Course: Mastering Salesforce APIs

Salesforce APIs Integration Training Course

Demystify the Inner Workings of Salesforce APIs Step-by-Step

A training course designed for all Salesforce Professionals to understand how Salesforce APIs work.

Whether you are a Salesforce admin, consultant, developer or architect, this course will arm you with the knowledge & skills to have a deep understanding of Salesforce APIs and how to use it. You don’t need to be a developer or have any development skills to understand how APIs work.

The Story Behind this Course

Have you ever felt like an imposter, sitting in a meeting and participating in discussions on a topic that you were not familiar with? I have.

In 2014 I moved to London for two years to join a Salesforce Consulting Company. I was staffed on a fairly complex project as a Technical Architect. The client wanted to implement Salesforce for their business operations, and this required integration with various backend systems. Sure enough, there were frequent meetings and discussions on integration related topics.

Now, at a macro level I understood the concept of integration & APIs, what do they do and why they are required. But at a Micro level, I did not know & understand how exactly it worked. How do you make API calls, how do you query, insert, update, delete records in Salesforce through APIs. Client’s integration team was not familiar with Salesforce and being a technical architect on the project, the onus was on me to guide them through. But because of my limited knowledge of Salesforce APIs, I often found myself feeling unconfident & uncomfortable, pretending to be understanding things that were talked about and avoiding asking questions. In other words, I was being an imposter.

At one stage, it became so frustrating that I decided to do something about it. So, for next 3-4 weeks, I spent a lot of time and energy in figuring out the basics of how exactly APIs works in Salesforce. How do you connect to Salesforce, how do you make API calls to query, create, update, and delete records? And it wasn’t an easy journey. I had to struggle to figure out even the most basic things.

Long story short, once I figured out how Salesforce APIs work, the restrictions & limitations, those meetings started becoming easier to handle and even enjoyable. I particularly remember one troubleshooting discussion where the integration team reported that they were not able to retrieve more than a certain number of records from Salesforce through an API call and I advised them that Salesforce will return a maximum of 2000 records in one call. If there are more than 2000 records based on the query conditions, the response will contain an indicator and a link to retrieve the next batch of records. It was liberating.

Is this Course Right for You?

As per a study conducted by MuleSoft, the average organization uses more than 1,000+ individual applications across their business (yes, you heard me right) and these applications cannot work in silos. They need to exchange data to provide more-seamless-less-swivel-chairing experience. For example, when an opportunity is closed won in Salesforce, you may need to create an order in your ERP system. And as that order goes through the various stages of fulfillment lifecycle, you may want to update the status in Salesforce.

Any mid to large Salesforce implementation will have some kind of integration, one way or other, and having an understanding of how APIs work will give you an unfair advantage. 

If you have never worked with APIs and if the term sounds Greek to you, the good news is that you can end that now. In this course, we will build you a solid foundation of how Salesforce APIs work and how to work with them. We are going to start from scratch and uncover the complexities of APIs, layer by layer.

Yes, this course is right for you if you want to:

  • Have a solid understanding of how Salesforce APIs work irrespective of whether you are a developer or not
  • Be able to make API calls yourself without writing a single line of code
  • Participate in integration related discussions and add value
  • Avoid being an imposter
  • Add one of the most important features of Salesforce – “APIs” to your arsenal
  • Further your skills & career
  • Stand out from others

About this Course

In this course, you will learn how to master Salesforce APIs. This course has been designed in a way that you DO NOT need to have any development background to work with Salesforce APIs. For this we will be using a GUI tool called Postman. So, whether you are a Salesforce Admin, Consultants, Developer or Architect this course is meant for you if you want to master the concepts of Salesforce APIs. 

We are going to start from scratch, take baby steps and build our way up to master it. This will like a “Crawl -> Walk -> Run -> Fly” approach to learn APIs.

We will start with a brief introduction of APIs and explain the basic concepts and building blocks. We are then going to show you a demo of how to build APIs to meet different business requirements, explaining the process along the way. You will be required to build these API’s yourself as an exercise and we will be there to handhold you whenever needed.

Now, let’s take a look at the course contents module by module.

Course Outline

Module 1: Introduction to Salesforce APIs
What is an API?
Why Is an API Needed?
API Protocols & Terminologies
What are the different APIs available in Salesforce?
Module 2: Setting Your Environment to Work with Salesforce APIs
Setup My Domain in Salesforce
Create Connected App in Salesforce
Install & Configure Postman on Your PC
Module 3: Working with Salesforce REST APIs
Connecting to Salesforce from Postman
Query Records in Salesforce using REST API
Create a Record using REST API
Update Record in Salesforce using REST API
Delete Record in Salesforce using REST API
Using Composite REST API
Using Composite Graph REST API
Other Useful REST API Calls
Module 4: Working with Salesforce SOAP APIs
Query Records in Salesforce using SOAP API
Create a Record using SOAP API
Update Record in Salesforce using SOAP API
Delete Record in Salesforce using SOAP API
What is WSDL & Understanding the Different WSDLs Provided by Salesforce
How to Construct SOAP Messages from WSDL
Module 5: Working with Salesforce Metadata APIs
Query Records in Salesforce using Metadata API
Create Metadata using Metadata API
Update Metadata using Metadata API
Delete Metadata using Metadata API
Understanding the Metadata WSDL Provided by Salesforce
How to Construct SOAP Message Bodies from WSDL
Module 6: Working with Advanced Features of Postman
Creating Workspace & Collections
Creating Environment & Variables
Running a Collection
Chaining API Calls

What Will Not be Covered in this Course?

The main objective of this course is to learn how to work with Salesforce APIs. And we will be doing that through one the most popular API Clients called Postman. Please note that we will NOT be covering how to make API calls using any other programming language like Java, Python, Ruby etc.

