For a successful and secure integration, the consultant must address three key areas. First, for a seamless user experience (E), users should not have to re-authenticate into the external systems (DMS, EBS); a Single Sign-On (SSO) mechanism is required. Second, the integration must respect the security models of the source systems (C), ensuring that Salesforce users cannot bypass existing enterprise access controls for the DMS and EBS. Third, to be effective, the solution must provide contextual data (A); it should automatically authorize and display information specific to the customer record being viewed in Salesforce, eliminating manual searches and enforcing the principle of least privilege.

1. For option E (Seamless Authentication): Salesforce Help documentation on Named Credentials states they allow you to "handle all the authentication

so your code doesn't have to." This enables the seamless experience by managing authentication to the external system without user intervention.

Source: Salesforce Help

"Named Credentials as Callout Endpoints".

2. For option C (Respecting Enterprise Security): The Salesforce Integration Patterns and Practices guide emphasizes that when integrating

the external system often remains the system of record for its data and associated security. The integration must honor the authorization rules defined in that system.

Source: Salesforce Architects

"Salesforce Integration Patterns and Practices

" Section: Remote Call-In

Security Considerations (The remote system is responsible for authorization).

3. For option A (Contextual Authorization): The concept of Data Virtualization

a common integration pattern

involves fetching external data in real-time for display within Salesforce. This inherently requires passing context (like a customer ID) to the external system to retrieve and authorize access to only the relevant data for the record being viewed.

Source: Salesforce Architects

"Salesforce Integration Patterns and Practices

" Section: Data Virtualization.