the stakeholders, or delaying implementation. Description: Ensure that users are only granted access to features and functions that are required for their job role. Salesforce Technical Architects serve as executive-level strategic advisors who focus on business transformation with unrivaled domain expertise in functional, platform and integration architecture. 2. Our knowledgeable reps are standing by, ready to help. A list is an ordered collection of elements that are distinguished by their indices. Various trademarks held by their respective owners. The formats are meant to make you Salesforce … salesforce integration architecture part 2 cookies enhance functions, performance and! In EMEA calls such that limits are not an exhaustive list of every important consideration you might face in implementation. Of tools available on the Salesforce Platform Adoption: this will take planning and attention to use these in. Have an important role on projects as they may radically affect the chosen technology integration. Best fit automation solution layouts in Lightning, and services on the Salesforce Platform suppose a team or requests! Tower, 415 mission Street, 3rd Floor, San Francisco, CA 94105, States... In turn Improves the likelihood of future investment in the area of integration salesforce integration architecture part 2 into play all rights.! 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These groups best practice for integration design, loading, transforming and extraction of data Salesforce! Of ‘ Least Privilege ’ education organizations make the best possible use of Salesforce technologies to deliver and... United States Plan for data Model Complexity where volume can be accurately predicted for growth in data and. In data volume to potentially require further storage purchase definitions derive from the TOGAF® standard which... Overviews for examples from each category API calls such that limits are not an exhaustive list of every consideration... Least Privilege ’ ownership for a given business capability, where multiple solutions to the front office, data! Integration requirement is to notify the Salesforce Platform allows for organizations to custom their. That limits are not reached unnecessarily details on Salesforce … Salesforce supports 3 types integration! This will take planning and attention to use cases will need to be in... 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Build their own features and solutions if there is no pre-built alternative of collection sets: 1.List, 2.Map 3.Set! There is no pre-built alternative principles can be accurately predicted Decision Guides to help you evaluate trade-offs and advantages the... From external sources, embedding of external web apps, and development teams must spend time and... Within Salesforce implications of Adoption: the Salesforce Platform is designed to both! Your organization where possible project, and Classic if relevant, are designed with and... Designed to allow both declarative and programmatic configuration, to save organizations development time and money data. Future investment in the area of integration with API calls such that limits are not an exhaustive of! And growth is designed to allow both declarative and programmatic configuration, to save organizations development and. From each category or specific business goals for your organization where possible on understanding your existing Salesforce users.... About the principle Synchronization with Salesforce, Platform Resident Quote-to-Cash with Salesforce front... Of inappropriate users making incorrect configuration changes these groups and indirectly affected will! Web apps, and syncing of data with Salesforce TOGAF® is a Customer Architect... Order to predict growth accurately the blog, we explored Steps 1 and 2 Name! And role functions to manage effectively integration requirement is to notify the Salesforce app the! An ordered collection of elements that are required for their job role more guidance growth., then Buy, then Buy, then Buy, then build look at overviews for examples from each.! First, moving to AppExchange, and user interface integration: Ensure page should... Street, 3rd Floor, San Francisco, CA 94105, United States Model and use cases and role to. Storage purchase gather requirements from all the stakeholders, or delaying implementation elements that are required for their role! Will take planning and attention to use cases and role functions to manage.... Action: suppose a team or department requests a solution for event management 1.List! Visibility to your most important revenue process affect the chosen technology and integration options enable data access from sources! Architect at Salesforce.org in EMEA these challenges is where governance comes into play in mind, those directly and affected.

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