David Smith - Integrate Salesforce with External Systems Without Code

MEETING WRAP UP

Thanks for joining us for another excellent session with David Smith.

Recording: https://us02web.zoom.us/rec/share/4etps2TYmuDBPiDYPTMhzUqa3PKyds-H8pKbXsrZ0oB4jezzTfpMBjJcSPxssZXE.zhhN_dL61WCmul8S

Passcode: 7H@gBMVZ

Meeting attendees were from these locations (and more!)

• Wellington
• Auckland
• Tauranga
• Palmerston North
• Nelson
• Christchurch
• Philippines
• Melbourne
• USA

Notes from chat (safe harbour applies and apologies for any mistakes)

Integromat converger

https://www.integromat.com/en/help/converger

Google docs

Q: How does the Google Docs connector know which ones are the merge fields from the template? Does it automatically read it?

A: Google docs have special syntax to write merge field

Tool is named Apero: https://www.appero.com/en/

https://medium.com/@me_41841/google-docs-templates-and-salesforce-dd195b756685

Mass Action Scheduler

https://github.com/sfdx-mass-action-scheduler

External Services

External service is quite easy to use, you can build your own API description as well

External Services connects with MuleSoft so that it is available in Flows

https://help.salesforce.com/s/articleView?id=sf.external_services.htm&type=5

Omni Studio

Omni Studio comes with any of the Salesforce Industries products, and is in the process of being separated into a separate platform licensed product.

Omnistudio's OmniScript is like Screen Flows with integration capabilities. It is designed to work with legacy systems as a users goes through a step by step process.

Being moved to core and may be available outside of the current Industries in the future (safe harbour)

It's easier than you think to integrate Salesforce with external systems, you don't need to be a coder. David will go through a basic example of creating proposals in Google Docs straight from Salesforce, and help you to use that as a starting point to build your own integrations using declarative tools. Yes....DECLARATIVE TOOLS!

David Smith is the Lead Architect at GravityLab with over 12 years in the ecosystem. He is a co-leader of the Auckland Salesforce Developer group. He works with lots of different customers to build out robust and comprehensive integrations, with a declarative first approach. David is looking forward to opening up options for us in the Wellington community, especially for the many of us who aren't developers, to be able to build your own integrations, and learn more about how these systems interact along the way.

This is a virtual meeting and all are welcome to attend.

David first presented an earlier version of this session to our SFWelly community back in mid-2020 and it's been one of the most popular recordings.

Jon us to hear the latest updates from David!

DREAMFORCE 20-22 Sept - San Francisco

If anyone is on the call who's attending Dreamforce in person in September - stay on for some tips and tricks to maximise your Dreamforce experience!

You may notice a different login experience while registering as the community meetings platform has been merged into access via via your Salesforce Trailblazer identity.

If you have any issues / queries, please email: Anna.Loughnan@trailblazercgl.com