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Integration

  • Course Content
  • Overview

Connects Salesforce with external systems for data flow

What is Salesforce Integration?

Salesforce Integration is the process of connecting Salesforce with other systems and applications so data can move seamlessly between them. It enables businesses to synchronize customer information, automate end-to-end processes, and create a unified experience across tools such as ERPs, payment gateways, marketing platforms, data warehouses, and custom applications. In short, integrations help Salesforce become the central hub while still working smoothly with the rest of the enterprise ecosystem.

Who Can Learn Salesforce Integration?

Salesforce Integration can be learned by Salesforce Developers, Admins who want to move into technical roles, Integration Consultants, Middleware specialists, and software engineers who work on enterprise applications. Beginners can start by understanding APIs and basic integration concepts, while experienced professionals can expand into integration architecture, middleware platforms, security, and performance design. Anyone with interest in connecting systems and automating data flow can learn Salesforce Integration and grow into roles like Integration Developer, MuleSoft Developer, Technical Consultant, or Integration Architect.

Do We Need Coding?

Yes, coding knowledge is required for Salesforce Integration, especially when working with REST/SOAP APIs, Apex callouts, authentication flows, and data transformations. However, not all integrations require heavy coding because tools like MuleSoft, external services, and low-code connectors can reduce development effort. A good learning path is to start with integration fundamentals and API concepts, then gradually move into Apex, middleware, and real project patterns.

Where Is It Used in the Real World?

Salesforce Integration is used in almost every enterprise implementation. For example, Salesforce is commonly integrated with ERPs like SAP or Oracle to sync orders, invoices, and inventory. Payment gateways are integrated to update transaction status and automate receipts. Marketing tools can push leads and campaign responses into Salesforce, while data warehouses receive Salesforce data for analytics. Integrations also power real-time workflows such as creating a case in Salesforce when an issue is raised in an external portal, or updating customer status across multiple systems in seconds.

Why It’s Important

Salesforce Integration is important because businesses rarely use Salesforce in isolation; they operate with multiple tools that must share data reliably and securely. Strong integration design improves data accuracy, reduces manual work, and enables automation across departments. For learners, integration skills are highly valuable because they combine Salesforce expertise with enterprise architecture, security, and API knowledge, which leads to strong career growth opportunities in roles such as Integration Consultant, MuleSoft Specialist, or Technical Architect.

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)