Most enterprise-level applications have a need to integrate with other applications used by the same organization. These integration usually cater to different layers, like Data, Business Logic, Presentation and Security, depending on the requirement. This helps organizations achieve greater levels of operational consistency, efficiency and quality.

This article, the first in the series Learning Salesforce Integration, outlines a few of the options available for integrating other client applications with the platform. The main focus is on Web Service integration, including both inbound and outbound to The client application considered in this article is Oracle Siebel CRM.

Integration Pattern

After implementing Salesforce, one needs to integrate it with other applications to boost sales and make it more productive. Although each integration scenario is unique, there are common requirements and issues that developers must resolve time to time.

This document describes strategies (in the form of patterns) for these common integration scenarios. Each pattern describes the design and approach for a particular scenario rather than a specific implementation. In this document you’ll find:

  • A number of patterns that address key “archetype” integration scenarios
  • A selection matrix to help you determine which pattern best fits your scenario
  • Integration tips and best practices

Possible Ways to Integrate with Salesforce

Speaking further on the different layers and integration features available at each level for an enterprise-level application, we have:

  • User Interface
  • Business Logic
  • Data

User Interface Integration is one great way to surface various applications inside Salesforce with little redesign of each individual app. It provides your users a single point of entry into multiple applications. The most relevant example is Facebook Apps, which appears to be in the Facebook instance but in reality, the content is served from different application vendors.

Business Logic Integration uses Apex Web Services for Inbound and Apex Callouts for Outbound. It typically handles a scenario where business logic is spread across several applications to implement the complete end-to-end business process. An example would be building complex logic on the data received before committing it into Salesforce.

Data Integration uses SOAP APIs and REST APIs. It typically handles data synchronization requirements, where one application in an enterprise acts as the primary source for a particular business object, like Account. It requires no coding in Salesforce, which is an advantage, but then it cannot implement any custom logic.

As mentioned earlier, our focus for the rest of this document will be on the Business Logic and Data Integration layers, which implement Web Services.

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