Home / integration

Integration skills (61)

Inbound integration and the API surface: REST, SOAP, Bulk API 2.0, Platform Events, CDC, Named Credentials, middleware.

• api-error-handling-design
  Designing HTTP error classification, RFC 7807-style error payload structure, and client-side error parsing for Salesforce REST/SOAP integrations and custom Apex REST endpoints.
  • http-status-codes
  • error-payload-design
  • rfc-7807
  • apex-rest
  • error-classification
  • callout-error-handling
  • integration-resilience
  Skill folder on GitHub
• api-governance-and-rate-limits
  Monitor and govern Salesforce API consumption: per-user limits, org allocation, lightning-rest limits, and backoff. NOT for designing new endpoints — use security/api-security-and-rate-limiting.
  • api-limits
  • governance
  • rate-limit
  Skill folder on GitHub
• api-led-connectivity
  Use when designing a multi-system integration architecture on the three-layer API-led connectivity pattern (System, Process, Experience APIs), deciding how many layers to apply, mapping Salesforce as a system-layer endpoint or experience-layer consumer, or...
  • api-led-connectivity
  • mulesoft
  • system-api
  • process-api
  • experience-api
  • application-network
  • integration-architecture
  • agent-fabric
  Skill folder on GitHub
• api-versioning-strategy
  Design versioning for custom Apex REST endpoints: URI versioning, backward compatibility, deprecation sunset. NOT for consuming external APIs — use apex/apex-rest-services.
  • api
  • versioning
  • apex-rest
  Skill folder on GitHub
• automotive-cloud-setup
  Use this skill when setting up or extending Salesforce Automotive Cloud — including the Vehicle / VehicleDefinition data model, dealer-OEM relationship modeling via AccountAccountRelation, ActionableEvent orchestration.
  • automotive-cloud
  • vehicle
  • vehicle-definition
  • dealer-management
  • actionable-events
  • financial-account
  • recall-campaign
  • driver-qualification
  Skill folder on GitHub
• aws-salesforce-patterns
  AWS integration patterns for Salesforce — pick between Amazon AppFlow, Event Relay → EventBridge, Amazon S3 ingestion paths, and direct Apex → Lambda callouts.
  • aws
  • amazon-appflow
  • amazon-connect
  • amazon-s3
  • integration-pattern
  • decision-matrix
  Skill folder on GitHub
• azure-salesforce-patterns
  Azure integration patterns for Salesforce — pick between the native Azure Service Bus Connector, Azure Functions / API Management as the callout target, Data 360 (Data Cloud) Azure Blob Storage ingestion, Azure AD as IdP via SAML/OIDC, and the Power Platform...
  • azure
  • azure-service-bus
  • azure-ad
  • azure-blob-storage
  • power-platform
  • integration-pattern
  • decision-matrix
  Skill folder on GitHub
• bulk-api-2-patterns
  Use when designing or hardening external-to-Salesforce integrations that orchestrate Bulk API 2.0 ingest or query jobs: OAuth-backed job lifecycle, mandatory UploadComplete, polling JobComplete/Failed, CSV upload sizing, locator pagination for query results...
  • integration
  • bulk-api-2
  • bulk-ingest
  • bulk-query
  • async-jobs
  • csv-upload
  • oauth
  • job-orchestration
  Skill folder on GitHub
• callout-limits-and-async-patterns
  Use when designing or troubleshooting Apex callouts that approach governor limits: choosing between synchronous callouts, @future, Queueable, Continuation, or async chaining strategies.
  • callouts
  • governor-limits
  • async-apex
  • continuation
  • queueable
  Skill folder on GitHub
• change-data-capture-integration
  Use this skill when setting up CDC to stream Salesforce record changes to external systems via CometD or Pub/Sub API.
  • change-data-capture
  • CDC
  • CometD
  • pub-sub-api
  • replay-id
  • external-subscription
  • event-streaming
  • middleware
  Skill folder on GitHub
• composite-api-patterns
  Use when designing, implementing, or troubleshooting Salesforce Composite API requests — covering the /composite/ resource with cross-subrequest referenceId wiring, /composite/sobjects/ bulk CRUD, /composite/tree/ hierarchical inserts, and /composite/batch/...
  • composite-api
  • sobject-collection
  • sobject-tree
  • composite-batch
  • subrequest
  • referenceId
  • allOrNone
  • rest-api
  Skill folder on GitHub
• connect-rest-api-patterns
  Use Connect REST API for Chatter, feeds, communities, and CMS content instead of querying underlying SObjects. NOT for custom business object CRUD — use integration/graphql-api-patterns.
