Description

Introduction
Salesforce is a leading cloud-based CRM platform that helps organizations manage sales, service, marketing, and business operations efficiently. Salesforce Integration with APIs enables secure connections with external systems such as ERP, HRMS, payment gateways, and third-party applications. Using REST, SOAP, Bulk, and Streaming APIs, businesses can automate data exchange and achieve real-time synchronization across systems.

Learner Prerequisites

• Basic understanding of Salesforce CRM concepts
• Knowledge of objects, fields, and relationships
• Basic understanding of APIs and web services
• Familiarity with JSON, XML, and HTTP methods
• Basic knowledge of Apex (recommended but not mandatory)

Table of Contents

1. Fundamentals of Salesforce Integration
1.1 Overview of System Integrations
1.2 Salesforce API Architecture
1.3 Integration Patterns and Use Cases
1.4 Understanding Authentication & Authorization (OAuth 2.0)
1.5 Connected Apps in Salesforce

2. Salesforce APIs Overview
2.1 REST API Fundamentals
2.2 SOAP API and Enterprise vs Partner WSDL
2.3 Bulk API for Large Data Operations
2.4 Streaming API and Platform Events
2.5 Metadata API and Tooling API

3. Working with REST API
3.1 Understanding Endpoints and Resources
3.2 Performing CRUD Operations using REST
3.3 Testing APIs with Postman
3.4 Handling JSON Requests and Responses
3.5 Error Handling and Debugging

4. Authentication & Security
4.1 OAuth 2.0 Flows (Web Server, Username-Password, JWT)
4.2 Access Tokens and Refresh Tokens
4.3 Named Credentials in Salesforce
4.4 Securing API Integrations
4.5 API Limits and Governance

5. Apex Integration Techniques
5.1 HTTP Callouts in Apex
5.2 Consuming External REST Services
5.3 Consuming SOAP Web Services
5.4 Asynchronous Callouts (Future, Queueable, Batch)
5.5 Handling Callout Exceptions

6. Platform Events & Streaming
6.1 Introduction to Event-Driven Architecture
6.2 Creating and Publishing Platform Events
6.3 Subscribing to Events
6.4 Change Data Capture (CDC)
6.5 Real-Time Integration Scenarios

7. Middleware & External Integrations
7.1 Introduction to Middleware Concepts
7.2 Integrating with ERP Systems
7.3 Outbound Messaging
7.4 Webhooks and External Services
7.5 Salesforce Connect and External Objects

8. Data Migration & Bulk Integrations
8.1 Bulk API 2.0 Overview
8.2 Data Import and Export Strategies
8.3 Handling Large Data Volumes
8.4 Data Transformation Best Practices
8.5 Monitoring Integration Jobs

9. Integration Testing & Deployment
9.1 Writing Test Classes for Callouts
9.2 Mocking HTTP Callouts
9.3 Integration Error Logging Strategies
9.4 Deployment Using Change Sets and DevOps Tools
9.5 Monitoring & Troubleshooting Integrations

Conclusion
This training provides practical knowledge of Salesforce API integrations, including REST, SOAP, Bulk, and Streaming APIs. Learners understand authentication, Apex callouts, middleware, and event-driven integration. Participants gain hands-on experience connecting Salesforce with external systems securely and efficiently.