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Platform Integration Architect

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Platform Integration Architect Study Checklist
  • Platform Administrator
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect
  • Slack Administrator

Checklist progressProgress

0/179Learned

  • Inventorying systems, integration points and standards in the current landscape
  • Identifying the system of record and replication needs across a landscape
  • External system protocols versus Salesforce integration mechanisms
  • Network and transport boundaries for on-premise and legacy endpoints
  • Platform limits and allocations as landscape boundaries
  • Reusing existing ESB or ETL middleware versus point-to-point integrations
  • Swivel-chair work and stale data copies as landscape pain points
  • Conflicting sources of truth and duplicate records across systems
  • Daily API allocation pressure from existing integrations
  • Capacity and availability limits of legacy back-end systems
  • Transformation complexity in the integration layer
  • Isolating the decisive constraint in an existing integration landscape
  • External client apps versus connected apps for integration access
  • Server-to-server OAuth flow choice for inbound integrations
  • Legacy username-password and user-agent flows in an existing landscape
  • Login and session policies that protect integration accounts
  • Integrating Salesforce with an existing enterprise identity provider

Given a use case, identify functional and non-functional requirements needed for integration

0/9

  • Functional versus non-functional integration requirements
  • Integration type and architecture layer of a requirement
  • Transformation, orchestration and aggregation needs in an integration
  • Data freshness and SLA requirements as integration timing drivers
  • Response-wait requirements for the calling system or user
  • Data volume and message size as integration requirements
  • Error handling and recovery expectations as integration requirements
  • Idempotency and duplicate-message handling requirements
  • Maintainability and operational support requirements for integrations

Based on a given integration requirement, identify and classify data into Confidential/Secure/Public

0/4

  • Classifying integration data into Confidential, Secure and Public tiers
  • Field-level versus object-level classification of integration payloads
  • Transport protection for integrations carrying highly sensitive data
  • Carrying data classification across integration boundaries

Given a use case, identify key factors for CRM success that should be included as integration requirements

0/5

Single customer view as a driver of integration scope

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System of record and data quality in CRM integrations

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Automating manual cross-system business processes

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CRM success metrics and their reporting data needs

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Historical data migration versus ongoing synchronization

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Given a use case, identify the business growth and regulatory factors that can impact choice of integration solutions

