Salesforce Integration With External Systems Part 1

1. Creating a Salesforce Developer Account

In this video, we will learn the crucial steps to create a Salesforce developer account. We will establish an account, providing access to Salesforce's development environment, where we can build and test applications.

2. Overview of the Demo Application

In this video, we will look at an overview of the demo application that will be used throughout the course. We will understand the structure and components of this application, setting the stage for practical demonstrations and hands-on exercises.

3. Demo: Setting Up Your (Salesforce) Environment

In this video, we will follow a step-by-step demonstration on how to set up a Salesforce environment. This includes configuring essential settings within Salesforce to ensure that our instance is optimized and ready for effective development.

4. Demo: Setting Up Your (Development) Environment

In this video, we will dive into the process of setting up our development environment. This video may cover the installation and configuration of necessary tools or software required for Salesforce development and for seamless integration with Salesforce.

1. Overview of POSTMAN Tool and Installing POSTMAN on Local Machine

In this section, we will get acquainted with the powerful POSTMAN tool and learn how to install it on our local machine. This video sets the stage for hands-on exploration, providing us with a robust environment for SOAP API integration.

2. Overview of SOAP API

In this video, we will gain a comprehensive understanding of the Force.com SOAP API. We will explore its features, functionalities, and the pivotal role it plays in connecting and exchanging data between Salesforce and external systems.

3. JSON Versus XML: Features of XML and JSON

In this video, we will delve into the distinctions between JSON and XML, essential for effective data interchange. We will understand the unique features of each format and discover when to leverage XML or JSON in our SOAP API integrations.

4. Authenticating SOAP API Users: Connect to Salesforce Using POSTMAN

In this video, we will unlock the secrets of authenticating SOAP API users. We will follow a step-by-step guide on connecting to Salesforce using POSTMAN, ensuring secure and authenticated access to Salesforce resources.

5. SOAP Requests with POSTMAN: Query Account Records

In this video, we will put our knowledge into action by making SOAP requests with POSTMAN. Specifically, we will learn to query account records, providing practical insights into retrieving and manipulating data within our Salesforce instance.

6. Making SOAP API Calls Using POSTMAN

In this video, we will dive deeper into SOAP API integration and the process of making SOAP API calls using POSTMAN. We will gain hands-on experience and sharpen our skills in executing seamless API calls within our Salesforce environment.

7. Working with SOAP API Headers: MRU Header

In this video, we will explore the nuances of working with SOAP API headers, specifically the Most Recently Used (MRU) header. We will understand how headers enhance our SOAP API requests and contribute to a more efficient and tailored integration experience.

8. How to Create a Record in Custom Object Using SOAP API?

In this video, we will learn the step-by-step process of creating a record in a custom object using SOAP API. We will uncover the intricacies of customizing our Salesforce environment and master the art of data manipulation through SOAP API calls.

9. Insert Multiple Records into Different Objects Using SOAP

In this video, we will extend our capabilities by discovering how to insert multiple records into different objects using SOAP API. This video equips us with advanced techniques for handling bulk data seamlessly within Salesforce.

10. Demo Description: Building Custom SOAP Services

In this video, we will understand the significance of building custom SOAP services with a detailed demo description. We will explore the possibilities of tailoring SOAP services to meet specific business requirements and enhance our integration capabilities.

11. Demo: Creating a Custom SOAP Service

In this video, we will put theory into practice with a hands-on demonstration. We will follow along as we create a custom SOAP service, with practical insights and skills to design tailored services within our Salesforce environment.

1. Overview of Apex REST Annotations

In this video, we will gain a foundational understanding of Apex REST annotations, a key element in leveraging the Force.com REST API. We will learn how these annotations facilitate the creation of lightweight integrations within the Salesforce platform.

2. Use Postman to Call a REST API

In this video, we will explore the practical side of Force.com REST API integration as we walk through using Postman to make REST API calls. We will master the essential skills for executing seamless REST requests.

3. Create a Connected App in Salesforce: Connected Apps Use the Standard OAuth

In this video, we will understand the significance of connected apps and their role in OAuth-based authentication. This video walks us through the process of creating a connected app in Salesforce, a crucial step for secure and authorized REST API access.

4. Authenticating REST API Users

In this video, we will uncover the intricacies of authenticating REST API users. We will learn to establish secure connections and authenticate users effectively, ensuring the integrity and confidentiality of our REST API integrations.

