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Integration articles

Page 4 of 5 · 51 articles

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 Diagram showing the secure handshake process facilitated by a Salesforce Connected App for API integration.Integration

Salesforce Connected App: Secure Your API Integrations

Think of a Salesforce Connected App as a digital ID card for your external software. It is your control panel for...

· 5 min read Comparison chart illustrating the differences between Salesforce SOAP and REST API integration options for developers.Integration

Salesforce SOAP vs REST - Which Integration Should You Use?

Choosing between Salesforce SOAP vs REST shapes how your integration performs. Here are the differences between strict...

· 5 min read Diagram illustrating the secure authentication process using Salesforce Named Credentials and external services.Integration

What are Named Credentials, and what is their use of them? | Salesforce Named Credentials

· 5 min read Diagram showing real-time HubSpot Data Cloud integration flow using Zapier and APIsIntegration

Real-time HubSpot Data Cloud integration using Zapier

A connector that syncs once a day is too slow for a sales team working live leads. Here is how to use Zapier and the...

· 5 min read Diagram illustrating various Salesforce OAuth 2.0 authorization flows for secure API accessIntegration

What different OAuth2.0 Authorization flows are available in Salesforce? | Salesforce OAuth flows

· 5 min read Diagram illustrating Salesforce OCR automation processing images to input data into Salesforce recordsIntegration

Automate Data Entry with Salesforce OCR and Titan Files

Manual data entry is a productivity killer that turns into bad reports and bad decisions. Here is how I use Salesforce...

· 5 min read Diagram illustrating a simplified Apex HTTP integrations framework for connecting to external APIs.Integration

Salesforce Integration Framework — Simplify HTTP API Integrations

A production-ready Apex framework for HTTP API integrations in Salesforce: a fluent Builder API, several auth methods,...

· 3 min read Diagram illustrating the flow of Salesforce Integration Procedures for server-side data orchestrationIntegration

What are Integration Procedures?

Overview of Integration Procedures in OmniStudio: declarative, server-side orchestration for integrations, data...

· 3 min read Step-by-step guide showing how to link Google Sheets to Salesforce using the G-Connector applicationIntegration

Connect Salesforce to Google Sheets: Apex or Connector

Two ways to connect Salesforce to Google Sheets: a Sheets add-on that a person drives, or an Apex REST callout through...

· 9 min read