# Salesforce Integration > Salesforce is a comprehensive CRM platform with powerful APIs. This guide Use when this capability is needed. - Skill: `tomevault-io/salesforce-integration` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add tomevault-io/salesforce-integration` - Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/salesforce-integration/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Integrations & APIs - Author: tomevault-io (https://skillmd.com/u/tomevault-io) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/tomevault-io/salesforce-integration --- # Salesforce Integration ## Skill Profile *(Select at least one profile to enable specific modules)* - [ ] **DevOps** - [x] **Backend** - [ ] **Frontend** - [ ] **AI-RAG** - [ ] **Security Critical** ## Overview Salesforce is a comprehensive CRM platform with powerful APIs. This guide covers Salesforce objects, workflows, webhooks, and integration patterns for syncing data and automating sales and customer management. ## Why This Matters - **Market Leader**: Salesforce is the leading CRM platform - **Comprehensive Features**: Extensive out-of-the-box functionality - **Integration**: Well-documented APIs for easy integration - **Scalability**: Salesforce handles enterprise volumes --- ## Core Concepts & Rules ### 1. Core Principles - Follow established patterns and conventions - Maintain consistency across codebase - Document decisions and trade-offs ### 2. Implementation Guidelines - Start with the simplest viable solution - Iterate based on feedback and requirements - Test thoroughly before deployment ## Inputs / Outputs / Contracts * **Inputs**: - Salesforce credentials - Object data (accounts, contacts, opportunities) - Webhook URLs * **Entry Conditions**: - Salesforce account configured - Connected app created - API credentials available * **Outputs**: - Synced Salesforce objects - Webhook event processing - Query results - Workflow triggers * **Artifacts Required (Deliverables)**: - Salesforce client service - Webhook handler - Sync service - Query service * **Acceptance Evidence**: - Unit tests for API integration - Integration tests with Salesforce - E2E tests for webhook processing * **Success Criteria**: - API calls < 500ms - Webhook processing < 1 second - Sync completes within 5 minutes ## Skill Composition * **Depends on**: [Contact Management](32-crm-integration/contact-management/SKILL.md), [Lead Management](32-crm-integration/lead-management/SKILL.md) * **Compatible with**: [Sales Pipeline](32-crm-integration/sales-pipeline/SKILL.md), [HubSpot Integration](32-crm-integration/hubspot-integration/SKILL.md) * **Conflicts with**: None * **Related Skills**: [API Design](03-backend-api/), [Webhook Handling](08-messaging-queue/) --- ## Quick Start / Implementation Example 1. Review requirements and constraints 2. Set up development environment 3. Implement core functionality following patterns 4. Write tests for critical paths 5. Run tests and fix issues 6. Document any deviations or decisions ```python # Example implementation following best practices def example_function(): # Your implementation here pass ``` ## Assumptions / Constraints / Non-goals * **Assumptions**: - Development environment is properly configured - Required dependencies are available - Team has basic understanding of domain * **Constraints**: - Must follow existing codebase conventions - Time and resource limitations - Compatibility requirements * **Non-goals**: - This skill does not cover edge cases outside scope - Not a replacement for formal training ## Compatibility & Prerequisites * **Supported Versions**: - Python 3.8+ - Node.js 16+ - Modern browsers (Chrome, Firefox, Safari, Edge) * **Required AI Tools**: - Code editor (VS Code recommended) - Testing framework appropriate for language - Version control (Git) * **Dependencies**: - Language-specific package manager - Build tools - Testing libraries * **Environment Setup**: - `.env.example` keys: `API_KEY`, `DATABASE_URL` (no values) ## Test Scenario Matrix (QA Strategy) | Type | Focus Area | Required Scenarios / Mocks | | :--- | :--- | :--- | | **Unit** | Core Logic | Must cover primary logic and at least 3 edge/error cases. Target minimum 80% coverage | | **Integration** | DB / API | All external API calls or database connections must be mocked during unit tests | | **E2E** | User Journey | Critical user flows to test | | **Performance** | Latency / Load | Benchmark requirements | | **Security** | Vuln / Auth | SAST/DAST or dependency audit | | **Frontend** | UX / A11y | Accessibility checklist (WCAG), Performance Budget (Lighthouse score) | ## Technical Guardrails & Security Threat Model ### 1. Security & Privacy (Threat Model) * **Top Threats**: Injection attacks, authentication bypass, data exposure - [ ] **Data Handling**: Sanitize all user inputs to prevent Injection attacks. Never log raw PII - [ ] **Secrets Management**: No hardcoded API keys. Use Env Vars/Secrets Manager - [ ] **Authorization**: Validate user permissions before state changes ### 2. Performance & Resources - [ ] **Execution Efficiency**: Consider time complexity for algorithms - [ ] **Memory Management**: Use streams/pagination for large data - [ ] **Resource Cleanup**: Close DB connections/file handlers in finally blocks ### 3. Architecture & Scalability - [ ] **Design Pattern**: Follow SOLID principles, use Dependency Injection - [ ] **Modularity**: Decouple logic from UI/Frameworks ### 4. Observability & Reliability - [ ] **Logging Standards**: Structured JSON, include trace IDs `request_id` - [ ] **Metrics**: Track `error_rate`, `latency`, `queue_depth` - [ ] **Error Handling**: Standardized error codes, no bare except - [ ] **Observability Artifacts**: - **Log Fields**: timestamp, level, message, request_id - **Metrics**: request_count, error_count, response_time - **Dashboards/Alerts**: High Error Rate > 5% ## Agent Directives & Error Recovery *(ข้อกำหนดสำหรับ AI Agent ในการคิดและแก้ปัญหาเมื่อเกิดข้อผิดพลาด)* - **Thinking Process**: Analyze root cause before fixing. Do not brute-force. - **Fallback Strategy**: Stop after 3 failed test attempts. Output root cause and ask for human intervention/clarification. - **Self-Review**: Check against Guardrails & Anti-patterns before finalizing. - **Output Constraints**: Output ONLY the modified code block. Do not explain unless asked. ## Definition of Done (DoD) Checklist - [ ] Tests passed + coverage met - [ ] Lint/Typecheck passed - [ ] Logging/Metrics/Trace implemented - [ ] Security checks passed - [ ] Documentation/Changelog updated - [ ] Accessibility/Performance requirements met (if frontend) ## Anti-patterns / Pitfalls * ⛔ **Don't**: Log PII, catch-all exception, N+1 queries * ⚠️ **Watch out for**: Common symptoms and quick fixes * 💡 **Instead**: Use proper error handling, pagination, and logging ## Reference Links & Examples * Internal documentation and examples * Official documentation and best practices * Community resources and discussions ## Versioning & Changelog * **Version**: 1.0.0 * **Changelog**: - 2026-02-22: Initial version with complete template structure --- > Converted and distributed by [TomeVault](https://tomevault.io/claim/amnadtaowsoam) — claim your Tome and manage your conversions.