About this course
Course Overview
Explore architectural concepts and the big picture thinking of how to integrate on the Salesforce Platform. In this 3-day class, our Salesforce integration experts will demonstrate how to build solutions that provide a single view of your customers. You’ll learn about integration capabilities and the considerations that should be made when architecting an integration solution. Through a combination of demos, discussions, and hands-on exercises, you’ll design and build secure, scalable, and high-performing integration solutions that seamlessly surface the information that matters most.
Target Audience
This class is designed for experienced administrators and platform developers as well as solution, enterprise, and technical architects responsible for designing or building integration solutions on the Salesforce Platform. It’s also designed for project or program managers looking to understand the big picture of integration in order to better manage their projects and programs. Ideally, you hold the Salesforce Administrator, Salesforce App Builder, or Salesforce Platform Developer I credential and/or are knowledgeable about standard and custom objects; how to work with flows and Process Builder; how to navigate Salesforce, Lightning Components, and Schema Builder; and Apex basics such as creating a Class and Anonymous Blocks. This class is recommended for anyone looking to earn their Salesforce Certified Integration Designer credential.
Course Objectives
- Identify integration requirements by asking relevant integration questions to business stakeholders.
- Recommend appropriate integration patterns (Remote Process Invocation — Request and Reply, Remote Process Invocation — Fire and Forget, Batch Data Synchronization, Remote Call-In, and UI Update Based on Data Changes, Data Virtualization) to design integration solutions.
- Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, Outbound Messaging, Callouts, and Salesforce Connect) to build integration solutions.
Course Content
Integration Overview
- Understand the Importance of Integration
- Explore Integration Architecture
- Explore the Meaning of Single View of the Customer
- Explore the Meaning of System Landscape
- Understand the Role of Enterprise Service Bus (ESB) and Extract Transform Load (ETL) in System Landscape
Integration Capabilities
- Introduction to Salesforce APIs
- Create External Applications Using SOAP API
- Build Mobile Applications Using REST API
- Work with Large Data Volumes Using BULK API
- Build Event-Driven Applications Using Streaming API
- Build Event-Driven Applications Using Platform Events
- Build Event-Driven Applications Using Change Data Capture
- Send Data from Salesforce to External Applications Using Outbound Message
- Call External APIs Programmatically Using Callouts
- Integrate Data from an External Data Source Using Salesforce Connect
- Synchronize Data with Heroku Connect
- Call External APIs Declaratively Using External Services
Integration Patterns
- Understand Use Cases for a Request and Reply Pattern
- Understand Use Cases for a Fire and Forget Pattern
- Understand Use Cases for a Batch Data Synchronization Pattern
- Understand Use Cases for a Remote Call-In Pattern
- Understand Use Cases for a UI Update Based on Data Changes Pattern
- Understand Use Cases for a Data Virtualization Pattern
Integration Security
- Explore Two-Way Transport Layer Security (TLS)
- Understand When to Use Remote Site Settings
- Understand the Benefits of Using Named Credentials
- Understand Certificates
- Encrypt Your Data at Rest Using Salesforce Shield Platform Encryption
Advanced Integration Discussions
- Design Solutions for Performance
- Design Solutions for Scale
- Review Integration Regulatory Requirements
- Review Integration Best Practices
Case Study
- Draw a System Landscape Diagram
- Evaluate Business Needs
- Translate Needs to Integration Requirements
- Design an Integration Solution
- Build an Integration Solution
- Maintain an Integration Solution
