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I am integrating SFDC with a 3rd party ERP Tool . As per various online articles these are initial steps which I understood :

  1. Creating an Integration User.
  2. SFDC Enterprise WSDL.
  3. Creating a Global class with details of what I want to query from 3rd Party.

Is this correct ? Now, 1.My question is what all should I expect from the 3rd party? 2.If I want data in say 5 objects , what change does it demand from populating data in 1 object?

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  • What is the requirement? Do you want to get data from third party system and update/insert in Salesforce ?
    – C0DEPirate
    Commented May 5, 2016 at 10:56
  • @C0DEPirate - Yes exactly . Say I have 5 objects to insert/upsert data . Does the number of objects affect ? What all should I ask from the 3rd party to start off the integration ?
    – SFDCRookie
    Commented May 5, 2016 at 11:02

1 Answer 1

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  1. If you are using SOAP API integration, you need to consume 3rd party WSDL in Salesforce.
  2. It will automatically generate Apex code(Stub) for the WSDL that is consumed.
  3. Write APEX classes to make callout.
  4. You have to write triggers to perform insert/upsert based on the response you are getting from 3rd party.
    Other important things to consider:
  5. Add the WebService end point to remote site settings
  6. Try to make callout as asynchronous.

It seems you are a beginner, Salesforce Trailhead is an awesome learning tool about salesforce functionalities.

Try out this module : https://developer.salesforce.com/trailhead/en/module/apex_integration_services it will help you to get an understanding of integration.

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  • @CODEPirate - I was reading something regarding certificates ? Couldn't understand where exactly do I need to provide that. Can you please provide some insights?
    – SFDCRookie
    Commented May 5, 2016 at 11:19
  • If you're calling out from SFDC -->3rd Party, you need to define a Remote Site. Setup--> Security Controls --> Remote Site Settings.
    – Bobby White
    Commented May 5, 2016 at 11:21
  • Certs aren't really an issue unless you are trying to setup 2way SSL.
    – Bobby White
    Commented May 5, 2016 at 11:22
  • @BobbyWhite So what I understand , before starting off , I need to ask the WSDL from the 3rd party and the Endpoint URL which I want to hit . Anything else which needs to be taken care?
    – SFDCRookie
    Commented May 5, 2016 at 11:25
  • That's pretty much it. 1) You get the WSDL for the 3rd Party system. 2) You generate "stubs". 3) You define the Remote site. 4) you write a little custom Apex to call the stubs.
    – Bobby White
    Commented May 5, 2016 at 21:41

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