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Real-Time Data and UI Integrations

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Developing Data Migrations and Integrations with Salesforce
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Abstract

So far, we have looked at batch integrations that run either on a schedule or are triggered to run by some event, and then process whole batches of records. These jobs all center around data movements—moving data from some source, transforming it, and then loading it into Salesforce. Depending on your business requirements, this may not be the best solution for your users. In this chapter, we examine some alternatives to batch integrations, with a focus on real-time integrations. Remember, this is a patterns and practices book, so I do not focus on the details of how to implement them; I want to make you aware of your options and point you in the right direction.

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Notes

  1. 1.

    If you don’t lock down the seats being discussed, some other agent may give them away during the discussion. Then, when the passenger finally decides on a flight, the seats are no longer available. This was the collective experience of college students trying to book classes at the start of every semester in the early 1990s. Why didn’t universities learn these lessons from the airline industry?! Rage inducing.

  2. 2.

    oData is web service standard based on REST.

  3. 3.

    For more information, see https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_connector_custom_adapter.htm .

  4. 4.

    For more information, see https://help.salesforce.com/articleView?id=platform_connect_considerations_soql.htm&type=5 .

  5. 5.

    For more information, see https://help.salesforce.com/articleView?id=platform_connect_considerations_reports.htm&type=0 .

  6. 6.

    For more information, see https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_om_outboundmessaging_listener.htm .

  7. 7.

    wsdl.exe is a utility provided by MS. You can find the documentation for it here: https://docs.microsoft.com/en-us/previous-versions/dotnet/netframework-1.1/7h3ystb6(v=vs.71 ). WSDL stands for Web Service Description Language and it’s XML based.

  8. 8.

    The listener app can make a call to Salesforce to get missed messages for 24 hours. For more information, see https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/using_streaming_api_stateless.htm .

  9. 9.

    For information on an APEX process that can run on a schedule, see https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch_interface.htm .

  10. 10.

    This can happen, for example, when the data sent to Salesforce do not line up well with the Salesforce object model and we can’t transform it in the source system.

  11. 11.

    And of course, Salesforce may simply not be the right tool for the job,

  12. 12.

    The q parameter is the “search for” query string; tbm=nws tells Google to search news, tbs=sbd:1 tells Google to sort by date, newest first.

  13. 13.

    The reason FAT is all uppercase is because it’s really an acronym for file allocation table. A FAT is how some operating systems manage file locations on hard drives. Anyhow, FAT kind of lost its original meaning and now is just used to mean “installable app”. As stupid as it sounds, it’s perfectly okay to say, “I’m going to install a FAT application on my NTFS-based Windows server.”

    It’s very possible that this footnote is completely wrong, and I’m the only moron who made a mental association between FAT and fat (now lowercase) applications, but I don’t think so.

  14. 14.

    Maybe all. I have never heard of an automation library that did not require the app to be launched from code.

  15. 15.

    Analyzing the bitmap to know where to move the mouse.

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© 2019 David Masri

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Masri, D. (2019). Real-Time Data and UI Integrations. In: Developing Data Migrations and Integrations with Salesforce. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4842-4209-4_11

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