Integration tooling for core systems and legacy data
Key Takeaway
In Data Consumption Framework, choose the integration type by who waits. Use a Service Integration when the user waits on screen for the real-time response. Use a Process Integration when a flow can pause on an asynchronous callout so many users can keep working.
Agentforce Financial Services stores client and financial data in its own data models, but much of a financial institution's data lives in other systems, such as core banking. A set of integration tools connects those systems to Salesforce, so users see a complete and current view of each client without leaving Salesforce. The main tools are Data Consumption Framework, Integration Procedures and Integration Definitions, the Financial Services Integrations API, Data 360, and MuleSoft Direct for Agentforce Financial Services.
What the integration tools do
Integrations bring data from other systems together in one platform to give a complete view of each customer. For example, integrations can populate and update the Financial Account and Financial Account Transaction objects with real-time data from a core banking system. Users then always see an accurate picture of a client's finances.
Five tools do different jobs and work together.
| Tool | What it does |
|---|---|
| Data Consumption Framework | Coordinates and scales high-volume integrations |
| Integration Procedures and Integration Definitions | Get data from different systems in a single call, with no-code or low-code tools |
| Financial Services Integrations API | Provides prebuilt, industry-standard endpoints |
| Data 360 | Unifies data from separate sources |
| MuleSoft Direct for Agentforce Financial Services | Connects Salesforce to external systems such as core banking |
Real-time core banking views often combine tools rather than relying on one. For example, Data Consumption Framework, MuleSoft integration, and Flexcards together can show users real-time financial account and transaction details from an external core banking system.