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

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