5. Execute a SOQL Query to Retrieve Records

In this video, we will navigate the world of SOQL queries within the context of REST API integrations. We will understand how to execute queries to retrieve records, providing you with valuable insights into data retrieval and manipulation.

6. Create a Record Using Rest API from POSTMAN

In this video, we will put our skills into practice as we work through creating a record using the REST API from Postman. We will follow along and gain hands-on experience in seamlessly integrating RESTful services with our Salesforce environment.

7. Create a Custom Object Record Using REST API from POSTMAN

In this video, we will take our REST API integration skills to the next level as we walk through creating a custom object record using REST API from Postman. We will gain insights into customizing and manipulating records.

8. Assignment to Create a Custom Object Record Using REST API from POSTMAN

In this video, we will challenge ourselves with an assignment designed to reinforce our learning. We will create a custom object record using REST API from Postman in a practical scenario, solidifying our understanding of the integration.

9. Creating a Custom REST API in Salesforce

In this video, we will explore the realm of customization as we walk through creating a custom REST API within Salesforce. We will understand the nuances of tailoring RESTful services to meet specific business needs and enhance our integration capabilities.

10. Difference Between SOAP API and REST API

In this video, we will clarify the distinctions between SOAP API and REST API. We will understand the unique features and use cases of each to make informed decisions when choosing the most suitable integration approach for our Salesforce projects.

1. Calling Salesforce from External Application

In this section, we will discover the seamless integration possibilities as we walk through calling Salesforce from an external application. We will learn to establish connections and enable bidirectional data flow between Salesforce and external systems.

2. Install Node JS and Visual Studio Code

In this video, we will prepare our development environment for external system integration by installing Node JS and Visual Studio Code. This video ensures that we have the necessary tools to streamline connecting Salesforce with external applications.

3. Host External Application on Your Local Machine and Update credentials.json File

In this video, we will dive into the practicalities of hosting an external application on our local machine and updating the credentials.json file. We will understand the essential steps for a smooth and secure integration setup.

4. Making a REST Call from External System to Fetch Salesforce Records

In this video, we will test our skills as we work through making a REST call from an external system to fetch Salesforce records. We will gain hands-on experience in orchestrating data retrieval and manipulation between disparate systems.

1. What Is Salesforce BULK API? How BULK API Works in Salesforce?

In this video, we will grasp the fundamentals as we delve into the world of Salesforce BULK API. Understand its purpose, functionality, and how it operates within the Salesforce ecosystem for handling large-scale data transactions.

2. How Do I Create a BULK API in Salesforce?

In this video, we will navigate the creation process of a BULK API in Salesforce with step-by-step guidance. This video equips us with the skills to set up and configure BULK API, laying the groundwork for efficient handling of voluminous datasets.

3. Salesforce BULK API with Example

In this video, we will gain practical insights into the application of Salesforce BULK API with a detailed example. We will learn how to leverage its capabilities in real-world scenarios, ensuring that we can harness its power for diverse data processing needs.

4. Salesforce BULK API: Upload Records Using a CSV File in Salesforce

In this video, we will explore the practical aspects of uploading records using the Salesforce BULK API. We will understand how to utilize CSV files for seamless data uploads, streamlining the process of managing and manipulating large datasets.

5. Salesforce BULK API: Create a Transformation Spec That Defines Mappings

In this video, we will create a Transformation Spec that defines mappings within the Salesforce BULK API. We will learn how to tailor the API to specific business requirements, ensuring accurate and customized data transformations.

1. How to Make Callouts from Salesforce?

In this video, we will learn the essentials of making callouts from Salesforce. We will understand the fundamental principles and techniques for establishing seamless communication between Salesforce and external systems.

2. How to Enable Custom Domain in Salesforce?

In this video, we will explore the steps to enable a custom domain in Salesforce, a crucial aspect for secure and personalized callouts. This video ensures that we have the necessary configurations to enhance the security and reliability of our callout processes.

3. What Is Remote Site Setting and How to Use Remote Site Settings in Salesforce?

In this video, we will navigate the world of remote site settings in Salesforce and understand their role in facilitating secure communication. We will learn to effectively configure and use remote site settings to streamline callouts to external systems.

