SalesForce CRM Integration Training Program

SalesForce CRM Integration Training Program

On March 3, 2020, Posted by , In Salesforce Tutorial, With No Comments

SalesForce CRM Integration Training Program

CRS Info Solutions design hands on certification and training program called Salesforce CRM Integration Training Program. In this program participants will walk through integration concepts REST API, SOAP, security, SQL relationships, JSON, Bulk APIs integration, CTI (Computer Telephony Integration) etc., interesting concepts of Salesforce Integration. combines the key elements as in what way to design and implement each and every type of integrations with the product platform. The Integrating offers a sum of integration points reaching from off the shelf built-in ERP connectors to email, web services, syndication feeds and HTTP-based. Participants will learn and gain using the REST API in their integrations on the training session.


Course on Integrating with

Course Overview: integration teaches you to design and implement all types of combinations using the cloud platform. This course describes all the essential elements required for designing and implementing integration.

The process of integrating separate but related applications helps your organization achieve greater levels of efficiency, consistency, and quality.

APIs and built-in declarative functionalities are the necessary mechanisms described on the platform. At the end of this course, you will be able to use SOAP and REST APIs, Apex and outbound messaging and these play a vital role in integrating with the platform.

To avail the most out of this course, you should be comfortable writing object-oriented code.

What you will learn?

The Integrating with course teaches you some integration points on the platform. During this course, you will learn to:

  • Gain knowledge of different integration points
  • Create and deploy cloud applications
  • Automate your business process using out of the box tools
  • Integrate your application with external applications

Why get enrolled in this course?

Enroll in this course to:

  • Gain knowledge of the
  • Develop your skill set on business processes
  • Ensure security features
  • Understand customization of objects, fields, and records
  • Learn the data organization methods

Course Offerings:

  • Live/Virtual Training in the presence of online instructors
  • Quick look at Course Details, Contents, and Demo Videos
  • Quality Training Manuals for easy understanding
  • Anytime access to Reference materials
  • Gain your Course Completion Certificate on the Topic
  • Guaranteed high pay jobs after completing certification

Course Benefits:

  • Use various integration techniques
  • Learn all the advantages of integration techniques
  • Learn about Integration with Streaming API
  • Integrate with by developing methods
  • Web services integration available in
  • Create your web services
  • Use canvas to embed external applications


  • System Integrators
  • Custom developers
  • Architects
  • Independent Software Vendors (ISVs)
  • Any developer who wants to build integration and customize design programs


  • Basic familiarity of platform
  • Programming knowledge of Java or C#

Course Content:

Lesson 1: Integration Overview

This chapter provides you the explanation of why integration is required and explains about the integration methods in the current business perspective.

Class 1:

  • About Recruiting application
  • Evaluating business problems from an integration perspective
  • Working with the Salesforce APIs

Lesson 2: Security

SOQL queries are like SQL queries, but SOQL uses relationships and not joins for navigation of data. This section teaches you to write a query using SOQL, process them and create query dynamically at run time. SOSL is Salesforce Object Search Language which allows you to search many objects at a time and query on fields whose datatype is text, phone, and email. SOSL can be used in classes but not in Triggers and cannot perform DML operation on query results.

Class 1:

  • security
  • Working with Salesforce Data
  • Objects and relationships
  • SOQL
  • SOSL

Lesson 3: SOAP API

This chapter teaches you to create, retrieve, update or delete records, such as accounts, leads, and custom objects using SOAP API. You can use SOAP API in any language that supports Web services.

Class 1:

  • Working with the SOAP API
  • Working with the partner WSDL
  • Debugging and testing

Lesson 4: JSON

In this chapter, you will get a complete understanding of JSON and its advantages. JSON stands for JavaScript Object Notation. JSON serves as a lightweight data interchange format. Machines can parse and generate, and humans can read and write quickly using JSON.

Class 1:

  • JSON Basics

Class 2:

  • JSON and Java
  • JSON and C#

Lesson 5: REST APIs

RESTAPIs allows you to integrate with applications. This integration is made possible using HTTP methods using XML or JSON formats.