0/8

  • Projected growth against API and event allocations
  • Org design factors that limit integration throughput at scale
  • Point-to-point versus middleware as the integration landscape grows
  • Acquisitions and multi-org growth in integration choice
  • Replication versus virtualization as data volumes and retention grow
  • Privacy and data residency regulations versus replicating personal data
  • Payment card data and PCI DSS scope in integration design
  • Audit and traceability obligations for integration activity
  • Data, process and virtual integration categories
  • UI, business process and data layers in a landscape inventory
  • Systems of record and source of truth in the inventory
  • Interface attributes to capture for each integration point
  • Integration direction and initiating system per interface
  • Point-to-point versus middleware-mediated connections
  • Classifying existing interfaces by Salesforce integration pattern
  • Existing integration mechanisms and the patterns they implement
  • System capabilities, failure handling and transactionality as process constraints
  • Tight versus loose coupling between process participants
  • Downtime and maintenance windows of process participants
  • Inbound API request allocations and concurrent request limits
  • Reaching on-premise systems behind a corporate firewall
  • Legacy protocols, file-based exchange and transformation constraints
  • Orchestrating multi-step processes across several systems
  • Shared integration identity versus per-user identity
  • Dedicated API-only integration users and least privilege
  • OAuth flows for user-facing web, mobile and device clients
  • Client app policies and scopes for inbound API access
  • Federated identity and a central IdP for API access
  • Mutual TLS and certificate requirements for integrations
  • Encryption requirements for sensitive integration data
  • Sizing volume, throughput and latency needs into an integration SLA
  • Synchronous versus asynchronous processing for response-time requirements
  • Near-real-time versus batch synchronization for data freshness needs
  • Data virtualization versus replication of external data
  • REST or SOAP API versus Bulk API 2.0 for inbound record volumes
  • Bulk load throughput planning and batch processing timeouts
  • Large data volume extract performance through the APIs
  • Reducing API round trips with Composite resources and GraphQL
  • Event-driven patterns for volume surges and multi-subscriber fan-out
  • Platform event and Change Data Capture delivery allocations
  • Middleware queuing and throttling to absorb volume spikes
  • Pattern timing, volume and direction as selection criteria
  • When to choose the Request and Reply pattern
  • When to choose the Fire and Forget pattern
  • When to choose the Remote Call-In pattern
  • UI Update Based on Data Changes pattern
  • When to choose Batch Data Synchronization
  • High-Frequency Data Replication versus batch synchronization
  • When to choose the Data Virtualization pattern
  • Publish/Subscribe pattern for notifying multiple subscribers
  • Event-driven architecture fit versus request-reply or batch patterns
  • Choosing among event-driven architecture patterns
  • Layer approach for mapping integration components
  • Middleware hub versus point-to-point integration
  • Components for a user-initiated synchronous callout
  • Asynchronous outbound components for fire-and-forget processing
  • Change Data Capture versus custom platform events for publishing changes
  • Salesforce Connect adapter selection for virtualized external data
  • Data integration tool selection by direction, licensing and landscape
  • UI-layer integration: Canvas, Lightning Out and mashups
  • Org-to-org integration options
  • Orchestration versus choreography and where orchestration lives
  • Coupling, availability and exception-handling trade-offs
  • Synchronous callout timeouts and long-running request limits
  • Trigger-initiated callouts and asynchronous Apex trade-offs
  • Outbound messaging delivery, endpoint security and limitations
  • Event bus allocations, add-ons and retention windows
  • Change Data Capture entity limits and gap or overflow events
  • Data virtualization versus data replication trade-offs
  • Large data volume constraints in batch synchronization
  • API request allocations versus hard governor limits
  • Transactional integrity and compensation across integrated systems
  • Protocols, data formats and communication modes of Salesforce APIs
  • API planning framework for choosing Salesforce APIs
  • REST API versus SOAP API for inbound record operations
  • Bulk API 2.0 versus composite and synchronous APIs by data volume
  • Bulk API 2.0 versus the original Bulk API
  • When to use GraphQL API for client-driven data retrieval
  • User Interface, Connect REST and Analytics REST APIs
  • Custom Apex REST or SOAP web services versus standard data APIs
  • Pub/Sub API versus Streaming API for external event subscribers
  • Metadata API versus Tooling API for metadata integrations
  • Named Credentials and External Credentials for outbound callouts
  • Network connectivity security for on-premises and private cloud systems
  • Data classification driving protection of integration data
  • Shield Platform Encryption choices for integrated data
  • State management and cross-system record keys
  • Salesforce as API provider versus API consumer
  • Enterprise WSDL, Partner WSDL and REST API for remote callers
  • Inbound event notification through platform event publishing
  • Request and Reply versus Fire and Forget for outbound calls
  • SOAP web service callouts versus HTTP callouts
  • External Services and Flow HTTP Callout for low-code outbound calls
  • Asynchronous Apex callouts versus platform events at scale
  • Middleware versus point-to-point callouts from Salesforce
  • Outbound data sync tool choice by timing, direction and licensing
  • Daily API request allocation across multiple integrations
  • When asynchronous processing suits a scalable integration
  • Long-running synchronous callouts and concurrent request limits
  • Automation and sharing overhead on high-volume inbound loads
  • Record locking, data skew and integration governance
  • Peak-load headroom and realistic-volume scale testing
  • Error handling and recovery in Request and Reply callouts
  • Error handling and recovery in Fire and Forget integrations
  • Error handling responsibility in Remote Call-In integrations
  • Partial success versus all-or-none behavior for inbound API calls
  • Error handling and recovery in Batch Data Synchronization
  • Retry, notify and fail requirements in integration tool choice
  • OAuth flow selection for inbound system-to-system integrations
  • Compensating login controls for API-only integration accounts
  • Data access enforcement for standard APIs versus custom Apex web services
  • Named principal versus per-user principal for authenticated callouts
  • Protecting classified data sent from Salesforce to external systems
  • Private Connect for Salesforce and AWS integration traffic
  • Loose coupling to absorb upgrades in connected systems
  • Delivery guarantees and data integrity while a target system is offline
  • Circuit breakers and graceful degradation for unavailable endpoints
  • Protecting integrations through Salesforce seasonal releases
  • Salesforce maintenance windows and instance moves
  • Integration SLIs and SLOs derived from business requirements
  • Monitoring and reporting API consumption against org allocations
  • Monitoring Bulk API jobs and asynchronous Apex processing
  • Integration latency percentiles and per-step transaction timing
  • Scale Center versus Proactive Monitoring for integration load health
  • Correlation IDs and contextual logging for cross-system tracing
  • Layered detection of integration failures before users report them
  • Error handling, transactionality and recovery by integration pattern
  • Recovery actions for different integration error categories
  • Exception capture and IT operations alerting for failed integrations
  • Flow fault paths versus default flow failure handling for callouts
  • Outbound message retry behavior and failed delivery queue
  • Middleware queuing and dead-letter handling for undeliverable messages
  • Event subscriber recovery with replay IDs and event retention
  • Change Data Capture gap and overflow event recovery
  • Bulk-proof backlog recovery after integration downtime
  • Escalation paths, runbooks and post-incident review for integration incidents
  • Custom integration log object versus record-level sync status fields
  • Platform event logging versus direct DML under transaction rollback
  • Event Monitoring event types for API and integration activity
  • Event log file delivery timing, retention and durability
  • Event Monitoring Analytics App versus external log aggregation
  • Audit reporting on data changes made by integration users
  • Business-flow success reporting versus component health metrics
  • Real-time alerting versus scheduled reports for integration monitoring

