Embark on a journey to seamlessly connect Salesforce with external systems through a series of meticulously structured lessons. The course begins by setting up the necessary environments, guiding you through creating a Salesforce developer account and configuring the Salesforce and development environments. You'll then dive into the intricacies of SOAP API integration, utilizing tools like Postman to authenticate users and make API calls. Learn to query, insert, and manage records in Salesforce with confidence and precision.
As the course progresses, you'll explore the power of REST APIs, mastering the creation of connected apps and secure authentication methods. Engage with practical exercises that demonstrate how to create and manage records, and develop custom RESTful services tailored to your business needs. The course also covers advanced topics such as lightweight integrations, comparison between SOAP and REST APIs, and strategies for efficient data management using the Salesforce Bulk API.
In the final stages, you'll discover how to integrate Salesforce with other systems using Streaming API and Platform Events, enabling real-time data exchange. You'll also explore Salesforce callouts using Apex, remote site settings, and Lightning Web Component integrations. This comprehensive training provides the knowledge and skills required to build robust, scalable, and secure integrations, preparing you to tackle complex integration challenges confidently.
This course is designed for Salesforce developers, integration specialists, and technical architects who want to enhance their skills in connecting Salesforce with external systems. Prerequisites include a basic understanding of Salesforce development, familiarity with Apex and SOQL, and some experience with APIs.
Salesforce Integration With External Systems Part 1
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Overview
Syllabus
- Setting Up the Environment for the Course
- In this module, we will create a Salesforce developer account and configure the necessary settings within Salesforce to establish an ideal environment for development. We will also introduce the demo application that will be used throughout the course, preparing you for practical, hands-on learning.
- Using Force.com SOAP APIs to Integrate
- In this module, we will delve into the intricacies of the Force.com SOAP API and how it facilitates data interaction between Salesforce and other systems. Through hands-on demonstrations using POSTMAN, we will learn to make API calls, authenticate users, and manipulate data efficiently.
- Creating Lightweight Integrations with the Force.com REST API
- In this module, we will focus on creating RESTful integrations within Salesforce. We will explore the use of Apex annotations and Connected Apps for secure REST API access, followed by practical exercises on executing queries and managing data through REST API calls.
- Salesforce Integrations with External Systems
- In this module, we will explore integrating Salesforce with external systems. We will set up essential development tools, configure external applications, and make REST calls to facilitate dynamic data retrieval and synchronization between Salesforce and external platforms.
- Salesforce BULK API Overview
- In this module, we will dive into the Salesforce BULK API, learning how to handle extensive data operations. We will cover the creation and configuration of BULK APIs, using them to upload records and define data mappings for streamlined data management.
- Salesforce Callouts: Invoking Callouts Using Apex
- In this module, we will master making callouts from Salesforce to external systems using Apex and Lightning Components. We will configure the Salesforce environment for secure callouts and implement custom solutions to enhance real-time data communication.
- Streaming API in Salesforce: Passing Data from Salesforce to External System
- In this module, we will explore the Streaming API and its applications for real-time data streaming. We will create Push Topics, configure Platform Events, and implement Change Data Capture to enable dynamic, automated data exchanges between Salesforce and external systems.
- Integrating One Salesforce Org to Another Salesforce Org Using SOAP API
- In this module, we will focus on integrating different Salesforce orgs using SOAP API. We will explore WSDL configurations, create Apex classes, and set up triggers to establish a secure and efficient data exchange framework between Salesforce environments.
- SOAP UI
- In this module, we will learn to use SOAP UI for testing SOAP-based integrations with Salesforce. We will perform SOAP requests, validate integration scenarios, and gain practical insights into managing SOAP services through this versatile testing tool.
- REST API Callout from LWC (Lightning Web Component)
- In this module, we will focus on REST API callouts from Lightning Web Components. We will prepare the development environment, create interactive components, and implement RESTful interactions to facilitate efficient data exchanges between LWC and external systems.
Taught by
Packt - Course Instructors