Integrate B2B Systems
Offered By: Salesforce via Trailhead
Course Description
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
Tags
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