  • connect-rest
  • chatter
  • cms
  Skill folder on GitHub
• data-cloud-activation-development
  Use this skill when building developer-driven Data Cloud activation surfaces: webhook Data Action Targets with HMAC-SHA256 signing, Salesforce Platform Event data actions, Data Cloud-Triggered Flows on DMO insert.
  • data-cloud
  • data-action-target
  • webhook
  • hmac
  • triggered-flow
  • platform-event
  • activation
  • near-real-time
  Skill folder on GitHub
• data-cloud-ingestion-api
  Use when implementing or troubleshooting the Salesforce Data Cloud Ingestion API — covers streaming ingestion (near-real-time micro-batches), bulk ingestion (CSV-based full-replace jobs), schema management in OpenAPI.
  • data-cloud
  • ingestion-api
  • streaming-ingestion
  • bulk-ingestion
  • schema-management
  • Connected-App
  Skill folder on GitHub
• data-cloud-integration-strategy
  Use this skill when designing or troubleshooting the data pipeline strategy for connecting source systems to Data Cloud — including ingestion API pattern selection (streaming vs.
  • data-cloud
  • ingestion-api
  • streaming-ingestion
  • bulk-ingestion
  • connectors
  • pipeline
  • lakehouse
  • mulesoft-direct
  Skill folder on GitHub
• data-cloud-query-api
  Use this skill when querying unified profile data, calculated insights, or Data Lake Objects from Data Cloud using ANSI SQL via the Query V2 or Query Connect APIs.
  • data-cloud
  • query-api
  • sql
  • ansi-sql
  • unified-profile
  • calculated-insights
  • data-lake-objects
  • pagination
  Skill folder on GitHub
• data-cloud-zero-copy-federation
  Use this skill when configuring or troubleshooting Data Cloud Zero Copy / Lakehouse Federation against Snowflake, Databricks, BigQuery, or Redshift — including external Data Lake Object setup, query semantics, refresh/cache behavior, and federation versus...
  • data-cloud
  • zero-copy
  • lakehouse-federation
  • snowflake
  • databricks
  • bigquery
  • redshift
  • data-federation
  Skill folder on GitHub
• dataweave-for-apex
  Use when transforming structured data inside Apex — CSV → JSON, XML → SObject list, JSON → flattened CSV, or schema-mapping a third-party payload to a Salesforce model — and the existing options (`JSON.deserialize`, `Dom.Document` traversal) are too fragile.
  • integration
  • apex
  • dataweave
  • transformation
  • data-mapping
  • mime-types
  Skill folder on GitHub
• error-handling-in-integrations
  Use this skill to design orchestration-layer error handling for Salesforce integrations — covering Platform Event replay recovery, dead-letter queue routing, cross-channel error notification patterns, circuit breaker design, and trigger suspension recovery.
  • integration
  • error-handling
  • platform-events
  • reliability
  • error-handling-in-integrations
  Skill folder on GitHub
• event-driven-architecture-patterns
  Use when choosing between Salesforce event-driven mechanisms — Platform Events, Change Data Capture (CDC), Streaming API (PushTopic), and Outbound Messages — to determine which pattern fits a given integration requirement.
  • platform-events
  • change-data-capture
  • streaming-api
  • outbound-messages
  • event-driven-architecture
  • integration-patterns
  Skill folder on GitHub
• event-relay-configuration
  Use when forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay.
  • integration
  • event-relay
  • pub-sub
  • aws
  • eventbridge
  Skill folder on GitHub
• file-and-document-integration
  Use when uploading, downloading, managing, or integrating files and documents with Salesforce — covering ContentVersion/ContentDocument, REST multipart uploads, base64 inserts, Files Connect for external storage.
  • file-upload
  • content-version
  • content-document
  • files-connect
  • multipart
  • virus-scanning
  • rest-api
  • external-storage
  Skill folder on GitHub
• graphql-api-patterns
  Use when designing or reviewing Salesforce GraphQL API usage, especially endpoint selection, field shaping, connection-based pagination, LWC wire adapters, and GraphQL vs REST tradeoffs.
  • graphql
  • lightning-graphql
  • uiGraphQLApi
  • pagination
  • api-design
  Skill folder on GitHub
• heroku-salesforce-integration
  Heroku ↔ Salesforce integration paths — Heroku Connect (Postgres bidirectional sync), Heroku AppLink (expose Heroku APIs to Flow / Apex / Agentforce), Heroku External Objects (Salesforce Connect oData), Platform Events, REST API in either direction, and...
