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Composite API
Streamline Your Integration with Salesforce Composite API: A Consultant's Guide
A consultant's journey towards career growth by
- mastering integrations
- becoming an indispensable team player
- driving project success through collaboration, expertise, and confidence
Success story from client I work with:
2 external systems connected to Salesforce
Hundreds of orders daily
Data sync from external database
Few weeks delivery time ( design, POC, development, testing, documenting, waiting for third parties )
3 people team
Don't hold yourself back when things are a little bit more technical
Empower yourself with confidence and expertise, leaving uncertainty behind as you master the integrations.
External
Database
Salesforce
Accounting
System
Project success story:
Quick Technical Overview: What is integration + key terms
- IT integration, or systems integration, is the connection of data, applications, APIs, and devices across organizations
External
System
Salesforce External
System
Salesforce
External
System
Salesforce
INBOUND OUTBOUND BIDIRECTIONAL / TWO WAY
basic request vs composite request
- single operation vs multiple operations in one request
- integration provider (e.g. Mulesoft )
- what is endpoint?
a specific URL where a web application or a web service
can be accessed and interacted with.
- what is request?
- specific instruction made from one system to another.
- getting or posting data
- query, create, update
- why should you care?
- potentially better understanding of client needs and business process
- avoid task/communication ping pong with devs
- by managing to pass a request successfully you have a proof for devs or external parties.
- you can identify and solve potential obstacles sooner: validation rules, missing permissions, fields naming
typos and more
Become an essential team player by synergizing with senior developers on cutting-edge integration projects.
5 keys to open a vault: SF Authentication
Connected app: 2 keys:
1. Client Id,
2. Client Secret
User perspective: 3 keys:
1. Secret token (login as user, reset secret token),
2. Username
3. User password
Tool:
Use postman to authorize an send requests to Salesforce
Free to use
🗝 CLIENT ID
🗝 CLIENT SECRET
🗝 USERNAME
🗝 PASSWORD + 🗝 SECRET TOKEN
🗝 ACCESS TOKEN
ENDPOINT:
HTTPS://[SF_ORG URL]salesforce.com/services/oauth2/token
ACCESS TOKEN typically expire in 2 hours
Write documentation effortlessly
- You will know what you documenting, because you have understanding
- Just provide few sentences of context + request
- Request (CURL) itself can be used as a documentation
- Don’t forget anonymization of sensitive details
- no dev would ever complain about this documentation style
- feel free to attach printscreens from postman
Composite requests examples:
example: create Account + Contact in a single request
query and insert/update in single request
multiple queries example
multiple objects creation
all or none attribute
internal referencing within the composite request (@annotation)
Photo by Pixabay
Example 1: single record
Photo by Pixabay
Example 2: collection
Photo by Pixabay
Example 3: multiple requests
Summary
- Personal Impact - don’t hold yourself back
- Business Impact - be more valuable for your client, more competent for external parties
- Technical Impact - improve integrations by implementing Composite API
- I am happy to meet you at Enehano stand to discuss more details
- Don't hesitate to reach me at Linked-In for more details or help :)
- www.linkedin.com/in/julius-hudak/
OUR SPONSORS
#CD2023 @CzechDreami
n
Julius Hudak
www.linkedin.com/in/julius-hudak/
Speaker’s name
Thank you

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Streamline Integrations with Salesforce Composite API

  • 1. Composite API Streamline Your Integration with Salesforce Composite API: A Consultant's Guide
  • 2.
  • 3. A consultant's journey towards career growth by - mastering integrations - becoming an indispensable team player - driving project success through collaboration, expertise, and confidence
  • 4. Success story from client I work with: 2 external systems connected to Salesforce Hundreds of orders daily Data sync from external database Few weeks delivery time ( design, POC, development, testing, documenting, waiting for third parties ) 3 people team Don't hold yourself back when things are a little bit more technical Empower yourself with confidence and expertise, leaving uncertainty behind as you master the integrations. External Database Salesforce Accounting System Project success story:
  • 5. Quick Technical Overview: What is integration + key terms - IT integration, or systems integration, is the connection of data, applications, APIs, and devices across organizations External System Salesforce External System Salesforce External System Salesforce INBOUND OUTBOUND BIDIRECTIONAL / TWO WAY basic request vs composite request - single operation vs multiple operations in one request - integration provider (e.g. Mulesoft ) - what is endpoint? a specific URL where a web application or a web service can be accessed and interacted with. - what is request? - specific instruction made from one system to another. - getting or posting data - query, create, update
  • 6. - why should you care? - potentially better understanding of client needs and business process - avoid task/communication ping pong with devs - by managing to pass a request successfully you have a proof for devs or external parties. - you can identify and solve potential obstacles sooner: validation rules, missing permissions, fields naming typos and more Become an essential team player by synergizing with senior developers on cutting-edge integration projects.
  • 7. 5 keys to open a vault: SF Authentication Connected app: 2 keys: 1. Client Id, 2. Client Secret User perspective: 3 keys: 1. Secret token (login as user, reset secret token), 2. Username 3. User password Tool: Use postman to authorize an send requests to Salesforce Free to use 🗝 CLIENT ID 🗝 CLIENT SECRET 🗝 USERNAME 🗝 PASSWORD + 🗝 SECRET TOKEN 🗝 ACCESS TOKEN ENDPOINT: HTTPS://[SF_ORG URL]salesforce.com/services/oauth2/token
  • 8. ACCESS TOKEN typically expire in 2 hours
  • 9. Write documentation effortlessly - You will know what you documenting, because you have understanding - Just provide few sentences of context + request - Request (CURL) itself can be used as a documentation - Don’t forget anonymization of sensitive details - no dev would ever complain about this documentation style - feel free to attach printscreens from postman
  • 10.
  • 11. Composite requests examples: example: create Account + Contact in a single request query and insert/update in single request multiple queries example multiple objects creation all or none attribute internal referencing within the composite request (@annotation)
  • 12. Photo by Pixabay Example 1: single record
  • 13. Photo by Pixabay Example 2: collection
  • 14. Photo by Pixabay Example 3: multiple requests
  • 15. Summary - Personal Impact - don’t hold yourself back - Business Impact - be more valuable for your client, more competent for external parties - Technical Impact - improve integrations by implementing Composite API - I am happy to meet you at Enehano stand to discuss more details - Don't hesitate to reach me at Linked-In for more details or help :) - www.linkedin.com/in/julius-hudak/