Salesforce Integration Masterclass: Beginner to Advanced

Explore the REST and SOAP APIs, comparing JSON-based REST with XML-based SOAP, their HTTP methods, client-server flow, and when to use each for secure, scalable Salesforce integrations.

Master the rest api building blocks - endpoints, http methods, headers, and request and response bodies with status codes - and compare json and xml formats for Salesforce integration.

Describe inbound and outbound integration directions in Salesforce, where the system either receives data from external apps via REST APIs, SOAP API, and bulk APIs, or sends data to them.

Explore how the external client app serves as the next-generation security gateway between Salesforce and third-party apps, using OAuth, second-generation packaging, and configurable metadata.

Expose Apex classes as rest resources using annotations to create endpoints for external apps to access Salesforce logic via http methods like get, post, patch, and delete.

Build your first apex rest service by creating a global class, defining a rest resource and the http get method, and testing the endpoint with postman.

Perform an http post to the accounts endpoint to create an account in Salesforce from an external lead capture site, mapping the json body to parameters and validating the name.

Post to the case management REST API with an outer request containing an inner case object, including subject, description, priority, origin, and return a success response with case data.

Explore deleting a case via a rest api endpoint using the delete method, including id validation, a delete operation, error handling, and testing the Apex rest service.

Learn how to write a test class for an Apex REST service by mocking the REST context, creating a fake REST request and response, and validating behavior.

Learn to build a hands-on Apex rest test class for a case management rest service, create test data, configure rest context, run as the current user, and assert case found.

Explore named credentials and external credentials in Salesforce's modern three-layer stack, enabling secure authentication, centralized credential management, and keeping credentials out of Apex code.

Explore the three-layer modern authentication stack—name credential, external credential, and permission set mapping—and see how Apex callouts resolve base URLs, authentication protocols, and principles securely.

Configure a custom authentication protocol for an API key, create external credential and principle, map the API key header, and set up a name credential for the Ninja API.

Build an Apex class to perform api key authentication via a name credential, construct dynamic category endpoints with url encoding, and parse json responses from the quote api.

Understand how OAuth enables limited, credential-free access to user resources through delegation, scope, and consent, and explore the differences and capabilities of OAuth 2.0.

Understand the core OAuth 2.0 terminology, including consumer key and secret, access and refresh tokens, bearer token, scope, and consent. This beginner-friendly guide builds a solid foundation before practical implementation.

Explore the OAuth 2.0 client credentials flow, where an app authenticates with a client ID and secret without user involvement to obtain a bearer token in four steps.

Learn how to implement a Salesforce to Salesforce integration using the client credential flow across two developer orgs, focusing on the integration user, audit trails, and free API-only licenses.

Learn the oauth 2.0 jwt bearer flow, how signing with a private key creates a verifiable token (header, payload, signature) without exposing a secret.

Explore how Salesforce auth providers enable browser-based oauth with login, consent, redirects, and token exchange, and differentiate them from external credentials using per user principal and named principal concepts.

Discover how the oauth 2.0 pkce flow enhances the authorization code flow with a code verifier and a code challenge using SHA-256 to prevent token interception in Salesforce.

Compare all OAuth 2.0 flows, including client credential, JotBearer, authorization code, and PXE. Apply a decision framework to choose the right flow by user involvement and security needs.

Learn to trigger asynchronous http callouts from a record-triggered flow to create a case in a secondary org when an account becomes inactive, using name credentials and the sobject api.

Master enterprise error handling for Salesforce integrations: define error categories (client, server, rate limit, timeout), implement retry with exponential backoff, and robust logging with try-catch and wrapper classes.

Enable persistent integration logging with a custom integration log object to capture endpoint, request and response details, errors, timestamps, and affected records for fast debugging and auditing.

Learn best practices for Salesforce callouts, including a three-layer architecture, service classes, robust error logging, controlled retries, timeout management, bulk processing, and thorough testing to build observable, secure, resilient integrations.

Master the bulk api 2.0 job lifecycle, from creating a job and uploading csv data (multiple files supported) to closing the job and polling status for results.

Learn how bulk API 2.0 delivers high throughput with far fewer API calls than REST, and master limits, automation impact on throughput, and best practices for scalable data loading.

Learn to publish platform events with Apex using eventbus.publish, handle results and errors, and bulk publish while tracking replay IDs and DML limits.

Publish platform events to Salesforce from external systems using rest api and composite api, sending post requests with valid access tokens and json bodies, and tracking via replay ids.

Learn to subscribe to a platform event using an Apex trigger, handling after insert events, managing async governor limits, with 2000 batch size, and logging errors into an integration log.

Learn to write a test class for platform event triggers by publishing events via the event bus between test start and stop to run synchronously and validate integration log results.

Master Salesforce CDC naming conventions for standard and custom objects, and understand the event message structure with header, body, and metadata, including change types, fields, and nullified fields.

subscribe to change data capture events with lightning web components in salesforce, using the EMP API, proper cdc channel names, and handling create, update, delete, and undelete events.

Explore Salesforce Connect and external objects to view live data in Salesforce without duplication and with zero storage cost, using OData queries, external data sources, and adapters for real-time access.

Explore OData protocol behind Salesforce Connect, translating SOQL into HTTP GET requests with filter, sorting, and pagination, and compare OData 2.0 and 4.0 formats (XML vs JSON) for data sources.

Configure the cross org adapter to connect two Salesforce orgs without data copy, using rest api to surface external objects like cases and accounts in real time via Salesforce connect.

Learn how external IDs link external objects to Salesforce records with external lookup and indirect lookup relationships, and understand their indexing and 25-per-object limit.

Explore Salesforce Connect best practices, limitations, and considerations, including external object querying with limits, HTTP callouts, restricted aggregates and subqueries, and performance guidelines for related lists and security.

Chain continuations to run dependent callouts, such as computing a credit score before generating an insurance quote, using the state parameter to pass data between steps.