Salesforce Wellington User Group - August 2022 - Salesforce integration without code. We welcomed David Smith, leader of the Auckland Salesforce developer group. The focus of this session was Salesforce integration with no code.

1. Integration without
code!
David Smith
www.linkedin.com/in/davidsmithnz

2. David Smith
Lead Architect at GravityLab/ CTO at
Five To Flow
GravityLab
We build CRM systems that empower people,
drive performance and embed change.

3. Agenda
● Introduction
● Methods
● Demo
● Examples

4. Introduction
● Focus
○ Medium level
● Declarative methods of integration
○ Integration Platform as a Service
○ External Services
○ Mulesoft Composer
○ Omni-studio
● Triggers
○ Flows
○ Webhooks
○ Schedule

5. IPAS
● Integration Platform as a Service
● Tool that allows you to tie web services together.
● Allows you to integrate without writing code.
● Takes care of all the complicated JSON and other web stuff.
● MuleSoft, Jitterbit, Make.com (Integromat), Zapier, Boomi

6. More integration options
● External services
○ Download a file that describes the API, and import it into Salesforce
○ Call external API’s directly from flows.
● Mulesoft Composer
○ Directly integrated into Salesforce
○ Limited number of integrations, but customisable inside that framework
○ Trigger directly from editor, without needing flows.
● Omni-studio
○ Live interface into external data
○ Hard to justify without direct requirement - mainly industries.

7. How to decide what approach to take?

8. Make.com (Formally Integromat)
● Entry level Integration platform.
● Lots of existing connectors.
● Easy to integrate when connector doesn’t exist.
● Free plan allows full use of platform for rapid prototyping.

9. Process
1. Action: How do you trigger an action?
○ Scheduled
○ Webhook
○ Ben Stokes
2. Transform
3. Save
● What happens at the end of the process?
● What options do we have?
● How do we close the loop?

10. Demo -
Can I build a Google docs
integration in under 4 mins?

11. Examples

14. Duke of Edinburgh New
Zealand

15. Experience Wellington

16. Learning Management
System
Skills Active

17. Links
Website Details
Make.com Entry level IPAS
https://cutt.ly/wellypreso Blog post with links to tools