Module 1: Introduction to Salesforce Integration

1. Overview of Salesforce Integration

   • What is integration in Salesforce?
   • Types of integrations: Real-time vs Batch, Inbound vs Outbound.
   • Use cases and business scenarios.

2. Salesforce Integration Architecture

   • Overview of Salesforce architecture (multi-tenant cloud platform).
   • Introduction to the Salesforce APIs and integration patterns.

3. Introduction to API-based Integrations

   • API concepts: REST, SOAP, Bulk, and Streaming.
   • Authentication mechanisms: OAuth 2.0, Session IDs, and Named Credentials.

Module 2: Salesforce Integration Tools and Methods

1. Salesforce APIs

   • REST API: Basics, use cases, and integration scenarios.
   • SOAP API: Basics and advantages of SOAP-based integrations.
   • Bulk API: Using for large data operations.
   • Streaming API: Real-time data notifications and integration.
   • Metadata API: Managing metadata and configuration.

2. Salesforce Connect

   • Overview of Salesforce Connect.
   • Integration with external systems using external objects.
   • Use cases and setup.

3. MuleSoft and Integration Platforms

   • Introduction to MuleSoft for enterprise integration.
   • Understanding the Anypoint Platform.
   • Using MuleSoft to connect Salesforce with third-party systems.

4. Custom Apex Integrations

   • Introduction to Apex for building integrations.
   • Writing RESTful services with Apex.
   • Callouts from Salesforce to external systems using HTTP and REST.

Module 3: Data Integration Patterns

1. Integration Patterns

   • Request-Reply: Synchronous integration with real-time data exchange.
   • Fire-and-Forget: Asynchronous integration.
   • Batch Data Synchronization: Large volume data integrations.
   • Publish-Subscribe: Real-time event handling using the Streaming API.
   • Point-to-Point vs Hub-and-Spoke architecture.

2. Data Transformation and Mapping

   • Mapping fields between Salesforce and external systems.
   • Using middleware for data transformation.
   • Handling different data formats (e.g., XML, JSON, CSV).

Module 4: Authentication and Security

1. OAuth 2.0 Authentication

   • Introduction to OAuth 2.0 for secure API access.
   • Setting up OAuth in Salesforce and third-party systems.
   • Managing user permissions and roles for integrations.

2. Session-based Authentication

   • Using Salesforce session IDs for authentication.
   • Session management and security best practices.

3. Security Considerations

   • Ensuring data privacy and security.
   • API rate limits, and how to handle throttling.
   • Implementing IP Whitelisting and Named Credentials.

Module 5: Error Handling and Logging

1. Error Handling Strategies

   • Best practices for handling errors during integration.
   • Using try-catch in Apex for error handling.
   • Managing errors in batch integrations.

2. Logging and Monitoring Integrations

   • Setting up logs for integration transactions.
   • Monitoring API usage and tracking performance (Salesforce Event Monitoring, System Logs).
   • Tools for debugging integration issues.

Module 6: Practical Salesforce Integration Scenarios

1. Integrating with External Applications

   • Integrating Salesforce with ERP systems (e.g., SAP, Oracle).
   • Connecting Salesforce with Marketing Automation tools (e.g., Marketo, HubSpot).
   • CRM-to-CRM integrations (Salesforce to Microsoft Dynamics, etc.).

2. Real-Time Integration

   • Real-time data syncing using REST and Streaming API.
   • Push notifications and real-time event handling.

3. Batch Integration

   • Bulk data import/export from Salesforce using Bulk API.
   • Scheduling batch jobs for regular integrations.

4. Data Synchronization and Master Data Management

   • Syncing Salesforce with other cloud-based or on-premise systems.
   • Using middleware (e.g., MuleSoft) for data consistency.

Module 7: Integration Best Practices

1. Scalability and Performance

   • Optimizing integration performance for high-volume systems.
   • Handling large data transfers and minimizing API callouts.

2. Testing and Debugging Integrations

   • How to thoroughly test integrations in a sandbox environment.
   • Debugging API errors and troubleshooting integration failures.

3. Designing Robust and Maintainable Integrations

   • Ensuring easy maintenance and flexibility.
   • Keeping integrations modular and scalable.
   • Managing version control for integrations.

Module 8: Real-World Projects & Case Studies

1. Integration Project Examples

   • Integrating Salesforce with a payment gateway.
   • Synchronizing Salesforce with external inventory management systems.
   • Creating a custom integration to pull data from an external system.

2. Case Study Discussions

   • Case studies on Salesforce integration for different industries.
   • Best practices and lessons learned from real-world implementations.

Module 9: Advanced Topics in Salesforce Integration

1. Using External Services in Salesforce

   • Connecting Salesforce to external APIs and services.
   • Invoking external APIs with Named Credentials and External Services.

2. Event-Driven Architecture

   • Working with Platform Events and Change Data Capture (CDC) for event-driven integrations.
   • Using Process Builder and Flow for event-based automation.

3. AI and Machine Learning Integrations

   • Integrating AI-powered tools into Salesforce using external APIs.
   • Use cases for integrating Salesforce with tools like Einstein AI.