  • heroku
  • heroku-connect
  • heroku-applink
  • salesforce-connect
  • canvas
  • postgres
  • integration-pattern
  Skill folder on GitHub
• idempotent-integration-patterns
  Use when designing retry-safe integrations with Salesforce — including external ID upsert strategies, idempotency key management for inbound calls, Platform Event replay safety, and Outbound Message retry handling.
  • idempotent
  • external-id
  • upsert
  • platform-events
  • retry
  • idempotent-integration-patterns
  • integration-patterns
  Skill folder on GitHub
• loyalty-management-setup
  Use this skill when setting up or extending Salesforce Loyalty Management — including program and currency creation, tier group design, qualifying vs.
  • loyalty-management
  • loyalty-program
  • tier-management
  • qualifying-points
  • non-qualifying-points
  • partner-loyalty
  • dpe
  • data-processing-engine
  Skill folder on GitHub
• manufacturing-cloud-setup
  Use this skill when configuring Salesforce Manufacturing Cloud — including Sales Agreement setup, Account-Based Forecasting (ABF) recalc jobs, run-rate management, Rebate Management programs, channel inventory tracking.
  • manufacturing-cloud
  • sales-agreement
  • account-based-forecasting
  • run-rate
  • rebate-management
  • channel-revenue-management
  • actual-orders
  • data-processing-engine
  Skill folder on GitHub
• middleware-integration-patterns
  Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires middleware at all versus native Salesforce capabilities.
  • middleware
  • ipaas
  • mulesoft
  • boomi
  • workato
  • informatica
  • integration-architecture
  • vendor-selection
  Skill folder on GitHub
• mulesoft-salesforce-connector
  Designing and configuring MuleSoft Anypoint Salesforce Connector flows: API selection (SOAP/REST/Bulk/Streaming), OAuth 2.0 JWT Bearer auth, watermark-based incremental sync with Object Store, batch processing with record-level error isolation.
  • mulesoft
  • anypoint-connector
  • salesforce-connector
  • watermark
  • batch-processing
  • oauth-jwt-bearer
  • bulk-api
  Skill folder on GitHub
• mutual-tls-callouts
  Configure mTLS for Apex callouts using Named Credentials with client certificate authentication. NOT for standard TLS or API key auth — use architect/integration-security-architecture.
  • mtls
  • callout
  • named-credential
  Skill folder on GitHub
• named-credentials-setup
  Named Credentials and External Credentials configuration for secure outbound callouts: per-user vs per-org authentication, legacy vs enhanced Named Credentials, external credential principal types (Named Principal, Per User, Anonymous), OAuth 2.0 and JWT...
  • named-credentials
  • external-credentials
  • callout-auth
  • oauth
  • integration-security
  • metadata-deployment
  Skill folder on GitHub
• net-zero-cloud-setup
  Use this skill when configuring Salesforce Net Zero Cloud — Scope 1/2/3 emission source modeling via the StnryAssetCrbnFtprnt / VehicleAssetCrbnFtprnt / Scope3CrbnFtprnt object families, emission factor library setup (EmssnFctr / EmssnFctrSet), DPE-driven...
  • net-zero-cloud
  • sustainability-cloud
  • carbon-accounting
  • scope-1
  • scope-2
  • scope-3
  • emission-factors
  • csrd
  Skill folder on GitHub
• oauth-flows-and-connected-apps
  Use when choosing or reviewing Salesforce OAuth flows and connected-app policy for integrations, including client credentials, JWT bearer, authorization code, device flow, scopes, and token lifecycle controls.
  • oauth
  • connected-apps
  • client-credentials
  • jwt-bearer
  • auth-code
  Skill folder on GitHub
• outbound-messages-and-callbacks
  Use when implementing or troubleshooting Salesforce Outbound Messages — the workflow-triggered SOAP notification that pushes record field values to an external HTTPS endpoint, plus the listener's SOAP acknowledgment and the session-ID callback pattern.
  • outbound-messages
  • workflow-rules
  • soap
  • integration
  • legacy-automation
  • callbacks
  • at-least-once-delivery
  Skill folder on GitHub
• outbound-webhook-from-salesforce
  Use when Salesforce must POST a webhook to a third-party endpoint after a record change — with signed payloads, retries, dead-lettering, rate limits, and idempotency.
