Salesforce Integration Questions For Discovery
Salesforce Integration Questions For Discovery
User experience: What is the end user experience? What tools does
a developer need?
Identification of Data
● Are any objects and fields from non-Salesforce systems included in your
solution?
● What objects and field types will you need for your data?
● What are the key identifiers for each of the objects?
Relationships of Data
● Importance of Relationships
○ The metadata about objects and fields plays a vital role in
● Types of Relationships
○ These fields are called master-detail, indirect lookup, external lookup,
○
and lookup.
○ They create the one to one (1:1), one-to-many (1:N), and many-to-
many (N:N) relationships in Salesforce.
● Questions on Relationships
○ How will records across your objects be created?
○ What are the relationships between the objects already in the
system?
○ Are there dependencies between the objects?
solution?
○ What data is being written to the database and at what time?
● What Type of API Will Operate with Data
○ How many records will the operation execute on?
○ Should the operation run in a synchronous or an asynchronous
mode?
○ Should operations execute individually, in a batch, or in a bulk
workload?
○ What happens when the transactions the operation executes fails?
○ How does the execution and performance of these operations impact
Growth and scale: How does your integration scale with the growth of your
dataset?
API limits and allocations: How many API resources are your resources using?
data volume?