Integration

A 60 Minutes Step-By-Step DIY Guide to Salesforce REST API for Non-Developers

Salesforce REST APINo kidding. Even if you are not a developer, you can still learn the basics of Salesforce REST API in just under 60 minutes. Here is a step-by-step do-it-yourself guide on how to make REST API calls and interact with Salesforce.

But first of all, what is Salesforce REST API? Here is a very simple explanation – Salesforce REST API allows you to interact with Salesforce from outside the Salesforce. That means that you can create/update/delete records in Salesforce from an external program. That means that you can issue a query to Salesforce and get the response. More

How To Test Outbound Messages in Salesforce

(Note: This blog post was originally published in April 2016. It has been revised with the new RequestBin URL as the earlier URL https://requestb.in/ no longer works. Also, the Salesforce screenshots have been updated for Lighting Experience)

This is quite helpful for those who are not already aware of this. If you are integrating Salesforce with other systems using workflow and Salesforce’s native outbound message feature, how do you test the same. For example, you have configured the workflow rule and the outbound message and now you would want to make sure that when the workflow evaluation criteria and rule criteria is met, the outbound message is getting triggered. You may also want to know the format and the structure of the message that is being sent. This may be required by the team on the receiving side of the outbound message so that they know how to process it. More

How to use Salesforce to Provide Customer Service on Facebook & Twitter

A Step by Step Guide on Providing Social Customer Service through Salesforce

Using Salesforce to Provide Customer Service on Facebook & TwitterIf you are not already aware, this may be a pleasant surprise for you. It is simple to configure, easy to use and useful to serve customers better on the channel of their choice. Your subscription to Salesforce allows you to connect to two Social Media accounts (e.g. Facebook, Twitter) for FREE and create cases from the posts. To explain it in simple words, if your organization has a social media account (like Facebook, Twitter) and is interacting with customers on these channels, More

Step by Step Guide on Sending & Receiving SMS From / In Salesforce

Sending & Receiving SMS in Salesforce

Here is another interesting step-by-step DIY (do-it-yourself) guide for you – how to send & receive SMS from / in  Salesforce (one way / two way). And you’ll be surprised how easy this is. But first things first. Currently (as of this writing) Salesforce does not provide any native capability to allow you to send SMSes, which means that you will need to use a third party SMS Gateway. You can either select one of the 3rd party products available on AppExchange (which will provide you a more seamless integration with Salesforce) or any other SMS Gateway that allows API calls. In this guide, I will be using Twilio to demonstrate the end-to-end functionality. The steps that we are going to be following are as follows More

Step by Step Guide to Configuring & Using Heroku Connect

If you need to synchronize data between Salesforce & Heroku, look no further than using Heroku Connect. Heroku Connect is “point & click” configuration and requires no coding. Follow this step-by-step guide and in less than 45 minutes you will have your own Heroku Instance, a Postgres database on Heroku and data synchronization between Salesforce & Heroku. But before we get into the nitty-gritty of the same, here are a few things that you need to be aware of. More