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Integration articles

Page 3 of 5 · 57 articles

Technical diagram illustrating Salesforce Office Integration via bidirectional data synchronization channels.Integration

Salesforce Office Integration Strategies for Developers

Technical approaches for embedding Salesforce functionality, Screen Flows and LWCs included, straight into Microsoft...

· 4 min readDiagram illustrating complex data cloud unification and reconciliation issues in Marketing Cloud Next architecture.Integration

Data Cloud Unification Challenges in Marketing Cloud Next

Unifying CRM Lead data with Marketing Cloud segmentation gets ugly fast, and contact point reconciliation is where it...

· 3 min readArchitectural diagram illustrating the technical migration path from legacy Open CTI integration to Service Cloud Voice.Integration

Open CTI EOL: Migration Strategy to Service Cloud Voice

Salesforce retires the Open CTI framework on February 28, 2028, so every existing telephony integration needs a plan...

· 4 min readTechnical diagram illustrating various Salesforce integration platforms connecting disparate systems via data streams.Integration

Evaluating Salesforce Integration Platforms for Developers

Choosing a Salesforce integration platform means weighing architectural fit, governance needs and the process logic the...

· 3 min readA technical diagram illustrating complex Salesforce architecture patterns and data flow connections.Integration

Salesforce Technical Architecture Deep Dive for Developers

The technical hurdles that show up in complex Salesforce architectures: automating environment provisioning, syncing...

· 5 min readDiagram showing the process for unattended Salesforce sandbox user token generation in a CI/CD flowIntegration

Unattended Sandbox User Token Generation for CI/CD

Pulling access tokens for a pile of sandbox test users is a common CI/CD snag when the tests have to run as specific...

· 4 min read
Diagram comparing REST, SOAP, and GraphQL for scalable Salesforce API integration strategiesIntegration

Salesforce API Integration: A Guide for Scalable Design

Choosing the wrong API can haunt your org for months. Here is how I pick between REST, SOAP, Bulk, and GraphQL when I...

· 5 min readDiagram comparing Enterprise vs Partner WSDL structures for Salesforce SOAP integrationsIntegration

Enterprise vs Partner WSDL - Key Differences for Developers

Enterprise and Partner WSDLs handle custom fields very differently, and that one difference usually decides which you...

· 5 min readDiagram illustrating various Salesforce integration options and architectural patterns for connecting systems effectivelyIntegration

Best Salesforce Integration Options and Patterns Guide

Choosing an integration tool gets overwhelming fast when there are this many choices. I walk through the common...

· 5 min readScreenshot showing the Salesforce REST Explorer used to retrieve detailed report metadata information.Integration

Retrieve Salesforce report metadata with REST Explorer

Report column names that don't match your field API names are a daily annoyance. Here is how I use the REST API to see...

· 4 min readDiagram illustrating the Salesforce Streaming API architecture for real-time data notificationsIntegration

Salesforce Streaming API - Mechanisms and Real-Time Data

Constant polling burns through your API limits. This guide walks the four Salesforce Streaming API mechanisms and why...

· 5 min readDiagram illustrating the successful connection and data flow for a Shopify Salesforce integration setup.Integration

Shopify Salesforce integration: A Practical Setup Guide

Tired of chasing order numbers across two systems? This guide shows you how to build a Shopify Salesforce integration...

· 6 min read