Integrating The Cloud - How to integrate Salesforce

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In this presentation Roy Gilad display the diffrent ways to create integration with and using Salesforce.

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Integrating The Cloud - How to integrate Salesforce

  1. 1. How to Integrate WithSalesforce.com?Roy Gilad
  2. 2. How do I Integrate With Salesforce.com?Native Connectors Salesforce market:AppExchangeIntegration PartnerEcosystemDeveloper Toolkits andSalesforce API
  3. 3. How do I Integrate With Salesforce.com?Native Connectors Part of the platform. Effort level to integrate is low:– Rapid configuration and training. Limited functionality.
  4. 4. How do I Integrate With Salesforce.com?Native Connectors Example: Native email integration. Benefits:– Better support.– Monitoring.– KPIs.
  5. 5. How do I Integrate With Salesforce.com?Salesforce market:AppExchange Marketplace with leading solutions! Effort level to integrate is low. Each AppExchange is examined bySalesforce: Security review. Apex best practices.
  6. 6. How do I Integrate With Salesforce.com? Example: Call Telephony IntegrationSalesforce market:AppExchange Benefits: CRM monitoring. Faster sales.
  7. 7.  Example: Radian6How do I Integrate With Salesforce.com?Salesforce market:AppExchange Benefits: Increase customer engagement. Control brand visibility.
  8. 8. How do I Integrate With Salesforce.com?Integration PartnerEcosystem Middleware: Adding an integration layer. Used to connect several systems. High Flexibility.
  9. 9. How do I Integrate With Salesforce.com?Developer Toolkits andSalesforce API Salesforce provides integration onseveral levels. Salesforce has several API. Toolkits for the common SDK. High Flexibility.
  10. 10. Which solution should I choose?Is there a nativeConnector thatfits my needs?Is there anAppExchangethat fits myneeds? Does itfit my budget?3rd partyintegration toolor development
  11. 11. Developing an integration withSalesforce
  12. 12. Questions you need to answer before developingVision &StrategyWhat do we need tointegrate?User interfacesLogicDataVision &StrategyHow often do we needto integrate?Real-timeHourlyDailyWeeklyVision &StrategyHow much do weneed to integrate?10’s1,000’s10,000’s1,000,000’sVision &StrategyDo we need itsynchronised?SynchronousAsynchronous
  13. 13. Your Data ModelYour business logicScreens exposed to the end usersWhat do we need to integrate?
  14. 14. UI Layer Integration – option 1 Request from the page to a server.
  15. 15. UI Layer Integration – option 2 Salesforce Canvas Complex web application already runningoutside of Salesforce Platform that youwant to expose to Salesforce users easilyand securely. Combine Salesforce with information thatcannot leave your premises.
  16. 16. UI Layer Integration – option 2 Salesforce Canvas
  17. 17. Data and Business Layers Integration Salesforce provides several APIs. We will sort them by the needs theyprovide:SOAP APIREST APIApex REST APIApex SOAP APIStreaming APIBulk APIChatter APIMetadata API
  18. 18.  You have a strong development team butyou don’t have a Salesforce developmentteam. You can use out-of-the-box API: REST API SOAP APIWhat is Salesforce.com API?AccountsContactsEventsTasksOpportunitiesCasesInvoicesOrdersContractsAssetsCreate, update and delete data.SELECT NameFROM AccountWHERE Name like A%Salesforce Object Query Language(SOQL)
  19. 19.  You want to integrate using your in-houseprimary key. You want a custom functionality. Tailored made API: Apex REST API Apex SOAP API Just add the annotating to the Class as a“WebService”What is Salesforce.com API?
  20. 20.  You have over a million records toprocess and speed is a requirement. Bulk APIWhat is Salesforce.com API?
  21. 21.  You need near real-time notifications ofwhen records are created or updated. Pub-Sub model. Streaming APIWhat is Salesforce.com API?
  22. 22.  You want to migrate changes, such ascustom object definitions and pagelayouts, from asandbox to yourproduction environment. Metadata APIWhat is Salesforce.com API?
  23. 23. How do I Integrate With Salesforce.com?Native Connectors Salesforce market:AppExchangeIntegration PartnerEcosystemDeveloper Toolkits andSalesforce API
  24. 24. Join Us! LinkedIn:Israel Salesforce User Group MeetupIsrael Salesforce Developer User Group
  25. 25. Roy GiladGilad.Roy@gmail.com052-8971022

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