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Salesforce > Multi-Cloud & Cross-Platform Integrations > Flashcards

Multi-Cloud & Cross-Platform Integrations Flashcards

1
Q

Q. What is multi-cloud integration in Salesforce?

A

A. Multi-cloud integration connects different Salesforce clouds (e.g., Sales, Service, Marketing, Commerce, Experience Cloud) to create a unified customer experience.

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2
Q

Q. What is cross-platform integration in Salesforce?

A

A. Cross-platform integration connects Salesforce with external platforms like AWS, Azure, Google Cloud, ERP, and third-party applications.

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3
Q

Q. What are the key benefits of multi-cloud and cross-platform integration?

A
  • Unified customer view
  • Data synchronization across systems
  • Enhanced automation and workflows
  • Improved customer engagement and service
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4
Q

Q. What Salesforce products are commonly integrated?

A
  • Sales Cloud (CRM and sales automation)
  • Service Cloud (customer service & case management)
  • Marketing Cloud (email marketing, social media, automation)
  • Commerce Cloud (e-commerce integration)
  • Experience Cloud (customer and partner portals)
  • Revenue Cloud (CPQ & Billing)
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5
Q

Q. What is Customer 360?

A

A. A Salesforce strategy that unifies customer data across multiple Salesforce clouds and external systems.

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6
Q

Q. How does Salesforce connect Sales and Service Cloud?

A

A. By sharing records like Accounts, Contacts, Cases, and Opportunities through CRM data-sharing settings.

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7
Q

Q. What is Salesforce Genie?

A

A. A real-time data platform that enhances Customer 360 by providing live, event-driven data across multiple systems.

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8
Q

Q. What are common integration points for Marketing Cloud?

A
  • Marketing Cloud Connect (integrates Marketing Cloud with Sales & Service Cloud)
  • REST & SOAP APIs (data synchronization)
  • Journey Builder API (custom workflows)
  • Data Extensions & Subscriber Lists
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9
Q

Q. How does Marketing Cloud Connect work?

A

A. It syncs CRM data from Sales & Service Cloud to Marketing Cloud for personalized campaigns.

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10
Q

Q. What authentication method does Marketing Cloud use for API calls?

A

A. OAuth 2.0 for secure API access.

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11
Q

Q. How does Commerce Cloud integrate with other Salesforce clouds?

A
  • B2C Commerce Cloud integrates with Marketing Cloud for email automation and with Service Cloud for customer support.
  • B2B Commerce Cloud integrates with CPQ & Billing for complex pricing models.
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12
Q

Q. What API is commonly used for Commerce Cloud integration?

A

A. Open Commerce API (OCAPI) for headless commerce integrations.

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13
Q

Q. What is a common middleware used for Commerce Cloud integration?

A

A. MuleSoft, which facilitates data exchange between Salesforce and eCommerce platforms.

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14
Q

Q. What is Experience Cloud?

A

A. A Salesforce solution that allows businesses to create customer, partner, and employee portals.

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15
Q

Q. How do you integrate Experience Cloud with external platforms?

A
  • Salesforce Connect (external objects)
  • Custom REST/SOAP APIs
  • SSO & Identity Federation for authentication
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16
Q

Q. What is Single Sign-On (SSO) and how is it used in Experience Cloud?

A

A. SSO allows users to log in once and access multiple platforms without re-entering credentials.

17
Q

Q. What is an ERP system?

A

A. Enterprise Resource Planning (ERP) software manages business processes like finance, supply chain, and HR.

18
Q

Q. What are common ERP systems integrated with Salesforce?

A
  • SAP ERP
  • Oracle ERP Cloud
  • Microsoft Dynamics 365
  • NetSuite
19
Q

Q. What integration methods are used to connect Salesforce with ERP systems?

A
  • Middleware (MuleSoft, Boomi, Jitterbit)
  • Direct API integration (REST/SOAP)
  • File-based data exchange (CSV, XML, JSON)
20
Q

Q. What is MuleSoft and why is it commonly used for ERP integration?

A

A. MuleSoft is an API-led connectivity platform that enables real-time and batch data synchronization between Salesforce and ERP systems.

21
Q

Q. How can Salesforce integrate with AWS?

A
  • AWS Lambda (serverless functions triggered by Salesforce events)
  • Amazon S3 (store Salesforce-generated files)
  • Amazon RDS (store Salesforce data externally)
  • Amazon SNS/SQS (event-driven messaging)
22
Q

Q. How does Salesforce integrate with Microsoft Azure?

A
  • Azure Logic Apps (automate workflows)
  • Azure Data Factory (data integration)
  • Azure Blob Storage (file storage)
23
Q

Q. What is Salesforce’s partnership with Google Cloud?

A

A. It provides Google BigQuery integration for real-time analytics and Google Sheets add-ons for CRM data export.

24
Q

Q. What is middleware in Salesforce integration?

A

A. Middleware acts as a bridge to transfer data between Salesforce and other systems.

25
Q

Q. What are the most common middleware tools for Salesforce?

A
  • MuleSoft (Salesforce-owned)
  • Dell Boomi
  • Jitterbit
  • Zapier (for lightweight automation)
26
Q

Q. What is an ETL tool, and how does it work?

A

A. ETL (Extract, Transform, Load) tools move data between systems, cleaning and formatting it in the process.

27
Q

Q. What security measures should be implemented in integrations?

A
  • OAuth 2.0 for secure authentication
  • IP Whitelisting & Named Credentials
  • Field-Level Encryption for sensitive data
  • Event Monitoring & API Logs
28
Q

Q. What is the best practice for API rate limits in Salesforce?

A
  • Use Bulk API for large datasets
  • Cache responses to avoid repeated API calls
  • Implement retry mechanisms for failed requests
29
Q

Q. What are best practices for designing Salesforce integrations?

A
  • Use asynchronous processing for large data volumes
  • Leverage middleware instead of point-to-point integrations
  • Ensure data consistency across platforms
  • Follow API limits and governor limits
  • Monitor integrations using logs and alerts
30
Q

Q. How can you improve real-time data synchronization?

A
  • Use Streaming API & Platform Events
  • Implement Pub/Sub model for event-driven messaging
  • Minimize API calls using caching techniques

Salesforce (18 decks)

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