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Salesforce Integration

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109 views5 pages

Salesforce Integration

Uploaded by

vishalzenith47
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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WWW.OLYDEM.

COM

INTEGRATION

LEARN
SALESFORCE

This syllabus outlines the comprehensive curriculum for


Salesforce training, encompassing key concepts and
practical skills in salesforce Integration.
WWW.OLYDEM.COM

SALESFORCE INTEGRATION
Salesforce integration involves connecting the Salesforce platform
with other systems, applications, and data sources to enable
seamless data exchange, workflow automation, and business
process optimization. Integrations allow Salesforce to serve as a
central hub for managing customer relationships, while leveraging
data and functionality from external systems to enhance
productivity and decision-making.

ROADMAP OF INTEGRATION
CHAPTER 1: INTRODUCTION TO SALESFORCE INTEGRATION - STRATEGIC PLANNING
● IDENTIFYING INTEGRATION NEEDS:
○ ANALYZE BUSINESS PROCESSES AND DATA FLOW TO PINPOINT AREAS FOR
IMPROVEMENT.
○ EVALUATE THE TYPE OF INTEGRATION REQUIRED (DATA, PROCESS, UI) BASED ON
SPECIFIC NEEDS.

● INTEGRATION STRATEGY DEVELOPMENT:


○ DEFINE CLEAR GOALS AND OBJECTIVES FOR THE INTEGRATION PROJECT.
○ CHOOSE APPROPRIATE INTEGRATION TOOLS AND TECHNOLOGIES BASED ON
REQUIREMENTS.
○ CONSIDER SCALABILITY, SECURITY, AND MAINTAINABILITY OF THE INTEGRATION
SOLUTION.

CHAPTER 2: CORE SALESFORCE INTEGRATION TOOLS - ADVANCED CONFIGURATION


● SALESFORCE CONNECT:
○ DEEP DIVE INTO ADVANCED CONFIGURATION OPTIONS FOR PRE-BUILT
CONNECTORS.
○ MAPPING COMPLEX DATA STRUCTURES AND HANDLING CUSTOM OBJECTS DURING
SYNCHRONIZATION.
○ ERROR HANDLING AND TROUBLESHOOTING COMMON CONNECTION ISSUES.

● DATA LOADER:
○ LEVERAGE DATA MANIPULATION FEATURES WITHIN THE DATA LOADER FOR DATA
CLEANSING AND TRANSFORMATION.
○ SCHEDULE AUTOMATED DATA LOADS USING DATALOADER COMMANDS FOR
CONTINUOUS DATA SYNCHRONIZATION.
○ SECURITY CONSIDERATIONS WHEN USING THE DATA LOADER FOR BULK DATA
OPERATIONS.

+91 7820031784 Olydemglobal@gmail.com


● OUTBOUND MESSAGING:
○ IMPLEMENTING PLATFORM EVENTS FOR REAL-TIME DATA NOTIFICATIONS AND
EVENT-DRIVEN ARCHITECTURES.
○ UTILIZING CHANGE DATA CAPTURE (CDC) TO CAPTURE AND TRANSMIT CHANGES IN
SALESFORCE DATA TO EXTERNAL SYSTEMS.
○ BUILDING ROBUST ERROR HANDLING AND RETRY MECHANISMS FOR OUTBOUND
MESSAGES.

CHAPTER 3: APEX FOR INTEGRATION - ADVANCED PROGRAMMING


● APEX CLASSES AND METHODS:
○ DESIGNING REUSABLE APEX CLASSES FOR INTEGRATION LOGIC WITH PROPER
ENCAPSULATION AND INHERITANCE.
○ IMPLEMENTING EXCEPTION HANDLING AND CUSTOM ERROR MESSAGES FOR ROBUST
CODE.
○ UNIT TESTING APEX CODE TO ENSURE FUNCTIONALITY AND PREVENT REGRESSIONS.

● APEX CALLOUTS:
○ MAKING SECURE ASYNCHRONOUS AND SYNCHRONOUS CALLOUTS TO EXTERNAL
WEB SERVICES FROM APEX.
○ HANDLING DIFFERENT HTTP METHODS (GET, POST, PUT, DELETE) FOR VARIOUS
INTEGRATION SCENARIOS.
○ PARSING COMPLEX JSON AND XML RESPONSES FROM EXTERNAL APIS.

CHAPTER 4: SOQL AND SOSL FOR INTEGRATION - MASTERING THE CRAFT


● ADVANCED SOQL TECHNIQUES:
○ UTILIZING SUBQUERIES AND JOINS TO RETRIEVE COMPLEX DATA RELATIONSHIPS
ACROSS MULTIPLE OBJECTS.
○ LEVERAGING SOQL FUNCTIONALITIES FOR DATA AGGREGATION AND ROLL-UP
SUMMARIES.
○ BUILDING DYNAMIC SOQL QUERIES BASED ON USER INPUT OR EXTERNAL DATA.

