Next-Gen Usage Billing & Turnkey 2GP CRM Integration
crisis_alertBUSINESS CHALLENGE & LEAKAGE RISKS
Sales teams closed hybrid usage-based contracts, but disconnected back-office billing systems required hundreds of hours of manual data re-entry. Onboarding was delayed by legacy data migration bottlenecks where thousands of historical accounts caused unbilled revenue leakage and compliance audit risks without platform limit safety.
verifiedSOLUTION IMPLEMENTED
Architected a turnkey 2nd Generation Managed Package (2GP) that seamlessly unifies Salesforce CRM with modern billing engines. Combines real-time bi-directional event streaming with an automated initial bulk data sync batch engine. Automatically provisions customer profiles upon Opportunity Closed-Won, auto-replenishes credit wallets based on usage thresholds, and embeds real-time invoice PDFs directly inside Salesforce account records.
schemaBi-Directional 2GP Architecture & State Machine Callout Engine
psychologySOLVED ENGINEERING & GOVERNOR LIMIT PATTERNS
Initial Bulk Data Sync & Sequential Entity Callout Chaining
Engineered a Database.Batchable Apex ingestion engine implementing Database.AllowsCallouts to process bulk historical accounts in controlled batch scopes (50-100 records per batch), executing sequential chained HTTP GET callouts across entities (GET Customers ➔ GET Plans ➔ GET Subscriptions ➔ GET Invoices) without hitting 100-callout Apex limits.
Dynamic Entity Request Mutator & State Machine
Built a dynamic HTTP Request State Machine that sequences multi-entity data retrieval callouts (GET Customers ➔ GET Plans ➔ GET Subscriptions) to construct dependent JSON payloads before executing DML record upserts.
Inbound Webhook Concurrency & Governor Limits
Built a two-tier event pipeline (HTTP Ingestion -> Staging Queue -> Platform Events -> Async Queueable Workers) to prevent Apex CPU timeouts and SOQL limit crashes during high-volume end-of-month billing surges.
"Uncommitted Work Pending" Exceptions
Decoupled database DML mutations from external HTTP API calls using isolated Queueable Workers and @future(callout=true) execution threads.
Schema Rigidity Across Client Orgs
Engineered a Runtime Metadata Reflection Engine using Custom Metadata Types to dynamically serialize client-custom CRM fields into API payloads without code deployments.
Transient Network Failures & Row Locking
Implemented a self-healing background Apex recovery batch engine that automatically catches UNABLE_TO_LOCK_ROW errors and retries transactions using exponential backoff logic.
Rollback-Resilient Error Diagnostics Persistence
Error diagnostics are published over an independent Platform Event channel that persists securely in the database even when primary DML business transactions trigger a rollback.
Low-Code Invocable Serialization
Package-supplied Apex Data Transfer Objects (DTOs) expose typed variables to Salesforce Flow Builder via Invocable parameters for clean JSON array formatting.