Beginner's guide to Salesforce Integration

Create a custom object in Salesforce using the Object Manager. Build a customer__c with fields name (required), id (unique), amount, and payment type, and set security.

Learn to create custom app tabs in Salesforce to view and insert records, choose the object, style the tab, set visibility, and add the tab to an app.

Create and customize a Salesforce custom Lightning app, assign access by profile, add navigation items and a customer tab, then manage data display and entry via the app launcher.

Learn how connected apps enable external systems to access Salesforce via token-based authorization, using client id, client secret, callback, and access tokens, with username, password, and security token.

Create a connected app in Salesforce via App Manager, configure API name and callback URL, obtain the consumer key and secret, and security token for API access.

Create a session with Salesforce by obtaining an access token from token endpoint using client id, client secret, username, password, and security token; use instance URL to update objects.

Update or insert a Salesforce object via api using an access token in the header, receive a job id to track status, and verify records in Salesforce.

Pass the job id in a get request with an authorization header containing an access token to fetch the updated Salesforce record via rest and its status.

Automate a three-step Postman test by obtaining access token and instance IDs, storing them as collection variables, and reusing them across token, update object, and status requests.

Learn how the bulk API uploads large datasets to a Salesforce organization by sending records via API calls and determine which object to update, such as a user or customer.

Create a session with Salesforce by requesting an access token via a token endpoint using client id, client secret, username, and password, then configure postman for bulk and single-record updates.

Create a job to insert or update records via the API, obtain the job id, and use it to track the operation while uploading CSV data for Salesforce integration.

Upload data to Salesforce using a job id, include an access token in the header, post data records for the customer object, and close the job to commit data.

Get the status of an uploaded data job using an access token, showing how many records were processed and whether the upload is complete.

Explore the bulk API query and the asynchronous query API, returning Salesforce records based on a passed query while identifying the object and action such as insert or upset.

Create a session with Salesforce by sending an API request to obtain an access token, then configure a collection for bulk queries and meters.

Learn to send a Salesforce query via the API by obtaining an access token and setting the authorization header. Submit a bulk query and track results with the job ID.

Learn to fetch Salesforce query results in csv format via an api get call, using a bearer access token in the authorization header and a job-based query.

Configure the object to support an absurd operation that updates existing records or inserts new ones by marking a field as an external id and enforcing uniqueness.

Create API requests to upsert data in Salesforce by using external IDs to prevent duplicates, handling insert and update operations, uploading data, and tracking job status.

Establish a look up relationship between customer and address objects by creating a custom address object, defining its fields, and linking it with a look up field on the customer.

Insert and link records across related objects by creating address and customer entries, selecting valid related records from pick lists, and saving the linked data.

Learn how to authenticate with Salesforce via Postman, obtain an access token and instance URL, then query a custom address__c record using the rest api with a bearer token.

Create a Java project in Eclipse to connect to Salesforce, obtain an access token, and retrieve records from the address object using a JSON library.