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Mastering Salesforce Integration

Novice to Professional

Amit Singh

As we are living in a world where everything is related to each other and collaboration is a key thing to succeed.

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As we are living in a world where everything is related to each other and collaboration is a key thing to succeed.

This course is designed to learn Salesforce Integration from the very beginning and then advanced to Advance Salesforce Integration. In this course, you will be able to learn every basic information about Salesforce Integration.

By integrating Salesforce with other applications, organizations can now tap to vast unknown resources and provide them with much greater operational visibility.

This course leverage all types of Authentication that can be used while integration with any third-party system including API Key, Basic, OAuth 2.0, OAuth 1.0, JWT &, etc.

In this course, you will also learn how to use different

At the end of the course, you will be able to write any kind of integration for sure.

Note: - The course contains a Major project to Integrate Salesforce with the AWSS3 system.

Bonus:-

  • You will get the PPT of each lecture

  • Code related to each lecture

  • New Videos will be added in the coming future related to other integration topics

  • Plenty no of Assignments for you to practice the integration

  • Live Project implementation along with me

  • Course Completion Certification

  • Multiple Assignments are there for most of the sections.

Enroll now

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What's inside

Learning objectives

  • What integration & when to use integration
  • Why we need to use integration
  • Types of authentication used in various integration api
  • Salesforce integration from basic to advance a step by step implementation
  • Integrate different third party with salesforce
  • Rest & soap webservices
  • Streaming, metadata, chatter, analytics api's
  • Platform event, outbound message, heroku
  • Integration best practices
  • Integration design pattern
  • Composite apis
  • Bulk api
  • Tooling api
  • Introduction to mulesoft
  • Integration design patterns
  • External objects and cross org adopters
  • Soap webservices
  • Show more
  • Show less

Syllabus

Before You Start - Salesforce Integration Reloaded
Introduction to the Course
How to pace with the course
Instructor Voice
Read more
Download the Class Notes
How to Access the Class Code
In this section, you will learn all about what, why & when to use Integration

In this lecture, you will learn ABCD(Basic Overview) of Integration.

In this lecture, you will learn what an API( Application Programming Interface) is and how it is helpful in integration.

In this lecture, you will learn about web services which are used to implement the API

Possible ways to integrate with salesforce ( force.com platform)

Salesforce Integration Reloaded - Marathon Classes (Uncut Videos )

1. What is Integration

2. Setup Postman

3. Types of Authentications

4. No Authentication Implementations

5. API Based Authentication

Free APIs to work without authentication

1. Basic Authentication

2. Connected Application

3. oAuth 2.0

4. Roles in oAuth 2.0

5. oAuth Web Server Flow

6. Get Salesforce Access Token using Postman

  1. Get Auth Code using VF Page

  2. get Access Token using Apex

  3. Store the token details in Custom metadata.

  4. Check the Token Validity

  5. Implement Refresh Token Flow

Here is what we will learn in this video -


  1. OAuth 2.0 User Agent Flow

  2. OAuth 2.0 PKCE Flow.

  3. OAuth 2.0 Device Flow for IOT Integration

  4. OAuth 2.0 Client Credentials Flow

  5. Create Connected Application in LinkedIn

  6. Authenticate to LinkedIn using PostMan

  7. Get LinkedIn User Information using PostMan

In this video, we will learn the following concepts


  1. How Pre-Request Script works in Postman

  2. Use Pre-Request script to get the Refresh Token in Postman

  3. JSON Class Methods in Salesforce

  4. Introduction to Apex Rest

  5. Use Cases of Apex Rest API

  6. Syntax of Apex Rest

  7. Develop your own Apex Rest

  8. Test the API Using Postman

  9. Test the API Using Workbench

Continue with Apex Rest ( Develop Your OWN API)

In this video, we will learn about

  • @HttpPatch in Apex Rest

  • How to Create a Connected App on LinkedIn

  • Integrate with LinkedIn using Postman

  • Create Post using LinkedIn API

  • Like Post using LinkedIn API

  • Create comments using LinkedIn API

  • QuickBooks Overview

  • Create QuickBooks Account

Integrate Salesforce with third party Application

In this video, we will cover the following topics

  1. How to Setup QuickBooks Application

  2. How to Setup the Sandbox for QuickBooks Application

  3. Explore the API Document for QuickBooks Authentication

  4. Explore the API using the API Explorer

  5. Play with the API Using Postman

  6. Get the Access Token Using Salesforce

  7. Store the Access Token in Custom Metadata

In this video, we have covered the following

  1. QuickBooks Integration Recap

  2. Prerequisites for QuickBooks Integration

  3. Create Customers in QuickBooks using Apex

  4. Create Products in QuickBooks using Apex

  5. Debug the Issues related to Access Token & Refresh Token

In this video, You will learn

  1. How to Setup the Google Console

  2. How to Create the Connected Application

  3. Test the Google Connection using Postman

  4. Test the Google API using API Explorer

  5. Test the API using Postman

  6. Discuss about the Assignment

Named Credentials in Salesforce - Marathon Classes (Uncut Videos )