How Does it Work?

This is a self-paced video-based training course that you can do at your own time and convenience. On sign up you will have access to our online member portal providing you access to

  • Training Videos (HD 1080p, stream only, no downloads) on Mastering Salesforce APIs
  • Downloadable Course Material in PDF Format Containing Step-by-Step Guide with Screenshots
  • Discussion Area to Ask Questions
  • Unlimited Access
  • Free Upgrades to Newer Versions of the Course (safe harbour)
  • iOS users will be able to download mobile app and do the course on mobile. The app will also allow you to access the videos and view offline. Android users will be able to view the course on their mobile browser.

To know more about this course, the learning platform and how to this training is structured, please watch the following video.

Who Should Take This Course?

  • Individuals – Salesforce Administrators, Consultants, Developers or Architects who would like to understand & master the concepts of Salesforce APIs.
  • Organizations – Salesforce customers, system integrators (SI), implementation partners and ISVs looking to upskill their team on Salesforce APIs.

Who Should NOT Take This Course?

  • This course is not intended for Salesforce end-users
  • This course will also not be suitable for absolute beginners in Salesforce 
  • Though you are not required to write any code or have any development background, the content of this course will be fairly technical. If you are not comfortable with getting technical, this course may not be for you.
  • The best way to get most out of this course will be do all the lab exercises. If you are not willing to commit to complete these lab exercises, you should probably not be joining this course.

Pre-requisites

Following are the suggested pre-requisites for this course. 

  • Salesforce Certified Administrator and/or
  • Salesforce Certified App Builder and/or
  • Salesforce Certified Platform Developer I
  • Salesforce Lightning Experience (LEX) UI
  • Well conversant with the concept of standard/custom objects & fields, API Names
  • Conceptual understanding of the different metadata types available in Salesforce like Custom Objects, Custom Fields, Custom Metadata, Custom Settings, etc.

If you are not sure on whether you should be doing this workshop, please send us an email at contact@asagarwal.com with your questions.

Hands-On Exercises

For hands-on exercises, you will need to register for a Salesforce Developer Org. We recommend that you register for a new Developer Org at URL https://developer.salesforce.com/

You will also need to download and install Postman Client on your Desktop. The client can be download from the URL https://www.postman.com/downloads/. This course contains a step-by-step instruction on how to install and configure the Postman client.

Testimonials

Going back to my story mentioned above, once I figured out how to work with Salesforce APIs, I created three step-step-step guides on the same. Here are some of the feedbacks that I received on those blog posts.

(Please do note that these are NOT the testimonials for this course as this course has just been launched. These are the testimonials on my blog posts on Salesforce APIs which serve as a foundation for this course.)

“The ease of following through the steps, it made the fear of integration go away!”

– Praveen via Survey on 13-Jan-2021

“Great clear step by step instructions with clear examples – an invaluable resource for non developers!”

– Luke via Survey on 27-Mar-2021

“fantastic job Asish !!!

It is first time I gone through all the slides of any documentation. Really amazing learning”

– Bhupesh via comment on blog post on 16-Feb-2021

“The walk through is not only easy and straight forward to follow, but also very very current and accurate. It actually worked and took much less than 60 minutes (maybe closer to 15 minutes).”

– Yvan via Survey on 04-Mar-2020

“Step by Step with screenshot is great. As a beginner on integration, i know how to use tools to get and post. It is easier for beginner to kick start.”

– Kenji via Survey on 02-Sep-2019

“It was pretty detailed and clear step by step instructions to follow. Also I liked providing the explanations of each of the steps.”

– Anand via Survey on 02-Sep-2019

Who’s the Instructor?

Hi, I am Ashish Agarwal having 26 Salesforce certifications and 1000+ trailhead badges. I have more than 25 years of experience in Information Technology out of which 12 years have been spent in Salesforce. I started with Salesforce as an admin and then moved on to become a consultant, solution architect, technical architect, and program architect.  I have also worked with Salesforce in Singapore for 4+ years and have been an advisor architect to multiple large-scale implementations.

Taking a complex topic, breaking it down and simplifying it for others to understand and use is one of the areas I am passionate about and this blog is a live example of that. Please click here to review what the readers and subscribers say about the contents created by me and my team.

How Much Does It Cost?

This course is currently available in Beta Launch and is available at a 35% discount on final price. What Beta launch means is that we are still working on the course and the modules will be made available to you progressively from 10th January 2022 onwards.

Beta Launch
(US$ 97 – Approx. at 35% Discount)
  • Valid till 23rd January 2022, 2359 Hrs US Pacific Time
  • Price: US$ 97
  • Catch: The course materials are being fine-tuned. The modules will be made available to you progressively from 10th January 2022 till 23rd January 2022
Final Launch
(US$ 147)
  • Period: 24th January 2022 onwards
  • Price: US$ 147
  • Catch: None. All course modules are available.


Terms & Conditions for Beta Launch. Please note that:

  • Dates, prices & course contents are indicative and are subject to adjustments.
  • If we are not able to launch the course because of any reason, we will refund 100% of your money back to you.
  • You’ll always have the option to withdraw from the course and get 100% of your Money Back from the date you register until 30 days after the final launch date.

What if You are Not Satisfied with the Course?

Mastering Salesforce Flows with 100% Money Back GuaranteeIn an unlikely situation that you are not satisfied with the course because of any reason, let us know within 30 days of the final launch date by emailing contact@asagarwal.com. We will refund 100% of your money back to you with no questions asked. Period.

Still Got Questions? 

Still got questions that has not been answered? For any further assistance, information, or clarification, please email us at contact@asagarwal.com or submit the form here.