  • integration
  • webhook
  • callout
  • outbound
  • reliability
  Skill folder on GitHub
• platform-event-publish-patterns
  Publishing Platform Events: EventBus.publish, PublishBehavior (PublishImmediately vs PublishAfterCommit), high-volume events, event allocation, publish failures, Change Data Capture comparison.
  • platform-events
  • eventbus
  • publish
  • publishbehavior
  • async
  Skill folder on GitHub
• platform-event-schema-evolution
  Use when modifying the schema of a Platform Event that already has live publishers and subscribers — adding fields, deprecating fields, or splitting events.
  • platform-events
  • schema-evolution
  • versioning
  • integration
  Skill folder on GitHub
• platform-events-integration
  Use when publishing Platform Events from external systems via REST API, subscribing to Platform Events from outside Salesforce via CometD or Pub/Sub API, designing replay ID strategy for durable external consumers, or handling high-volume event delivery...
  • platform-events
  • cometd
  • pub-sub-api
  • replay-id
  • external-integration
  • high-volume-events
  Skill folder on GitHub
• private-connect-setup
  Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts — use architect/hybrid-integration-architecture.
  • private-connect
  • hyperforce
  • privatelink
  Skill folder on GitHub
• pub-sub-api-patterns
  Use this skill when building or debugging gRPC-based Pub/Sub API integrations for subscribing to or publishing Salesforce Platform Events, Change Data Capture events, or custom channels — including auth flow, flow control, event replay, Managed Subscriptions...
  • pub-sub-api
  • grpc
  • platform-events
  • cdc
  • change-data-capture
  • event-replay
  • managed-subscriptions
  • streaming
  Skill folder on GitHub
• real-time-vs-batch-integration
  When to use this skill: choosing between real-time (synchronous callouts, Platform Events, CDC, Pub/Sub API) and batch (Bulk API 2.0, scheduled ETL) integration patterns.
  • integration
  • real-time
  • batch
  • platform-events
  • bulk-api
  • cdc
  • pub-sub-api
  • integration-patterns
  Skill folder on GitHub
• rest-api-pagination-patterns
  REST API pagination for inbound and outbound integrations: Salesforce QueryMore, cursor-based, offset-based, Link header, page-size tuning, rate limit interaction.
  • rest
  • pagination
  • querymore
  • cursor
  • offset
  • link-header
  Skill folder on GitHub
• rest-api-patterns
  Use when designing, implementing, or reviewing Salesforce REST API integration — covering CRUD operations on sObjects, SOQL-based queries, paginated result sets, Composite requests, Composite Batch, and sObject Tree.
  • rest-api
  • composite
  • soql
  • pagination
  • oauth
  • api-limits
  Skill folder on GitHub
• retry-and-backoff-patterns
  Implementing resilient integration retry logic in Salesforce: exponential backoff, jitter, idempotency keys, dead-letter queues, and circuit breaker patterns for Apex callouts.
  • retry
  • backoff
  • idempotency
  • circuit-breaker
  • integration-resilience
  Skill folder on GitHub
• revenue-lifecycle-management
  Use this skill when implementing or troubleshooting Salesforce Revenue Lifecycle Management (RLM) — the native Revenue Cloud product covering order-to-cash lifecycle, Dynamic Revenue Orchestrator (DRO) fulfillment plan design, asset amendments, billing...
  • revenue-cloud
  • rlm
  • dynamic-revenue-orchestrator
  • dro
  • order-to-cash
  • billing-schedule
  • asset-lifecycle
  • invoice-management
  Skill folder on GitHub
• salesforce-connect-external-objects
  Use when deciding whether Salesforce Connect and External Objects are the right fit for external data access, or when reviewing OData, cross-org, and custom adapter patterns, query limitations, and latency tradeoffs.
  • salesforce-connect
  • external-objects
  • odata
  • custom-adapter
  • virtual-data
  Skill folder on GitHub
• salesforce-data-pipeline-etl
  Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports — use data/etl-vs-api-data-patterns.
  • etl
  • bulk-api
  • cdc
  • snowflake
  Skill folder on GitHub
• salesforce-functions-replacement
  Salesforce Functions is retired (EOL Jan 2025). This skill maps Functions workloads to replacements: Heroku (with Hyperforce), external containers, Apex (where viable), Agentforce Actions, external compute via Named Credentials.
  • salesforce-functions
  • heroku
  • external-compute
  • migration
  • hyperforce
  • retirement
  Skill folder on GitHub
• salesforce-maps-setup
  Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for Sales or Service field reps not on Field Service.
