Salesforce Integration With External Systems

Master Postman for testing rest and soap APIs, install Postman on your machine, learn to build requests with methods, endpoints, headers, and bodies, status codes like 200 404 500.

explore how soap APIs use xml over http as an intermediate language to enable cross-platform communication, allowing you to create, retrieve, update, delete, and search Salesforce records.

compare json and xml for data transfer, noting json’s lighter, faster format with arrays and open source libraries, versus xml’s extensible markup and soap constraints in rest api.

Authenticate to Salesforce using Postman by sending a soap api request to the login endpoint with username, password, security token to obtain a session id and server url for calls.

Execute soap api calls in Postman to query Salesforce account records by using a session id and a soap envelope, setting content-type to xml and soap action header.

Use postman to execute soap api calls against Salesforce, authenticate with a session, and retrieve student records by posting xml queries that fetch address, class enrolled, phone, and school name.

Insert new student records into Salesforce using a SOAP API request in Postman, highlighting MRU header options and how the session ID, URN, and student__c fields are set.

Learn to insert multiple records into a Salesforce custom object via the soap api by posting an xml payload, including different types, with proper headers and a session id.

Learn to insert multiple records of different objects—school and student—within a single SOAP call, using a Postman XML body, proper headers, and a session header.

Expose an Apex class as a soap service by using the global keyword and decorating methods with the web service keyword and the static modifier.

Expose apex classes as rest web services using the rest resource annotation and http method annotations with get, post, put, patch, delete, and global static methods for external access.

Use Postman to call rest api by creating a Salesforce connected app, obtaining client id and secret, then OAuth authenticate to get an access token.

Learn to create a connected app in Salesforce, obtain the consumer key and secret, and configure OAuth settings and scopes for external apps to authenticate via Postman.

Authenticate Salesforce rest api users using a connected app, client ID/secret, username, password, and security token in Postman to obtain a bearer access token and call rest endpoints.

Execute a rest call from Postman to Salesforce to retrieve account by id, then fetch student and school records using a bearer token.

Create a new Salesforce account record using post requests from Postman, sending XML or JSON data with bearer authorization, and receive a 201 Created response with the new record ID.

Create a new student record via Salesforce REST API using Postman, sending either XML or JSON with bearer authorization, including name, address, phone, email, and school linkage, yielding status 201.

Create a new school record via a post request in Postman using JSON payload, with bearer token authorization, including name, fees, email, and phone fields, and verify 201 response.

Create a Salesforce rest web service with an apex global class, http get, and url mapping to return a student info json, tested from postman with a bearer token.

Soap is a protocol using interfaces and XML with bandwidth and overhead, while REST is an architectural pattern with unique URLs, lightweight, cacheable, and capable of using JSON or XML.

Learn to call Salesforce from an external application hosted on your local server, using Node.js and Visual Studio Code, with provided code to display Salesforce data in the external app.

Download and install the 64-bit Windows Node.js installer, verify installation with node -v, then download and install Visual Studio Code for Windows, including a desktop icon and start menu shortcut.

Host the external application locally by installing dependencies and running on localhost:3000, then update credentials.json with your Salesforce connected app details to enable REST calls for student and school data.

Discover how to use the Salesforce bulk API with Postman to upload large data sets by creating a job, adding batches, and performing insert, update, or delete operations.

Learn to perform a bulk API call in Salesforce from Postman by authenticating, creating a bulk job, adding a batch of account records, and checking status.

Authenticate to Salesforce and create a bulk insert job for the student object, then upload a CSV with matching field names and monitor the job until completion.

Authenticate, create a bulk job, upload a transformation spec mapping CSV headers to Salesforce fields, and process the batch of CSV records.

Make http callouts from salesforce by using an apex class triggered from a lightning aura component to fetch data from an external web service via rest or soap.

Learn how to configure Salesforce remote site settings to call an external web service, authenticate with an API key, and test with fixer.io for foreign exchange rates.

Create an apex class to perform an http callout to an external web service, returning a string-to-object map after deserializing the JSON response.

Create an aura component with a lightning button that calls an apex controller to perform an http callout. Display the response with date and a list of currency rates.

Make http callouts from a lightning component using an aura-enabled apex controller and helper, handle the response, parse currency rates, and display data inside Salesforce.

Explore how the Salesforce streaming API keeps external systems in sync by publishing events and notifications to subscribed channels via push topics, change data capture, and platform events.

