Dive into the two cornerstone domains of being a System Architect: Integration Architecture, and Identity and Access Management. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing integration and identity solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions.


* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

Recommend appropriate integration patterns (Remote Process Invocation — Request and Reply, Remote Process Invocation — Fire and Forget, Batch Data Synchronization, Remote Call-In, and UI Update Based on Data Changes) to address integration requirements.
Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, canvas, Workflow outbound, Apex, and Salesforce Connect) to address integration requirements.
Recommend the appropriate SSO Flow or OAuth flow to address identity and access management requirements.

  • Integration Capabilities

  • Create, Retrieve, Update, or Delete Records with SOAP API
    Integrate with Salesforce Using REST API
    Insert, Update, Upsert, or Delete Large Volumes of Data with BULK API
    Push Relevant Data to Users in Real Time with Streaming API
    Send Information to a Designated Endpoint with Outbound Message
    Integrate Your Apex with an External Service Using Callouts
    Integrate Data from an External Data Source Using Salesforce Connect
    Synchronize Data with Heroku Connect
    Connect Business Processes in Salesforce with Platform Events
    Publish Change Events with Change Data Capture

  • Integration Patterns

  • Invoke Remote Call-In Patterns
    Invoke Request and Reply Patterns
    Invoke Fire and Forget Patterns
    Synchronize Batch Data
    Update UI Based on Data Changes
    Visualize Data

  • Identity Management

  • Review SSO Fundamentals
    Review Identity Management
    Review Identity Management Concepts
    Understand Salesforce as an Identity Provider
    Accept Third-Party Identity in Salesforce
    Understand Social Sign-On and Open ID Connect
    Enable Users to Authenticate with SSO Flows
    Initiate Flows with IDP
    Initiate Flows with SP
    Troubleshoot Identity Issues

  • Authentication

  • Grant Client Application Access with OAuth Flow
    Generate Access Tokens with Username Password Flow
    Initiate Web Server Flow
    Grant Application Access with User Agent Flow
    Connect to Salesforce Using JWT Flow


This class is designed for enterprise architects, solution architects, and business analysts working to earn their Salesforce System Architect credential, for consultants or technical experts working to earn their individual Architect Designer credential, and for Salesforce Developers and Administrators looking to expand their overall capabilities with the Salesforce Platform.




Platform Developer I credential Experience working with Integration Projects, OAuth, and connected apps


Length: 4.0 days (32 hours)


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