The need to link the communication of internal company systems with a third-party product is not unique. Our elegant cloud solution for Raiffeisenbank CZ is based on AWS serverless services, the GitOps concept and the Infrastructure as Code standard.
Salesforce is calling Raiffeisenbank, get in touch
Salesforce is a cloud-based platform focused on customer relationship management (CRM). Like other companies, it also Raiffeisenbank CZ (RB) is used to centralize customer information and optimize business processes.
To increase efficiency and save routine activities, RB needed to integrate Saleforce (SF), which is hosted directly at the supplier, s internal banking systems.
The aim of the project was to create an integration logic for RB based on AWS services that mediates this communication between SF and internal applications. This will significantly save time and eliminate the need to perform manual tasks.
Implemented solution
During the project we supplied complete turnkey solutioni.e. architecture and implementation, from automation of deployment to documentation and training of RB staff.
The basis of our architecture was to build communication tunnelwhich allows Salesforce to "call" RB. We used the service AWS PrivateLinkwhich allows you to link two independent AWS accounts. The communication continues through the network infrastructure to the lambda function, which transforms the call from Salesforce into the standard required by the internal RB application and delivers it to it.
Project diagram: on the left Salesforce, on the right RB internal systems, in the middle a simplified example of integration
The basic building blocks of our solution:
- We wrote the definition of the environment using AWS CloudFormation.
- We wrote the integration logic for SF as cloud native aplikaci.
- Everything is simultaneously created in the standard Infrastructure as Code (IaC), which saves a lot of time writing code and has other advantages (see below).
- The complete deployment is fully automated in accordance with the concept of GitOps.
- The entire solution is fully cloud-based, built on AWS serverless services (minimum costs, minimum administration, etc.).
If the customer wants to deploy the solution in new environment, just run an action that automatically deploys the solution in new account. Deployment typically runs from the lowest environment to the highest (with live traffic).
What if we wanted to call Salesforce from the bank?
Originally, the project envisaged only a one-way road SF → RB. After agreeing on the architecture, we received an additional request to allow also communication RB → SF. Thanks to the use of cloud services, this was not a major problem and we implemented the change almost immediately.
In the meantime, it was also determined new standard For DevOps and pipeline namely GitHub Actions. In the original architecture we added AWS CodePipeline, which now had to be modified according to GitHub Actions and RB standards.
We were able to implement both additional requirements into an existing solution.
Universal solution not only for Salesforce
Raiffeisenbank CZ we have delivered integration logic that can be deployed to any number of environments in separate AWS accounts. The integration now enables the bank to communicate between the widely used Salesforce tool and its internal systems.
Our solution is fully cloud-based, maintenance-free and with automated deployment. The principle of the solution is simultaneously universally applicable in similar situations in other companies.
