The Force.com Platform offers a powerful, scalable, and secure Web Service API to support integration use cases common to large enterprises. In this session, we will revise some of these patterns then focus on a specific pattern used to solve asynchronous integrations. We will delve in to the specific techniques related to this pattern and put them to use by forming real world end-to-end integration use case illustrating maintainability, scalability, extensibility, and security.

1. Enterprise Integration
Solution patterns from the field

2. Safe Harbor
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forward-looking statements.

3. Ammar Alamar
Director – Salesforce Services, Australia

4. Troy Sellers
Platform Architect, APAC

5. Agenda
▪ Review integration patterns & Salesforce capabilities
▪ Use Case
▪ The notify with callback pattern
▪ Integration assessment criteria
▪ Alternatives
▪ Handling errors
▪ Q&A | References

7. Integration Patterns
▪ Synchronous
▪ Asynchronous
▪ Notify with callback (fire & forget)
▪ Batch data replication
Apex Callout
Outbound Messaging / Apex Callout
** Today’s Pattern **
▪ Publish & Subscribe
Salesforce APIs (REST | SOAP)
▪ Polling
Streaming API
Salesforce APIs (REST | SOAP)
▪ Integration Patterns and Best Practice
http://www.salesforce.
com/us/developer/docs/integration_patterns/integration_patterns_and
_practices.pdf (page 18-23)

8. What Are We Solving For?

9. Integration Assessment Criteria
We are looking to solve with the following criteria in mind:
▪ Secure
▪ Bulkified
▪ Extensible
▪ Mobile friendly
▪ Maintainable
▪ Transaction Integrity
▪ Guaranteed message delivery
▪ Reports and monitoring

10. Notify / Callback Pattern
Middleware
Salesforce.com
Workflow
Rule
Outbound
Message
Remote
Listener
Queue /
Orchestrate
Remote
System
WF Action
Outbound
Message
Send Outbound
Message
(Notify)
Acknowledge
Web
Service API
Queue
Ack
Retrieve data
Invoke

11. Process Lifecycle
8 Sales P.O. in ERP
7 Fulfillment (Create &
6 Fulfill P.O. complete.
5 Populate External query data
4 Approval / processID update)
3 CreateRep Back office task(s)
2 – Acknowledge and an Opportunity
1
closes
Another transaction order a
A created purchase messageasis needs
An optional tasks If Salesforcerequires a soft
Back retrieved fromSalesforcethat action to the
Datafulfillment system hasinitiatessent to thebefires.
The outbound messagesuchsimpleprocess that
office step. occur is internal notify.
Outbound Message (configured approval
via workflow)
sent system
requires and retrieve to the a required
fulfillmentcreation Purchase 24hr
foreign key the ofprovidescreated
process, to run. ERP the Salesforce etcfor
ERP to bothreference and data OrderP.O. the
CallbackSalesforceThis needs to be delivery
OBM in system.
transactional with the system
transaction from Salesforce. update in
guarantee.
Salesforce.
4
3
Cloud Gateway
1
2
5
Web Service APIs
8
5
ERP
6
8
Transaction A
6
6
Transaction B
8
7
Fulfilment

12. End To End Solution - Security
Cloud Gateway
ERP
Web Service APIs
Transaction A
Transaction B
Fulfilment

13. End To End Solution

14. Assessment Against Criteria
Criterion
Assessment
Secure
✓
Network, Transport and Application level security.
Dual firewall DMZ.
Web Service Gateway
Maintainable
✓
Salesforce: Clicks not code
Cloud Gateway: Yes (product dependent)
Guaranteed Delivery
✓
First Mile: Outbound Messaging
End to end: Middleware / Cloud Gateway
Bulkified
✓
Outbound Message: 100 records per message
Mobile Friendly
✓
Asynch outbound message. Not tied to UI.
Transaction Integrity
✓
Callback by cloud gateway. Message ID filtering.
Reports and Monitoring
✓
End to end: Via Middleware
First Mile: Salesforce Outbound Messaging
Extensible

15. Alternatives
Apex Callout via @Future contexts
▪ Code (extensibility & maintainability)
▪ Governor limits (10 @Future x 10 Callouts each)
▪ No retry mechanism
▪ No reporting for first-mile delivery
Visualforce Apex Callout (Asynchronous)
▪ Code
▪ No retry (especially when user navigates away)
▪ No reporting for first-mile delivery

16. Options Analysis
Criterion
Outbound Message
Apex Callout (VF)
Apex Callout (@Future)
✓
✓
✓
✓
X
X
Guaranteed Delivery
✓
X
X
Bulkified
✓
X
✓
with limits
Mobile Friendly
✓
X
✓
Transaction Integrity
✓
✓
✓
assuming a callback
Reports and Monitoring
✓
X
X
Secure
Extensible
Maintainable

17. When good things go bad…
What happens when there are functional / validation errors
▪ Asynchronous messages do not give users feedback
▪ Users will need feedback as to the current status
• E.g In Queue, Sent, In Error etc
▪ Operations / Support team needs access to proactively investigate
and quantify errors.

18. Integration Control Fields
▪ Each object / record sent to the master system has 3 fields
▪ Integration Action (Add, Modify, Delete)
▪ Integration Status (Sent, Complete, Error)
▪ Integration Error Code
▪ A workflow rule fires and sends an outbound message when
the integration action is set to ‘Sent’

19. Notification Centre
When the integration status stays at ‘Sent’ for > 90 seconds
When the integration for parent or child record is set to ‘Error’ then rollup error to Customer
Notifications centre is also used for Business Rules and Manual entries

20. Where To Get More
• Download and review the Salesforce.com Integration
Patterns and Best Practice paper
http://bit.ly/1aMHrVC
Visit the integration page on wiki.developerforce.com
http://wiki.developerforce.com/page/Integration
• Create a developer account
https://events.developerforce.com/signup
• Use the Integration CookBook
http://developer.force.com/cookbook/category/integration/

21. Ammar Alamar
Troy Sellers
Director – Salesforce Services, Australia
Platform Architect – APAC
@ibigfoot7

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