4. Create an Apex Class Which Makes the Callout to External System

In this video, we will gain hands-on experience in creating an Apex class that makes callouts to external systems. This video provides insights into developing robust and efficient callout mechanisms within the Salesforce environment.

5. How to Make HTTP Callout from Lightning Component?

In this video, we will explore the realm of Lightning components as we walk through making HTTP callouts from these dynamic components. We will understand the nuances of incorporating callouts into Lightning experiences seamlessly.

6. Make HTTP Callout from Lightning Component and Show Data Inside Salesforce

In this video, we will put our skills into action with a demonstration of making HTTP callouts from Lightning components and displaying the retrieved data inside Salesforce. We will look at a real-world application of callouts within the Lightning framework.

1. Overview of Streaming API in Salesforce

In this video, we will get acquainted with the Streaming API in Salesforce as we provide an insightful overview. We will understand the foundational concepts of real-time data streaming and its applications within the Salesforce ecosystem.

2. What Is a Push Topic in Salesforce? How Do I Create a Push Topic in Salesforce?

In this video, we will dive into the specifics of push topics and their role in the Streaming API. We will learn to create these dynamic topics, shaping the way data is pushed from Salesforce to external systems in response to defined criteria.

3. Create a Push Topic in Salesforce

In this video, we will follow a step-by-step guide on creating a push topic in Salesforce. We will understand the intricacies of defining topics that trigger data push notifications, facilitating real-time communication between Salesforce and external apps.

4. Download Java Development Kit to Set Up External Application

In this video, we will prepare our external application for dynamic data exchange by downloading the Java Development Kit. This video ensures that we have the necessary tools to seamlessly set up our external application for the Streaming API integration.

5. Install Eclipse on Your Machine

In this video, we will explore the Eclipse IDE and its role in the Streaming API integration. We will follow along as we work through installing Eclipse on our machine, providing a robust development environment for building and managing applications.

6. Import Maven Project

In this video, we will dive into the practicalities of Maven projects as we walk through the process of importing one. We will understand how Maven streamlines project management, ensuring a smooth integration experience with the Streaming API.

7. Sending Data from Salesforce to External System Using Push Topics

In this video, we will explore push topics as we work through sending data from Salesforce to an external system. We will understand how push topics facilitate dynamic data dissemination, enabling seamless communication between platforms.

8. What Are Platform Events in Salesforce? How to Create Platform Events?

In this video, we will learn about the significance of platform events and discover how to create these events, laying the foundation for orchestrating real-time data exchanges across our Salesforce environment.

9. How to Publish Platform Events from Workbench?

In this video, we will navigate the practicalities of Workbench as we demonstrate how to publish Platform Events. We will gain hands-on experience in using this powerful tool to facilitate the seamless flow of events within our Salesforce ecosystem.

10. How to Publish Platform Events from Apex?

In this video, we will unlock the potential of Apex as we walk through publishing Platform Events directly from code. We will understand how to leverage Apex to trigger and propagate events, offering a dynamic approach to data communication.

11. What Are Change Data Capture Events in Salesforce? How to Create Them?

In this video, we will delve into the transformative world of Change Data Capture (CDC) events. We will understand their role in capturing data changes and create these events to drive effective communication within our Salesforce setup.

12. Sending Data from Salesforce to External System Using Change Data Capture Events

In this video, we will cap off the section by sending data from Salesforce to an external system using Change Data Capture events. We will witness the real-time, automated exchange of data driven by changes in our Salesforce environment.

1. How Do I Integrate One Org to Another in Salesforce?

In this video, we will navigate the intricacies of integrating one Salesforce org with another. This video provides insights into seamless integration practices and establishing robust connections between Salesforce environments.

2. Partner Versus Enterprise WSDL: Difference Between Partner WSDL and Enterprise WSDL

In this video, we will clarify the distinctions between Partner WSDL and Enterprise WSDL. We will understand the unique features of each and gain insights into choosing the most suitable WSDL type for our Salesforce org integration scenarios.

3. How to Generate Apex Class from WSDL?

In this video, we will unlock the power of Apex as we work through generating Apex classes from WSDL. We will learn to leverage these classes for effective communication between Salesforce orgs, ensuring a smooth integration process.