Class 1:

  • An introduction to the Salesforce REST APIs
  • The REST API
  • The Chatter REST API

Lesson 6: Bulk API Bulk API provides an option to load your organization data into Salesforce. Basic familiarity with software development, web services, and the Salesforce user interface is required to use the Bulk API.

Class 1:

  • An overview of the Bulk API
  • Using the Bulk API to modify data
  • Querying with the Bulk API

Lesson 7: Streaming API Streaming API allows you to expose a real-time stream of data from the platform. Streaming API allows event delivery that is either tied to changes in Salesforce or based on custom payloads.

Class 1:

  • The architecture
  • Working with the Streaming API
  • Key Streaming API facts

Lesson 8: Using the Apex Data Loader as an Integration Client

Data Loader is an easy to use the graphical tool and helps you to get your data into Salesforce objects. Data Loader allows extracting data from database objects into any of the destinations in Salesforce.

Class 1:

  • Data Loader Overview
  • Including Data Loader in architecture

Lesson 9: Apex and Integration

This chapter covers using Apex for building integrations, and the idea is to share code snippets which allow you to use them quickly in a working interface.

Class 1:

  • Introduction to Apex
  • Custom Apex web services

Class 2:

  • Apex callouts
  • Email services

Lesson 10: Declarative Integration Features

This chapter provides Declarative integration features that enable less maintenance ad details about Lightning Connect.

Class 1:

  • Outbound messaging
  • Lightning Connect
  • Salesforce to Salesforce

Lesson 11: Embedding Web Pages and Applications within Salesforce

In this session, you will get introduced to mashups, their core concepts and the advantages of using mashups in your IT organization. Canvas allows you to easily integrate with the third party application by creating the canvas app.

Class 1:

  • Designing the Salesforce1 mobile application
  • Mashups and Visualforce
  • Canvas

Lesson 12: Salesforce Identity and Single Sign-on

This session teaches you about the Single Sign-in that allows you to sign in and access all authorized resources. SAML (Security Assertion Markup Language) is secure, XML-based solution and allows for exchanging user security information between your company and

Class 1:

  • Introduction to Salesforce Identity and single sign-on
  • Single sign-on using SAML
  • Single sign-on using delegated authentication

Lesson 13: Computer Telephony Integration (CTI)

This chapter teaches how to develop and integrate Computer Telephony Integration (CTI) systems with the Salesforce Call Center using a browser-based JavaScript API.

Class 1:

  • Computer Telephony Integration


1.Why is integration necessary for your organization?

Integration is essential for any organization as it allows to achieve greater levels of operational consistency, quality, and efficiency. The possible targets for integration in each application are business logic, presentation, data and security layers. Integration allows applications to work with one another efficiently.

2.What are the different types of integration points?

There are many various types of integration like Security Integration, User Interface Integration, Data Integration, and Business Logic Integration.

3.What are the advantages of allows you to create and deploy cloud applications. You can automate your business processes using out of box tools and services.

4.Define SOQL and SOSL?

  • SOQL is Salesforce Object Query Language which allows us to search objects only one at a time and query on all fields of any data type. SOQL can be used in Triggers and classes and perform DML operation on query results.
  • SOSL is Salesforce Object Search Language which allows you to search many objects at a time and query on fields whose datatype is text, phone, and email. SOSL can be used in classes but not in Triggers and cannot perform DML operation on query results.

5.What is the importance of JSON?

  • JSON is a stand-alone JavaScript Object and because of its simplicity JSON has replaced XML as object representation. JSON notation is readable by JavaScript and by most languages available today.
  • JSON is imperative as it allows for easy parsing unlike XML and makes it smooth and easy to use the language. JSON is so simple that parsing of JSON is easier to implement and avoids errors during implementation.

6.What are the benefits of REST API integration with

You gain the following advantages by using the REST API in your integrations:

  • Ubiquitous access
  • Standards-based security
  • Data model
  • Flexible formats

7.What are the benefits of Data loader?

Following are the advantages of Data Loader:

  • Easy to use wizard interface
  • Supports Command line interface
  • Database connectivity interface available
  • Large files support
  • Allows field mapping drag and drop
  • Support for all objects, including custom objects
  • Provide success and error log files in CSV format

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