integration-connectivity-generate: 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 integration-connectivity-generate 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:
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:
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
Reference Map
Start here
- references/named-credentials-guide.md
- references/external-services-guide.md
- references/callout-patterns.md
- references/rest-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
- scripts/README.md — automation scripts overview (configure-named-credential.sh, set-api-credential.sh)
Asset templates
assets/named-credentials/ — Named Credential XML templates (OAuth, JWT, Certificate, Custom auth)
assets/external-credentials/ — External Credential XML templates (OAuth, JWT)
assets/external-services/ — External Service registration template and operations guide
assets/callouts/ — REST sync, Queueable, retry handler, and HTTP response handler Apex templates
assets/platform-events/ — Platform Event definition, publisher, and subscriber templates
assets/cdc/ — CDC handler and subscriber trigger templates
assets/soap/ — SOAP callout service template and wsdl2apex guide
assets/endpoint-security/ — Remote Site Setting and CSP Trusted Site XML templates
Automation hooks
scripts/suggest_credential_setup.py — auto-suggests credential configuration steps when integration files are detected
scripts/validate_integration.py — validates integration patterns before agent responses
Output Expectations
When this skill completes an integration task, it produces:
- Credential metadata — one or more files in
assets/named-credentials/ or assets/external-credentials/ filled with org-specific values
- Callout Apex class — a
.cls file using the Named Credential pattern, with async/sync pattern chosen based on context
- Event/CDC artifacts — Platform Event
.object-meta.xml, subscriber trigger, or CDC config (when event-driven pattern is chosen)
- Endpoint security metadata — Remote Site Setting and/or CSP Trusted Site XML files
- Scoring report — 120-point score across 6 categories (Security, Error Handling, Bulkification, Architecture, Best Practices, Documentation)
- Next step — a deployment or testing instruction for the generated artifacts
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 |
Pre-Delivery Checklist
1---2name: integration-connectivity-generate3description: Salesforce integration architecture and runtime plumbing with 120-point scoring. Use this skill to set up Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, and Change Data Capture. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use integration-connectivity-connected-app-configure), Apex-only logic (use platform-apex-generate), data import/export (use platform-data-manage), or CDC channel-membership metadata such as PlatformEventChannel, PlatformEventChannelMember, or EnrichedField (use integration-eventing-cdc-configure).4---56# integration-connectivity-generate: Salesforce Integration Patterns Expert78Use 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.910## When This Skill Owns the Task1112Use `integration-connectivity-generate` when the work involves:13- `.namedCredential-meta.xml` or External Credential metadata14- outbound REST/SOAP callouts15- External Service registration from OpenAPI specs16- Platform Events, CDC, and event-driven architecture17- choosing sync vs async integration patterns1819Delegate elsewhere when the user is:20- configuring the OAuth app itself → [integration-connectivity-connected-app-configure](../integration-connectivity-connected-app-configure/SKILL.md)21- writing Apex-only business logic → [platform-apex-generate](../platform-apex-generate/SKILL.md)22- deploying metadata → [platform-metadata-deploy](../platform-metadata-deploy/SKILL.md)23- importing/exporting data → [platform-data-manage](../platform-data-manage/SKILL.md)2425---2627## Required Context to Gather First2829Ask for or infer:30- integration style: outbound callout, inbound event, External Service, CDC, platform event31- auth method32- sync vs async requirement33- system endpoint / spec details34- rate limits, retry expectations, and failure tolerance35- whether this is net-new design or repair of an existing integration3637---3839## Recommended Workflow4041### 1. Choose the integration pattern42| Need | Default pattern |43|---|---|44| authenticated outbound API call | Named Credential / External Credential + Apex or Flow |45| spec-driven API client | External Service |46| trigger-originated callout | async callout pattern |47| decoupled event publishing | Platform Events |48| change-stream consumption | CDC |4950### 2. Choose the auth model51Prefer secure runtime-managed auth:52- Named Credentials / External Credentials53- OAuth or JWT via the right credential model54- no hardcoded secrets in code5556### 3. Generate from the right templates57Use the provided assets under:58- `assets/named-credentials/`59- `assets/external-credentials/`60- `assets/external-services/`61- `assets/callouts/`62- `assets/platform-events/`63- `assets/cdc/`64- `assets/soap/`6566### 4. Validate operational safety67Check:68- timeout and retry handling69- async strategy for trigger-originated work70- logging / observability71- event retention and subscriber implications7273### 5. Hand off deployment or implementation details74Use:75- [platform-metadata-deploy](../platform-metadata-deploy/SKILL.md) for