sf-integration: Salesforce Integration Patterns Expert Skill

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

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

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

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

Output Format

When finishing, report in this order:

Integration pattern chosen
Auth model chosen
Files created or updated
Operational safeguards
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>

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 |

Reference Map

Start here

Event-driven / platform patterns

CLI / automation / scoring

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 |

Agent Skills: sf-integration: Salesforce Integration Patterns Expert

Install this agent skill to your local

Skill Files