sf-integration: Salesforce Integration Patterns Expert

Use this skill when the user needs integration architecture and runtime plumbing: Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, CDC, and event-driven integration design.

When This Skill Owns the Task

Use sf-integration when the work involves:

• .namedCredential-meta.xml or External Credential metadata
• outbound REST/SOAP callouts
• External Service registration from OpenAPI specs
• Platform Events, CDC, and event-driven architecture
• choosing sync vs async integration patterns

Delegate elsewhere when the user is:

• configuring the OAuth app itself → sf-connected-apps
• writing Apex-only business logic → sf-apex
• deploying metadata → sf-deploy
• importing/exporting data → sf-data

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Required Context to Gather First

Ask for or infer:

• integration style: outbound callout, inbound event, External Service, CDC, platform event
• auth method
• sync vs async requirement
• system endpoint / spec details
• rate limits, retry expectations, and failure tolerance
• whether this is net-new design or repair of an existing integration

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Recommended Workflow

1. Choose the integration pattern

Need	Default pattern
authenticated outbound API call	Named Credential / External Credential + Apex or Flow
spec-driven API client	External Service
trigger-originated callout	async callout pattern
decoupled event publishing	Platform Events
change-stream consumption	CDC

2. Choose the auth model

Prefer secure runtime-managed auth:

• Named Credentials / External Credentials
• OAuth or JWT via the right credential model
• no hardcoded secrets in code

3. Generate from the right templates

Use the provided assets under:

• assets/named-credentials/
• assets/external-credentials/
• assets/external-services/
• assets/callouts/
• assets/platform-events/
• assets/cdc/
• assets/soap/

4. Validate operational safety

Check:

• timeout and retry handling
• async strategy for trigger-originated work
• logging / observability
• event retention and subscriber implications

5. Hand off deployment or implementation details

Use:

• sf-deploy for deployment
• sf-apex for deeper service / retry code
• sf-flow for declarative HTTP callout orchestration

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High-Signal Rules

• never hardcode credentials
• do not do synchronous callouts from triggers
• define timeout behavior explicitly
• plan retries for transient failures
• use middleware / event-driven patterns when outbound volume is high
• prefer External Credentials architecture for new development when supported

Common anti-patterns:

• sync trigger callouts
• no retry or dead-letter strategy
• no request/response logging
• mixing auth setup responsibilities with runtime integration design

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Output Format

When finishing, report in this order:

1. Integration pattern chosen
2. Auth model chosen
3. Files created or updated
4. Operational safeguards
5. Deployment / testing next step

Suggested shape:

Integration: <summary>
Pattern: <named credential / external service / event / cdc / callout>
Files: <paths>
Safety: <timeouts, retries, async, logging>
Next step: <deploy, register, test, or implement>

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Cross-Skill Integration

Need	Delegate to	Reason
OAuth app setup	sf-connected-apps	consumer key / cert / app config
advanced callout service code	sf-apex	Apex implementation
declarative HTTP callout / Flow wrapper	sf-flow	Flow orchestration
deploy integration metadata	sf-deploy	validation and rollout
use integration from Agentforce	sf-ai-agentscript	agent action composition

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Reference Map

Start here

• references/named-credentials-guide.md
• references/external-services-guide.md
• references/callout-patterns.md
• references/security-best-practices.md

Event-driven / platform patterns

• references/event-patterns.md
• references/platform-events-guide.md
• references/cdc-guide.md
• references/event-driven-architecture-guide.md
• references/messaging-api-v2.md

CLI / automation / scoring

• references/cli-reference.md
• references/named-credentials-automation.md
• references/scoring-rubric.md
• assets/

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Score Guide

Score	Meaning
108+	strong production-ready integration design
90–107	good design with some hardening left
72–89	workable but needs architectural review
< 72	unsafe / incomplete for deployment