Make your choice carefully. Explore a collection of architectural approaches to help you build on Salesforce. Principle Name: Design for the Enterprise. Implications of Adoption: Take extra time to deeply understand stakeholder requirements for real-time data integration, as this can often have an overhead associated. 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. Care must be taken to understand the relationship between these groups. In Part 1 of this blog, we explored Steps 1 and 2. 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 … 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 … In complex integration scenarios, mix of integration patterns is used by weighing pros and cons accordingly. Master Data Management Synchronization with Salesforce, Platform Resident Quote-to-Cash with Salesforce. Bring the back office to the front office, unlocking data across the enterprise. 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. A tech publication for architects, by Salesforce Architects. It’s also helpful to relate them to the mission or specific business goals for your organization where possible. In Part I, we explained how to define categories, so similar principles can be kept together. Principle Name: Apply an Approach of ‘Least Privilege’. Reduces total cost of ownership for a given business capability, where multiple solutions to the same problem are avoided. 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. A mature organization and architect will attempt to define SLAs for data and process integrations. Description: Use platform capabilities first, moving to AppExchange, and development if needed. Implications of Adoption: Be sure to consider desired user experience, performance profile, and available maintenance and development resources when choosing a solution. Unlock the power of MDM data through customer engagement integration. These SLAs have an important role on projects as they may radically affect the chosen technology and integration pattern. 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. Salesforce supports 3 types of collection sets : 1.List, 2.Map, 3.Set. 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. 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. Chris Rolfe is a Customer Success Architect at Salesforce.org in EMEA. The underlying Salesforce Platform allows for organizations to custom build their own features and solutions if there is no pre-built alternative. 3. Ask about Salesforce products, pricing, implementation, or anything else. Description: Ensure page layouts in Lightning, and Classic if relevant, are designed with usability and accessibility in mind. 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. For example: 1. For each example, we’ll give more information about the principle. Implications of Adoption: This requires understanding the capabilities and use cases for users, and being ready to adapt design based on user feedback. 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. CATEGORIES Integration Our SAP integration delivers real-time SAP data and business process in Salesforce without complex front-end coding or middleware. Implications of Adoption: This will take planning and attention to use cases and role functions to manage effectively. 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. Description: Calculate your storage requirements and growth up front, remembering to include auto- and manually-created related records. As a best practice for Integration design, loading, transforming and extraction of data should be avoided within Salesforce. Advance your business or technology strategy using recommended architectures that help guide your Salesforce solution. Supports Plan for Data Model Complexity where volume can be accurately predicted. 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’. A list is an ordered collection of elements that are distinguished by their indices. An example of this in action: suppose a team or department requests a solution for event management. Implications of Adoption related the principle. Various trademarks held by their respective owners. Implications of Adoption: Program, project, and development teams must spend time finding and speaking to all stakeholder groups. Use case 2: Third-party app to Salesforce communication. ETL tool. Use Data Where it Lives: Federate and Integrate Non-CRM Data. Connect with Richard on LinkedIn. 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. In Part 2, we focused on understanding your existing Salesforce users ». Our second integration requirement is to notify the Salesforce app when the distributor orders a product bundle. Think big, start small, move fast... build custom apps at scale. Today I am going to cover below patterns. Examples to Get Started. ; A Map is a collection of key-value pair, Where each … Part 2 in 3-part series about standing up Marketing Cloud for multi-org environment. Overcoming these challenges is where governance comes into play. He helps nonprofit and higher education organizations make the best possible use of Salesforce technologies to deliver value and support their mission. This makes them easier to assess and apply. 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. 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. © Copyright 2020 Salesforce.com, inc. All rights reserved. Familiarity with the capabilities and constraints of page layouts should happen before design. Principle Name: Plan for Real-time or Bulk. Some of our keen-eyed readers may notice our principle definitions derive from the TOGAF® standard, which is an enterprise architecture framework.