Integrating with salesforce

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December 1, 2015 Lorem Ipsum Dolor

Transcript of Integrating with salesforce

Page 1: Integrating with salesforce

December 1, 2015Lorem Ipsum Dolor

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Forward-Looking StatementStatement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Go Social!

Salesforce Developers

Salesforce Developers

Salesforce Developers

The video will be posted to YouTube & thewebinar recap page (same URL as registration).

This webinar is being recorded!

@salesforcedevs / #forcewebinar

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▪ Don’t wait until the end to ask your question! – Technical support will answer questions starting now.

▪ Respect Q&A etiquette– Please don’t repeat questions. The support team is

working their way down the queue.▪ Stick around for live Q&A at the end

– Speakers will tackle more questions at the end, time-allowing.

▪ Head to Developer Forums– More questions? Visit

developer.salesforce.com/forums

Have Questions?

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Agenda

1. Intro and Overview2. Integration Dependencies3. Data CRUD Integration4. Salesforce Connect5. Apex Integration Services6. Roundup of Other Integration Topics

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Who Are You?

Experience with integration and use of APIs New(ish) to Salesforce

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Introduction

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What makes a platform…

Is this a platform?

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…a Platform?

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Comprehensive APIs, Toolkits, and Support of Standards

Web ServiceEndpoint

Web ServiceEndpoint

ApexWS/REST

Outbound Messaging

Business Logic

Bulk APIOdata

(Salesforce Connect)

Streaming API

Topic/Channel

CRUD(SOAP/REST)

Data

Extnernal Object

BayeuxClient

Applications, Devices, Middleware

Java SDK Ruby gem PHP Toolkit Mobile SDK 3rd Party Adapters

ApexCallouts

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Salesforce API Implementation

Versioned (currently v37) Major Release 3 Times Per Year Use of Standards and Common Architectural

Patterns Customer updates to schema automatically

reflected

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Tools for the API

Workbench Force CLI Postman CURL

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Demo: Workbench

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Dependencies

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Knowing the Platform

User Authorization Security SOQL/SOSL Apex Declarative Customization

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Identity and Authorization

Identity: User, Profile, License Authorization: OAuth 2.0

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Broker__c

Security

User Profile Access Sharing

Name Phone__c Email__c Title__cCaroline King +1-612-554-8532 [email protected] Territory Manager

Alistair Krei +1-415-467-8890 [email protected] Real Estate Agent

Rajesh Hamal +1-213-355-2241 [email protected]

Property Broker

Wei Tong +1-206-888-4320 [email protected] Real Estate Agent

Profile (Configuration)

Sharing(Dynamic)

EntityField

Row

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//SOQL – Salesforce Object Query Language

SELECT Id, Name, Title__c, Beds__c Broker__r.Name

FROM Property__c

WHERE Beds__c >= 3

//SOSL - Salesforce Object Search Language

FIND {GU19*} RETURNING Account, Property__c

Query and Search Languages

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Customization

Apex Code Custom Declarative Logic

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Demo: Why These Matter

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Data and CRUD APIs

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Client Applications and Services

REST API

SOAP API

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Automatic API Endpoint CreationAccount

Property__c

/SObjects/Account

/SObjects/Account/describe

/query?q=SELECT+Name,Type+FROM+Account

...

/SObjects/Property__c

/SObjects/Property__c/describe

/query?q=SELECT+Name,Type__c+FROM+Property__c

...

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Demo: Exploring the REST API

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Libraries, Toolkits, and SDKs

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Salesforce Connect

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Salesforce Connect

OData 2.0/4.0 or Custom Connector using Apex External data represented as Salesforce entity Introspection of schema of system of record No data duplication Data mastering at system of record

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Simple Salesforce Connect Integration Architecture

ERP

ODat a

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Integration Architecture with Federation via Middleware

Mid

dlew

are

(ODa

ta) ERP

Business Unit 1

ERP Business

Unit 2

ERP Business

Unit 3

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Demo: Salesforce Connect

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Apex Integration Services

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HttpRequest req = new HttpRequest();

req.setEndpoint(url);

req.setMethod(method);

req.setBody(body);

Http http = new Http();

HttpResponse resp = http.send(req);

Apex Requests to External Systems

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@RestResource(urlMapping='/propertyhub/*')

global class PropertiesService {

@HttpGet

global static List<Property__c> getNearbyProperties(){

List<Property__c> retProps = new List<Property__c>();

RestRequest req = RestContext.request;

RestResponse resp = RestContext.response;

...

return retProps;

}

Custom Apex API

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Demo: Apex and Integration

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Integration Round Up

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Streaming API

Pub/Sub Integration Model Long Polling with Bayeux Protocol Clients Replayable

Push Data Updates

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Outbound Message

Invoked by Decarative Rule (No Code) POST of SOAP message to external middleware Messages are Queued and Retried

Push Data Updates

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Lightning Out Lightning Components in Your Web App

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Canvas API

Your UI in Salesforce

SDK

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San FranciscoOctober 4-7, 2016

Moscone West

Join us in the Developer ZoneDreamforce ‘16

We hope to see you there!

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Q & APost additional questions in

developer.salesforce.com/forums/

Try Trailhead: trailhead.salesforce.comJoin the conversation: @salesforcedevs

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References Tools

– Workbench App– Workbench Github Repo

Data APIs– REST:– SOAP:– Bulk

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Thank You