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Trailhead

Integrate AWS and Salesforce

Salesforce via Trailhead

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Overview

Learn tools and methods to ensure secure integration between Salesforce and AWS.
  • Discover a new way to increase security on your AWS integrations.
  • Securely connect from AWS to Salesforce with a Private Connect inbound connection.
  • Securely connect from Salesforce to AWS with a Private Connect outbound connection.
  • Securely integrate Salesforce and AWS without code.
  • Use the Amazon Connect CTI adapter to integrate with Service Cloud.
  • Use Salesforce Identity for single sign-on with Amazon Connect.
  • Integrate AWS Lambda with Service Console to automate tasks and customize the IVR.

Syllabus

  • Salesforce Private Connect for AWS
    • Explore the Salesforce and AWS Partnership
    • Discover Private Connect with AWS
    • Differentiate Between Inbound and Outbound Connections
  • Private Connect Inbound Connections
    • Get Started with Inbound Connections
    • Create an Inbound Connection
    • Provision and Use Inbound Connections
  • Private Connect Outbound Connections
    • Create an Outbound Connection
    • Provision and Use Outbound Connections
  • Amazon AppFlow
    • Get Started with Amazon AppFlow
    • Set Up a Simple Flow
    • Make Data Flow Both Ways
  • Build an Amazon Connect Integration
    • Create an Amazon Web Services (AWS) Account
    • Create an Amazon Connect Instance
    • Install the Amazon Connect CTI Adapter
    • Configure a Salesforce Call Center
    • Test the Amazon Connect CTI Adapter
  • Build an Amazon Connect SSO Integration with Salesforce
    • Create an Amazon Connect Instance
    • Check the Package and Enable Cross-Domain Access
    • Set Up Identity and Permissions
    • Set Up a Connected App and Enable Single Sign-On
    • Finalize Single Sign-On and Test the Softphone
  • Build a Data Dip with AWS Lambda and Amazon Connect
    • Create Your Amazon Connect Instance
    • Install the CTI Package
    • Enable Call Center Permissions
    • Activate Your Phone and Integrate with Amazon Connect
    • Set Up a Connected App and Secure Your Credentials
    • Install the Salesforce Lambda Package
    • Test the AWS Lambda Application
    • Configure Amazon Connect to Access the AWS Lambda App
    • Create a Contact Flow and Test

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