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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Plat-Arch-204 |
| Exam Name: | Salesforce Certified Platform Integration Architect |
| Exam Questions: | 129 |
| Last Updated: | October 6, 2026 |
| Related Certifications: | Salesforce Architect |
| Exam Tags: |
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A global financial company with a core banking system processing 1 million transactions per day wants to build a community portal. Customers need to review their bank account details and transactions. What should an integration architect recommend to enable community users to view their financial transactions?
When dealing with high-volume data (1 million transactions per day) that does not need to be stored natively in Salesforce, the architect should recommend Data Virtualization via Salesforce Connect.
Salesforce Connect allows the company to display external data as External Objects. This approach provides several architectural advantages for a banking community:
No Data Storage: Transactions remain in the core banking system, avoiding the massive storage costs and complex synchronization logic required to house millions of records natively in Salesforce.
Real-Time Visibility: Because External Objects are queried on-demand via the OData protocol or a custom Apex adapter, customers see the most up-to-date transaction history every time they refresh the page.
While an Iframe (Option B) is technically possible, it is often discouraged due to security concerns (such as clickjacking) and a poor user experience, as the Iframe does not natively integrate with Salesforce UI components or reporting. Salesforce Connect provides a 'seamless' look and feel, allowing External Objects to be used in related lists and Lightning components just like standard Salesforce records, while keeping the heavy data burden on the performant core banking system.
Northern Trail Outfitters has recently implemented middleware for orchestration of services across platforms. The Enterprise Resource Planning (ERP) system being used requires transactions be captured near real-time at a REST endpoint initiated in Salesforce when creating an Order object. Additionally, the Salesforce team has limited development resources and requires a low-code solution. Which option should fulfill the use case requirements?12
To satisfy a requirement for near real-time updates to an ERP system while adher9ing to a low-code constraint, the architect must leverage Salesforce's modern declara10tive automation tools. The goal is to initiate an outbound signal that the existing middleware can then orchestrate and deliver to the ERP's REST endpoint.
The Remote Process Invocation---Fire and Forget pattern is perfectly suited for this scenario. In this pattern, Salesforce sends a message to an external system and does not wait for a functional response. This is ideal for 'capturing' transactions in an ERP where the primary goal is record synchronization rather than a real-time calculation return. By using Flow Builder, the team can implement a record-triggered flow on the Order object. This flow can be configured to execute 'Actions' that send data to the middleware via External Services or standard HTTP Callouts (Beta/GA features in modern Flow), which requires zero Apex coding.
Option B, Outbound Messaging, is a legacy declarative tool that is highly reliable but has a significant limitation: it natively sends messages in SOAP format. Since the requirement specifically specifies a REST endpoint, using Outbound Messaging would require additional transformation logic in the middleware, making it a less direct architectural fit than a modern Flow-based REST call. Option C, Change Data Capture (CDC), is a highly scalable, event-driven mechanism, but it is typically considered more complex to implement and maintain. It requires the middleware to manage 'Replay IDs' and subscribe to a streaming channel, which often requires more specialized development effort on the middleware side compared to a simple HTTP POST from a Flow. For a team with limited development resources, Flow Builder provides the most accessible and maintainable path to achieving near real-time integration.
Salesforce is considered to be the system of record for the customer. UC plans on using middleware to integrate Salesforce with external systems (ERP, ticketing, data lake). UC has a requirement to update the proper external system with record changes in Salesforce and vice versa. Which solution should an integration architect recommend?
In a multi-system landscape, maintaining data synchronization requires a robust Identity Mapping strategy. The standard Salesforce architectural recommendation is to use External ID fields to store the unique identifiers from each secondary system.
By storing the ERP ID, Ticketing ID, and Data Lake ID as External IDs in Salesforce, the middleware can perform upsert operations without needing to first query Salesforce for its internal ID. This reduces the number of API calls and simplifies the integration logic. Conversely, when Salesforce pushes a change to the ERP, it sends the stored ERP ID, allowing the ERP to instantly identify the correct target record.
Option B (Caching at the middleware) is a high-maintenance 'anti-pattern' that introduces a new point of failure if the cache goes out of sync with the actual systems. Option C (Change Data Capture) is a mechanism for notifying systems of changes, but it does not solve the underlying identity mapping problem. Using External IDs creates a stable, searchable, and performant cross-reference that is the backbone of any successful 'hub-and-spoke' integration architecture.
What is the first thing an integration architect should validate if a callout from a Lightning web component to an external endpoint is failing?
When an integration callout initiated from a Lightning Web Component (LWC) fails, the architect must distinguish between client-side and server-side security layers. Unlike Apex callouts, which are governed by Remote Site Settings at the server level, LWC requests originate directly from the user's browser. Consequently, they are subject to the browser's Content Security Policy (CSP).
CSP is a security layer that helps detect and mitigate certain types of attacks, including Cross-Site Scripting (XSS) and data injection attacks. It prevents a website from loading content from a third party unless that domain is explicitly safe-listed. If an LWC attempts to connect to an external API endpoint that is not listed in the CSP Trusted Sites in Salesforce Setup, the browser will block the request before it is even sent, often returning a 'Refused to connect because it violates the document's Content Security Policy' error. While Cross-Origin Resource Sharing (CORS) is also a browser-level security mechanism, it must be configured on the external server to allow the browser to access its resources; however, the first validation step within the Salesforce environment for a failing LWC callout is ensuring the domain is allowed by the org's CSP.
Universal Containers (UC) is a global financial company. UC support agents would like to open bank accounts on the spot for customers who inquire about UC products. During the bank account opening process, the agents execute credit checks for the customers through external agencies. At any given time, up to 30 concurrent reps will be using the service to perform credit checks for customers. Which error handling mechanisms should be built to display an error to the agent when the credit verification process has failed?
In a synchronous Request-Reply integration---where a bank agent is waiting for a real-time credit check to open an account---the error handling strategy must balance user experience with system resilience. Handling these errors at the Middleware layer is the architecturally preferred solution for managing complex retry logic and providing a clean response to Salesforce.
If the external credit agency's service is momentarily unavailable, the middleware (such as an ESB or MuleSoft) can automatically retry the request multiple times using a pre-defined strategy (e.g., exponential backoff). This 'self-healing' behavior can often resolve transient network issues before the Salesforce agent even realizes there was a problem. If the retries fail, the middleware then returns a structured error message to Salesforce, which is displayed to the agent via the UI.
Option B (Fire and Forget) is unsuitable for this use case because the agent needs the result immediately to proceed with the bank account opening; they cannot afford to wait for a background process to finish hours later. Option C (Mock Service) is a testing tool and has no place in a production environment where real financial decisions are being made. By delegating error management to the middleware, UC ensures that its Salesforce instance remains performant (avoiding long-running request timeo1112uts) while maximizing the chances of a successful credit check through automated, controlled retries.1314
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