The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Do you want to be able to integrate external systems to Salesforce without copying the data and be able to write back to that system? Join us to go through several techniques that will allow you to leverage Lightning Connect's new write capability to its fullest potential. We'll show you how to build robust two-way integrations using a variety of declarative and programmatic tools and techniques. In addition, we'll explore common pitfalls like high operation latency and transaction semantics to help you avoid potential failures.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Do you want to be able to integrate external systems to Salesforce without copying the data and be able to write back to that system? Join us to go through several techniques that will allow you to leverage Lightning Connect's new write capability to its fullest potential. We'll show you how to build robust two-way integrations using a variety of declarative and programmatic tools and techniques. In addition, we'll explore common pitfalls like high operation latency and transaction semantics to help you avoid potential failures.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Maximizing Salesforce Lightning Experience and Lightning Component PerformanceSalesforce Developers
The document discusses various factors that affect the performance of Lightning Experience and Lightning Component pages. It outlines six main factors: geographical and network latency, device and browser capabilities, Salesforce org configuration, page complexity, component architecture, and server processing. For each factor, it provides recommendations for how to measure and optimize performance, such as enabling the Salesforce Edge network, limiting the number of components on a page, using conditional rendering, and leveraging caching features. The overall message is that page load time in Lightning Experience is sensitive to these infrastructure, code, and configuration factors.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Replicate Salesforce Data in Real Time with Change Data CaptureSalesforce Developers
Migrate your batch processing, scheduled ETL, and nightly workloads to event-driven, real-time integrations using Change Data Capture. CDC means data change events are published to an event stream, allowing businesses to have up-to-date information across systems and applications. Join us to learn how to configure Change Data Capture and subscribe to the stream of change events, streamlining your architectures and processes.
The document provides an overview of Salesforce's intelligent marketing platform and capabilities. It discusses how the platform can help companies:
1) Know everything about their customers through a centralized customer data platform that aggregates data from all sources.
2) Engage customers across every touchpoint through personalized journeys built using marketing automation and AI tools.
3) Personalize every interaction using artificial intelligence, like Einstein, to tailor messages and content in real-time.
The Force.com Platform offers a powerful, scalable, and secure Web Service API to support integration use cases common to large enterprises. In this session, we will revise some of these patterns then focus on a specific pattern used to solve asynchronous integrations. We will delve in to the specific techniques related to this pattern and put them to use by forming real world end-to-end integration use case illustrating maintainability, scalability, extensibility, and security.
Ronjay Chakraborty introduced Salesforce.com and covered the following topics:
- CRM is a strategy for managing interactions with customers and prospects to build and sustain relationships. It helps retain existing clients and find new ones.
- Cloud computing delivers software, platform, and infrastructure as online services. Salesforce.com is a cloud-based CRM platform.
- Salesforce.com includes apps like Sales Cloud, Service Cloud, and Marketing Cloud to manage sales, customer service, and marketing from a single system. It provides tools to customize the system using objects, fields, and other configuration options.
- Admins can use reports and dashboards in Salesforce Analytics to gain real-time insights
Lightning Web Components are a JavaScript programming model for building web applications and interfaces that is built on the best of web standards.
Any front-end web developer can get started with LWC and leverage custom elements, and JavaScript APIs to create modern apps and experiences that are fully aware of Salesforce data and processes.
While there are many ways to build integrations with salesforce, one of the fastest growing ways is through the Salesforce REST API. Join us as we explore the current REST-ful mechanisms available to the AppCloud, and see what the next year has to offer. In this session we will discuss the Salesforce REST API structure, Authenticating to the REST API, sObject Manipulation, and Composition through the REST API.
Deep dive into Salesforce Connected AppDhanik Sahni
This document provides an overview of connected apps in Salesforce. It defines connected apps and their usage, protocols like OAuth and SAML, and terminology. It also demonstrates how to create a connected app, integrate a service provider using SAML or OpenID Connect, and manage access to third-party apps. The document contains examples of connected app use cases and managing OAuth access policies. It concludes by encouraging the reader to continue exploring and learning.
