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How to Integrate With Salesforce.com? Roy Gilad
| Date post: | 15-Apr-2017 |
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Technology |
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How to Integrate With Salesforce.com?
Roy Gilad
How do I Integrate With Salesforce.com?
Native Connectors Salesforce market: AppExchange
Integration Partner Ecosystem
Developer Toolkits and Salesforce API
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.
How do I Integrate With Salesforce.com?
Native Connectors
Example: Native email integration.
Benefits:– Better support.– Monitoring.– KPIs.
How do I Integrate With Salesforce.com?
Salesforce market: AppExchange
Marketplace with leading solutions! Effort level to integrate is low. Each AppExchange is examined by
Salesforce: Security review. Apex best practices.
How do I Integrate With Salesforce.com?
Example: Call Telephony IntegrationSalesforce market:
AppExchange
Benefits: CRM monitoring. Faster sales.
Example: Radian6
How do I Integrate With Salesforce.com?
Salesforce market: AppExchange
Benefits: Increase customer engagement. Control brand visibility.
How do I Integrate With Salesforce.com?
Integration Partner Ecosystem
Middleware: Adding an integration layer. Used to connect several systems. High Flexibility.
How do I Integrate With Salesforce.com?
Developer Toolkits and Salesforce API
Salesforce provides integration on several levels.
Salesforce has several API. Toolkits for the common SDK. High Flexibility.
Which solution should I choose?
Is there a native Connector that
fits my needs?
Is there an AppExchange
that fits my needs? Does it
fit my budget ?
3rd party integration tool or development
Developing an integration with Salesforce
Questions you need to answer before developing
Vision & Strategy
What do we need to integrate?
User interfacesLogic Data
Vision & Strategy
How often do we need to integrate?
Real-timeHourlyDaily
WeeklyVision & Strategy
How much do we need to integrate?
10’s1,000’s10,000’s
1,000,000’s Vision & Strategy
Do we need it synchronised?
Synchronous
Asynchronous
Your Data Model
Your business logic
Screens exposed to the end users
What do we need to integrate?
UI Layer Integration – option 1
Request from the page to a server.
UI Layer Integration – option 2
Salesforce Canvas
Complex web application already running outside of Salesforce Platform that you want to expose to Salesforce users easily and securely.
Combine Salesforce with information that cannot leave your premises.
UI Layer Integration – option 2
Salesforce Canvas
Data and Business Layers Integration Salesforce provides several APIs. We will sort them by the needs they
provide:
SOAP API
REST API
Apex REST API
Apex SOAP API
Streaming API
Bulk API
Chatter API
Metadata API
You have a strong development team but you don’t have a Salesforce development team.
You can use out-of-the-box API: REST API SOAP API
What is Salesforce.com API?
AccountsContactsEventsTasksOpportunitiesCases
InvoicesOrdersContractsAssets
Create, update and delete data.
SELECT Name FROM Account WHERE Name like 'A%'
Salesforce Object Query Language (SOQL)
You want to integrate using your in-house primary 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?
You have over a million records to process and speed is a requirement.
Bulk API
What is Salesforce.com API?
You need near real-time notifications of when records are created or updated.
Pub-Sub model.
Streaming API
What is Salesforce.com API?
You want to migrate changes, such as custom object definitions and page layouts, from asandbox to your production environment.
Metadata API
What is Salesforce.com API?
How do I Integrate With Salesforce.com?
Native Connectors Salesforce market: AppExchange
Integration Partner Ecosystem
Developer Toolkits and Salesforce API
Join Us!
LinkedIn:Israel Salesforce User Group
Meetup Israel Salesforce Developer User Group