deployment76- [platform-apex-generate](../platform-apex-generate/SKILL.md) for deeper service / retry code77- [automation-flow-generate](../automation-flow-generate/SKILL.md) for declarative HTTP callout orchestration7879---8081## High-Signal Rules8283- never hardcode credentials84- do not do synchronous callouts from triggers85- define timeout behavior explicitly86- plan retries for transient failures87- use middleware / event-driven patterns when outbound volume is high88- prefer External Credentials architecture for new development when supported8990Common anti-patterns:91- sync trigger callouts92- no retry or dead-letter strategy93- no request/response logging94- mixing auth setup responsibilities with runtime integration design9596---9798## Output Format99100When finishing, report in this order:1011. **Integration pattern chosen**1022. **Auth model chosen**1033. **Files created or updated**1044. **Operational safeguards**1055. **Deployment / testing next step**106107Suggested shape:108109```text110Integration: <summary>111Pattern: <named credential / external service / event / cdc / callout>112Files: <paths>113Safety: <timeouts, retries, async, logging>114Next step: <deploy, register, test, or implement>115```116117---118119## Cross-Skill Integration120121| Need | Delegate to | Reason |122|---|---|---|123| OAuth app setup | [integration-connectivity-connected-app-configure](../integration-connectivity-connected-app-configure/SKILL.md) | consumer key / cert / app config |124| advanced callout service code | [platform-apex-generate](../platform-apex-generate/SKILL.md) | Apex implementation |125| declarative HTTP callout / Flow wrapper | [automation-flow-generate](../automation-flow-generate/SKILL.md) | Flow orchestration |126| deploy integration metadata | [platform-metadata-deploy](../platform-metadata-deploy/SKILL.md) | validation and rollout |127| use integration from Agentforce | [agentforce-generate](../agentforce-generate/SKILL.md) | agent action composition |128129---130131## Reference Map132133### Start here134- [references/named-credentials-guide.md](references/named-credentials-guide.md)135- [references/external-services-guide.md](references/external-services-guide.md)136- [references/callout-patterns.md](references/callout-patterns.md)137- [references/rest-callout-patterns.md](references/rest-callout-patterns.md)138- [references/security-best-practices.md](references/security-best-practices.md)139140### Event-driven / platform patterns141- [references/event-patterns.md](references/event-patterns.md)142- [references/platform-events-guide.md](references/platform-events-guide.md)143- [references/cdc-guide.md](references/cdc-guide.md)144- [references/event-driven-architecture-guide.md](references/event-driven-architecture-guide.md)145- [references/messaging-api-v2.md](references/messaging-api-v2.md)146147### CLI / automation / scoring148- [references/cli-reference.md](references/cli-reference.md)149- [references/named-credentials-automation.md](references/named-credentials-automation.md)150- [references/scoring-rubric.md](references/scoring-rubric.md)151- [scripts/README.md](scripts/README.md) — automation scripts overview (configure-named-credential.sh, set-api-credential.sh)152153### Asset templates154- `assets/named-credentials/` — Named Credential XML templates (OAuth, JWT, Certificate, Custom auth)155- `assets/external-credentials/` — External Credential XML templates (OAuth, JWT)156- `assets/external-services/` — External Service registration template and operations guide157- `assets/callouts/` — REST sync, Queueable, retry handler, and HTTP response handler Apex templates158- `assets/platform-events/` — Platform Event definition, publisher, and subscriber templates159- `assets/cdc/` — CDC handler and subscriber trigger templates160- `assets/soap/` — SOAP callout service template and wsdl2apex guide161- `assets/endpoint-security/` — Remote Site Setting and CSP Trusted Site XML templates162163### Automation hooks164- `scripts/suggest_credential_setup.py` — auto-suggests credential configuration steps when integration files are detected165- `scripts/validate_integration.py` — validates integration patterns before agent responses166167---168169## Output Expectations170171When this skill completes an integration task, it produces:1721731. **Credential metadata** — one or more files in `assets/named-credentials/` or `assets/external-credentials/` filled with org-specific values1742. **Callout Apex class** — a `.cls` file using the Named Credential pattern, with async/sync pattern chosen based on context1753. **Event/CDC artifacts** — Platform Event `.object-meta.xml`, subscriber trigger, or CDC config (when event-driven pattern is chosen)1764. **Endpoint security metadata** — Remote Site Setting and/or CSP Trusted Site XML files1775. **Scoring report** — 120-point score across 6 categories (Security, Error Handling, Bulkification, Architecture, Best Practices, Documentation)1786. **Next step** — a deployment or testing instruction for the generated artifacts179180---181182## Score Guide183184| Score | Meaning |185|---|---|186| 108+ | strong production-ready integration design |187| 90–107 | good design with some hardening left |188| 72–89 | workable but needs architectural review |189| < 72 | unsafe / incomplete for deployment |190191---192193## Pre-Delivery Checklist194195- [ ] Never hardcode credentials — all secrets stored in Named Credentials or External Credentials