Integrations Playbook: Platform Events, Named Credentials, External Services
Summary
This content outlines practical integration patterns using Salesforce features like Platform Events, Named Credentials, and External Services. It demonstrates how to publish Platform Events upon business triggers, securely configure callouts using Named Credentials, and leverage External Services with OpenAPI for no-code invocable actions in Flows. Additionally, it highlights resilience strategies for asynchronous processing using Queueable jobs with Dead Letter Queues and idempotency keys. Salesforce teams can adopt these patterns to build robust, secure, and scalable integrations within their orgs.
Takeaways
- Publish Platform Events like Opportunity_Won__e upon key business events.
- Use Named Credentials to securely manage endpoints and authentication.
- Invoke External Services by importing OpenAPI schemas into Flow.
- Implement resilience with Queueable Apex, Dead Letter Queues, and idempotency keys.
- Log correlation IDs to trace asynchronous integration processes.
Platform Events pattern // Publish when Opportunity is Closed Won Opportunity_Won__e evt = new Opportunity_Won__e(OpportunityId__c = opp.Id); Database.SaveResult res = EventBus.publish(evt); Named Credentials Store endpoints/keys; callouts via Auth.Providers or simple HttpRequest HttpRequest req = new HttpRequest(); req.setEndpoint(‘callout:MyService/resource’); req.setMethod(‘GET’); Http http = new Http(); HTTPResponse res = http.send(req); External Services Import OpenAPI → auto‑generated invocable actions → use in Flow Resilience Queueable + DLQ table; log correlation IDs; idempotency keys The post Integrations Playbook: Platform Events, Named Credentials, External Services first appeared on Salesforce Buddy .