Salesforce Integration With External Systems Part 2
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Salesforce Integration With External Systems Part 2
Included with
Recommended experience
Recommended experience
What you'll learn
Use Postman to test API connections and perform HTTP callouts.
Evaluate different integration methods to choose the most suitable for connecting Salesforce orgs.
Assess the effectiveness of no-code integration strategies using Salesforce Flow.
Develop a comprehensive integration solution using external services and OpenAPI 3.0 for complex data flows.
Skills you'll gain
Details to know
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There are 7 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. Unlock the full potential of Salesforce by mastering advanced integration techniques with external systems. This course begins by exploring the fundamental concepts of external services in Salesforce, setting a strong foundation for complex integrations. You’ll learn to connect multiple Salesforce orgs effortlessly, create objects to manage data, and use tools like Postman and Salesforce Inspector for seamless data management. The step-by-step guidance ensures that you gain hands-on experience in setting up secure connections and managing data flow. As you progress, you’ll delve into no-code integration strategies using Salesforce flows and HTTP callouts. The course covers essential topics like Auth Providers, Named Credentials, and External Credentials, enabling you to implement secure authentication protocols for any integration project. You will also explore creating and using OpenAPI 3.0 documents to streamline and document API interactions, ensuring your integrations are well-structured and maintainable. In the final modules, you’ll apply your skills to integrate Salesforce with external systems like the AHA application. By learning to create and configure external services and credentials, you’ll be able to manage complex data flows and automate workflows without writing a single line of code. This hands-on experience prepares you to tackle real-world integration challenges confidently, transforming you into a proficient Salesforce integration specialist. This course is tailored for Salesforce administrators, developers, and integration specialists who are looking to enhance their skills in integrating Salesforce with external systems. A basic understanding of Salesforce fundamentals is recommended but no coding experience is required.
In this module, we will explore the foundational aspects of external services within Salesforce. We'll begin by understanding what external services are and how they play a critical role in integrating Salesforce with other platforms. This foundational knowledge will set the stage for more advanced integration techniques discussed in later sections.
What's included
1 video1 reading
1 video•Total 6 minutes
- What Are External Services?•6 minutes
1 reading•Total 10 minutes
- Full Course Resources•10 minutes
In this module, we will embark on our first integration project, which involves connecting two Salesforce orgs. We'll start by understanding the scope and objectives of the project, then proceed to set up two Salesforce orgs. We'll create a custom object to store employee data, ensuring structured data management. Finally, we'll install and use Postman and Salesforce Inspector to insert records, preparing us for seamless data integration between the orgs.
What's included
4 videos
4 videos•Total 18 minutes
- Overview of the First Integration Project•5 minutes
- Create Two Salesforce Orgs•4 minutes
- Create an Object to Store Employee Information•6 minutes
- Install Postman and Use Salesforce Inspector to Insert Records•4 minutes
In this module, we will execute a comprehensive integration project between two Salesforce orgs without writing any code. We’ll start by using Postman to establish connections and then create a second Salesforce org for the project. We will explore the crucial roles of Auth Providers and Named Credentials in managing secure connections. Finally, we’ll configure these components step-by-step, ensuring robust authentication and seamless data exchange between the orgs.
What's included
6 videos
6 videos•Total 47 minutes
- Use Postman to Connect to Employee Org•17 minutes
- Create Second Salesforce Org•2 minutes
- What Is Auth Provider and What Are Named Credentials?•4 minutes
- Why Do I Need to Create an Auth Provider?•4 minutes
- How to Create an Auth Provider in Salesforce?•7 minutes
- What Are External Credentials and Named Credentials?•13 minutes
In this module, we will explore how to perform HTTP callouts directly from a Flow in Salesforce. We'll start with the fundamentals of creating HTTP callouts and invoking Flows from Actions. Next, we’ll delve into creating external services through callouts and making POST requests using Postman. Finally, we’ll test our Flows to verify the effectiveness and reliability of our integration processes, equipping you with essential skills for advanced Salesforce automation and integration.
What's included
6 videos1 assignment
6 videos•Total 54 minutes
- How to Do Http Callout from a Flow in Salesforce?•9 minutes
- How to Invoke a Flow from an Action in Salesforce?•11 minutes
- Overview of External Service Created Through Http Callout•7 minutes
- How to Make a POST Request in Postman•5 minutes
- How to Do Http Callout Using Flow in Salesforce•17 minutes
- Test the Flow•4 minutes
1 assignment•Total 15 minutes
- Http Callout Using Flow - Assessment•15 minutes
In this module, we will delve into the OpenAPI 3.0 framework and its application in documenting and streamlining APIs. We'll start by understanding the basics of OpenAPI and its use cases. Next, we’ll explore how to define paths and endpoints through practical examples. We'll then learn to create a simple OpenAPI 3 document and, finally, focus on building reusable components to create modular and efficient API documentation, vital for successful integration projects.
What's included
4 videos
4 videos•Total 30 minutes
- What Is OpenAPI and How Do You Use It?•10 minutes
- What Is OpenAPI Example? What Are Paths in OpenAPI•9 minutes
- Creating a Simple OpenAPI 3 Document•6 minutes
- How to Define Reusable Components in OpenAPI?•4 minutes
In this module, we will explore how to integrate two Salesforce orgs using external services. We’ll begin by creating and configuring an external service within Salesforce, followed by learning to call external service actions through Flows. Finally, we will focus on invoking POST actions from Flows, providing hands-on experience in automating and managing sophisticated data flows between the connected Salesforce orgs, ensuring efficient and secure integration.
What's included
3 videos
3 videos•Total 35 minutes
- How to Create an External Service in Salesforce?•10 minutes
- How to Call an External Service Action Using Flow?•10 minutes
- Invoke POST Action from Flow•15 minutes
In this module, we will tackle an advanced integration project connecting Salesforce with the AHA external system. We’ll begin with an overview of the AHA application and then create necessary credentials for secure communication. We’ll use POSTMAN to connect and call AHA services, followed by creating external services in Salesforce using OpenAPI specifications. We’ll then perform feature-specific data retrievals, enhancing our understanding of real-world integrations. Finally, we’ll bring all elements together to achieve a robust integration between Salesforce and the AHA system, consolidating our skills in complex external integrations.
What's included
9 videos3 assignments
9 videos•Total 105 minutes
- Overview of AHA Application•7 minutes
- Create an External Credential for Aha•9 minutes
- Create Named Credential in Salesforce•5 minutes
- Connect with AHA Using POSTMAN•13 minutes
- Call AHA Services Using POSTMAN•15 minutes
- Open API Spec for AHA | Create an External Service•19 minutes
- Connect Salesforce with Aha | Get a Specific Feature Based on the Feature ID•10 minutes
- Connect Salesforce with AHA | Retrieve All Features Under a PRODUCT•15 minutes
- Integrate Salesforce with External System Using External Services•13 minutes
3 assignments•Total 90 minutes
- Full Course Practice Assessment•15 minutes
- Project: Connect Salesforce with AHA External System - Assessment•15 minutes
- Full Course Assessment•60 minutes
Instructor
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- Status: Free TrialC
Coursera
Course
- Status: Preview
Course
- Status: Free TrialU
University of California, Irvine
Course
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Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.
If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.
Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.
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