Integration Patterns: Choosing the Right Tool for the Job

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Salesforce gives you a lot of ways to integrate—REST API, Apex callouts, Named Credentials, External Services, and more. The trick isn’t knowing what’s possible. It’s knowing what’s appropriate.

My go-to rules:

  • For real-time sync, I use REST callouts with Named Credentials

  • For asynchronous or high-volume data, I lean on Platform Events or Change Data Capture

  • For user-initiated actions, I’ll consider Screen Flows or LWC buttons with Apex

Integration is never just about code—it’s about orchestration, failure handling, and user trust. A “working” integration isn’t enough. It has to recover gracefully and scale without surprises.