Scalable Salesforce Integrations - a real-life scenario

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Full video recording here (including a session on Apex Managed Sharing: https://bit.ly/SAIMA-2-ApexSharing-ScalableIntegrations Presentation given during the 2nd SAIMA (Salesforce Architects in the making) session. Topic: Low-code & low-cost near real-time integrations between Salesforce and external systems (using an AWS-based serverless architecture)

Scalable Salesforce
Integrations
A real-life scenario
@gcardax
Giuseppe Cardace

• Context: a real-life scenario at Acrotec
• Implemented Low-Code & Low-Cost Technical Solution
• CTA Review Board version
• Salesforce Evergreen version
Scalable Salesforce Integrations
Agenda
Remember:
In designing your solutions, keep the balance
between best practices and real-life constraints

Giuseppe Cardace
Group IT Manager
@gcardax

1 Group | 3 Divisions | 20 Companies
Watchmaking &
Jewelry
48% of revenues
Movement components
Cases
Machines and tooling
Surface treatment
Jewelry
MedTech
22% of revenues
Trauma
Spine
Dental
Surgery
Precision High-Tech
30% of revenues
Electronics
Automotive
Aeronautics & Defense

Acrotec Group
History
Creation of
20092001 2006 2014 2016 2017 2018 2019

Technical Side
● Single Salesforce org for all subsidiaries (~ 90 Salesforce Users)
○ Need to cooperate but also to keep data segregated by company on most objects
(=Private Org-Wide Defaults + Sharing Settings)
● Very limited amount of IT employees
○ ~1 IT person per company, mostly 1st level support / infrastructure
(sometimes external providers only)
● No on-premise infrastructure
● Expensive High-Precision machines → Low IT budget
● 15+ Legacy & non-mainstream ERP systems
Context & constraints

“We need to transfer data from
Salesforce to our ERPs in real-time…
we can’t wait 5 minutes!
- Any End-User

• Why do you need it?
• How many ERPs?
• Data Volumes?
• Data change frequency?
Heroku Connect
with ERPs reading
PostgreSQL DB?
Which skills and
system capabilities
do we have on both
ends?
Architect
Point-to-Point,
Hub & Spoke,
Service Bus
Scheduled ETL?
Full-fledged
ESB?
Wait a minute!
What’s the available
budget?

Business Sponsor
So… What’s the available budget?
Technical Architect

Technical Solution on a Shoestring Budget
A sustainable low-code & low-budget architecture
Remember:
In designing your solutions, keep the balance between
best practices and real-life constraints

Integration from Salesforce to ERPs via shared DB
High-level Architecture

Integration from Salesforce to ERPs via shared DB
Detailed Architecture

Talend Open Studio for Data Integration
What does it look like? (1/3)

Talend Open Studio for Data Integration
What does it look like? (2/3)

Talend Open Studio for Data Integration
What does it look like? (3/3)

What about costs?
Service Avg Monthly
Cost
Amazon API Gateway ~ 0.5 USD
AWS SQS
(1M requests/month are free)
~ 5 USD
AWS Lambda
(1M requests/month are free)
~ 1 USD
AWS RDS PostgreSQL
(Multi AZ; 64 GB SSD)
~ 75 USD
AWS CloudWatch Logs
*(incl. several metrics, alerts & logs
from other solutions we have on AWS)
~ 25 USD*
Total < 120 USD
Low amount of transactions →
shift from very high fixed recurring costs to
a “pay per transaction” model
Pay only for what you use
(RDS runs 24/7)
Keep budget under control with
configurable alerts
Free tiers available
Cost Simulation Tool:
https://calculator.s3.amazonaws.com/index.html
Benefits

Technical Solution in a CTA Review Board Exam
a.k.a. Unlimited Budget

Integration using an ESB
High-level Architecture for a CTA Review Board exam

Technical Solution with Evergreen
Low-code? Low-budget?
Looking forward to playing with it!

Integration using Salesforce Evergreen
Quick intro from Salesforce developers blog: Evergreen: Serverless Functions & Compute for Customer 360 Platform

Integration using Salesforce Evergreen
High-level Architecture (Serverless → Kubernetes based)

Homework: Now it’s your turn!
Adapt the presented AWS architecture to your own needs,
follow the step-by-step instructions on my blog to
reproduce the demo from Dreamforce and share your
experience with the Ohana!
https://bit.ly/sfdcarchitect
Remember:
In designing your solutions, keep the balance between
best practices and real-life constraints

Scalable Salesforce Integrations - a real-life scenario

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In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject. We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup. Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved. The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring. The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise. By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.

