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Course Overview
Discover how to design secure, scalable, and high-performing integration solutions on the Salesforce Platform. In this 3-day instructor-led course, learn about integration capabilities and considerations that should be made when architecting solutions in order to seamlessly surface the information that matters most.
Who Should Attend
- This course is designed for experienced Salesforce administrators and platform developers, in addition to solution architects, enterprise architects, and technical architects, who are responsible for building integration solutions on the Salesforce Platform. It is also designed for program and project managers interested in learning more about the integration lifecycle. This is also a great course for anyone interested in earning their Integration Architect credential.
- Students will ideally hold the Salesforce Administrator, Salesforce App Builder, or Salesforce Platform Developer I credential. They should possess knowledge of basic Salesforce features and functionality, standard and custom objects, flows and Process Builder, Lightning Web Components, Schema Builder, and foundational Apex concepts, including how to create classes and anonymous blocks.
Course Objectives
- Identify integration requirements by asking relevant questions to business stakeholders.
- Recommend appropriate integration patterns to design integration solutions.
- Recommend appropriate integration capabilities to build integration solutions.
Course Outline
1. Integration Overview
- Understand the Importance of Integration
- Explore Integration Architecture
- Define a Single View of the Customer
- Describe a System Landscape
- Outline the Roles of Enterprise Service Bus (ESB) and Extract Transform Load (ETL) in System Landscape
2. Integration Capabilities
- Define Salesforce APIs
- Create External Applications Using SOAP API
- Build Mobile Applications Using REST API
- Work with Large Data Volumes Using BULK API
- Build with Streaming API
- Construct Event-Driven Applications Using Platform Events
- Generate Event-Driven Applications Using Change Data Capture
- Send Data from Salesforce to External Applications Using Outbound Message
- Call External APIs Programmatically Using Callouts
- Integrate Data from an External Data Source Using Salesforce Connect
- Synchronize Data with Heroku Connect
- Call External APIs Declaratively Using External Services
3. Integration Patterns
- Understand Use Cases for a Request and Reply Pattern
- Determine Use Cases for a Fire and Forget Pattern
- Assess Use Cases for a Batch Data Synchronization Pattern
- Recognize Use Cases for a Remote Call-In Pattern
- Evaluate Use Cases for a UI Update Based on Data Changes Pattern
- Describe Use Cases for a Data Virtualization Pattern
4. Integration Security
- Define Identity Fundamentals
- Explore Two-Way Transport Layer Security (TLS)
- Determine When To Use Remote Site Settings
- Describe the Benefits of Using Named Credentials
- Understand Certificates
- Encrypt Data at Rest Using Salesforce Shield Platform Encryption
5. Advanced Integration Discussions
- Design Solutions for Performance
- Architect Solutions for Scale
- Review Integration Regulatory Requirements
- Follow Integration Best Practices
6. Case Study
- Draw a System Landscape Diagram
- Evaluate Business Needs
- Translate Needs to Integration Requirements
- Design an Integration Solution
- Build an Integration Solution
- Maintain an Integration Solution