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Trailhead

Integrate B2B Systems

Salesforce via Trailhead

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Overview

Explore business scenarios and integration use cases for B2B companies.
  • Explore and analyze Salesforce Lightning Platform integration patterns.
  • Design your solution with the right API using the API planning framework.
  • Connect Pardot to Salesforce to align your marketing and sales teams.
  • Integrate external data into your org in real-time. No code required.
  • Learn patterns and methodology of integrating apps on Heroku with Salesforce.
  • Learn when and how to use connectors for better data integration.
  • Bring your data into Tableau CRM and make it work for you.
  • Help your customers go from cart to quote to agreement.
  • Review B2B scenarios and design a solution that integrates multiple Salesforce products.
  • Review complex B2B scenarios and design multi-cloud solutions.

Syllabus

  • Application Integration Patterns for Salesforce Lightning Platform
    • Learn About Integration Patterns and Designs
    • Practice the Layer Approach
    • Evaluate an Integration Pattern
  • API Planning Framework for Architects
    • Adopt the API Planning Framework
    • Define the User Experience
    • Determine Your Data Model and Operations
    • Design for Scale
  • Pardot Salesforce Integration for Lightning App
    • Plan Your Pardot and Salesforce Integration
    • Install the Connector and Enable Pardot
    • Configure Salesforce and Pardot for the Connector
  • Quick Start: Salesforce Connect
    • Install the Schema Package
    • Create an External Data Source and External Objects
    • Create an Indirect Lookup Relationship
    • Create an External Lookup Relationship
  • Salesforce & Heroku Integration
    • Get Started with Salesforce & Heroku Integration
    • Integrate Salesforce and Heroku with Heroku Connect
    • Integrate Salesforce and Heroku with Salesforce Connect
    • Use Salesforce REST APIs with Heroku
    • Use Apex Callouts and Workflow with Heroku
    • Use Heroku to Run Salesforce Canvas Apps
  • Connectors for Data Integration
    • Discover Integration Connectors
    • Archive and Consolidate Salesforce Data
    • Unlock External Data to Build Connected Experiences
  • Tableau CRM Data Integration Basics
    • Kick Off the Data Journey
    • Extract External Data into Tableau CRM
    • Extract Salesforce Data into Tableau CRM
    • Prepare Your Data
  • Shopping Cart Integrations for B2B Companies
    • Use Connectors to Integrate Salesforce Clouds
    • Sync Product and Pricing Data
    • Turn Carts into Negotiated Deals
    • Sync Orders for Easy Reorders and Billing
  • Multi-Cloud B2B Implementations
    • Determine the Order of Implementation for a Multi-Cloud B2B Solution
    • Choose the Right Integration Pattern for Service Use Cases
    • Design an Inventory Management Solution
    • Choose the Right Marketing Tool for B2B and B2C Use Cases
  • Complex B2B Implementations
    • Integrate an Enterprise Resource Planning Application with Salesforce
    • Recommend a System of Record
    • Manage Multiple Salesforce Orgs

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