Understanding the Salesforce Architecture: How We Do the Magic We DoSalesforce Developers
Join us for a deep dive into the architecture of the Salesforce1 Platform. We'll explain how multitenancy actually works and how it affects you as a Salesforce customer. By understanding the technology we use and the design principles we adhere to, you'll see how our platform teams manage three major upgrades a year without causing any issues to existing development. We'll cover the performance and security implications around the platform to give you an understanding of how limits have evolved. By the end of the session, you'll have a better grasp of the architecture underpinning Force.com and understand how to get the most out of it.
Salesforce began as a customer relationship management software and has grown into a cloud computing platform. It provides software as a service and platform as a service, including applications like Sales Cloud, Service Cloud, and Force.com for building custom applications. Salesforce uses a multi-tenant architecture allowing multiple customers to use a single instance of the software. It includes tools like Visualforce for customizing interfaces and Apex for adding business logic through code.
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
This document discusses using external objects in Salesforce to integrate and expose data from external sources like OData feeds or proprietary systems. It provides an overview of external objects and how they allow querying and interacting with external data similarly to standard and custom objects. Additionally, it demonstrates connecting to SAP order data via an OData feed, and discusses the OData specification and ecosystem. The document also covers the Apex connector framework for building custom connectors when exposing data via OData is not possible.
The document discusses integration solutions from Salesforce and MuleSoft. It promotes the MuleSoft Anypoint Platform as a complete integration platform that can connect any application, data, or device using API-led connectivity. It positions the platform as future-proof and able to empower organizations to innovate faster. Specific capabilities and use cases mentioned include building a complete customer view, modernizing legacy systems, creating omnichannel experiences, and connecting e-commerce.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Security Model (Dmitry Goshko, Igor Haritonovich)Yury Bondarau
The document discusses security and access levels in Salesforce. It describes how access is determined by organization security, profiles, object permissions, record permissions, field permissions, folder permissions, roles, and permission sets. Record access is further defined by the sharing model, which is influenced by with or without sharing classes, __Share records, and the UserRecordAccess service. The sharing model also considers licensing, relationships like master-detail, and emulating with sharing classes in without sharing classes.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
Choosing the Right Salesforce Integration: The Questions You Should Ask - A C...Cyber Group
Salesforce has built its success as a nimble provider of flexible CRM options and has a strong track record of enhancing their offerings to keep up with the latest connectivity and integration technologies. But with so many options in the mix, it is a real challenge to discern the best solution for your business.
Join our expert consultants, Carolyn Campbell & Mayuri Bhadane as we explore the universe of integration choices in Salesforce. Considering factors like timing, price, system configuration, security and business process needs, we will lay out key questions you need to ask and offer some critical advice about the available solutions for different scenarios
JDF18 - Connecting the customer success platformDeepu Chacko
Presented these slides at Jaipur Dev Fest #JDF18 on 28 July 2018 to the developer community with the intent to list all the integration options and solutions with use cases.
Maximizing Salesforce Lightning Experience and Lightning Component PerformanceSalesforce Developers
The document discusses various factors that affect the performance of Lightning Experience and Lightning Component pages. It outlines six main factors: geographical and network latency, device and browser capabilities, Salesforce org configuration, page complexity, component architecture, and server processing. For each factor, it provides recommendations for how to measure and optimize performance, such as enabling the Salesforce Edge network, limiting the number of components on a page, using conditional rendering, and leveraging caching features. The overall message is that page load time in Lightning Experience is sensitive to these infrastructure, code, and configuration factors.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Replicate Salesforce Data in Real Time with Change Data CaptureSalesforce Developers
Migrate your batch processing, scheduled ETL, and nightly workloads to event-driven, real-time integrations using Change Data Capture. CDC means data change events are published to an event stream, allowing businesses to have up-to-date information across systems and applications. Join us to learn how to configure Change Data Capture and subscribe to the stream of change events, streamlining your architectures and processes.
The document provides an overview of Salesforce's intelligent marketing platform and capabilities. It discusses how the platform can help companies:
1) Know everything about their customers through a centralized customer data platform that aggregates data from all sources.
