Salesforce Integration With External Systems Part 1
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Salesforce Integration With External Systems Part 1
Included with
Recommended experience
Recommended experience
What you'll learn
Define the steps to create and configure a Salesforce developer account.
Explain the differences between SOAP and REST APIs and their use cases.
Execute CRUD operations using SOAP and REST APIs within Salesforce.
Compare the efficiency of Bulk API versus standard API calls for large data operations.
Skills you'll gain
Details to know
See how employees at top companies are mastering in-demand skills
There are 10 modules in this course
Updated in May 2025.
This course now features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. Embark on a journey to seamlessly connect Salesforce with external systems through a series of meticulously structured lessons. The course begins by setting up the necessary environments, guiding you through creating a Salesforce developer account and configuring the Salesforce and development environments. You'll then dive into the intricacies of SOAP API integration, utilizing tools like Postman to authenticate users and make API calls. Learn to query, insert, and manage records in Salesforce with confidence and precision. As the course progresses, you'll explore the power of REST APIs, mastering the creation of connected apps and secure authentication methods. Engage with practical exercises that demonstrate how to create and manage records, and develop custom RESTful services tailored to your business needs. The course also covers advanced topics such as lightweight integrations, comparison between SOAP and REST APIs, and strategies for efficient data management using the Salesforce Bulk API. In the final stages, you'll discover how to integrate Salesforce with other systems using Streaming API and Platform Events, enabling real-time data exchange. You'll also explore Salesforce callouts using Apex, remote site settings, and Lightning Web Component integrations. This comprehensive training provides the knowledge and skills required to build robust, scalable, and secure integrations, preparing you to tackle complex integration challenges confidently. This course is designed for Salesforce developers, integration specialists, and technical architects who want to enhance their skills in connecting Salesforce with external systems. Prerequisites include a basic understanding of Salesforce development, familiarity with Apex and SOQL, and some experience with APIs.
In this module, we will create a Salesforce developer account and configure the necessary settings within Salesforce to establish an ideal environment for development. We will also introduce the demo application that will be used throughout the course, preparing you for practical, hands-on learning.
What's included
4 videos1 reading
4 videos•Total 24 minutes
- Creating a Salesforce Developer Account•5 minutes
- Overview of the Demo Application•3 minutes
- Demo: Setting Up Your (Salesforce) Environment•10 minutes
- Demo: Setting Up Your (Development) Environment•6 minutes
1 reading•Total 10 minutes
- Full Course Resources•10 minutes
In this module, we will delve into the intricacies of the Force.com SOAP API and how it facilitates data interaction between Salesforce and other systems. Through hands-on demonstrations using POSTMAN, we will learn to make API calls, authenticate users, and manipulate data efficiently.
What's included
11 videos
11 videos•Total 74 minutes
- Overview of POSTMAN Tool and Installing POSTMAN on Local Machine•6 minutes
- Overview of SOAP API•5 minutes
- JSON Versus XML: Features of XML and JSON•6 minutes
- Authenticating SOAP API Users: Connect to Salesforce Using POSTMAN•9 minutes
- SOAP Requests with POSTMAN: Query Account Records•8 minutes
- Making SOAP API Calls Using POSTMAN•5 minutes
- Working with SOAP API Headers: MRU Header•9 minutes
- How to Create a Record in Custom Object Using SOAP API?•6 minutes
- Insert Multiple Records into Different Objects Using SOAP•7 minutes
- Demo Description: Building Custom SOAP Services•2 minutes
- Demo: Creating a Custom SOAP Service•10 minutes
In this module, we will focus on creating RESTful integrations within Salesforce. We will explore the use of Apex annotations and Connected Apps for secure REST API access, followed by practical exercises on executing queries and managing data through REST API calls.
What's included
10 videos1 assignment
10 videos•Total 75 minutes
- Overview of Apex REST Annotations•16 minutes
- Use Postman to Call a REST API•5 minutes
- Create a Connected App in Salesforce: Connected Apps Use the Standard OAuth•4 minutes
- Authenticating REST API Users•4 minutes
- Execute a SOQL Query to Retrieve Records•9 minutes
- Create a Record Using Rest API from POSTMAN•7 minutes
- Create a Custom Object Record Using REST API from POSTMAN•5 minutes
- Assignment to Create a Custom Object Record Using REST API from POSTMAN•5 minutes
- Creating a Custom REST API in Salesforce•18 minutes
- Difference Between SOAP API and REST API•4 minutes
1 assignment•Total 15 minutes
- Assessment 1•15 minutes
In this module, we will explore integrating Salesforce with external systems. We will set up essential development tools, configure external applications, and make REST calls to facilitate dynamic data retrieval and synchronization between Salesforce and external platforms.