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Scalable Salesforce Integrations - a real-life scenario

1. Scalable Salesforce Integrations A real-life scenario @gcardax Giuseppe Cardace

2. • Context: a real-life scenario at Acrotec • Implemented Low-Code & Low-Cost Technical Solution • CTA Review Board version • Salesforce Evergreen version Scalable Salesforce Integrations Agenda Remember: In designing your solutions, keep the balance between best practices and real-life constraints

3. Giuseppe Cardace Group IT Manager @gcardax

4. Context Acrotec use-case scenario

5. 1 Group | 3 Divisions | 20 Companies Watchmaking & Jewelry 48% of revenues Movement components Cases Machines and tooling Surface treatment Jewelry MedTech 22% of revenues Trauma Spine Dental Surgery Precision High-Tech 30% of revenues Electronics Automotive Aeronautics & Defense

6. Acrotec Group History Creation of 20092001 2006 2014 2016 2017 2018 2019

7. Technical Side ● Single Salesforce org for all subsidiaries (~ 90 Salesforce Users) ○ Need to cooperate but also to keep data segregated by company on most objects (=Private Org-Wide Defaults + Sharing Settings) ● Very limited amount of IT employees ○ ~1 IT person per company, mostly 1st level support / infrastructure (sometimes external providers only) ● No on-premise infrastructure ● Expensive High-Precision machines → Low IT budget ● 15+ Legacy & non-mainstream ERP systems Context & constraints

8. “We need to transfer data from Salesforce to our ERPs in real-time… we can’t wait 5 minutes! - Any End-User

9. • Why do you need it? • How many ERPs? • Data Volumes? • Data change frequency? Heroku Connect with ERPs reading PostgreSQL DB? Which skills and system capabilities do we have on both ends? Architect Point-to-Point, Hub & Spoke, Service Bus Scheduled ETL? Full-fledged ESB? Wait a minute! What’s the available budget?

10. Business Sponsor So… What’s the available budget? Technical Architect

11. Technical Solution on a Shoestring Budget A sustainable low-code & low-budget architecture Remember: In designing your solutions, keep the balance between best practices and real-life constraints

12. Integration from Salesforce to ERPs via shared DB High-level Architecture

13. Integration from Salesforce to ERPs via shared DB Detailed Architecture

14. Talend Open Studio for Data Integration What does it look like? (1/3)

15. Talend Open Studio for Data Integration What does it look like? (2/3)

16. Talend Open Studio for Data Integration What does it look like? (3/3)

17. What about costs? Service Avg Monthly Cost Amazon API Gateway ~ 0.5 USD AWS SQS (1M requests/month are free) ~ 5 USD AWS Lambda (1M requests/month are free) ~ 1 USD AWS RDS PostgreSQL (Multi AZ; 64 GB SSD) ~ 75 USD AWS CloudWatch Logs *(incl. several metrics, alerts & logs from other solutions we have on AWS) ~ 25 USD* Total < 120 USD Low amount of transactions → shift from very high fixed recurring costs to a “pay per transaction” model Pay only for what you use (RDS runs 24/7) Keep budget under control with configurable alerts Free tiers available Cost Simulation Tool: https://calculator.s3.amazonaws.com/index.html Benefits

18. Technical Solution in a CTA Review Board Exam a.k.a. Unlimited Budget

19. Integration using an ESB High-level Architecture for a CTA Review Board exam

20. Technical Solution with Evergreen Low-code? Low-budget? Looking forward to playing with it!

21. Integration using Salesforce Evergreen Quick intro from Salesforce developers blog: Evergreen: Serverless Functions & Compute for Customer 360 Platform

22. Integration using Salesforce Evergreen High-level Architecture (Serverless → Kubernetes based)

23. Homework: Now it’s your turn! Adapt the presented AWS architecture to your own needs, follow the step-by-step instructions on my blog to reproduce the demo from Dreamforce and share your experience with the Ohana! https://bit.ly/sfdcarchitect Remember: In designing your solutions, keep the balance between best practices and real-life constraints

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