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Integration

  • Course Content
  • Overview

Connects Salesforce with external systems for data flow

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Integration

  • 25 sessions
  • Integration Session 01

    Introduction to Integrations

    • What is Integration & Why it’s Needed
    • Salesforce Integration Capabilities Overview
    • Types of Integration (Data, Process, UI, Security)
    • Understanding Integration Use Cases (ERP, Payment, Chat, etc.)
  • Integration Session 02

    Salesforce Integration Architecture

    • Integration Patterns in Salesforce
    • Request–Response and Event-Driven Architectures
    • One-Way vs Two-Way Integrations
    • Key Integration Terminologies (API, Endpoint, Token, Payload)
  • Integration Session 03

    Understanding API Basics

    • What is an API (Application Programming Interface)?
    • API Types: REST, SOAP, BULK, Streaming
    • HTTP Fundamentals (GET, POST, PUT, DELETE)
    • JSON vs XML Formats
  • Integration Session 04

    REST API Fundamentals

    • What is REST API in Salesforce
    • REST Resource URLs & Structure
    • Authentication and Access
    • Testing REST APIs via Postman
  • Integration Session 05

    SOAP API Fundamentals

    • Introduction to SOAP Protocol
    • WSDL (Web Service Definition Language)
    • Consuming SOAP API in Salesforce
    • Testing SOAP using SOAP UI
  • Integration Session 06

    Authentication Mechanisms

    • Overview of Authentication in Integrations
    • Username–Password Flow
    • OAuth 2.0 Overview
    • Connected App Setup in Salesforce
  • Integration Session 07

    OAuth 2.0 Deep Dive

    • OAuth Grant Types (Web Server, JWT, User-Agent)
    • Creating and Configuring Connected Apps
    • Token Lifecycle and Refresh Tokens
    • Hands-on OAuth Authentication using Postman
  • Integration Session 08

    Named Credentials & External Credentials

    • What are Named Credentials
    • Simplifying Authentication using Named Credentials
    • External Credential Configuration
    • Secure Secret Storage and Token Rotation
  • Integration Session 09

    REST API Integration (Hands-On)

    • Creating a REST API Connection
    • Sending Request from Salesforce → External System
    • Parsing Response in Apex
    • Debugging and Error Handling
  • Integration Session 10

    SOAP API Integration (Hands-On)

    • Generating Apex Classes from WSDL
    • Calling External SOAP Service from Apex
    • Handling SOAP Envelopes and Responses
    • Error Codes and Fault Handling
  • Integration Session 11

    Callouts Using Apex

    • Understanding HTTP Callouts in Apex
    • Using HttpRequest and HttpResponse Classes
    • Managing Headers, Body, and Status Codes
    • Real-Time Demo: Call Weather API from Apex
  • Integration Session 12

    REST API Callouts – Advanced

    • Dynamic REST Endpoints
    • Handling JSON Serialization and Deserialization
    • Using Wrapper Classes for JSON Parsing
    • Integrating with Public APIs (Currency, ChatGPT, etc.)
  • Integration Session 13

    Platform Events & Streaming API

    • What are Platform Events
    • Real-time Event-based Integrations
    • Streaming API Concepts (PushTopics, CDC)
    • Use Case: Event Notification between Orgs
  • Integration Session 14

    Change Data Capture (CDC)

    • What is CDC in Salesforce
    • Tracking Data Changes Across Systems
    • Subscribing to CDC Events
    • Real-Time Sync Use Case between Orgs
  • Integration Session 15

    Outbound Messaging

    • Introduction to Outbound Messaging
    • Setting up Workflow/Flow-based Outbound Messages
    • Consuming Outbound Message on External Server
    • Comparison: Outbound vs Apex Callout
  • Integration Session 16

    Middleware Introduction

    • Why Middleware is Needed
    • Popular Middleware Tools (MuleSoft, Boomi, Jitterbit, Workato)
    • Salesforce + MuleSoft Architecture Overview
    • Integration Use Case Scenarios
  • Integration Session 17

    MuleSoft Basics

    • Introduction to MuleSoft Anypoint Platform
    • Building a Basic API Flow
    • Connecting MuleSoft with Salesforce
    • Testing Mule Flow and Debugging
  • Integration Session 18

    Real-Time Integration with MuleSoft

    • REST to Salesforce Integration via MuleSoft
    • Transformation using DataWeave
    • Error Handling and Logging in Mule
    • Multi-System Integration Example
  • Integration Session 19

    Bulk API & Data Integration

    • Bulk API 1.0 vs Bulk API 2.0
    • Handling Large Data Volume Transfers
    • Inserting, Updating, and Deleting Data via Bulk API
    • Data Loader vs Bulk API vs ETL Comparison
  • Integration Session 20

    External Objects & Salesforce Connect

    • What are External Objects
    • OData Protocol Overview
    • Configuring Salesforce Connect to Access External Data
    • Real-Time Example: Displaying External Database Data in Salesforce
  • Integration Session 21

    Integration Error Handling & Retry Mechanisms

    • Common Integration Errors and Status Codes
    • Retry and Timeout Mechanisms
    • Logging Integration Responses
    • Designing Fault-Tolerant Integrations
  • Integration Session 22

    Security & Best Practices

    • Securing API Calls and Sensitive Data
    • Using Named Credentials and Shield Platform Encryption
    • Enforcing IP Restrictions and Session Policies
    • Integration Best Practices Checklist
  • Integration Session 23

    Advanced Integration Design Patterns

    • Remote Process Invocation – Request & Fire-and-Forget
    • Batch Data Synchronization
    • Data Virtualization
    • Event-Driven and Aggregation Patterns
  • Integration Session 24

    Integration Project – Real-Time Case Study

    • End-to-End Project Overview
    • REST Callout from Salesforce → External System
    • Response Parsing and Data Storage in Salesforce
    • Error Handling and Logging Dashboard
  • Integration Session 25

    Integration Project – Multi-System & Certification Path

    • Integration between Salesforce, MuleSoft, and External API
    • Best Practice Review and Optimization
    • Monitoring Integration Performance
    • Salesforce Integration Certifications (Architect, Developer)
    • Future of Salesforce Integrations (Data Cloud + AgentForce)