Works with Paperclip
How Sf Integration fits into a Paperclip company.
Sf Integration drops into any Paperclip agent that handles this kind of work. Assign it to a specialist inside a pre-configured PaperclipOrg company and the skill becomes available on every heartbeat — no prompt engineering, no tool wiring.
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Pre-configured AI company — 18 agents, 18 skills, one-time purchase.
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SKILL.md171 linesExpandCollapse
---name: sf-integrationdescription: > Salesforce integration architecture with 120-point scoring. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use sf-connected-apps), Apex-only logic (use sf-apex), or data import/export (use sf-data).license: MITmetadata: version: "1.2.0" author: "Jag Valaiyapathy" scoring: "120 points across 6 categories"--- # sf-integration: Salesforce Integration Patterns Expert Use this skill when the user needs **integration architecture and runtime plumbing**: Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, CDC, and event-driven integration design. ## When This Skill Owns the Task Use `sf-integration` when the work involves:- `.namedCredential-meta.xml` or External Credential metadata- outbound REST/SOAP callouts- External Service registration from OpenAPI specs- Platform Events, CDC, and event-driven architecture- choosing sync vs async integration patterns Delegate elsewhere when the user is:- configuring the OAuth app itself → [sf-connected-apps](../sf-connected-apps/SKILL.md)- writing Apex-only business logic → [sf-apex](../sf-apex/SKILL.md)- deploying metadata → [sf-deploy](../sf-deploy/SKILL.md)- importing/exporting data → [sf-data](../sf-data/SKILL.md) --- ## Required Context to Gather First Ask for or infer:- integration style: outbound callout, inbound event, External Service, CDC, platform event- auth method- sync vs async requirement- system endpoint / spec details- rate limits, retry expectations, and failure tolerance- whether this is net-new design or repair of an existing integration --- ## Recommended Workflow ### 1. Choose the integration pattern| Need | Default pattern ||---|---|| authenticated outbound API call | Named Credential / External Credential + Apex or Flow || spec-driven API client | External Service || trigger-originated callout | async callout pattern || decoupled event publishing | Platform Events || change-stream consumption | CDC | ### 2. Choose the auth modelPrefer secure runtime-managed auth:- Named Credentials / External Credentials- OAuth or JWT via the right credential model- no hardcoded secrets in code ### 3. Generate from the right templatesUse the provided assets under:- `assets/named-credentials/`- `assets/external-credentials/`- `assets/external-services/`- `assets/callouts/`- `assets/platform-events/`- `assets/cdc/`- `assets/soap/` ### 4. Validate operational safetyCheck:- timeout and retry handling- async strategy for trigger-originated work- logging / observability- event retention and subscriber implications ### 5. Hand off deployment or implementation detailsUse:- [sf-deploy](../sf-deploy/SKILL.md) for deployment- [sf-apex](../sf-apex/SKILL.md) for deeper service / retry code- [sf-flow](../sf-flow/SKILL.md) for declarative HTTP callout orchestration --- ## High-Signal Rules - never hardcode credentials- do not do synchronous callouts from triggers- define timeout behavior explicitly- plan retries for transient failures- use middleware / event-driven patterns when outbound volume is high- prefer External Credentials architecture for new development when supported Common anti-patterns:- sync trigger callouts- no retry or dead-letter strategy- no request/response logging- mixing auth setup responsibilities with runtime integration design --- ## Output Format When finishing, report in this order:1. **Integration pattern chosen**2. **Auth model chosen**3. **Files created or updated**4. **Operational safeguards**5. **Deployment / testing next step** Suggested shape: ```textIntegration: <summary>Pattern: <named credential / external service / event / cdc / callout>Files: <paths>Safety: <timeouts, retries, async, logging>Next step: <deploy, register, test, or implement>``` --- ## Cross-Skill Integration | Need | Delegate to | Reason ||---|---|---|| OAuth app setup | [sf-connected-apps](../sf-connected-apps/SKILL.md) | consumer key / cert / app config || advanced callout service code | [sf-apex](../sf-apex/SKILL.md) | Apex implementation || declarative HTTP callout / Flow wrapper | [sf-flow](../sf-flow/SKILL.md) | Flow orchestration || deploy integration metadata | [sf-deploy](../sf-deploy/SKILL.md) | validation and rollout || use integration from Agentforce | [sf-ai-agentscript](../sf-ai-agentscript/SKILL.md) | agent action composition | --- ## Reference Map ### Start here- [references/named-credentials-guide.md](references/named-credentials-guide.md)- [references/external-services-guide.md](references/external-services-guide.md)- [references/callout-patterns.md](references/callout-patterns.md)- [references/security-best-practices.md](references/security-best-practices.md) ### Event-driven / platform patterns- [references/event-patterns.md](references/event-patterns.md)- [references/platform-events-guide.md](references/platform-events-guide.md)- [references/cdc-guide.md](references/cdc-guide.md)- [references/event-driven-architecture-guide.md](references/event-driven-architecture-guide.md)- [references/messaging-api-v2.md](references/messaging-api-v2.md) ### CLI / automation / scoring- [references/cli-reference.md](references/cli-reference.md)- [references/named-credentials-automation.md](references/named-credentials-automation.md)- [references/scoring-rubric.md](references/scoring-rubric.md)- [assets/](assets/) --- ## Score Guide | Score | Meaning ||---|---|| 108+ | strong production-ready integration design || 90–107 | good design with some hardening left || 72–89 | workable but needs architectural review || < 72 | unsafe / incomplete for deployment |Related skills
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