2) Engage customers across every touchpoint through personalized journeys built using marketing automation and AI tools.
3) Personalize every interaction using artificial intelligence, like Einstein, to tailor messages and content in real-time.
The Force.com Platform offers a powerful, scalable, and secure Web Service API to support integration use cases common to large enterprises. In this session, we will revise some of these patterns then focus on a specific pattern used to solve asynchronous integrations. We will delve in to the specific techniques related to this pattern and put them to use by forming real world end-to-end integration use case illustrating maintainability, scalability, extensibility, and security.
Ronjay Chakraborty introduced Salesforce.com and covered the following topics:
- CRM is a strategy for managing interactions with customers and prospects to build and sustain relationships. It helps retain existing clients and find new ones.
- Cloud computing delivers software, platform, and infrastructure as online services. Salesforce.com is a cloud-based CRM platform.
- Salesforce.com includes apps like Sales Cloud, Service Cloud, and Marketing Cloud to manage sales, customer service, and marketing from a single system. It provides tools to customize the system using objects, fields, and other configuration options.
- Admins can use reports and dashboards in Salesforce Analytics to gain real-time insights
Lightning Web Components are a JavaScript programming model for building web applications and interfaces that is built on the best of web standards.
Any front-end web developer can get started with LWC and leverage custom elements, and JavaScript APIs to create modern apps and experiences that are fully aware of Salesforce data and processes.
While there are many ways to build integrations with salesforce, one of the fastest growing ways is through the Salesforce REST API. Join us as we explore the current REST-ful mechanisms available to the AppCloud, and see what the next year has to offer. In this session we will discuss the Salesforce REST API structure, Authenticating to the REST API, sObject Manipulation, and Composition through the REST API.
Deep dive into Salesforce Connected AppDhanik Sahni
This document provides an overview of connected apps in Salesforce. It defines connected apps and their usage, protocols like OAuth and SAML, and terminology. It also demonstrates how to create a connected app, integrate a service provider using SAML or OpenID Connect, and manage access to third-party apps. The document contains examples of connected app use cases and managing OAuth access policies. It concludes by encouraging the reader to continue exploring and learning.
Understanding the Salesforce Architecture: How We Do the Magic We DoSalesforce Developers
Join us for a deep dive into the architecture of the Salesforce1 Platform. We'll explain how multitenancy actually works and how it affects you as a Salesforce customer. By understanding the technology we use and the design principles we adhere to, you'll see how our platform teams manage three major upgrades a year without causing any issues to existing development. We'll cover the performance and security implications around the platform to give you an understanding of how limits have evolved. By the end of the session, you'll have a better grasp of the architecture underpinning Force.com and understand how to get the most out of it.
Salesforce began as a customer relationship management software and has grown into a cloud computing platform. It provides software as a service and platform as a service, including applications like Sales Cloud, Service Cloud, and Force.com for building custom applications. Salesforce uses a multi-tenant architecture allowing multiple customers to use a single instance of the software. It includes tools like Visualforce for customizing interfaces and Apex for adding business logic through code.
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
This document discusses using external objects in Salesforce to integrate and expose data from external sources like OData feeds or proprietary systems. It provides an overview of external objects and how they allow querying and interacting with external data similarly to standard and custom objects. Additionally, it demonstrates connecting to SAP order data via an OData feed, and discusses the OData specification and ecosystem. The document also covers the Apex connector framework for building custom connectors when exposing data via OData is not possible.
The document discusses integration solutions from Salesforce and MuleSoft. It promotes the MuleSoft Anypoint Platform as a complete integration platform that can connect any application, data, or device using API-led connectivity. It positions the platform as future-proof and able to empower organizations to innovate faster. Specific capabilities and use cases mentioned include building a complete customer view, modernizing legacy systems, creating omnichannel experiences, and connecting e-commerce.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Security Model (Dmitry Goshko, Igor Haritonovich)Yury Bondarau
The document discusses security and access levels in Salesforce. It describes how access is determined by organization security, profiles, object permissions, record permissions, field permissions, folder permissions, roles, and permission sets. Record access is further defined by the sharing model, which is influenced by with or without sharing classes, __Share records, and the UserRecordAccess service. The sharing model also considers licensing, relationships like master-detail, and emulating with sharing classes in without sharing classes.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
Choosing the Right Salesforce Integration: The Questions You Should Ask - A C...Cyber Group
Salesforce has built its success as a nimble provider of flexible CRM options and has a strong track record of enhancing their offerings to keep up with the latest connectivity and integration technologies. But with so many options in the mix, it is a real challenge to discern the best solution for your business.
