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Integrate B2B Systems

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Free Online Course: Integrate B2B Systems provided by Trailhead is a comprehensive online course, which lasts for 10 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
10 hours worth of material
Self Paced
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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