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  1. Platform Integration Architect Checklist
  3. Evaluate Business Needs

Single customer view as a driver of integration scope

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Practice Question

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Next conceptSystem of record and data quality in CRM integrations

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  1. Platform Integration Architect Checklist
  3. Evaluate Business Needs
Single customer view as a driver of integration scope

Explainer

Learn More

Practice Question

Keep going

Next conceptSystem of record and data quality in CRM integrations

Explainer

A single customer view means every team works from the same, complete picture of each customer, instead of separate and conflicting copies spread across disconnected apps. For an integration architect, this goal decides which systems and customer data an integration must cover. It also raises the core design questions: which system is the source of truth, and whether data must be copied into Salesforce, shown in place, or harmonized from many sources.
Core information
  • Customer data often sits in silos because each team uses its own disconnected apps, and that leads to disjointed customer experiences. A well-implemented CRM gives everyone a unified view of customer data, so customers do not have to answer the same basic questions over and over.
More details and nuances
  • Decide whether users need to see the data or Salesforce needs to store it. Salesforce Connect fits when users must see external data in Salesforce but the data is not replicated. It is not recommended when the scenario requires replication in Salesforce, such as an ERP contact change that must be updated in Salesforce.

Explainer

A single customer view means every team works from the same, complete picture of each customer, instead of separate and conflicting copies spread across disconnected apps. For an integration architect, this goal decides which systems and customer data an integration must cover. It also raises the core design questions: which system is the source of truth, and whether data must be copied into Salesforce, shown in place, or harmonized from many sources.
Core information
  • Customer data often sits in silos because each team uses its own disconnected apps, and that leads to disjointed customer experiences. A well-implemented CRM gives everyone a unified view of customer data, so customers do not have to answer the same basic questions over and over.
More details and nuances
  • Decide whether users need to see the data or Salesforce needs to store it. Salesforce Connect fits when users must see external data in Salesforce but the data is not replicated. It is not recommended when the scenario requires replication in Salesforce, such as an ERP contact change that must be updated in Salesforce.