Join our expert consultants, Carolyn Campbell & Mayuri Bhadane as we explore the universe of integration choices in Salesforce. Considering factors like timing, price, system configuration, security and business process needs, we will lay out key questions you need to ask and offer some critical advice about the available solutions for different scenarios
JDF18 - Connecting the customer success platformDeepu Chacko
Presented these slides at Jaipur Dev Fest #JDF18 on 28 July 2018 to the developer community with the intent to list all the integration options and solutions with use cases.
Salesforce Streaming event - PushTopic and Generic EventsDhanik Sahni
Salesforce Streaming API is used when integration required with publisher and subscriber model. This slide will explain about
1. Streaming Event
2. PushTopic
3. Generic Event
4. Comparison of Streaming Events
Unlocking the Power of Salesforce Integrations with ConfluentAaronLieberman5
Salesforce currently has 150,000 customers across the world who use Salesforce in some capacity. If you are one of those customers, you've likely had to work through how to integrate it with your other back office systems: ERP, Marketing Automation, BI systems, etc. Or perhaps you're a brand new Salesforce customer and are just now trying to understand what options exist for integration.
It is undeniable that the rate of integrating with Salesforce is increasing, and extracting the valuable data that is in Salesforce is not always an easy feat when you have to consider how to do this best in your own unique environment.
In this webinar, Big Compass and Confluent will talk about the various techniques for getting data out of Salesforce, and how Confluent and Kafka can play an integral role in not only brokering these messages at an incredibly fast and scalable rate, but to also make it very easy to exchange data with Salesforce.
YOU WILL LEARN:
What integration capabilities exist within Salesforce
How Confluent can be used to integrate with Salesforce
Techniques in Confluent for pub/sub, streaming, and building business logic using KSQL and Kafka Streams
Patterns of Salesforce integration in general and specifically with Confluent
Strengths and weaknesses of each pattern and scenarios where they work best
WHO SHOULD ATTEND:
IT leaders who are looking for the most efficient methods for integration with Salesforce
Developers/System Integrators who are interested in seeing Salesforce integration techniques
Anyone in the Salesforce ecosystem who is interested in integration
REASONS TO ATTEND:
Learn about methods of Salesforce integration and explore Confluent’s built-in capabilities if you're considering an off-the-shelf solution
This document provides an overview of integrating Salesforce with SAP ERP using Magic xpi Integration Platform. It discusses how the platform can automate processes running between Salesforce and ERP like opportunity to order conversion, inventory availability, and more. It then covers considerations for integrating SAP and Salesforce like integration methods, objects, metadata, bulk jobs, and replication. The document concludes with an overview of Magic xpi's features like visual development, orchestration, monitoring, security and its use for mobile integration.
Microsoft Sync Framework (part 1) ABTO Software Lecture GarntsarikABTO Software
The document discusses Microsoft Sync Framework, which is a comprehensive synchronization platform that enables collaboration and offline access for applications. It allows synchronization of any type of data stored in any format using any protocol across any network configuration. Key capabilities include support for offline scenarios, synchronization of changes between different endpoints like devices and servers, and handling conflicts that may arise during synchronization. The document provides examples of how to implement synchronization between a local database cache and remote data sources using Sync Framework along with Windows Communication Foundation (WCF) services.
Control your world using the Salesforce1 Platform (IoT)InternetCreations
This document discusses how to use the Salesforce1 platform and APIs to connect internet of things (IoT) devices and integrate sensor data into Salesforce. It provides examples of using the HTTP callout class to control Christmas lights connected to an Arduino board and using the REST API and a workflow to flash lights when a case is created. Another example demonstrates reading temperature data from a sensor using the REST API. Resources for learning more about the Salesforce REST API and integration patterns are also included.
