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Integration articles

Page 3 of 4 · 48 articles

Screenshot showing the Salesforce REST Explorer used to retrieve detailed report metadata information.Integration

Retrieve Salesforce report metadata with REST Explorer

Report column names that don't match your field API names are a daily annoyance. Here is how I use the REST API to see...

· 4 min read Diagram illustrating the Salesforce Streaming API architecture for real-time data notificationsIntegration

Salesforce Streaming API - Mechanisms and Real-Time Data

Constant polling burns through your API limits. This guide walks the four Salesforce Streaming API mechanisms and why...

· 5 min read Diagram illustrating the successful connection and data flow for a Shopify Salesforce integration setup.Integration

Shopify Salesforce integration: A Practical Setup Guide

Tired of chasing order numbers across two systems? This guide shows you how to build a Shopify Salesforce integration...

· 6 min read Diagram comparing Salesforce Change Data Capture streaming updates against traditional record polling for data synchronizationIntegration

Salesforce Change Data Capture vs Polling for Data Sync

Stop burning API limits polling for record updates. Here is how Salesforce Change Data Capture streams changes as they...

· 5 min read Diagram illustrating the Okta Salesforce SSO SAML 2.0 integration process for secure user authentication.Integration

Okta Salesforce SSO Setup Guide - SAML 2.0 Integration

Managing dozens of passwords is a security risk and a pain for users. Here is how to set up Okta Salesforce SSO with...

· 5 min read Diagram illustrating complex data flow and troubleshooting Salesforce integration challenges between systemsIntegration

5 Salesforce Integration Challenges and How to Fix Them

Connecting Salesforce to external systems is never as easy as it looks on paper. These are the integration hurdles I...

· 5 min read Diagram illustrating the structure and flow of a stable Salesforce SOAP API integration using WSDL files.Integration

Understanding Salesforce SOAP API: WSDL and Integration

REST gets all the attention, but the Salesforce SOAP API still holds up plenty of enterprise setups. Here is how WSDLs...

· 4 min read Diagram illustrating reduced HTTP calls using the Salesforce Composite API for efficient integration.Integration

Salesforce Composite API - Reduce Latency and API Limits

Stop burning your daily limits on dozens of tiny HTTP calls. Here is how the Salesforce Composite API bundles requests,...

· 5 min read Diagram illustrating Salesforce flat file integration for secure batch data exchange between systemsIntegration

Salesforce flat file integration for batch data exchange

Sometimes a simple CSV beats a complex API. Here is why Salesforce flat file integration is often the most reliable way...

· 4 min read Diagram illustrating the flow of Salesforce OAuth explained for secure API integration setupIntegration

Salesforce OAuth Explained: Secure Your API Integrations

Most of us copy and paste Salesforce OAuth settings and hope for the best, but OAuth is what holds your integrations...

· 5 min read Diagram illustrating Salesforce External Objects connecting to external databases for real-time data accessIntegration

Salesforce External Objects: A Guide to Data Integration

Stop building custom sync engines for ERP data. Salesforce External Objects let you view millions of rows in real time...

· 4 min read Diagram illustrating modern system integration using the fast and efficient Salesforce REST API for data transfer.Integration

Salesforce REST API: A Guide to Modern Integrations

If you are building integrations today, you are going to spend a lot of time with the Salesforce REST API. It is a...

· 5 min read