In this presentation Roy Gilad display the diffrent ways to create integration with and using Salesforce.

1. How to Integrate With
Salesforce.com?
Roy Gilad

2. How do I Integrate With Salesforce.com?
Native Connectors Salesforce market:
AppExchange
Integration Partner
Ecosystem
Developer Toolkits and
Salesforce API

3. How do I Integrate With Salesforce.com?
Native Connectors
 Part of the platform.
 Effort level to integrate is low:
– Rapid configuration and training.
 Limited functionality.

4. How do I Integrate With Salesforce.com?
Native Connectors
 Example: Native email integration.
 Benefits:
– Better support.
– Monitoring.
– KPIs.

5. How do I Integrate With Salesforce.com?
Salesforce market:
AppExchange
 Marketplace with leading solutions!
 Effort level to integrate is low.
 Each AppExchange is examined by
Salesforce:
 Security review.
 Apex best practices.

6. How do I Integrate With Salesforce.com?
 Example: Call Telephony Integration
Salesforce market:
AppExchange
 Benefits:
 CRM monitoring.
 Faster sales.

7.  Example: Radian6
How do I Integrate With Salesforce.com?
Salesforce market:
AppExchange
 Benefits:
 Increase customer engagement.
 Control brand visibility.

8. How do I Integrate With Salesforce.com?
Integration Partner
Ecosystem
 Middleware: Adding an integration layer.
 Used to connect several systems.
 High Flexibility.

9. How do I Integrate With Salesforce.com?
Developer Toolkits and
Salesforce API
 Salesforce provides integration on
several levels.
 Salesforce has several API.
 Toolkits for the common SDK.
 High Flexibility.

10. Which solution should I choose?
Is there a native
Connector that
fits my needs?
Is there an
AppExchange
that fits my
needs? Does it
fit my budget?
3rd party
integration tool
or development

11. Developing an integration with
Salesforce

12. Questions you need to answer before developing
Vision &
Strategy
What do we need to
integrate?
User interfaces
Logic
Data
Vision &
Strategy
How often do we need
to integrate?
Real-time
Hourly
Daily
Weekly
Vision &
Strategy
How much do we
need to integrate?
10’s
1,000’s
10,000’s
1,000,000’s
Vision &
Strategy
Do we need it
synchronised?
Synchronous
Asynchronous

13. Your Data Model
Your business logic
Screens exposed to the end users
What do we need to integrate?

14. UI Layer Integration – option 1
 Request from the page to a server.

15. UI Layer Integration – option 2
 Salesforce Canvas
 Complex web application already running
outside of Salesforce Platform that you
want to expose to Salesforce users easily
and securely.
 Combine Salesforce with information that
cannot leave your premises.

16. UI Layer Integration – option 2
 Salesforce Canvas

17. Data and Business Layers Integration
 Salesforce provides several APIs.
 We will sort them by the needs they
provide:
SOAP API
REST API
Apex REST API
Apex SOAP API
Streaming API
Bulk API
Chatter API
Metadata API

18.  You have a strong development team but
you don’t have a Salesforce development
team.
 You can use out-of-the-box API:
 REST API
 SOAP API
What is Salesforce.com API?
Accounts
Contacts
Events
Tasks
Opportunities
Cases
Invoices
Orders
Contracts
Assets
Create, update and delete data.
SELECT Name
FROM Account
WHERE Name like 'A%'
Salesforce Object Query Language
(SOQL)

19.  You want to integrate using your in-house
primary key.
 You want a custom functionality.
 Tailored made API:
 Apex REST API
 Apex SOAP API
 Just add the annotating to the Class as a
“WebService”
What is Salesforce.com API?

20.  You have over a million records to
process and speed is a requirement.
 Bulk API
What is Salesforce.com API?

21.  You need near real-time notifications of
when records are created or updated.
 Pub-Sub model.
 Streaming API
What is Salesforce.com API?

22.  You want to migrate changes, such as
custom object definitions and page
layouts, from asandbox to your
production environment.
 Metadata API
What is Salesforce.com API?

23. How do I Integrate With Salesforce.com?
Native Connectors Salesforce market:
AppExchange
Integration Partner
Ecosystem
Developer Toolkits and
Salesforce API

24. Join Us!
 LinkedIn:
Israel Salesforce User Group
 Meetup
Israel Salesforce Developer User Group

25. Roy Gilad
Gilad.Roy@gmail.com
052-8971022