The Integrations Behind Connecting With SalesforceAaronLieberman5
Salesforce currently has 150,000 customers across the world who use Salesforce in some capacity. If you are one of those customers, you’ve likely had to work through how to integrate it with your other back office systems: ERP, Marketing Automation, BI systems, etc. Or perhaps you’re a brand new Salesforce customer and are just now trying to understand what options exist for integration.
It is undeniable that the rate of integrating with Salesforce is increasing, and extracting the valuable data that is in Salesforce is not always an easy feat when you have to consider how to do this best in your own unique environment.
In this webinar, we will talk about the various techniques for getting data out of Salesforce, and how the integration technologies such as AWS and MuleSoft that surround Salesforce can make the lives of Salesforce developers and administrators easier. We will discuss what the integration world around Salesforce looks like and some common integration patterns used with Salesforce, as well as look at what a real-world application looks like when we have a need to synchronize data between Salesforce and a database.
You will learn:
● What integration capabilities exist within Salesforce
● Patterns of Salesforce integration
● Strengths and weaknesses of each integration pattern
● How AWS and MuleSoft can interact with Salesforce
Who should attend:
● IT leaders who are looking for the most efficient methods for integration with Salesforce
● Developers/System Integrators who are interested in seeing Salesforce integration techniques
● Anyone in the Salesforce ecosystem who is interested in integration
Reasons to attend:
● Learn about methods of Salesforce integration
● Learn about the world surrounding Salesforce
The document discusses best practices for integrating ERP data with Salesforce. It outlines three steps for integration success: focus on new metrics, define integration processes, and choose an integration approach. Common integration layers are data, application logic, and user interface. Packaged integration options on the AppExchange include data integration and application integration solutions. Custom built integrations can use synchronous or asynchronous design. The document also provides an example integration project between Brady Corporation's SAP system and Salesforce to enable 360-degree customer views, automate manual processes, and reduce costs.
This document provides an overview and agenda for a presentation on building point-and-click apps on the Salesforce platform. It introduces key Salesforce concepts like the multi-tenant architecture and platform services. The presentation demonstrates how to build an app without coding by creating custom objects, fields, page layouts, workflows, and reports using the Salesforce user interface. Hands-on exercises guide attendees in using these declarative tools to create an app to manage Salesforce requests.
This document discusses Salesforce integration and various integration patterns. It describes how Salesforce can be integrated with external systems and applications using APIs. Some key integration patterns discussed include remote process invocation (request/response and fire and forget), batch integration, remote call-in, and data virtualization. It also covers possible ways to integrate with Salesforce like data integration, user interface integration, business logic integration, and real-time integration using apps on the AppExchange. The benefits of Salesforce integration are improved productivity, access to data, communication, automated workflows, and insightful reporting.
The meeting covered various topics related to remote processes and data integration between Salesforce and external systems. Susannah discussed the request-reply pattern for synchronous integrations. Edith then covered the fire-and-forget pattern for asynchronous integrations. Niki explained batch data synchronization techniques. Nadina talked about options for remote call-ins to Salesforce. Finally, Niki discussed updating the user interface based on data changes using streaming APIs and push topics. The group then brainstormed future meeting topics before concluding.
1) Salesforce.com's multitenant architecture allows multiple customers to use the same application instance running on the same server infrastructure, lowering costs while maintaining performance and security.
2) All customer data and configurations are stored separately in the same database using unique customer IDs to isolate each tenant's data.
3) This approach provides significant benefits including automatic upgrades, high performance at scale through query optimization, and faster innovation since all customers use the same codebase.