What's included
4 videos
4 videos•Total 27 minutes
- Calling Salesforce from External Application•2 minutes
- Install Node JS and Visual Studio Code•4 minutes
- Host External Application on Your Local Machine and Update credentials.json File•7 minutes
- Making a REST Call from External System to Fetch Salesforce Records•14 minutes
In this module, we will dive into the Salesforce BULK API, learning how to handle extensive data operations. We will cover the creation and configuration of BULK APIs, using them to upload records and define data mappings for streamlined data management.
What's included
5 videos
5 videos•Total 56 minutes
- What Is Salesforce BULK API? How BULK API Works in Salesforce?•8 minutes
- How Do I Create a BULK API in Salesforce?•13 minutes
- Salesforce BULK API with Example•12 minutes
- Salesforce BULK API: Upload Records Using a CSV File in Salesforce•11 minutes
- Salesforce BULK API: Create a Transformation Spec That Defines Mappings•12 minutes
In this module, we will master making callouts from Salesforce to external systems using Apex and Lightning Components. We will configure the Salesforce environment for secure callouts and implement custom solutions to enhance real-time data communication.
What's included
6 videos1 assignment
6 videos•Total 54 minutes
- How to Make Callouts from Salesforce?•7 minutes
- How to Enable Custom Domain in Salesforce?•2 minutes
- What Is Remote Site Setting and How to Use Remote Site Settings in Salesforce?•5 minutes
- Create an Apex Class Which Makes the Callout to External System•11 minutes
- How to Make HTTP Callout from Lightning Component?•9 minutes
- Make HTTP Callout from Lightning Component and Show Data Inside Salesforce•20 minutes
1 assignment•Total 15 minutes
- Assessment 2•15 minutes
In this module, we will explore the Streaming API and its applications for real-time data streaming. We will create Push Topics, configure Platform Events, and implement Change Data Capture to enable dynamic, automated data exchanges between Salesforce and external systems.
What's included
12 videos
12 videos•Total 111 minutes
- Overview of Streaming API in Salesforce•17 minutes
- What Is a Push Topic in Salesforce? How Do I Create a Push Topic in Salesforce?•12 minutes
- Create a Push Topic in Salesforce•8 minutes
- Download Java Development Kit to Set Up External Application•4 minutes
- Install Eclipse on Your Machine•4 minutes
- Import Maven Project•2 minutes
- Sending Data from Salesforce to External System Using Push Topics•11 minutes
- What Are Platform Events in Salesforce? How to Create Platform Events?•15 minutes
- How to Publish Platform Events from Workbench?•10 minutes
- How to Publish Platform Events from Apex?•14 minutes
- What Are Change Data Capture Events in Salesforce? How to Create Them?•6 minutes
- Sending Data from Salesforce to External System Using Change Data Capture Events•9 minutes
In this module, we will focus on integrating different Salesforce orgs using SOAP API. We will explore WSDL configurations, create Apex classes, and set up triggers to establish a secure and efficient data exchange framework between Salesforce environments.
What's included
7 videos1 assignment
7 videos•Total 51 minutes
- How Do I Integrate One Org to Another in Salesforce?•11 minutes
- Partner Versus Enterprise WSDL: Difference Between Partner WSDL and Enterprise WSDL•10 minutes
- How to Generate Apex Class from WSDL?•5 minutes
- Remote Site Settings in Salesforce•3 minutes
- Create Trigger on the Parent Salesforce System•11 minutes
- End-to-End Walkthrough of the Complete Application•4 minutes
- Test the Connection Between Salesforce Orgs•7 minutes
1 assignment•Total 15 minutes
- Assessment 3•15 minutes
In this module, we will learn to use SOAP UI for testing SOAP-based integrations with Salesforce. We will perform SOAP requests, validate integration scenarios, and gain practical insights into managing SOAP services through this versatile testing tool.
What's included
4 videos
4 videos•Total 34 minutes
- What Is SOAP UI and How to Install SOAP UI?•3 minutes
- Invoke SOAP Service from Parent Salesforce System•16 minutes
- SOAP API Request: Login to Salesforce•5 minutes
- Create and Delete Request from SOAP UI•10 minutes
In this module, we will focus on REST API callouts from Lightning Web Components. We will prepare the development environment, create interactive components, and implement RESTful interactions to facilitate efficient data exchanges between LWC and external systems.
What's included
11 videos2 assignments
11 videos•Total 104 minutes
- How to Make a REST API Callout from LWC?•4 minutes
- Install SFDX and Salesforce Extension Pack for Visual Studio Code•3 minutes
- Authorize an Org from Visual Studio Code•7 minutes
- Lightning Web Component: Create Combobox for Our Application•10 minutes
- Lightning Web Component: Create a Lightning Button•8 minutes
- Lightning Web Component: Define the Handlers for the Combobox•4 minutes
- Make a REST Call from Client-Side Controller•11 minutes
- Parse Web Service Response on the UI•16 minutes
- REST API Callout from Client-Side Controller•16 minutes
- REST API Callout from Server-Side Controller•23 minutes
- Test the Application•3 minutes
2 assignments•Total 75 minutes
- Assessment 4•15 minutes
- Full Course Assessment•60 minutes
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