Packt
Salesforce Integration With External Systems Part 2
Packt

Salesforce Integration With External Systems Part 2

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Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

6 hours to complete
3 weeks at 2 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

6 hours to complete
3 weeks at 2 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Use Postman to test API connections and perform HTTP callouts.

  • Evaluate different integration methods to choose the most suitable for connecting Salesforce orgs.

  • Assess the effectiveness of no-code integration strategies using Salesforce Flow.

  • Develop a comprehensive integration solution using external services and OpenAPI 3.0 for complex data flows.

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Recently updated!

October 2024

Assessments

3 assignments

Taught in English

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There are 7 modules in this 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.

What's included

1 video1 reading

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.

What's included

4 videos

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.

What's included

6 videos

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.

What's included

6 videos1 assignment

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.

What's included

4 videos

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.

What's included

3 videos

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.

What's included

9 videos2 assignments

Instructor

Packt - Course Instructors
Packt
371 Courses8,562 learners

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Packt

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