Explain push topics as channels with a criteria query, and guide creating push topics by name and query so external apps subscribe and receive notifications.

Create a push topic called student updates with a fields-based query, set api version to 49.0, and enable notifications for create, update, and delete to the external system.

Install and verify the Java Development Kit 14 and set up the Eclipse IDE to prepare an external system for Salesforce integration, including updating path variables and checking Java version.

Download and install Eclipse, choose the enterprise IDE, and set up a workspace. Learn to locate the JDK path, create desktop and start menu shortcuts, and launch Eclipse.

Learn how push topics let Salesforce push updates to an external system by subscribing with a username, password, and a topic like student updates, receiving real-time notifications.

Explore platform events in Salesforce, part of streaming API, and learn how event-driven architecture enables publish/subscribe notifications between Salesforce and external systems, including producers and consumers, via Apex or Workbench.

create a platform event named demo event with fields account name and account number, publish from workbench, and subscribe with an external eclipse application to receive real-time updates.

Publish platform events from Apex by creating an account platform event with name, phone, and salary fields, and use an after update trigger to publish changes to subscribers.

Learn how change data capture events in Salesforce push real-time notifications for creates, updates, deletes, or undeletes on standard and custom objects, and how external apps subscribe via /data.

Learn how to enable change data capture for objects in Salesforce, subscribe external systems to create, update, and delete events, and receive notifications with record ID and change type.

Learn how to connect a parent and child Salesforce org using the soap API, generating partner wsdl and a web service that creates contacts in the child.

Learn how to compare enterprise and partner WSDL in Salesforce, including strong vs loose typing, single Salesforce org versus multiple Salesforce orgs, and how configuration changes affect each file.

Generate apex classes from the wsdl in the parent Salesforce system by parsing the partner wsdl and the receive parameters wsdl. Replace any type with string and generate apex code.

Configure remote site settings in Salesforce with two external endpoints and implement a trigger to call the external web service when a new contact is created.

Create an after trigger on contact object to pass first name, last name, email, and title to a child system via a soap service, with a helper class handling authentication.

Shows an end-to-end Salesforce integration between a parent and child system, using a soap service to create contact records via wsdl-generated classes and a trigger, with session-based authentication.

Test the integration by creating a contact on the parent Salesforce org. Verify it appears on the child org via a trigger, helper class, and SOAP web service.

Test SOAP, REST, and HTTP web services with SoapUI, a free open-source tool you download from soapui.org. Learn to download, install, and test APIs via a simple interface.

Shows how to invoke a child soap service from the parent Salesforce system, authenticate, obtain a session ID, and create a contact with first name, last name, title, and email.

set up a SoapUI project, download the enterprise wsdl from Salesforce, and test login using username, password, and security token to connect to a Salesforce org.

Learn to use SoapUI with Salesforce to authenticate via a login session, and create or delete account records by supplying the session header, server URL, and account IDs.

Build a lightning web component that fetches exchange rates via a REST API, using client side and server side controllers, with Visual Studio Code setup and an API key.

Install the Salesforce CLI (sfdx) and the Salesforce extension pack for Visual Studio Code, then set up the environment to build a lightning web component.

Learn to authorize a Salesforce org from Visual Studio Code, configure the CSP trusted sites and remote site settings, and deploy a lightning web component to an account record page.

Create a lightning web component with two currency comboboxes (base currency and to currency) inside a lightning card, wiring changes to currency options and displaying real time currency exchange rate.

Add a lightning web component button named conversion rate on the account record page, implement a currency conversion handler, and deploy to display the conversion output from an http callout.

Define onchange handlers for two currency comboboxes, capture selected values into fromCurrencyValue and toCurrencyValue, log them for debugging, and prepare a future conversion-rate call to the alpha one tejuco service.

Implement a handle currency conversion function that calls REST API from a client side controller, passing from and to currency values and an API key, then display the API response.

Parse a web service response in a Salesforce integration by performing a get request with headers and access token, converting responses to json, logging results, and preparing ui data objects.

Learn to perform a REST API callout from a client-side controller in a Lightning web component, fetch currency exchange data, and display from and to currency details.

Learn to perform rest api callouts from a server side Apex controller by building a currency conversion controller, calling the endpoint with http get and authorization bearer.

Test the application by validating rest api calls from the lightning web component to the apex controller, displaying USD to INR currency conversion and the JSON response.