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Integration Architect
Cert Prep
Salesforce Architect Group, Fort Worth, United
States
@a_kulk
Amey Kulkarni
CGL Salesforce Architect Group, Fort Worth
Salesforce CGL Advisory Board Member
12x Salesforce Certified Architect
Trailblazer Connect Mentor
RADWomen Coach
@a_kulk
First of all… Thank you!
★ Need for Data Governance
★ Data Governance vs. Data Management
★ Building Blocks of Data Governance
★ Measuring the success
Agenda
Celebrations, Community News
Celebrations
● New job
● New certification
● Anything else?
Career
● Anyone looking for a job? Post your LinkedIn, Email etc.
● Anyone hiring? Post a link to the Job Req
News
● Dreamforce ‘23 Registration
● Apex Mockery
Get ready
to come on
camera!
Salesforce Integration Architect Cert Prep 1
Integration Pattern, APIs, & Streaming Events
Integration Patterns
How would you decide the integration pattern?
You tell me…
Integration Pattern - Request and Reply
Enhanced External Services
SOAP or REST callout from Lightning Component, VF, Button
Integration Pattern - Fire and Forget
Process-driven Platform Events
Customization-driven Platform Events
Outbound Messages
Integration Pattern - Batch Data Synchronization
Salesforce Change Data Capture
3rd party ETL Tool
Integration Pattern - Remote Call-in
SOAP API
REST API
Webservices
REST services
Bulk API - optimal for large volume
Integration Pattern - Data Virtualization
Salesforce Connect
Integration Pattern - UI Update Based on Data
Change
Streaming API
APIs
APIs
What are some of the benefits of APIs?
Data APIs
SOAP API
REST API
Bulk API
Pub/Sub API
REST API
Ease of integration
Excellent choice for mobile application and web projects
User Interface API
Connect REST API
Bulk API
User Interface API
Building UI for native mobile apps
UI to work with list views, actions favorites etc.
Get metadata in a single response
The User Interface API base URL is https://{your_instance}.salesforce.com/services/data/v{api_version}/ui-api.
https://developer.salesforce.com/docs/atlas.en-us.244.0.uiapi.meta/uiapi/ui_api_get_started.htm
Connect REST API
For programmatic access to B2B commerce, CMS managed content,
Experience Cloud sites
Files, notification, topics
For building UI for Chatter - feeds, groups etc in mobile apps
Uses OAUth 2.0
To extract data, use REST API or SOAP API to operate on sObjects. Do not use Connect REST API to extract data.
Analytics REST API
Sending queries to analytics platform
Accessing datasets, XMD
Creating and retrieving lenses
Creating and retrieving analytics applications
Bulk API
Large data sets
Query, QueryAll, CRUD
Processes in batches asynchronously
Metadata API
Retrieve, deploy, create, update, or delete customizations for your org
Migrating changes from sandbox
Tooling API
For building custom apps and dev tools.
Can retrieve smaller piece of metadata
Apex REST API
For exposing Apex classes and methods to external applications. So that the
external application can access your code.
Supports OAuth 2.0 and SessionID for authentication
Apex SOAP API
For exposing Apex methods as SOAP webservices to external applications. So
that the external application can access your code.
Supports OAuth 2.0 and SessionID for authentication
GraphQL API
For highly responsive and scalable applications
The following benefits are available for Salesforce developers, including:
● Field selection
● Resource aggregation
● Schema introspection
Streaming Events
Pushtopic
Legacy - CDC is the new sheriff in town.
Events
NotifyForOperationCreate
NotifyForOperationDelete
NotifyForOperationUndelete
NotifyForOperationUpdate
NotifyForOperations (only for api 28 or earlier)
Pushtopic
NotifyForFields
All / Reference / Select / Where
Message Durability: 24 hrs
Notification Scenarios Reference:
https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_str
eaming/notification_scenarios.htm
Pushtopic
NotifyForFields
All / Reference / Select / Where
Message Durability: 24 hrs
Filtering Subscriptions: /topic/MyTopic?Industry='Energy'&ShippingCity='San
Francisco'
Change Data Capture (CDC)
Near-real-time
Use with: Async trigger, Lightning Component (incl LWC), emp Connector
Events:
StandardObjectNameChangeEvent
CustomObjectName__ChangeEvent
Platform Events

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June 2023 Architect Group FTW.pdf

  • 1. Integration Architect Cert Prep Salesforce Architect Group, Fort Worth, United States @a_kulk
  • 2. Amey Kulkarni CGL Salesforce Architect Group, Fort Worth Salesforce CGL Advisory Board Member 12x Salesforce Certified Architect Trailblazer Connect Mentor RADWomen Coach @a_kulk
  • 3. First of all… Thank you!