4. Remote Site Settings in Salesforce

In this video, we will delve into the role of remote site settings in Salesforce org integration. We will understand how to configure and optimize remote site settings to foster secure and reliable communication between Salesforce environments.

5. Create Trigger on the Parent Salesforce System

In this video, we will explore the practicalities of creating triggers on the parent Salesforce system. We will learn how triggers enhance the integration process, allowing for seamless data synchronization and manipulation.

6. End-to-End Walkthrough of the Complete Application

In this video, we will witness a comprehensive end-to-end walkthrough of a complete application. This video provides practical insights into applying the integration concepts covered in the section, offering a holistic view of Salesforce org integration.

7. Test the Connection Between Salesforce Orgs

In this video, we will cap off the section with a guide on testing the connection between Salesforce orgs. We will ensure the reliability and efficiency of our integration by conducting thorough tests and validations.

1. What Is SOAP UI and How to Install SOAP UI?

In this video, we will learn the steps to install this powerful testing tool. We will understand how SOAP UI plays a crucial role in testing and validating SOAP-based integrations, ensuring robust and reliable communication.

2. Invoke SOAP Service from Parent Salesforce System

In this video, we will explore practical scenarios as we guide you through invoking SOAP services from the parent Salesforce system using SOAP UI. We will gain hands-on experience in leveraging SOAP UI to interact with and test SOAP services seamlessly.

3. SOAP API Request: Login to Salesforce

In this video, we will understand the intricacies of making SOAP API requests, focusing on the login process to Salesforce. We will learn to configure SOAP UI to authenticate and establish connections, a fundamental step in testing SOAP-based integrations.

4. Create and Delete Request from SOAP UI

In this video, we will dive deeper into SOAP UI's capabilities by creating and deleting requests. We will explore how to structure these requests, simulate data interactions, and validate the behavior of SOAP-based integrations within the Salesforce environment.

1. How to Make a REST API Callout from LWC?

In this video, we will explore Lightning Web Components as we walk through making REST API callouts. We will understand the intricacies of seamlessly integrating LWC with external systems, facilitating dynamic data exchanges.

2. Install SFDX and Salesforce Extension Pack for Visual Studio Code

In this video, we will prepare our development environment for Lightning Web Component integration. We will learn how to install Salesforce CLI (SFDX) and the Salesforce Extension Pack for Visual Studio Code, ensuring a robust setup for LWC development.

3. Authorize an Org from Visual Studio Code

In this video, we will navigate the authorization process as we walk through authorizing an org from Visual Studio Code. We will ensure secure and authenticated connections for effective REST API callouts from our Lightning Web Components.

4. Lightning Web Component: Create Combobox for Our Application

In this video, we will explore the practicalities of Lightning Web Component development. We will follow along, create a combobox for our application, and integrate user-friendly components into our LWC for enhanced user experiences.

5. Lightning Web Component: Create a Lightning Button

In this video, we will dive into the dynamic world of Lightning Web Components by creating a Lightning button. We will learn to implement interactive elements within our LWC, providing users with intuitive and engaging functionalities.

6. Lightning Web Component: Define the Handlers for the Combobox

In this video, we will enhance our Lightning Web Component development skills by defining handlers for the combobox. We will learn to customize event handling, ensuring seamless interactions and a tailored user experience within our LWC.

7. Make a REST Call from Client-Side Controller

In this video, we will unlock the dynamic potential of client-side controllers as we work through making REST calls. We will understand how to leverage the client-side controller to initiate and manage REST API interactions, optimizing performance and responsiveness.

8. Parse Web Service Response on the UI

In this video, we will parse web service responses directly on the user interface. We will gain practical insights into presenting and manipulating data within our LWC, creating a seamless and visually appealing experience for end-users.

9. REST API Callout from Client-Side Controller

In this video, we will delve deeper into client-side controller capabilities with a focus on REST API callouts. We will learn to orchestrate REST API interactions directly from the client side, enabling dynamic data retrieval and manipulation within our LWC.

10. REST API Callout from Server-Side Controller

In this video, we will expand our understanding of server-side controller capabilities as we work through REST API callouts from this perspective. We will explore the advantages of server-side interactions for optimized data processing and management.

11. Test the Application

In this video, we will cap off this section with a comprehensive guide on testing our Lightning Web Component application. We will ensure the reliability and functionality of our advanced LWC features through systematic testing and validation.