Articles tagged “integration”

26 articles

• ActionLinkGroupTemplate Metadata Type in SFDX

  Configure and deploy ActionLinkGroupTemplate metadata in Salesforce to build reusable Chatter feed action buttons for external APIs and UI redirects.

• CareBenefitVerifySettings Metadata Type in SFDX

  Configure and deploy Health Cloud CareBenefitVerifySettings in SFDX to automate patient insurance eligibility and electronic benefit verification callouts.

• Certificate Metadata Type for SAML, JWT & Mutual TLS

  Manage self-signed and CA-signed X.509 certificates using the Certificate metadata type in SFDX. Learn .crt CSR workflows, keySize, and Tooling API queries.

• ConnectedApp Metadata Type and OAuth Security Guide

  Configure, deploy, and audit Salesforce ConnectedApp metadata (.connectedApp-meta.xml), manage OAuth 2.0 PKCE and JWT flows, and plan for External Client Apps.

• CorsWhitelistOrigin Metadata Type Reference

  Configure and deploy CorsWhitelistOrigin (.corswhitelistorigin-meta.xml) metadata to allow cross-origin browser requests to Salesforce REST and OAuth APIs.

• DataConnector Metadata Type in SFDX

  Configure and deploy DataConnector metadata in Salesforce Data Cloud using SFDX source format to manage external data ingestion and connection endpoints.

• DataConnectorS3 Metadata Type in SFDX

  Configure and deploy DataConnectorS3 metadata in Salesforce Data Cloud to manage Amazon S3 bucket connections, file patterns, and ingestion pipeline schedules.

• DataSourceTenant Metadata Type in SFDX

  Manage DataSourceTenant metadata (.dataSourceTenant-meta.xml) in Salesforce Data Cloud to bind external tenant endpoints and org identifiers to connectors.

• DataWeaveResource Metadata Type for DataWeave in Apex

  Deploy DataWeave 2.0 transformation scripts (.dwl) using the DataWeaveResource metadata type. Convert CSV, JSON, and XML directly to SObjects in Apex.

• DgtAssetMgmtProvider Metadata Type in SFDX

  Configure DgtAssetMgmtProvider metadata in Salesforce DX to integrate external Digital Asset Management systems with Salesforce CMS and Experience Cloud.

• EventRelayConfig Metadata Type for Amazon EventBridge

  Stream Salesforce Platform Events and Change Data Capture (CDC) events to AWS EventBridge using the EventRelayConfig metadata type and Named Credentials.

• ExternalCredential Metadata Type and Auth Guide

  Configure, deploy, and query Salesforce ExternalCredential metadata (.externalCredential-meta.xml) for OAuth 2.0, AWS SigV4, and Custom Header callouts.

• ExternalDataSource Metadata Type for Salesforce Connect

  Configure Salesforce Connect OData 2.0/4.0, Cross-Org, Custom Apex Adapter, Amazon DynamoDB, and Athena connections using the ExternalDataSource metadata type.

• ExternalServiceRegistration Metadata Type for OpenAPI

  Register OpenAPI 2.0 and 3.0 REST specifications using the ExternalServiceRegistration metadata type to generate Flow actions and strongly typed Apex classes.

• IntegArtifactDef Metadata Type in SFDX

  Deploy and manage IntegArtifactDef metadata in Salesforce to govern integration artifact definitions, schemas, and API bindings in modern CI/CD.

• IntegrationProviderDef Metadata Type in SFDX

  Deploy IntegrationProviderDef metadata in Salesforce to manage external integration service providers, MuleSoft endpoints, and auth adapters in CI/CD.

• Named Credentials and Secure Callout Architecture

  Configure modern External Credentials, Principals, and Named Credentials to eliminate hardcoded secrets and manage OAuth 2.0 and AWS SigV4 callouts.

• NamedCredential Metadata Type and Endpoint Guide

  Configure, deploy, and query modern Salesforce NamedCredential metadata (.namedCredential-meta.xml), link ExternalCredentials, and manage callout parameters.

• PlatformEventChannel Metadata Type Reference

  Configure and deploy PlatformEventChannel (.platformEventChannel-meta.xml) metadata for custom Change Data Capture and Platform Event Pub/Sub channels.

• PlatformEventChannelMember Metadata Type Reference

  Configure and deploy PlatformEventChannelMember (.platformEventChannelMember-meta.xml) metadata for CDC object selection, enrichedFields, and stream filters.

• Pub/Sub API and Event Bus Architecture

  Stream Salesforce Platform Events and Change Data Capture at scale using gRPC, Apache Avro binary serialization, and Pub/Sub API event replay.

• PublicKeyCertificateSet in SFDX

  Configure PublicKeyCertificateSet metadata in Salesforce DX to bundle public certificates for zero-downtime key rotation and mutual TLS trust stores.

• RegisteredExternalService Metadata in SFDX

  Master RegisteredExternalService metadata to register OpenAPI specs and auto-generate declarative Flow invocable actions for external REST APIs in SFDX.

• RemoteSiteSetting Metadata Type Reference

  Configure and deploy RemoteSiteSetting (.remoteSite-meta.xml) metadata to allowlist external HTTP callout endpoints and understand NamedCredential trade-offs.

• Service Cloud Messaging and Bot API Architecture

  Architect real-time customer messaging with Messaging for In-App and Web (MIAW), Einstein Bot Session APIs, and seamless bot-to-agent escalation.

• Workflow Metadata Type (Alerts, Field Updates & Outbound)

  Understand why the Workflow metadata type (WorkflowAlert, WorkflowFieldUpdate, WorkflowOutboundMessage) remains vital for Approvals, Entitlements, and Flows.