Introduction

In today’s digital ecosystem, Salesforce rarely operates in isolation. Businesses depend on a connected stack of ERP, HR, finance, e-commerce, and customer service platforms — and Salesforce must integrate seamlessly with all of them to maximize value. For IT architects, understanding the right integration patterns is crucial for building scalable, reliable, and cost-effective solutions.

Here are five Salesforce integration patterns every IT architect should know, explained in clear business and technical terms.

1. Remote Process Invocation — Request and Reply

This pattern is ideal when Salesforce needs to call an external system and wait for a response in real-time.

• Use case: A sales rep checks product availability from an ERP system while creating a Salesforce opportunity.
• Business benefit: Ensures quick decision-making with accurate, up-to-date data.

2. Remote Process Invocation — Fire and Forget

Sometimes, Salesforce only needs to send a request without waiting for a response.

• Use case: Sending a notification to a billing system when a new contract is signed in Salesforce.
• Business benefit: Improves speed and reduces system dependencies.

3. Batch Data Synchronization

When large volumes of data need to be exchanged, batch processes are the way to go.

• Use case: Syncing customer records nightly between Salesforce and an ERP system.
• Business benefit: Keeps systems aligned without overloading APIs.

4. Remote Call-In (Inbound to Salesforce)

Here, an external system initiates a process in Salesforce.

• Use case: An e-commerce platform pushes new orders directly into Salesforce for fulfillment.
• Business benefit: Automates workflows and reduces manual entry.

5. UI Update Based on Data Changes

This pattern ensures the Salesforce user interface reflects changes happening in external systems in near real-time.

• Use case: A service agent sees updated shipment status from a logistics system within Salesforce Service Cloud.
• Business benefit: Provides agents and customers with real-time visibility, improving experience and trust.

Conclusion

Selecting the right Salesforce integration pattern depends on business needs, data volumes, and system dependencies. Done right, integration transforms Salesforce from a standalone CRM into the central hub of your digital ecosystem.

At Perigeon Software, we specialize in designing and implementing Salesforce integration strategies that ensure scalability, reliability, and business impact.

👉 Ready to simplify integrations and maximize Salesforce ROI? Our experts are here to help.