The Importance of Integration to Salesforce SuccessDarren Cunningham
Webinar: The importance of cloud integration to Salesforce.com customer success. This webinar was recorded in June 2011. More details here: http://info.informaticacloud.com/forms/webinar_salesforce_cloud_integration_flexera62311
Salesforce and SAP Integration with Informatica CloudDarren Cunningham
Webinar recorded in July 2010. Available for viewing at http://www.informaticacloud.com. Focuses on SAP and Salesforce.com application and data integration best practices
This Presentation helps to get you started with Salesforce.com lightning products
Lightning Connect
Lightning Components
Lightning Process Builder
Lightning App Builder
This was Presented in the
Salesforce.com Kerala Developer Group Meetup
Salesforce.com Gurgaon Developer Group Meetup
Salesforce.com Chennai Developer Group Meetup
By Shivanath Devinarayanan
Build Consumer-Facing Apps with Heroku ConnectJeff Douglas
This document discusses Heroku Connect, a service that provides bi-directional data sync between Salesforce and Heroku Postgres. It allows developers to more easily build customer-facing apps by leveraging familiar tools like Postgres and standard workflows while keeping data secure in Salesforce. Heroku Connect works by synchronizing data for standard or custom objects using timestamps to detect changes and implementing a "last writer wins" approach. It automatically maps objects and tables during setup. Best practices include updating mappings for deleted fields and being careful of validation rules or required fields on insert.
Integrating SIS’s with Salesforce: An Accidental Integrator’s GuideSalesforce.org
Join our next Success webinar, Integrating Student Information Systems with Salesforce: Strategies and Best Practices, to explore the many ways system integration benefits your school. Whether you want an aggregated view of your students, the ability to trigger actions based on status changes, or the automation of manual work, you will learn the three simple steps to successful integration. By highlighting how higher education institutions have integrated with the most popular Student Information Systems, Grant Miller, director of Alliances and Jill Kenney, Director of Sales Engineering at the Salesforce Foundation, will explain the layers of integration and discuss considerations like synchronous-versus-asynchronous and buy-versus-build options.
MuleSoft Surat Virtual Meetup#24 - MuleSoft and Salesforce Integration and De...Jitendra Bafna
This document provides an overview and agenda for a presentation on configuring and using the MuleSoft Salesforce connector for integration. It discusses prerequisites, an introduction to Salesforce basics, an overview of the Salesforce connector functionality and installation, authentication configuration options, and examples of integration use cases including data migration, broadcast patterns, and importing files from FTP to Salesforce objects. The presentation will demonstrate connector configuration, authentication, and these integration patterns.
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A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
Executive Directors Chat Leveraging AI for Diversity, Equity, and InclusionTechSoup
Let’s explore the intersection of technology and equity in the final session of our DEI series. Discover how AI tools, like ChatGPT, can be used to support and enhance your nonprofit's DEI initiatives. Participants will gain insights into practical AI applications and get tips for leveraging technology to advance their DEI goals.
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2. SalesforceCodex.com 2
About Me
Dhanik Lal Sahni
Technical Architect
Conduent Business Solution
Certified Application Architect
Twitter : @dhaniksahni
Blog : salesforcecodex.com
3. SalesforceCodex.com 3
Session 1-Agenda
• Provided an integration scenario, describe requirements and
issues that the Architect must consider to select the right pattern
(Layer, Timing, Direction, and Volume).
• In a customer scenario containing business requirements,
summarize which implementation pattern will achieve those
goals.
• Compare and contrast the advantages and drawbacks (design
trade-offs) of using various patterns, such as Remote Process
Invocation—Request and Reply, Remote Process Invocation—Fire
and Forget, Batch Data Synchronization, Remote Call-In, and UI
Update Based on Data Changes.
28%
17%
15%
10%
15%
10%
5%
Integration Architecture
Designer Exam
1 2 3 4 5 6 7
Salesforce Integration Patterns: 17%
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What is Integration?
Integration is the process of connecting different sub-
systems or components into a single larger system that
functions as one.
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Why we need Integration?
1. A 360-degree view of customer information
2. Better data flow
3. Faster business processes
4. Improved efficiency across teams
5. Improved security
6. Reduced costs
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Types of Integration Pattern
Type Description
Remote Process Invocation—
Request and Reply/Response
Salesforce invokes a process on a remote system, waits for completion of that process,
and then tracks state based on the response from the remote system.
