Integrating with

Integrating with covers the key elements of how to design and implement all types of integrations with the cloud platform. The course introduces the major integration mechanisms available on the platform, such as the APIs and the built-in declarative functionalities. In subsequent modules, participants explore the technologies that play specific roles in integrating with the platform, including Web service APIs, Apex, and outbound messaging.

Course Outline

  • Integrations Overview

    • Key Characteristics of an Integration

    • Salesforce Integration Mechanisms

  • Security and Authorization, and Authentication

    • Security

    • Single Sign-on with Federated Identity using SAML

    • Single Sign-on Delegated Authentication

  • Working with Salesforce Data

    • Retrieving Data: sObjects, SOQL and SOSL


    • Working with SOAP API

    • Working with the Partner WSDL

    • Debugging and Testing

    • Advanced API Techniques

  • JSON

    • JSON Basics

    • JSON Java

    • JSON and C#


    • The Basics of REST

    • The REST API

    • The Chatter API

  • Bulk API

    • An Overview of the Bulk API

    • Using the Bulk API to Modify Data

    • Querying with the Bulk API

  • Streaming API

    • The Architecture

    • Working with the Streaming API

    • Key Streaming API Facts

  • Data Loader in Architecture

    • Data Loader Overview

    • Including Data Loader in Architecture

  • Apex, Data Loader and Integrations

    • Custom Apex Web Services

    • Apex Callouts

    • Email Services

  • Declarative Integration Features

    • Outbound Messaging

    • Salesforce to Salesforce

  • Visualforce, Portals, Sites,, and Ideas Integration

    • Mashups and Visualforce

    • Portals Integration

    • Sites

    • Overview

    • Ideas Integration

  • Design Workshop

    • Review

    • Architecting a Solution


Integrating with is ideal for independent software vendors (ISVs), customer developers, and system integrators wanting to learn how to design and build integrations with cloud platform applications.

It is not necessary to be a developer to take this course; however, we recommend that participants be familiar with the platform and proficient in an object-oriented programming language such as Java or C#. **Note: To get the most out of this course, you should be comfortable writing object-oriented code.