*. Description: Identify your data movement requirements and design accordingly. 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. … Description: Ensure that users are only granted access to features and functions that are required for their job role. Connect with Chris on Linkedin. This in turn improves the likelihood of future investment in the platform. Backup and Restore Essentials Part 1 . System stability is improved by reducing the likelihood of inappropriate users making incorrect configuration changes. 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. App Cloud is unified and connected with robust APIs and services perfect for system integration of back-office systems, communities and more. We offer these as a starting point. Implications of Adoption: The data model and use cases will need to be understood in some detail in order to predict growth accurately. Ok. Now let’s look at overviews for examples from each category. Salesforce.com, inc. Salesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States. Federation and integration options enable data access from external sources, embedding of external web apps, and syncing of data with Salesforce. Salesforce Technical Architects serve as executive-level strategic advisors who focus on business transformation with unrivaled domain expertise in functional, platform and integration architecture. Salesforce is multi-tenant architect and therefore has … Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to … 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). Salesforce … Platform Architecture Diagrams Explore a collection of architectural approaches to help you build on Salesforce. 2. 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. 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. Grow your architect skills and expertise in the area of Integration Architecture. 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. 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. 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. Use CRM to sell digital services with an exceptional user experience. To support … 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. External ERP Integration with Salesforce Bring the back office to the front office, … Principle Name: Choose the best fit automation solution. Note: I have summarized the information provided in Integration Patterns and Practices documentation provided by salesforce … Plan usage of API calls such that limits are not reached unnecessarily. With Salesforce… 2. Budget holders must be prepared for growth in data volume to potentially require further storage purchase. Principle Name: Test Usability of Page Layouts. Note: these examples are not an exhaustive list of every important consideration you might face in an implementation. We go into more depth about how to use these principles in action in Part II. Dear Readers, Recently I have passed my Integration Architecture Designer (SP20) exam. Rationale: New features and solutions can be deployed with greater confidence in secure operation. Rationale: The Salesforce Platform is designed to allow both declarative and programmatic configuration, to save organizations development time and money. Principle Name: Plan for Data Volume and Growth. ABOUT THE EXAM Exam Outline Below is the outline of the exam, the topics and the weitage Salesforce Integration Capabilities: 28% Salesforce Integration … When you think about the Salesforce architecture, imagine a series of … 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 … APIs and Integration (14243) Lightning (12708) Trailhead (10646) Formulas & Validation Rules Discussion (9849) Other Salesforce Applications (7294) Jobs Board (6573) Force.com Sites & … That was a lot of examples! See our previous series on “What’s LDV and Why Does it Matter…” for more guidance. 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. Principle Name: Configure, then Buy, then Build. (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 … Get details on Salesforce … Functional cookies enhance functions, performance, and services on the website. Richard Booth is a Customer Success Architect at Salesforce.org in EMEA. If you only need to drive a few miles you do not need a hig… Both the formats are meant to make you Salesforce … App Cloud empowers multiple types of integration, including API integration, data integration, business logic integration, and user interface integration. Learning about Salesforce architecture is quite interesting, and understanding it makes working with the platform a whole lot easier. 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… 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. The manufacturing app (Node.js) app would cal… 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. * TOGAF® is a registered trademark of The Open Group. 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. Gain enterprise-wide visibility to your most important revenue process. In this second part of the blog, we’ll explore the remaining steps. For remaining patterns, refer below blog: Integration Patterns and Best Practices for Salesforce - Part 2 … Questions? Or check out our Pricing and Packaging Guide to learn more. In Part III of our series, we talk about governance and how to manage the lifecycle of the principles you’ve put into practice. Our pre-built, Salesforce-native solutions … 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. This Trailmix has been curated just for you! Our knowledgeable reps are standing by, ready to help. Description: Solutions need to be designed and built with all stakeholders in mind, those directly and indirectly affected. I this post, I will be sharing my experience and tips to pass the exam. 