  • 4. ★ Need for Data Governance ★ Data Governance vs. Data Management ★ Building Blocks of Data Governance ★ Measuring the success Agenda
  • 5. Celebrations, Community News Celebrations ● New job ● New certification ● Anything else? Career ● Anyone looking for a job? Post your LinkedIn, Email etc. ● Anyone hiring? Post a link to the Job Req News ● Dreamforce ‘23 Registration ● Apex Mockery Get ready to come on camera!
  • 6. Salesforce Integration Architect Cert Prep 1 Integration Pattern, APIs, & Streaming Events
  • 8. How would you decide the integration pattern? You tell me…
  • 9. Integration Pattern - Request and Reply Enhanced External Services SOAP or REST callout from Lightning Component, VF, Button
  • 10. Integration Pattern - Fire and Forget Process-driven Platform Events Customization-driven Platform Events Outbound Messages
  • 11. Integration Pattern - Batch Data Synchronization Salesforce Change Data Capture 3rd party ETL Tool
  • 12. Integration Pattern - Remote Call-in SOAP API REST API Webservices REST services Bulk API - optimal for large volume
  • 13. Integration Pattern - Data Virtualization Salesforce Connect
  • 14. Integration Pattern - UI Update Based on Data Change Streaming API
  • 15. APIs
  • 16. APIs What are some of the benefits of APIs?
  • 17. Data APIs SOAP API REST API Bulk API Pub/Sub API
  • 18. REST API Ease of integration Excellent choice for mobile application and web projects User Interface API Connect REST API Bulk API
  • 19. User Interface API Building UI for native mobile apps UI to work with list views, actions favorites etc. Get metadata in a single response The User Interface API base URL is https://{your_instance}.salesforce.com/services/data/v{api_version}/ui-api. https://developer.salesforce.com/docs/atlas.en-us.244.0.uiapi.meta/uiapi/ui_api_get_started.htm
  • 20. Connect REST API For programmatic access to B2B commerce, CMS managed content, Experience Cloud sites Files, notification, topics For building UI for Chatter - feeds, groups etc in mobile apps Uses OAUth 2.0 To extract data, use REST API or SOAP API to operate on sObjects. Do not use Connect REST API to extract data.
  • 21. Analytics REST API Sending queries to analytics platform Accessing datasets, XMD Creating and retrieving lenses Creating and retrieving analytics applications
  • 22. Bulk API Large data sets Query, QueryAll, CRUD Processes in batches asynchronously
  • 23. Metadata API Retrieve, deploy, create, update, or delete customizations for your org Migrating changes from sandbox
  • 24. Tooling API For building custom apps and dev tools. Can retrieve smaller piece of metadata
  • 25. Apex REST API For exposing Apex classes and methods to external applications. So that the external application can access your code. Supports OAuth 2.0 and SessionID for authentication
  • 26. Apex SOAP API For exposing Apex methods as SOAP webservices to external applications. So that the external application can access your code. Supports OAuth 2.0 and SessionID for authentication
  • 27. GraphQL API For highly responsive and scalable applications The following benefits are available for Salesforce developers, including: ● Field selection ● Resource aggregation ● Schema introspection
  • 29.
  • 30. Pushtopic Legacy - CDC is the new sheriff in town. Events NotifyForOperationCreate NotifyForOperationDelete NotifyForOperationUndelete NotifyForOperationUpdate NotifyForOperations (only for api 28 or earlier)
  • 31. Pushtopic NotifyForFields All / Reference / Select / Where Message Durability: 24 hrs Notification Scenarios Reference: https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_str eaming/notification_scenarios.htm
  • 32. Pushtopic NotifyForFields All / Reference / Select / Where Message Durability: 24 hrs Filtering Subscriptions: /topic/MyTopic?Industry='Energy'&ShippingCity='San Francisco'
  • 33. Change Data Capture (CDC) Near-real-time Use with: Async trigger, Lightning Component (incl LWC), emp Connector Events: StandardObjectNameChangeEvent CustomObjectName__ChangeEvent