In this video, you will learn the following concept


  1. What is Named Credentials

  2. What is External Credentials

  3. Integration with Freshdesk using Named Credentials

  4. Auth. Providers

  5. Integrate Google Calendar using Named Credentials

  6. Use Google Email to login into Salesforce org

Named Credentials Continue
All about JWT in Salesforce with the basic to advanced

In this video, you will learn the following concept related to JWT in salesforce


  1. What is JWT and How it works

  2. The Component of JWT Token/Assertion

  3. Generate the SSL Certificate and Keys

  4. Create a Connected Application and enabled it for JWT Flow

  5. Authenticate second Salesforce Org using JWT with Custom Apex Class

  6. Generate the private Key in JKS format

  7. Use Auth namespace to get the Access Token using JWT

  8. User Named Credentials for OAuth 2.0 JWT bearer Flow

Streaming API in Salesforce ( Platform Event, CDC, Outbound Message ) - Uncut

In this video, you will learn about the following concept


  1. Introduction to Streaming API

  2. Difference between Pull & Push Technology

  3. Important terms related to Streaming API

  4. Introduction to Platform Events

  5. Types of Platform Events

  6. Publishing Behaviour of Platform Event

  7. Create & Publish Your Platform Event

  8. Subscribe Platform Event using Apex Trigger

  9. Publish Platform Event using Lightning Flow Builder

  10. Publish Platform Event using Rest API with the help of workbench

In this video, you will learn the following concept


  1. How to fire an event using UUID so that event can be tracked

  2. Handle the Success & Error Callback events for Platform Events

  3. Subscribe the Event using Lightning Flows

  4. Subscribe the Event using Lightning Web Component

Subscribe to Platform Event using Node.js & Change Data Capture in Salesforce

  1. What is outbound message

  2. How outbound message is send to external system

  3. Create pipedreamin account

  4. Create a resource in PipeDreamin for listener

  5. Create outbound message

  6. Create flow to fire outbound message

  7. Test the outbound message

Metadata API in Salesforce

  • What is metadata API?

  • How to get the WSDL of metadata API

  • How to import the WSDL in Salesforce

  • FinancialForce Metadata API

  • list metadata using Metadata API

  • Read Metadata using Metadata API

  1. Create Object Using Metadata API

  2. Create Custom Field using API

  3. Create Lookup field in Salesforce

  4. Create Picklist Field using Metadata API

  5. Delete Metadata Record using API

Bulk API in Salesforce

  • What is bulk API

  • When to use use Bulk API

  • Examples & Use Cases of Bulk API

  • Insert records using Bulk API

  • Upser records using Bulk API

  • Query records using Bulk API

Unit Test Cases for APIs

  1. Write the Unit Test Case for Apex Rest

  2. Write the Mock Classes for HTTP Rest API

  3. Write the test cases for HTTP Rest API

  4. Develop the Mock Class for SOAP API

  5. Develop the Unit test cases for Metadata API

External Objects & Cross-Org Adopter

  1. What is external Object in Salesforce

  2. How to setup external object in Salesforce

  3. Create Custom Tab for the External Object

  4. View the External Object record

Salesforce Cross-Org Adopter in Salesforce
Query API, Dependency API, Deactivate Apex Trigger using Tooling API, Create Apex Trigger using Tooling API

  • Use case for Tooling API

  • Endpoint for Tooling API

  • Query API

  • Dependency API

  • Deactivate Apex Trigger using Tooling API

  • Create Apex Trigger using Tooling API

Composite API in Salesforce
Develop your own SOAP API
Introduction to Apex SOAP API & Test using Postman

In this video, you will learn the following topics

  • How to generate WSDL file using APEX

  • how to generate apex using WSDL file

  • How to make an API Call using generated Apex Class

  • What is SOAP API

  • How to use SOAP UI

  • test the SOAP using SOAP UI

This sections covers the basic of the MuleSoft

In this lecture, we will cover the following concept of MuleSoft


  1. What is Point to point Integration

  2. What is API LED Connectivity

  3. API Design vs API Development

  4. Signup for Anypoint Cloud Platform

  5. Download anypoint studio and install

  6. Develop your first API

  7. Test your first API

  8. Deploy your API

Integration Patterns in Salesforce
Learn about Salesforce Integration Design Patterns
Integrate Salesforce with AWS S3 for file management
Setup Root AWS Account