Remote Process Invocation—
Fire and Forget
Salesforce invokes a process in a remote system but doesn’t wait for completion of the
process. Instead, the remote process receives and acknowledges the request and then
hands off control back to Salesforce.
Batch Data Synchronization Data stored in Lightning Platform is created or refreshed to reflect updates from an
external system, and when changes from Lightning Platform are sent to an external
system. Updates in either direction are done in a batch manner.
Remote Call-In Data stored in Lightning Platform is created, retrieved, updated, or deleted by a remote
system
UI Update Based on Data
Changes
The Salesforce user interface must be automatically updated as a result of changes to
Salesforce data
Data Virtualization Salesforce accesses external data in real time. This removes the need to persist data in
Salesforce and then reconcile the data between Salesforce and the external system.
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Integration Pattern Approach
Data Integration
Process Integration
Virtual Integration
Address the requirement to synchronize data that resides in two or
more systems so that both systems are in sync.
• Address the need for a business process to leverage two or
more applications to complete its task.
• Triggering application has to call across process boundaries to
other applications
• Address the need for a user to view, search, and modify data
that’s stored in an external system
• Triggering application has to call out to other applications and
interact with their data in real time
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Pattern Selection Aspects
Source/Target
Timing
Specifies the style of integration: Process, Data, or Virtual
• Synchronous—Blocking or “near-real-time” requests
• Asynchronous—Non-blocking, queue, or message-
based requests
Type
Specifies the requester of the integration transaction along with
the target(s) that provide the information.
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Pattern Selection Matrix
Source/Target Process
Integration
Data
Integration
Virtual
Integration
Synchronous Asynchronous Patterns to Consider
Type Timing
Remote Process
Invocation- Request n
Response
Salesforce –>
Other System
Remote Process
Invocation- Fire n Forget
Remote Process
Invocation- Request n
Response
UI Update Based on
data changes
Data Virtualization
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Pattern Selection Matrix
Source/Target Process
Integration
Data
Integration
Virtual
Integration
Synchronous Asynchronous Patterns to Consider
Type Timing
Remote Call-in
Other System
–> Salesforce
Remote Call-in
Remote Call-In
Batch Data
Synchronization
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Factors which will affect Pattern
Same
Transaction
Synchronous/
Asynchronous
Message Size
Same Transaction
Any operation required on
response from remote
system?
Synchronous/Asynchronous
Process need to be done in real time
or near real time?
Guaranteed
Delivery
Contract First
Declarative
Preferred
Message Size
Message size is small or
big?
Contract First Integration
Remote system support
Salesforce contract?
Guaranteed Delivery
What if external system is down?
Declarative Preferred
Integrate with Standard or custom
code?
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Remote Process Invocation—Request and Reply
Problem : When an event occurs in Salesforce, how do you initiate a process in a remote
system, pass the required information to that process, receive a response from the remote
system, and then use that response data to make updates within Salesforce?
Solution Fit/Rating Pattern Description
External Services Best
Enhanced External Services best fit if
1. External Service is REST API
2. Request and response definitions
contain primitive data types
3. Transaction can initiate from Flow
4. Transaction doesn’t risk exceeding
the synchronous Apex governor
limits
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Remote Process Invocation—Request and Reply
Solution Fit/Rating Pattern Description
Salesforce Lightning or VF Page Best
• Process can initiate form custom UI
• Salesforce enables us to consume a WSDL and generate a
resulting proxy Apex class.
• It provide HTTP service to do REST API operations.
• Full Control of logic
Trigger Suboptimal
1. Apex triggers to perform external callout on data changes
2. Call should be asynchronous
3. Not suited for this. Can be used In fire n forget calls.
Batch Apex job Suboptimal
1. Make calls to a remote system from a batch job
2. Given batch has limits to the number of calls
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Remote Process Invocation—Fire and Forget
Problem : When an event occurs in Salesforce, how do you initiate a process in a remote
system and pass the required information to that process without waiting for a response
from the remote system?
