Integrating With The Salesforce Platform

Integrating with the Salesforce Platform covers the key elements of how to design and implement all types of integrations with the Salesforce platform. The course introduces the major integration mechanisms available on the Salesforce platform, such as the APIs and the built-in declarative functionalities. Participants explore the technologies that play critical roles in integrating with the platform, including the SOAP and REST APIs, Apex, the Streaming API, and outbound messaging. Cutting-edge integrations, such as integrating with Amazon’s Alexa, Facebook’s Messenger platform, and Heroku are also covered.

Note: To get the most out of this course, you should be comfortable reading and writing object-oriented code.


When you complete this course, you will be able to:

Identify various integration techniques.
Develop methods for integrating with the Salesforce platform.
Identify the advantages of various integration techniques.
Integrate with the Salesforce platform web services.
Build custom web services.
Integrate with the Streaming and Bulk APIs.
Use Salesforce Connect and Heroku Connect to implement declarative integrations.
Implement single sign-on, social sign-on, and social customer service.
Embed external applications into the Salesforce user interface using Canvas.

Administración y programación bases de datos

Disponible en formato e-learning

Disponible en formato presencial

Disponible en formato a distancia

Subvención disponible
A través de Fundae, cumpliendo requisitos.

25 horas

  • Dificultad 50% 50%
  • Nivel alcanzado 80% 80%

Dirigido a

Integrating with the Salesforce Platform is ideal for customer developers, system integrators, architects, and independent software vendors (ISVs) new to the platform who want to learn how to design and build integrations with the Salesforce platform cloud applications.

Conocimientos requeridos

It is not necessary to be a Salesforce platform developer to take this course; however, we recommend that participants be familiar with the Salesforce platform and proficient in an object-oriented programming language such as Java or C#. Familiarity with JavaScript frameworks, such as Node.js, is also recommended, but not required.


You will discover the following topics:

Integration Overview

Assessing Your Architectural Landscape
Evaluating business problems from an integration perspective
An introduction to working with the Salesforce APIs

Salesforce Platform security
Salesforce Identity and Single Sign-on

Introduction to Salesforce Identity and Single Sign-on
Single Sign-on using SAML
Single Sign-on Delegated Authentication
Social Sign-on
Working with Salesforce Data

sObjects and relationships

The Architecture
Working with the SOAP API
Working with the partner WSDL
Debugging and testing

JSON Basics
JSON and Java
JSON and C#

An introduction to the Salesforce REST APIs
Integrating with Facebook Messenger and Amazon Alexa

Integrating the Salesforce platform with Amazon Alexa
Salesforce Bot for Facebook Messenger
Bulk API

An overview of the Bulk API
Using the Bulk API to modify data
Querying with the Bulk API
Bulk API 2.0
Streaming API

The architecture
Working with the PushTopic Streaming API
Understanding Message Durability
Working with the Generic Streaming API
Key Streaming API facts
Declarative Integration Features

Outbound messaging
Salesforce Connect
Salesforce to Salesforce
Social Customer Service
Integrating Using Heroku Connect

Integrating with an RDBMS
Using the Data Loader as an Integration Client

Data Loader overview
Including Data Loader in architecture
Apex and Integration

Introduction to Apex
Custom Apex web services
Apex callouts
Email services
Embedding Web Pages and Applications within Salesforce

Designing for Salesforce and the Salesforce1 mobile application
Mashups and Visualforce
Computer Telephony Integration (CTI)

Computer Telephony Integration
Design Workshop

Architecting a solution

Solicita información del curso

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