How do we choose the right implementation pattern?
Last updated: June 21, 2026
Short answer
Choose the implementation pattern based on source system, destination system, refresh cadence, review needs, and whether the customer wants CRM-native or programmatic workflows.
Start with the workflow, not the transport.
Quick guide
- Use Salesforce integration for CRM-native workflows.
- Use S3 file exchange for batch file review and warehouse pipelines.
- Use API or inbound enrichment for real-time or workflow-triggered enrichment.
- Use Bulk Retrieval API to fetch already-enriched data.
What to send support
- Source system and destination system.
- Approximate record volume.
- Required fields.
- Refresh cadence.
- Whether data should be reviewed before writeback.
- Security constraints.