RDN-SFDC Integration User Guide
Step-by-step instructions for integrating Salesforce with the RDN platform using metadata-driven, asynchronous integration.
Purpose & Overview
This guide provides step-by-step instructions for integrating Salesforce (SFDC) with the RDN platform using a metadata-driven, asynchronous integration package.
What This Guide Covers
- Installation & configuration steps - Get the package set up in your Salesforce org
- Metadata setup and field mappings - Configure how data flows between systems
- Operational workflows and troubleshooting - Day-to-day operations and issue resolution
- Security, compliance, and performance considerations - Best practices and limits
Intended Audience
This documentation is designed for:
- Salesforce Administrators
- RDN Integration team members
- Developers supporting Salesforce customizations
Prerequisites
Before starting the integration, ensure you have the following in place:
| Requirement | Details |
|---|---|
| Salesforce Access | System Administrator profile or equivalent permissions |
| Environment | Salesforce Sandbox for testing, Production for rollout |
| Required Package | RDN Managed Package (install link provided) |
| API Credentials | Valid RDN Auth Token for API authentication |
| Remote Sites | Must allow the RDN API base URL in Salesforce security settings |
| Version Compatibility | Salesforce Lightning Experience recommended |
| Connected App | Ensure API is enabled on your Connected App |
Quick Start Path
- → Install the Package - Get the RDN package into your Salesforce org
- → Configure Metadata - Set up Custom Metadata Types for your integration
- → Add Triggers - Implement triggers on Lead/Contact objects
- → Allow Remote Sites - Configure Salesforce to allow API calls
- → Test Your Setup - Run validation tests and verify data flows
- → Go Live - Deploy to production with monitoring
Architecture Overview
The integration uses these key components:
- Salesforce Triggers - Monitor Lead/Contact records for changes
- Queueable Jobs - Process integrations asynchronously
- RDN API Services - External APIs for data enrichment
- Metadata Configuration - Flexible, no-code configuration
Data Flow
- User inserts or updates a Lead or Contact record
- Trigger detects the change and enqueues a Queueable Job
- Job dynamically builds payload from metadata configuration
- RDN APIs are called with the payload
- API response is mapped back to Salesforce fields
- Records are updated asynchronously with processed data
Next: Learn how to install and configure the package
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