  1. Create AWS Policy to provide the access to S3

  2. Create an IAM User which will be used for integration purpose

  3. Create AWS Secrets for Integration Purpose

  4. Enable MFA for your account.

AWS S3 Integration with Salesforce
Manage your files with Dropbox in Salesforce

  1. Create Dropbox Account

  2. Create a Connected application

  3. Enable the Scope in Application

Practice with the real time scenarios
Implement the code by yourself
List of APIs that you can work on
API List
Interview Questions
Salesforce Integration Questions

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Introduces methods and tools commonly used in industry
Develops skills and knowledge that are highly relevant to an academic setting
Covers essential components of Salesforce Integration including APIs, Authentication, and WebServices
Employs a mix of live demonstrations, exercises, and assignments to provide hands-on experience
Includes access to additional resources such as presentations and documentation
Course completion is recognized with a participation certificate

Save this course

Save Mastering Salesforce Integration: Novice to Professional to your list so you can find it easily later:
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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Mastering Salesforce Integration: Novice to Professional with these activities:
Review Salesforce Integration Concepts
Review the basics of Salesforce Integration to refresh your knowledge before starting the course.
Show steps
  • Read through the course syllabus and learning objectives.
  • Review your notes or study materials from any previous courses or workshops on Salesforce Integration.
  • Do some practice questions or exercises to test your understanding of the key concepts.
Practice Salesforce Admin Skills
Review and practice Salesforce Admin skills to ensure you have foundational knowledge.
Show steps
  • Create a Salesforce Developer Edition account.
  • Complete the Salesforce Admin Beginner Trailhead module.
  • Practice creating and managing objects, fields, and records.
Follow Postman Tutorials on Salesforce Integration
Follow tutorials on Postman to gain hands-on experience with Salesforce Integration.
Browse courses on Postman
Show steps
  • Sign up for a free Postman account.
  • Find and follow Postman tutorials on Salesforce Integration.
  • Complete the tutorials and practice the concepts.
Six other activities
Expand to see all activities and additional details
Show all nine activities
Join a Salesforce Integration Study Group
Join a study group to collaborate with peers and enhance your understanding of Salesforce Integration.
Show steps
  • Find or create a study group focused on Salesforce Integration.
  • Participate in group discussions and knowledge-sharing sessions.
  • Work together on projects or assignments related to Salesforce Integration.
Complete Salesforce Integration Challenges
Complete Salesforce Integration challenges to test your skills and knowledge.
Show steps
  • Find online platforms or resources that offer Salesforce Integration challenges.
  • Select challenges that align with your skill level and interests.
  • Attempt to solve the challenges and test your understanding.
Volunteer with a Non-Profit Organization Using Salesforce
Volunteer with a non-profit organization that uses Salesforce to gain practical experience in a real-world setting.
Browse courses on Salesforce
Show steps
  • Identify non-profit organizations that use Salesforce in their operations.
  • Contact the organization and inquire about volunteering opportunities.
  • Attend training or onboarding sessions provided by the organization.
  • Assist with Salesforce-related tasks, such as data management, reporting, or user support.
Contribute to Salesforce Open-Source Projects
Contribute to open-source Salesforce projects to enhance your understanding of the platform and its ecosystem.
Browse courses on Salesforce
Show steps
  • Identify open-source Salesforce projects that align with your interests and skills.
  • Review the project documentation and codebase.
  • Identify areas where you can contribute, such as bug fixes, feature enhancements, or documentation improvements.
  • Submit your contributions to the project through Pull Requests.
Create a Salesforce Integration Implementation Guide
Create an implementation guide to document your understanding of Salesforce Integration best practices.
Show steps
  • Gather information and resources on Salesforce Integration best practices.
  • Organize the information into a logical structure.
  • Write clear and concise instructions for implementing Salesforce Integration.
  • Review and edit the implementation guide for accuracy and completeness.
Develop a Salesforce Integration Solution for a Business Case
Develop a comprehensive Salesforce Integration solution to demonstrate your understanding and skills.
Show steps
  • Identify a business case or problem that can be solved using Salesforce Integration.
  • Research and analyze the requirements and constraints of the business case.
  • Design and develop a Salesforce Integration solution that meets the requirements.
  • Implement and test the integration solution.
  • Document the solution and present it to stakeholders.

Career center

Learners who complete Mastering Salesforce Integration: Novice to Professional will develop knowledge and skills that may be useful to these careers:

Reading list

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52.5 total hours
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Udemy
Instructor
Amit Singh
Language
English
Good to know
Introduces methods and tools commonly used in industry
Develops skills and knowledge that are highly relevant to an academic setting
Covers essential components of Salesforce Integration including APIs, Authentication, and WebServices
Employs a mix of live demonstrations, exercises, and assignments to provide hands-on experience
Includes access to additional resources such as presentations and documentation
Course completion is recognized with a participation certificate
Share and help others discover this course.
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