Implantação de salesforce: uma abordagem baseada em boas práticas de automação, integração e qualidade de dados

Abstract

Based on professional experience in developing Customer Relationship Management (CRM) systems, this Final Project Report addresses the growing complexity of systems such as Sales- force, requiring the adoption of Software Engineering best practices to ensure scalable, maintai- nable, and high data quality solutions. The study presents a practical approach for implementing the Salesforce platform, focusing on applying architectural and governance patterns across th- ree pillars: Automation, Integration, and Data Quality (DQ). Through the analysis and detailing of real case studies in companies from the Business-to-Consumer (B2C) Events and Business-to- Business (B2B) Industrial sectors, this work demonstrates the implementation of best practices such as the Strategy Pattern for orchestrating heterogeneous integrations; transactional processing with Atomicity, Consistency, Isolation, Durability (ACID) in callouts with Enterprise Resource Plannings (ERPs), applying the "no DML before Callout"rule; and the use of asynchronous mechanisms (Queueable Apex) to circumvent Governor Limits in master data enrichment processes (CNPJ/ReceitaWS). Additionally, DQ practices are detailed, including ingestion governance via Extract, Transform, Load (ETL) and algorithmic validation of fiscal documents (CNPJ/CPF) via Apex Utility Class as active governance at the source. The results validate the use of programma- tic code (Apex) and Metadata-Driven resources as essential tools for building a robust integration and Business Logic layer that sustains the data-driven culture and ensures information integrity, crucial for business decision-making in practical scenarios.