salesforce-claude-code: Skill for Claude Code

Salesforce Integration Patterns

Procedures for building integrations between Salesforce and external systems. Limits, auth protocols, and pattern decision matrices live in the reference file.

@../_reference/INTEGRATION_PATTERNS.md

When to Use

• Designing a new integration between Salesforce and an external system
• Choosing between REST callout, SOAP callout, Bulk API, or Composite API
• Implementing an inbound REST API endpoint in Salesforce
• Configuring Named Credentials and External Credentials for authentication
• Adding retry logic to callout classes for resilience
• Migrating from Connected Apps to External Client Apps (Spring '26+)

Outbound REST Callout — Complete Pattern

public with sharing class OrderManagementIntegration {

    private static final String NAMED_CREDENTIAL = 'OrderManagementAPI';
    private static final Integer TIMEOUT_MS       = 10000;
    private static final Integer MAX_RETRIES      = 2;

    public static OrderResponse createExternalOrder(OrderRequest orderData) {
        HttpRequest req = new HttpRequest();
        req.setEndpoint('callout:' + NAMED_CREDENTIAL + '/api/v2/orders');
        req.setMethod('POST');
        req.setHeader('Content-Type', 'application/json');
        req.setHeader('Accept', 'application/json');
        req.setTimeout(TIMEOUT_MS);
        req.setBody(JSON.serialize(orderData));

        return executeWithRetry(req, MAX_RETRIES);
    }

    public static OrderResponse getOrderStatus(String externalOrderId) {
        HttpRequest req = new HttpRequest();
        req.setEndpoint('callout:' + NAMED_CREDENTIAL +
            '/api/v2/orders/' + EncodingUtil.urlEncode(externalOrderId, 'UTF-8'));
        req.setMethod('GET');
        req.setHeader('Accept', 'application/json');
        req.setTimeout(TIMEOUT_MS);

        return executeWithRetry(req, MAX_RETRIES);
    }

    /**
     * In-transaction retry for transient network glitches.
     * For true backoff, use Queueable chaining with
     * AsyncOptions.minimumQueueableDelayInMinutes between attempts.
     */
    private static OrderResponse executeWithRetry(HttpRequest req, Integer retries) {
        Http http = new Http();
        HttpResponse res;
        Exception lastException;

        for (Integer attempt = 0; attempt <= retries; attempt++) {
            try {
                res = http.send(req);

                if (res.getStatusCode() == 200 || res.getStatusCode() == 201) {
                    return (OrderResponse) JSON.deserialize(
                        res.getBody(), OrderResponse.class);
                }

                if (res.getStatusCode() == 429) {
                    if (attempt == retries) {
                        throw new IntegrationException(
                            'Rate limited (429) after ' + (retries + 1) + ' attempts.');
                    }
                    continue;
                }

                if (res.getStatusCode() >= 500 && attempt < retries) continue;

                throw new IntegrationException(
                    'HTTP ' + res.getStatusCode() + ': ' + res.getBody());

            } catch (System.CalloutException e) {
                lastException = e;
                if (attempt == retries) {
                    throw new IntegrationException(
                        'Callout failed after ' + (retries + 1) +
                        ' attempts: ' + e.getMessage(), e);
                }
            }
        }
        throw new IntegrationException('Unexpected retry loop exit');
    }

    public class OrderRequest {
        public String  externalAccountId;
        public String  productCode;
        public Integer quantity;
        public Decimal unitPrice;
        public String  currency_x;
    }

    public class OrderResponse {
        public String orderId;
        public String status;
        public String message;
        public String createdAt;
    }

    public class IntegrationException extends Exception {}
}