0

Our client need to send a particular data from Salesforce to their server on a button click from Salesforce page.

We got solution using Connected App. But we need to initiate the data transfer from Salesforce. Is there an option to send data from Salesforce to our third party application directly on a button click or form submission?

1

Yes, you can use different WebServices API SFDC to do this.

You can use REST or SOAP to do this.

|improve this answer|||||
  • Above link is explaining about interacting with Other Salesforce REST APIs right? What we need is to send data from Salesforce to our own server. Is it possible? – sreejith Nov 27 '18 at 7:04
  • Yes, it is possible. If you are going to use SOAP all you need is the WSDL from your system and to make some modifications in SFDC to access your system. If using REST you need a different approach like HTTP Methods to reach an endpoint (external system URL) and do the correct operation like; POST, GET etc ... – Carlos Naranjo Nov 27 '18 at 7:08
  • But how secure it can be? We need to authenticate the data from Salesforce right? How can we set that up in Salesforce? Is there any tutorial or something explaining the process? – sreejith Nov 27 '18 at 7:12
  • If you need to have a verification process it really depends on your business processes. Salesforce uses OAuth protocol, check more here "developer.salesforce.com/docs/atlas.en-us.api_rest.meta/…". It is very secure but I will suggest that you check those links. There are material that you can use to get start building integration solutions with SFDC, check Trailhead for integration services: trailhead.salesforce.com/content/learn/modules/… – Carlos Naranjo Nov 27 '18 at 7:20
  • 1
    Yes, you use connected apps: "When you develop an external application that needs to authenticate with Salesforce, you need to define it as a new connected app within the Salesforce organization that informs Salesforce of this new authentication entry point." REST API developer.salesforce.com/docs/atlas.en-us.api_rest.meta/… – Carlos Naranjo Nov 27 '18 at 8:21

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.