Integration Questions list

- Which direction is the sync going from ?
 - SF > other system ?
  - is that system accessible via the internet ?
  - does it support OAuth2 ?
  - does it support TLS1.2 ?
  - Does it have a REST or SOAP API ?
 - other system > SF?
  - can it leverage standard SF APIs ?
  - does it support OAuth2 ?
  - does it support TLS1.2 ?  
 - both ?
  - all of the above, plus:
   - do the synced tables overlap ?
   - if yes, which system is the master ?
   - how should conflicts be resolved ?
- When is data synced ?
 - on record change ?
 - on user action ?
 - at set time ?
 - a combination of the above ?
- What is the amount of data to be synced, in number of records, per table ?
 - If > 1mil yearly:
  - should we archive old records ?
   - where ?
  - should we delete old records ?
  - are BigObjects a possibility ?
  - can we look into having an external data warehouse where we have the data and SF only pulls what is needed ?
- is there a 1/1 correlation between tables in SF and backend, or should we do a custom mapping between tables ?
- are there limits in he other system we need to be mindful of ?



Pre-scoping questionnaire

Does the client backend have any access restrictions?


Is REST the only viable integration solution?


Does the client have documentation they can send over?


Are all data flow operations possible in the current backend?


Revision #3
Created 17 December 2019 13:28:18 by Windyo
Updated 7 March 2023 00:48:44 by thejamesjames