This post details some common integration patterns. An integration pattern is the way of integrating Salesforce with external systems. Sales Cloud integration patterns include:
- Asynchronous update
- Real-time update
- Batch data synchronisation
- Remote update
- User interface update
Batch data synchronisation. This is where certain changes in Salesforce or an external are exported into the other, on a regular basis such as weekly or nightly. It has the benefit of not disrupting operations during business hours.
Real-time update. As the name suggests, this happens in real time. Changes are made in Salesforce or an external system, upon the request of the other. For example at the click of a button. Waits for a response back: “request and reply”.
Asynchronous update. Similar to above but doesn’t doesn’t wait for a response back: “fire and forget”.
Remote update. An external system can access Salesforce through the use of APIs and query, update or update records in Salesforce. Can access metadata.
User Interface Update. Events in Salesforce trigger real-time updates in user interface of external system. Doesn’t require screen refresh (which might lose unsaved work). For example use to notify a Sales manager in external system when a deal is clsoed.
Mashup. Make things connected to external systems look like they’re part of Salesforce.