Titan Push/Get Best Practices: 7 Rules for Clean Salesforce Integration

Titan Push/Get Best Practices: 7 Rules for Clean Salesforce Integration

Push and Get are the two fundamental operations that connect Titan to Salesforce. Push sends data from Titan to Salesforce. Get retrieves data from Salesforce into Titan. Simple in concept, but the difference between a fragile integration and a bulletproof one comes down to these seven rules.

Rule 1: Never GET What You Can Pass as a Parameter

If the calling page already knows the record ID or user name, pass it as a URL parameter. Every unnecessary GET is an API call that slows the form load, costs against your Salesforce API limit, and creates a failure point. Reserve GETs for data that genuinely needs to be fetched live from Salesforce.

Rule 2: Always Enable “Do Not Overwrite if Empty”

When a user leaves a field blank, a standard Push sends null to Salesforce – which deletes the existing value. Enable the “Do Not Overwrite if Empty” option on every Push that updates existing records. This single setting prevents an entire category of silent data corruption.

Rule 3: Use Nested Pushes for Parent-Child Records

When creating related records (Account + Contact, Opportunity + Line Items), never fire independent Pushes. Use nested Pushes: the parent Push creates the Account and returns the AccountId, then the child Push creates the Contact using the returned ID. This guarantees referential integrity and prevents orphaned records.

Rule 4: Map Only the Fields You Need

Do not map every form field to Salesforce. Map only the fields that have business value. Empty fields that are mapped but not filled create unnecessary null writes. Unmapped fields are simply ignored – which is exactly what you want for optional fields that the user skipped.

Rule 5: Validate Before Pushing

Titan form validation and Salesforce validation rules are two separate systems. A Push that passes Titan validation can still fail Salesforce validation rules, required field checks, or trigger-based restrictions. Test every Push against your actual Salesforce org with realistic data – not just the happy path.

Rule 6: Enable Debug Mode During Development

Titan provides FT Debug Mode and Integration Logs that show the exact JSON payload sent with each Push and the exact Salesforce response. Enable both during development and testing. When something fails, you will see the specific field and error message instead of guessing. Disable debug mode before going live.

Rule 7: Handle Get Failures Gracefully

A GET can fail – the record was deleted, the user lacks permissions, or Salesforce is temporarily unavailable. Never assume a GET succeeds. Use conditional logic to check whether the global variable was populated after the GET. If it is empty, show a user-friendly message instead of a broken form with blank fields.

Quick Reference

RuleWhat It Prevents
Pass parameters, skip unnecessary GETsSlow form loads, wasted API calls
Do Not Overwrite if EmptySilent data deletion
Nested Pushes for parent-childOrphaned records
Map only needed fieldsNull overwrites on optional fields
Test against real SF validationPush failures in production
Enable debug mode in devBlind debugging, wasted hours
Handle GET failuresBroken forms, blank fields

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