● SOSL FOR ADVANCED SEARCH:


○ MASTERING WILDCARD SEARCHES AND PROXIMITY OPERATORS FOR REFINED
SEARCH RESULTS.
○ UTILIZING FUZZY MATCHING CAPABILITIES OF SOSL FOR HANDLING DATA
INCONSISTENCIES.
○ COMBINING SOQL AND SOSL FOR COMPREHENSIVE DATA RETRIEVAL AND SEARCH
FUNCTIONALITIES.

+91 7820031784 Olydemglobal@gmail.com


CHAPTER 5: ADVANCED INTEGRATION TECHNIQUES - DEEP DIVE
● WORKFLOW & PROCESS BUILDER ADVANCED FEATURES:
○ CONFIGURING FIELD UPDATES, RECORD CREATION, AND TASK ASSIGNMENTS WITHIN
WORKFLOWS.
○ UTILIZING DECISION POINTS AND LOOPS IN PROCESS BUILDER FOR COMPLEX
BRANCHING LOGIC.
○ I NTEGRATING WITH EXTERNAL SYSTEMS USING APEX ACTIONS WITHIN WORKFLOWS
AND PROCESSES.

● BATCH APEX WITH GOVERNOR LIMITS:


○ UNDERSTANDING GOVERNOR LIMITS (E.G., DML STATEMENTS, HEAP SIZE) IN APEX
AND STRATEGIES FOR OPTIMIZATION.
○ BATCH APEX GOVERNOR BYPASS TECHNIQUES (FUTURE METHODS, QUEUES) FOR
HANDLING LARGE DATA VOLUMES EFFICIENTLY.
○ MONITORING AND LOGGING BATCH APEX EXECUTION FOR PERFORMANCE ANALYSIS
AND TROUBLESHOOTING.

● APEX REST WEB SERVICES - ADVANCED DESIGN


○ IMPLEMENTING AUTHENTICATION AND AUTHORIZATION MECHANISMS FOR SECURE
ACCESS TO RESTFUL WEB SERVICES.
○ DESIGNING RESTFUL WEB SERVICES ADHERING TO BEST PRACTICES FOR DATA
REPRESENTATION (JSON) AND ERROR HANDLING (HTTP STATUS CODES).
○ INTEGRATING APEX REST WEB SERVICES WITH EXTERNAL APPLICATIONS FOR
SEAMLESS DATA EXCHANGE.

CHAPTER 6: SECURITY CONSIDERATIONS FOR INTEGRATION - BUILDING A FORTRESS


● ADVANCED USER AUTHENTICATION:
○ IMPLEMENTING OAUTH FOR SECURE AND DELEGATED ACCESS TO SALESFORCE
DATA FROM EXTERNAL APPLICATIONS.
○ UTILIZING PERMISSION SETS AND PROFILES TO CONTROL USER ACCESS TO SPECIFIC
INTEGRATION FEATURES.
○ MONITORING USER ACTIVITY AND ENFORCING DATA ACCESS GOVERNANCE FOR
INTEGRATIONS.

● DATA ENCRYPTION AND SECURITY - IN-DEPTH


○ UTILIZING SALESFORCE SHIELD PLATFORM ENCRYPTION FOR FIELD-LEVEL
ENCRYPTION OF SENSITIVE DATA.
○ IMPLEMENTING DATA ENCRYPTION AT REST AND IN TRANSIT WITH INDUSTRY-
STANDARD ALGORITHMS.
○ SECURITY BEST PRACTICES FOR MANAGING API KEYS, ACCESS TOKENS, AND USER
CREDENTIALS.

+91 7820031784 Olydemglobal@gmail.com


CHAPTER 7: TESTING AND DEPLOYMENT - ENSURING SUCCESS
● ADVANCED UNIT TESTING TECHNIQUES:
○ LEVERAGING TEST FRAMEWORKS LIKE APEXMOCKS FOR MOCKING EXTERNAL
DEPENDENCIES DURING UNIT TESTING.
○ WRITING COMPREHENSIVE TEST COVERAGE FOR APEX INTEGRATION CODE TO
ENSURE RELIABILITY.
○ CONTINUOUS INTEGRATION AND CONTINUOUS DELIVERY (CI/CD) PRACTICES FOR
INTEGRATION DEPLOYMENTS.

+91 7820031784 Olydemglobal@gmail.com

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