1. Integration without
code!
David Smith
www.linkedin.com/in/davidsmithnz

2. David Smith
Lead Architect at GravityLab/ CTO at
Five To Flow
GravityLab
We build CRM systems that empower people,
drive performance and embed change.

3. Agenda
● Introduction
● Methods
● Demo
● Examples

4. Introduction
● Focus
○ Medium level
● Declarative methods of integration
○ Integration Platform as a Service
○ External Services
○ Mulesoft Composer
○ Omni-studio
● Triggers
○ Flows
○ Webhooks
○ Schedule

5. IPAS
● Integration Platform as a Service
● Tool that allows you to tie web services together.
● Allows you to integrate without writing code.
● Takes care of all the complicated JSON and other web stuff.
● MuleSoft, Jitterbit, Make.com (Integromat), Zapier, Boomi

6. More integration options
● External services
○ Download a file that describes the API, and import it into Salesforce
○ Call external API’s directly from flows.
● Mulesoft Composer
○ Directly integrated into Salesforce
○ Limited number of integrations, but customisable inside that framework
○ Trigger directly from editor, without needing flows.
● Omni-studio
○ Live interface into external data
○ Hard to justify without direct requirement - mainly industries.

7. How to decide what approach to take?

8. Make.com (Formally Integromat)
● Entry level Integration platform.
● Lots of existing connectors.
● Easy to integrate when connector doesn’t exist.
● Free plan allows full use of platform for rapid prototyping.

9. Process
1. Action: How do you trigger an action?
○ Scheduled
○ Webhook
○ Ben Stokes
2. Transform
3. Save
● What happens at the end of the process?
● What options do we have?
● How do we close the loop?

10. Demo -
Can I build a Google docs
integration in under 4 mins?

11. Examples

14. Duke of Edinburgh New
Zealand

15. Experience Wellington

16. Learning Management
System
Skills Active

17. Links
Website Details
Make.com Entry level IPAS
https://cutt.ly/wellypreso Blog post with links to tools