Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions. We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge on Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IOT, CPQ, Einstein, etc). Topic: 360 degree view of a Salesforce Integration Date and Time: Saturday, April 18, 2020 11:00 AM to 12:00 PM IST Speaker: Roshan Kotla Roshan is a Professional Trainer, Consultant, Architect and an Entrepreneur.Overall Salesforce experience of more than 10 years.Invited Guest Community Theatre speaker at TrailheaDX 2019, IndiaOrganizer and leader of the world's 3rd largest Salesforce DUG, Hyderabad (India).Organizer and Host for Hyderabad Trailblazin’(2018), one of the biggest community conferences in India which was attended by close to 650 people.Mentor for “Journey to Salesforce” and “Student Journey India” programs run by Salesforce.com Agenda: Introduction about 360-degree view of a Salesforce Integration

1. New Delhi Salesforce Developer Group
#ImpactSalesforceSaturday
LEARN . SHARE . CELEBRATE . SALESFORCE
360 degree view of a Salesforce
Integration

2. Salesforce
Integrations
Roshan Kotla
Altokk Software Solutions

3. Roshan Kotla
Founder, Trainer
& Consultant
ALTOKK
https://www.linkedin.com/in/roshankotla/
https://twitter.com/RoshanKotla

4. About Speaker
• Professional Trainer, Consultant, Architect and an Entrepreneur.
• Overall Salesforce experience of more than 10 years.
• Invited Guest Community Theatre speaker at TrailheaDX 2019, India
• Organizer and leader of the world's 3rd largest Salesforce DUG, Hyderabad (India).
• Organizer and Host for Hyderabad Trailblazin’(2018), one of the biggest community conferences in India which was attended by
close to 650 people.
• Mentor for “Journey to Salesforce” and “Student Journey India” programs run by Salesforce.com
• Invited Guest Speaker at New Delhi Salesforce Developer Group
• Invited Guest Speaker at various Salesforce student events.
• Also have speaking at “Salesforce Ohana Meet 2018” and “Ohana Employer connect 2019” at Hyderabad (India) interacting
with SI partners and students in the audience.
• Was an invited guest by Salesforce for the panel discussion held at “Journey to Salesforce” program launch in India
December’18.
• Invited Guest Speaker at TrailheaDX Global gathering meetup held at Salesforce DUG, Visakhapatnam, India.

5. What is Integration

6. The Story…

8. Why do we need it

9. Types of Integration - I
• Data Integration
• Functional Integration

10. Data Integration
A type of integration which is primarily focused on moving data
from one system to another.
Example – Nightly batch integration for daily data sync,
Automatic data sync between two systems as and when data is
created on either side of them.

11. Functional Integration
This type of Integration focuses on leveraging the functionality
of another system.
Example – getting the credit rating of Customer based on
Customer number , finding the co-ordinates of a vehicle based
on Vehicle number.

12. Types of Integration - II
Salesforce leveraging Other applications
Other applications leveraging Salesforce.com

13. Salesforce leveraging other systems
In this type, Salesforce tries to leverage data of other systems
or leverage functionality available on other system.
Example – Salesforce consuming data from other system such
as Customer Info, Tweets, posts etc. OR Salesforce using
other system’s capability to calculate the payable amount for a
customer based on the billables( inputs ).

14. Other systems leveraging Salesforce
In this type, other systems try to leverage data of Salesforce or
leverage functionality available on Salesforce.

15. Types of Integration Intervals
Fixed interval/Scheduled
Real time
Near real time

16. How to integrate
Salesforce leveraging other systems’ services or sending data to other
systems.
• Salesforce will consume/callout a service of other system to achieve the
needful.
• We can send a request to persist/retrieve data from/to other systems
using –
1. Callouts ( with Remote Site settings )
2. Outbound messages ( Workflow triggered)
3. Consuming external services through Apex ( Generate Apex )

17. How to integrate
Other systems leveraging Salesforce data/functionality
• Services are exposed to other systems through APIs
• Here are the options how services can be exposed to other systems –
Standard Salesforce APIs
Enterprise and Partner WSDL
Custom REST Webservices
Custom SOAP Webservices

18. What is a Webservice
• Web Services are platform and language independent
programs. They use XML and are used for communicating
between different systems.
• Software applications written in various programming
languages and running on various platforms can use web
services to exchange data over web.

19. Apex methods as Web services
Apex class methods can be exposed as custom SOAP/REST
Web service calls. This allows an external application to invoke
an Apex Web service to perform an action in Salesforce

20. Sample Custom SOAP Service
global class MyWebService {
webservice static Id makeContact(String contactLastName, Account a) {
Contact c = new Contact(lastName = contactLastName, AccountId = a.Id);
insert c;
return c.id;
}
}

21. Sample Custom REST Service
@RestResource(urlMapping='/api/Account/*')
global class AccountWebService {
@HttpGet
global static Account doGet() {
RestRequest req = RestContext.request;
RestResponse res = RestContext.response;
String AccNumber = req.requestURI.substring(req.requestURI.lastIndexOf('/')+1);
Account result = [SELECT Id, Name, Phone, Website FROM Account WHERE AccountNumber = :AccNumber ];
return result;
}
}

22. SOAP v REST
SOAP – SOAP stands for Simple Object Access Protocol.
SOAP was developed as an intermediate language so that
applications built on various programming languages could talk quickly to
each other and avoid the extreme development effort. This is
heavyweight.
REST – REST stands for REpresentational State Transfer.
REST is used to build Web services that are lightweight,
maintainable, and scalable.

23. What is a WSDL
• Stands for Web Services Definition Language
• WSDL definitions describe how to access a web service and
what operations it will perform.
• It is an XML-based file which tells the client application what
the web service does and gives all the information required to
connect to the web service.

24. Enterprise and Partner WSDL
Enterprise WSDL –
• It is a tightly coupled WSDL, which means that it contains
references to objects and fields with specific data types
available in a given organization.
• Suitable for building programs for a specific organization.
• Must be regenerated to reflect any changes made to the
Salesforce metadata ( Objects, fields etc. )

25. Partner WSDL
Partner WSDL –
Loosely coupled and does not change with change in
org metadata
Useful when building generic programs/applications
which can be used across different Salesforce
organizations.

26. Few standard Salesforce APIs…
• SOAP API
• REST API
• Apex REST
• Bulk API
• Streaming API
• Chatter API

27. Authentication
• Through Connected App and OAuth 2.0
• Login() method

28. Happy Learning !

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