Description

Introduction

Salesforce APIs and Web Services allow organizations to integrate Salesforce with external systems, automate processes, and exchange data in real-time. This training covers REST, SOAP, Bulk, and Streaming APIs, enabling developers and administrators to extend Salesforce capabilities securely and efficiently.

Learner Prerequisites

• Basic understanding of Salesforce platform and objects.
• Familiarity with web technologies such as HTTP, JSON, and XML.
• Basic programming knowledge (Apex, Java, or similar languages).

Table of Contents

1. Introduction to Salesforce APIs

1.1 What is an API and Web Service
1.2 Benefits of Using Salesforce APIs
1.3 Overview of Salesforce API Types (REST, SOAP, Bulk, Streaming)
1.4 API Limits and Best Practices

2. REST API

2.1 Introduction to REST API
2.2 Authentication and Security (OAuth 2.0)
2.3 CRUD Operations using REST API
2.4 Querying Salesforce Data with SOQL
2.5 Working with Composite and Batch Requests
2.6 Error Handling and Response Management

3. SOAP API

3.1 Introduction to SOAP API
3.2 WSDL Files and Integration Setup
3.3 Performing CRUD Operations with SOAP
3.4 Querying Salesforce Data with SOAP
3.5 Handling API Responses and Exceptions

4. Bulk API

4.1 Introduction to Bulk API
4.2 When to Use Bulk API vs REST/SOAP
4.3 Batch Processing and Job Management
4.4 Monitoring Bulk API Jobs
4.5 Best Practices for Large Data Operations

5. Streaming API

5.1 Introduction to Streaming API
5.2 Event-Driven Architecture Concepts
5.3 PushTopics and Change Data Capture
5.4 Platform Events and CometD Integration
5.5 Subscribing and Receiving Notifications

6. Apex Integration and Callouts

6.1 Making HTTP Callouts from Apex
6.2 Using Named Credentials and Remote Site Settings
6.3 Handling JSON and XML Payloads
6.4 Error Handling and Retry Mechanisms
6.5 Integrating with External REST/SOAP Services

7. API Security and Governance

7.1 Authentication and Authorization Best Practices
7.2 API Limits and Monitoring
7.3 Secure Data Access and Field-Level Security
7.4 Audit and Compliance Considerations

8. Integration Patterns and Use Cases

8.1 Point-to-Point vs Middleware Integration
8.2 Real-Time vs Batch Integration
8.3 Common Salesforce Integration Patterns
8.4 Sample Use Cases Across Industries

9. Tools and Utilities

9.1 Workbench for API Testing
9.2 Postman for REST API Calls
9.3 Salesforce Developer Console
9.4 Logging and Debugging API Requests

10. Advanced Topics

10.1 Custom Web Services with Apex
10.2 API Versioning and Deprecation Strategies
10.3 Error Handling and Retry Mechanisms
10.4 Optimizing API Performance

Conclusion

Mastering Salesforce APIs and Web Services empowers organizations to integrate systems, automate processes, and build scalable solutions. With a deep understanding of REST, SOAP, Bulk, and Streaming APIs, learners can extend Salesforce functionality securely and efficiently.