# Integration Procedure modularity, caching and long-running settings

*Omnistudio Consultant Study Guide · Integration Procedures · Last updated October 27, 2026 · https://www.certifyforce.com/study-guide/omnistudio-consultant/integration-procedures/integration-procedure-modularity-caching-and-long-running-settings*

Integration Procedure design standards a consultant recommends: small reusable procedures, Conditional Blocks and formulas, Org versus Session caching with Cache Blocks or top-level caching, chainable, queueable, future and continuation options for long-running work, and the Loop Block and encrypted-data checks.

- Certification: Salesforce Omnistudio Consultant
- Exam section: Integration Procedures
- Study guide: https://www.certifyforce.com/study-guide/omnistudio-consultant

**Official exam objective:**

> Discuss best practices for Integration Procedures.

## What the exam expects

- Recommend small, reusable Integration Procedures called through the Integration Procedure Action, and the other documented best practices (trim replies, avoid too many data calls, check View Encrypted Data, no empty Loop Blocks).
- Design conditional logic with Execution Conditional Formulas and Conditional Blocks, including Is If Else and a default step.
- Choose Org or Session cache, top-level caching or Cache Blocks, and a time to live within the documented maximums.
- Recommend chainable, queueable, future or continuation options for long-running or fire-and-forget work.

Key terms: **Integration Procedure Action** (runs a subordinate Integration Procedure); **Conditional Block** (groups steps behind a formula; Is If Else makes them mutually exclusive); **Cache Block** (caches the output of the steps inside it); **top-level caching** (caches the whole procedure's response); **chaining** (running steps in separate transactions to avoid governor limits).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Org Cache maximum | 48 hours (2880 minutes); non-sensitive, shared data only | [Improve Performance by Using Caching](https://help.salesforce.com/s/articleView?id=sf.os_cache_for_dataraptors_and_integration_procedures_54751.htm&language=en_US&type=5), [Cache Block](https://help.salesforce.com/s/articleView?id=xcloud.os_cache_block.htm&language=en_US&type=5) |
| Session Cache maximum | 8 hours (480 minutes); cleared when the session expires | [Cache Block](https://help.salesforce.com/s/articleView?id=xcloud.os_cache_block.htm&language=en_US&type=5) |
| TTL minimum | 5 minutes for both cache types | [Cache Block](https://help.salesforce.com/s/articleView?id=xcloud.os_cache_block.htm&language=en_US&type=5) |
| Failed top-level run | Its data isn't cached | [Cache for Top-Level Integration Procedure Data](https://help.salesforce.com/s/articleView?id=xcloud.os_cache_for_top_level_integration_procedure_data_54841.htm&language=en_US&type=5) |
| Cache Blocks | When parts update data or need different expiry times | [Improve Performance by Using Caching](https://help.salesforce.com/s/articleView?id=sf.os_cache_for_dataraptors_and_integration_procedures_54751.htm&language=en_US&type=5) |
| Block and element formulas | An element runs only if both formulas are true | [Define Execution Logic](https://help.salesforce.com/s/articleView?id=xcloud.os_define_execution_logic_using_conditional_blocks_48515.htm&language=en_US&type=5) |
| Is If Else | First TRUE element runs; blank last formula is the default | [Define Execution Logic](https://help.salesforce.com/s/articleView?id=xcloud.os_define_execution_logic_using_conditional_blocks_48515.htm&language=en_US&type=5) |
| useFuture | Child runs as a future method and returns no data | [Integration Procedure Action for Integration Procedures](https://help.salesforce.com/s/articleView?id=xcloud.os_integration_procedure_action_for_integration_procedures_53279.htm&language=en_US&type=5) |
| Include All Actions in Response | Loop Block can't process an array of records | [Work with Data and Lists](https://help.salesforce.com/s/articleView?id=xcloud.os_ips_work_with_data_and_lists.htm&language=en_US&type=5) |
| Encrypted fields | Check View Encrypted Data before showing decrypted values | [Integration Procedure Best Practices](https://help.salesforce.com/s/articleView?id=xcloud.os_integration_procedure_best_practices_54721.htm&language=en_US&type=5) |

## Check yourself

- Why is Session Cache the safer choice for data that belongs to one signed-in user?
- When should a consultant recommend Cache Blocks instead of top-level caching?
- Why might an action inside a Conditional Block not run even though its own formula is true?
- What does Chain On Step do?

## Sources

- [Integration Procedure Best Practices](https://help.salesforce.com/s/articleView?id=xcloud.os_integration_procedure_best_practices_54721.htm&language=en_US&type=5)
- [Improve Performance by Using Caching](https://help.salesforce.com/s/articleView?id=sf.os_cache_for_dataraptors_and_integration_procedures_54751.htm&language=en_US&type=5)
- [Cache Block](https://help.salesforce.com/s/articleView?id=xcloud.os_cache_block.htm&language=en_US&type=5)
- [Cache for Top-Level Integration Procedure Data](https://help.salesforce.com/s/articleView?id=xcloud.os_cache_for_top_level_integration_procedure_data_54841.htm&language=en_US&type=5)
- [Enhance Performance by Using Cache Blocks](https://help.salesforce.com/s/articleView?id=xcloud.os_enhance_performance_using_cache_blocks_48810.htm&language=en_US&type=5)
- [Settings for Long-Running Integration Procedures](https://help.salesforce.com/s/articleView?id=xcloud.os_settings_for_long_running_integration_procedures_56206.htm&language=en_US&type=5)
- [Integration Procedure Action for Integration Procedures](https://help.salesforce.com/s/articleView?id=xcloud.os_integration_procedure_action_for_integration_procedures_53279.htm&language=en_US&type=5)
- [Define Execution Logic](https://help.salesforce.com/s/articleView?id=xcloud.os_define_execution_logic_using_conditional_blocks_48515.htm&language=en_US&type=5)
- [Integration Procedure Blocks](https://help.salesforce.com/s/articleView?id=xcloud.os_group_integration_procedure_steps_using_blocks_48498.htm&language=en_US&type=5)
- [Work with Data and Lists](https://help.salesforce.com/s/articleView?id=xcloud.os_ips_work_with_data_and_lists.htm&language=en_US&type=5)
- [Integration Procedure Actions](https://help.salesforce.com/s/articleView?language=en_US&id=xcloud.os_integration_procedure_actions_50165.htm&type=5)
- [Set Up a Data Source on a Flexcard](https://help.salesforce.com/s/articleView?id=xcloud.os_configure_a_data_source_on_a_flexcard_35864.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 12 linked practice questions, and unlimited timed mock exams are included with the Omnistudio Consultant pack (USD $19): https://www.certifyforce.com/practice-exams