Integration in Salesforce refers to the process of connecting and sharing data between Salesforce and other external systems, applications, or services. It enables Salesforce to seamlessly communicate with other platforms, allowing businesses to streamline their operations, enhance customer experiences, and make data-driven decisions.
Before diving into integration, make
sure you have a good understanding of how Salesforce works, its key components
like objects, fields, and how data is structured.Make sure to familiarize
yourself with integration concepts like APIs (Application Programming
Interfaces), REST, SOAP, and different integration patterns.
Salesforce
Integration Options:
Salesforce provides multiple
integration options. Some of the common ones include are below:
REST and SOAP APIs: Salesforce supports
both REST API and SOAP API for integrating with external systems and
applications.
Rest API are best for web or mobile
applications due to its simplicity and ease of use. It supports both XML and
JSON format. REST uses standard HTTP methods like GET, POST, PUT, DELETE, etc.,
to interact with resources.
SOAP support XML only for request and
response and hence sometime it is very complex to deal with as compared to JSON
in Rest. It is not commonly used now a days.
Bulk API: Bulk API's are based on REST
principles and are optimized for working with large sets of data
asynchronously. There are two versions of this API – Bulk API and Bulk API 2.0.
Bulk API 2.0 is a new and improved version of Bulk API. Bulk API 2.0 provides a
simple interface to load large amounts of data into your Salesforce org and to
perform bulk queries on your org data. Its design is more consistent and better
integrated with other Salesforce APIs. Bulk API 2.0 also has the advantage of
future innovation. As per the Salesforce any data operation that includes more
than 2,000 records is a good candidate for Bulk API.
Salesforce Connect: Use this to
access and display external data in Salesforce without physically storing it in
Salesforce databases. It makes use of external objects. Salesforce Connect maps
Salesforce external objects to data tables in external systems. Instead of
copying the data into your org, Salesforce Connect accesses the data on demand
and in real time. The data is never stale, and we access only what you need.
We can use Salesforce connect in below scenarios:
You have a large amount of data that
you don’t want to copy into your Salesforce org.
You need small amounts of data at any
one time.
You want real-time access to the
latest data.
Outbound Messaging: Automate the
sending of data to external systems using SOAP-based messages. You can see the option
to send the outbound message under work flow rule.
Apex Integration Services: Use Apex
programming to build custom integrations.
Streaming API : Streaming API
enables streaming of events using push technology and provides a subscription
mechanism for receiving events in near real time. The Streaming API
subscription mechanism supports multiple types of events, including PushTopic
events, generic events, platform events, and Change Data Capture events.
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