  • salesforce-maps
  • mapanything
  • territory-planning
  • route-optimization
  • geocoding
  • live-tracking
  • field-sales
  • geolocation
  Skill folder on GitHub
• salesforce-to-salesforce-integration
  Use this skill to implement Salesforce-to-Salesforce integration patterns — covering the native S2S feature, API-based cross-org sync, Platform Event bridging, and Salesforce Connect Cross-Org adapter.
  • integration
  • cross-org
  • salesforce-to-salesforce
  • platform-events
  • salesforce-to-salesforce-integration
  Skill folder on GitHub
• scheduled-erp-sync-pattern
  Scheduled batch ERP sync — timing, idempotency, error queues, Bulk API vs REST tradeoffs.
  • scheduled-erp-sync-pattern
  • scheduled-apex
  • queueable
  • named-credentials
  • idempotency
  • dead-letter-queue
  • watermark
  • bulk-api-2
  Skill folder on GitHub
• sis-integration-patterns
  Use this skill when designing or implementing an integration between a Student Information System (SIS) — such as Ellucian Banner, Ellucian Colleague, Anthology Student, Oracle PeopleSoft Campus Solutions, or Workday Student — and Salesforce Education Cloud.
  • sis-integration
  • education-cloud
  • academic-term-enrollment
  • learner-profile
  • banner
  • peoplesoft
  • upsert
  • change-data-capture
  Skill folder on GitHub
• slack-connect-patterns
  Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations.
  • slack
  • slack-connect
  • external-collaboration
  • dlp
  • data-governance
  • compliance
  • cross-org
  Skill folder on GitHub
• slack-salesforce-integration-setup
  Use this skill when setting up or troubleshooting the Salesforce for Slack integrations, including connecting a Salesforce org to a Slack workspace through the three-step request, approve, and activate handshake, enabling Salesforce for Slack apps in Slack...
  • slack
  • salesforce-for-slack
  • integration
  • workspace
  • admin-setup
  • record-sharing
  • oauth
  Skill folder on GitHub
• slack-workflow-builder
  Use this skill when designing or troubleshooting Slack Workflow Builder workflows that call Salesforce — especially the Salesforce connector step Run a Flow, mapping inputs/outputs, handling failures, and understanding limits.
  • slack-workflow-builder
  • slack
  • salesforce-for-slack
  • autolaunched-flow
  • workflow-automation
  • integration
  Skill folder on GitHub
• soap-api-patterns
  Use when designing, implementing, or reviewing Salesforce SOAP API integrations — covering enterprise vs partner WSDL.
  • soap-api
  • enterprise-wsdl
  • partner-wsdl
  • session-management
  • metadata-api
  • legacy-integration
  Skill folder on GitHub
• streaming-api-and-pushtopic
  Use when setting up real-time data streaming from Salesforce to external systems using the Streaming API (PushTopic, Generic Streaming), CometD client configuration, replay, and channel management.
  • streaming-api
  • pushtopic
  • cometd
  • generic-streaming
  • replay
  • real-time-integration
  Skill folder on GitHub
• sustainability-reporting
  Producing regulatory and voluntary sustainability disclosures from Salesforce Net Zero Cloud (formerly Sustainability Cloud) — the native ESRS / CSRD / SASB / GRI / CDP report builders, the Carbon Accounting Manager data model (Stationary Asset, Vehicle...
  • net-zero-cloud
  • sustainability
  • esrs
  • csrd
  • emissions
  Skill folder on GitHub
• tableau-salesforce-connector
  Tableau ↔ Salesforce integration patterns: Tableau Salesforce connector, Tableau for Salesforce, CRM Analytics alternative, Data Cloud + Tableau, embedded Tableau dashboards.
  • tableau
  • tableau-cloud
  • connector
  • data-cloud
  • reporting
  • embedded-analytics
  • crm-analytics
  Skill folder on GitHub
• webhook-inbound-patterns
  Use when implementing an inbound webhook receiver in Salesforce: routing via Apex REST and Salesforce Sites, authenticating webhook payloads via HMAC, ensuring idempotent processing, and handling the 5-second response window.
  • webhook
  • inbound-integration
  • apex-rest
  • salesforce-sites
  • hmac-verification
  • idempotency
  Skill folder on GitHub
• webhook-signature-verification
  Accept inbound webhooks (Stripe, GitHub, Slack, partner) and verify HMAC signatures in Apex REST — Crypto.verifyHMac platform verification, secret in Protected Custom Metadata, replay-window rejection.
  • webhook
  • hmac
  • signature
  • apex-rest
  Skill folder on GitHub