Salesforce Integration With External Systems Part 2

Packt via Coursera

Go to class Write review

Details

Go to class

Provider

Coursera
Pricing

Free Online Course (Audit)
Languages

English
Certificate

Paid Certificate Available
Duration & workload

6 hours 34 minutes
Sessions

On-Demand
Level

Advanced
Subtitles

English

Found in

Overview

Unlock the full potential of Salesforce by mastering advanced integration techniques with external systems. This course begins by exploring the fundamental concepts of external services in Salesforce, setting a strong foundation for complex integrations. You’ll learn to connect multiple Salesforce orgs effortlessly, create objects to manage data, and use tools like Postman and Salesforce Inspector for seamless data management. The step-by-step guidance ensures that you gain hands-on experience in setting up secure connections and managing data flow. As you progress, you’ll delve into no-code integration strategies using Salesforce flows and HTTP callouts. The course covers essential topics like Auth Providers, Named Credentials, and External Credentials, enabling you to implement secure authentication protocols for any integration project. You will also explore creating and using OpenAPI 3.0 documents to streamline and document API interactions, ensuring your integrations are well-structured and maintainable. In the final modules, you’ll apply your skills to integrate Salesforce with external systems like the AHA application. By learning to create and configure external services and credentials, you’ll be able to manage complex data flows and automate workflows without writing a single line of code. This hands-on experience prepares you to tackle real-world integration challenges confidently, transforming you into a proficient Salesforce integration specialist. This course is tailored for Salesforce administrators, developers, and integration specialists who are looking to enhance their skills in integrating Salesforce with external systems. A basic understanding of Salesforce fundamentals is recommended but no coding experience is required.

Syllabus

Introduction to the Course

In this module, we will explore the foundational aspects of external services within Salesforce. We'll begin by understanding what external services are and how they play a critical role in integrating Salesforce with other platforms. This foundational knowledge will set the stage for more advanced integration techniques discussed in later sections.

First Integration Project: One Salesforce Org to Another Salesforce Org

In this module, we will embark on our first integration project, which involves connecting two Salesforce orgs. We'll start by understanding the scope and objectives of the project, then proceed to set up two Salesforce orgs. We'll create a custom object to store employee data, ensuring structured data management. Finally, we'll install and use Postman and Salesforce Inspector to insert records, preparing us for seamless data integration between the orgs.

Project 1: Integrate Two Salesforce Orgs Without Writing a Single Line of Code

In this module, we will execute a comprehensive integration project between two Salesforce orgs without writing any code. We’ll start by using Postman to establish connections and then create a second Salesforce org for the project. We will explore the crucial roles of Auth Providers and Named Credentials in managing secure connections. Finally, we’ll configure these components step-by-step, ensuring robust authentication and seamless data exchange between the orgs.

Http Callout Using Flow

In this module, we will explore how to perform HTTP callouts directly from a Flow in Salesforce. We'll start with the fundamentals of creating HTTP callouts and invoking Flows from Actions. Next, we’ll delve into creating external services through callouts and making POST requests using Postman. Finally, we’ll test our Flows to verify the effectiveness and reliability of our integration processes, equipping you with essential skills for advanced Salesforce automation and integration.

OpenAPI 3.0 Tutorial

In this module, we will delve into the OpenAPI 3.0 framework and its application in documenting and streamlining APIs. We'll start by understanding the basics of OpenAPI and its use cases. Next, we’ll explore how to define paths and endpoints through practical examples. We'll then learn to create a simple OpenAPI 3 document and, finally, focus on building reusable components to create modular and efficient API documentation, vital for successful integration projects.

Integrate Salesforce Org with Another Salesforce Org Using External Service

In this module, we will explore how to integrate two Salesforce orgs using external services. We’ll begin by creating and configuring an external service within Salesforce, followed by learning to call external service actions through Flows. Finally, we will focus on invoking POST actions from Flows, providing hands-on experience in automating and managing sophisticated data flows between the connected Salesforce orgs, ensuring efficient and secure integration.

Project: Connect Salesforce with AHA External System

In this module, we will tackle an advanced integration project connecting Salesforce with the AHA external system. We’ll begin with an overview of the AHA application and then create necessary credentials for secure communication. We’ll use POSTMAN to connect and call AHA services, followed by creating external services in Salesforce using OpenAPI specifications. We’ll then perform feature-specific data retrievals, enhancing our understanding of real-world integrations. Finally, we’ll bring all elements together to achieve a robust integration between Salesforce and the AHA system, consolidating our skills in complex external integrations.