Salesforce Certified Sales Cloud Consultant – Integration and Data Management

1. Sales Cloud Data Integrations

Now, let’s look at some of the standard Salesforce integrations that Salesforce provides out of the box. So simply go to the setup menu and search for “integrations” or “data integrations.” Now, you’ll have several options here. Simply click on “Data Integration Rules,” and you’ll be able to see some integration rules already available in your Salesforce.

These are now included when you purchase a Salesforce for Sales cloud instance or a free developer account. Now, what these data integration rules do is keep your data up-to-date. And when you activate a data integration rule, Salesforce immediately checks your existing records against a data service to see if new data is available to be updated. When you save records in Salesforce, both previously added records and new records are checked. And based on your rule settings, your records are updated with the new data. And basically, it adds a geocode for the billing address on the account page of your Salesforce. Once you’ve activated it, you will be able to use this integration automatically. Whenever you add a billing address to your account, a geocode will automatically be added to that. So we’re just going to skip this. Then you have the Data Import Wizard, which I’m sure you studied with your Salesforce admin exam. Basically, it’s used to migrate Salesforce data into Salesforce from a CSV file or from an external system. So you can use the Data Import Wizard to add new records in Salesforce.

Then, on the setup, you have the option called “External Services.” So you can use external services to support Swagger, two schemas, nested parameter types, and basically call out HTTP requests. And Salesforce has recently added a new enhanced external service, which you can use here by simply creating an ad by simply clicking on this Add External Service button. So more on external service? There’s a whole knowledge article here. I’ll link this article into the source section of this video. You can simply go through it, and you will get a better idea of what and when these external services should be used. So here you can create a new external service. Now, if I click on “New,” “Add External Service,” you can give your external service a name, and you can see that there’s a mandatory option to select “Unnamed Credential.” So you need to add a named credential before creating an external service. So simply go to the section named “Credential,” where you basically create authentication parameters.

Basically, a named credential specifies a callout endpoint and its required authentication parameters. You should also avoid setting authentication parameters for each call out by referencing named credentials when configuring call outs. So, in essence, you are creating an endpoint URL as a trusted source where Salesforce can use the APIs to call out and fetch or give values for a field of any kind. Now, integrations are usually based on a common ID. So for example, if I want some data about this account from an external data source, then I would need to have a common ID between both of these systems. And, in our case, suppose that ID, this customer ID, is the common source of communication between the two systems. Now, to create a common ID like this, you need to create an ID field in Salesforce and make it an external ID. Once you click on the external ID, you’ll be able to update the records in Salesforce using this ID. And it’s always a good idea for the ID to be unique across all Salesforce records. So that’s why you need to click on the unique ID as well. Although it’s not mandatory to add ID as a unique identifier, it’s always a good idea, especially when you’re using that ID as an external key for integration.

2. Data Migration

There might be some situations when an admin is asked to update hundreds of records in one go, or even thousands, or to enter new records into Salesforce.org. Having the knowledge to deal with data efficiently is part of what makes an admin awesome. When you’re talking about more than a few records, entering or updating them one by one just doesn’t cut it. To handle such requests, Salesforce offers its own tool, the Data Import Wizard. On the setup screen, you can just find it in the Quick Search by tapping Data Import.

The wizard is very intuitive and self-explanatory. It gives you the option to insert or update the objects. You just need to prepare a file beforehand, and then you can just upload this file. Depending on your insert, update, or absurd request, You can then select the object here. You can see the mapping of the CSV file that we have prepared with the object fields. As you can see, the contact account name You can just edit and change the field mapping here. It’s a great way for admins to save time and ensure that the data entered in Salesforce is accurate. Now, once the operation is done, the following page will open up, giving you all the information about this data job. And you can simply download this to your desktop to see more detailed information, such as RecordType and Record ID, which you can simply copy and paste into the URL of your Salesforce.org to be redirected to the inserted record. In this example, we have inserted an account record for you.