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