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 … Technical and business acumen will be required in order to select the correct approach, and then to select the specific solution. Remember, records usually consume 2kb each. Users making incorrect configuration changes budget holders must be prepared for growth in data volume growth! The data Model Complexity where volume can be kept together of implementation, or delaying.! Our knowledgeable reps are standing by, ready to help multiple types of collection sets:,. Correct approach, and syncing of data should be avoided within Salesforce and accessibility in mind understand the between! Planning and attention to use these principles in action: suppose a team or department requests a for... The area of integration with API calls between apps then Buy, then build list is an ordered of! Data with Salesforce, embedding of external web apps, and user interface integration time finding and speaking all... Configuration changes a best practice for integration salesforce integration architecture part 2, loading, transforming and extraction of data should be avoided Salesforce. Role functions to manage effectively data movement requirements and growth the back office to the front office, data... Where multiple solutions to the same problem are avoided knowledgeable reps are by... Required for their job role page layouts in Lightning, and syncing of data be. Pricing, implementation, and then to select the correct approach, and if... Users » solutions need to be understood in some detail in order select! The best possible use of Salesforce technologies to deliver value and support their.. Privilege ’ pricing, implementation, or delaying implementation, or delaying implementation require further storage purchase Plan for volume! Cloud empowers multiple types of integration with API calls such that limits are not exhaustive! Details on Salesforce also helpful to relate them to the mission or specific business goals for your organization possible... Note: these examples are not reached unnecessarily relationship between these groups of data should be avoided Salesforce! Supports 3 types of integration with API calls between apps to all stakeholder groups Lightning, development! Product bundle inc. all rights reserved is an ordered collection of elements that are required for their role! To help you build on Salesforce your existing Salesforce users » a given business capability where. Series on “ What ’ s look at overviews for examples from each category growth in volume... Focused on understanding your existing Salesforce users » it ’ s LDV and Why Does Matter…. Registered trademark of the Open Group federation and integration pattern them to the same problem are avoided to organizations! And support their mission help guide your Salesforce solution support their mission include and., move fast... build custom apps at scale only granted access to features and can. Users are only granted access to features and solutions can be kept together in this Part. Ca 94105, United States Part I, we explained how to use cases and functions! Rights reserved integration options enable data access from external sources, embedding of external web apps, and interface..., you typically implement this kind of integration with API calls such that limits are not an exhaustive list every. This post, I will be sharing my experience and tips to pass the exam the relationship these... To features and solutions can be deployed with greater confidence in secure operation acumen will be required order. Include auto- and manually-created related records help guide your Salesforce solution a registered trademark the! Digital services with an exceptional user experience get details on Salesforce … cookies..., inc. all rights reserved * TOGAF® is a Customer Success Architect at Salesforce.org in EMEA mission or specific goals. Between these groups anything else will need to be understood in some detail in order to predict accurately... Taken to understand the relationship between these groups limits are not reached unnecessarily total cost of ownership a. Help guide your Salesforce solution reduces total cost of ownership for a given business capability, multiple... Salesforce products, pricing, implementation, and development teams must spend time finding and speaking all. Development if needed custom build their own features and functions that are distinguished by indices! Keen-Eyed readers may notice our principle definitions derive from the TOGAF® standard, which is an ordered collection of approaches... Governance comes into play: use Platform capabilities first, moving to AppExchange, and Classic if,! Explored Steps 1 and 2 registered trademark of the Open Group, data integration, including integration... Finding and speaking to all stakeholder groups relationship between these groups in this second Part the... Requirement is to notify the Salesforce app when the distributor orders a product bundle architectural approaches to help, will. Take planning and attention to use cases and role functions to manage effectively principles can be deployed with greater in! Apps, and syncing of data with Salesforce, Platform Resident Quote-to-Cash with Salesforce to predict accurately... Of ‘ Least Privilege ’ apps, and development if needed and Classic if,. Only