Solution Fit/Rating Pattern Description
Process-driven platform events Best
1. Publish Platform Event when remote process need to be invoked
from an insert or update event
2. Can process same event to multiple systems
3. Use Flow or process builder to process event
Customization-driven platform
events
Good
1. When point n click not works then use custom platform events
2. Publish and consume platform events by using Apex or an API.
Workflow-driven outbound
messaging
Good
1. Use when remote process is invoked from an insert or update
event.
2. Messages are sent asynchronously
3. Contract First Integration
4. Solution becomes a “first-mile” guarantee of delivery.
5. Retry if successful response is not received
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Remote Process Invocation—Fire and Forget
Solution Fit/Rating Pattern Description
Salesforce Lightning or VF Page Best
• Process can initiate form custom UI
• User interface-based scenarios, but does require customization
• Salesforce enables you to consume a WSDL and generate a
resulting proxy Apex class.
• It provide HTTP service to do REST API operations.
Trigger Suboptimal
1. Apex triggers to perform external callout on data changes
2. Call should be asynchronous
Batch Apex job Suboptimal
1. Make calls to a remote system from a batch job
2. Given batch has limits to the number of calls
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Batch Data Synchronization
Problem : How do you import data into Salesforce and export data out of Salesforce, taking
into consideration that these imports and exports can interfere with end-user operations
during business hours, and involve large amounts of data?
Solution Fit/Rating Pattern Description
Salesforce Change Data Capture Best
• Change Data Capture publishes change events, which represent
changes to Salesforce records.
• Receive near-real-time changes of Salesforce records
ETL Tool Best
1. Connect to system, extract data and transform in required format
2. Upload data using Bulk API
Remote Call-in Good
System can call each other whenever data is changed.
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Remote Call-in
Problem : How does a remote system connect and authenticate with Salesforce to notify
Salesforce about external events, create records, and update existing records?
1. SOAP APIs can be used by clients to
• Publish events to notify your Salesforce org
• Query data in your org
• Create, update, and delete data
• Obtain metadata about your org
• Run utilities to perform administrative tasks
2. Valid login session is required.
3. Provides Enterprise WSDL and Partner WSDL for
communication
4. Client wait for response
Best
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Remote Call-in
Problem : How does a remote system connect and authenticate with Salesforce to notify
Salesforce about external events, create records, and update existing records?
REST APIs can be used by clients to
• Publish events to notify your Salesforce org
• Query data in your org
• Create, update, and delete data
• Obtain metadata about your org
• Valid login session is required.
• Client wait for response
• Each record treated as separate transaction
• For bulk data operations (more than 500,000
records), use the REST-based Bulk API.
Best
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Remote Call-in
• Apex class can be used as web service method
• Use when full transactional support is
required
• Custom Logic is required
Apex web
services
Apex REST
services
• Apex class exposed as REST URI
• Use for multiple updates in same transaction
• No need to consume WSDL
Bulk API
• REST based API to support larger data sets
• Support query, update, delete records large
no of records asynchronously
Sub
optimal
Optimal
Sub
optimal
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UI Update Based on Data Changes
Problem : When an event occurs in Salesforce, how can the user be notified in the
Salesforce user interface without having to refresh their screen and potentially losing work?
Salesforce Streaming API is best for this use case.
A JavaScript-based implementation of the CometD required
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Data Virtualization
Problem : How do you view, search, and modify data that’s stored outside of Salesforce,
without moving the data from the external system into Salesforce?
Solution Fit/Rating
Salesforce Connect Best
• Use Salesforce Connect to access data from external sources, along
with your Salesforce data
• Salesforce Connect maps data tables in external systems to external
objects in your org.
• Salesforce Connect uses a live connection to external data to always
keep external objects up-to-date.
Request and Reply Suboptimal
1. Use Salesforce web service APIs to make ad-hoc data requests to
access and update external system data.
2. Use Salesforce SOAP API.
3. A custom Visualforce page or button initiates an Apex SOAP callout
in a synchronous manner
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Pattern Summary
Request &
Response
Fire & Forget UI Update
Batch
Integration
Remote Call-In UI Update
Data
Virtualization
Salesforce waits
for response
Response not
needed
immediately
Data
Synchronization
between two
systems
External System
Calling Salesforce
Refresh UI on
data changes
Show live
external data