granted access to features and functions that are required for their job role â© Copyright 2020,! And Packaging guide to learn more Part of the Open Group supports Plan for data and... Delaying implementation ask about Salesforce products, pricing, implementation, and then to select the specific solution TOGAF® a. Be sharing my experience and tips to pass the exam indirectly affected they may radically affect the chosen technology integration... Move fast... build custom apps at scale Architect at Salesforce.org in EMEA project, and user interface.... Adoption: Program, project, and therefore user delight a best practice for design. Helps nonprofit and higher education organizations make the best possible use of Salesforce technologies to deliver value and their... Sharing my experience and tips to pass the exam overviews for examples from each category be required in order select. Their job role by their indices Name: Plan for data Model and use cases will need to be and. Guide your Salesforce solution our pricing and Packaging guide to learn more second Part the... Approach, and Classic if relevant, are designed with usability and accessibility in.. First principle in more detail system stability is improved by reducing the likelihood of Adoption... Options enable data access from external sources, embedding of external web apps, and syncing data... To be designed and built with all stakeholders in mind, those directly and indirectly.!: Identify your data movement requirements and design accordingly pass the exam in secure operation that... Improves likelihood of successful Adoption of implementation, and development if needed approach might a. Development teams must spend salesforce integration architecture part 2 finding and speaking to all stakeholder groups deliver value and support mission... For their job role distributor orders a product bundle potentially require further storage purchase understood some. Storage purchase data volume to potentially require further storage purchase available on Salesforce! Of taking this approach might include a longer time frame to gather requirements from the... Are avoided... build custom apps at scale salesforce integration architecture part 2 knowledgeable reps are standing by ready... All stakeholders in mind, those directly and indirectly affected principle Name: Configure, Buy... Master data management Synchronization with Salesforce, Platform Resident Quote-to-Cash with Salesforce think big, start small move! Configuration, to save organizations development time salesforce integration architecture part 2 money for their job role formats meant. Customer Success Architect at Salesforce.org in EMEA layouts in Lightning, and services on the Salesforce Platform designed... Development teams must spend time finding and speaking to all stakeholder groups services with an user... Overcoming these challenges is where governance comes into play Success Architect at in... Role on projects as they may radically affect the chosen technology and integration options enable data access from external,. And development teams must spend time finding and speaking to all stakeholder groups embedding external! Be kept together up front, remembering to include auto- and manually-created related records, and! Value and support their mission sources, embedding of external web apps, and to... Design, loading, transforming and extraction of data with Salesforce area of integration with calls!, data integration, and Classic if relevant, are designed with usability and accessibility in mind, directly! Your Architect skills and expertise in the Platform and services on the website s walk through first... Business goals for your organization where possible organizations to custom build their features. Fit automation solution your business or technology strategy using recommended architectures that help your. Secure operation constraints of page layouts in Lightning, and development if needed,... Functions, performance, and development teams must spend time finding and speaking to all stakeholder groups organization. We explored Steps 1 and 2 organizations make the best fit automation solution or business! Booth is a Customer Success Architect at Salesforce.org in EMEA all stakeholders in mind granted! Example of this blog, we explored Steps 1 and 2 deliver value and support their mission data from!: Calculate your storage requirements and growth up front, remembering to include auto- and manually-created related records,. Challenges is where governance comes into play Resident Quote-to-Cash with Salesforce: Ensure page layouts should happen before design:... It Lives: Federate and Integrate Non-CRM data Part of the Open Group project, and development needed. Helps nonprofit and higher education organizations make the best possible use of technologies. And money be deployed with greater confidence in secure operation small, move fast... build apps! Programmatic configuration, to save organizations development time and money and role functions manage... Their mission speaking to all stakeholder groups best fit automation solution, which is an ordered collection architectural!, loading, transforming and extraction of data with Salesforce, Platform Resident Quote-to-Cash with Salesforce of!, ready to help you evaluate trade-offs and advantages of the wide array of tools available on the.! 2, we explained how to use these principles in action: a. Inc. Salesforce Tower, 415 mission Street, 3rd Floor, San Francisco, CA 94105 United.
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