Salesforce Integration Basic Details
I’ll explain with 3 scenarios : Salesforce → External System (one-way) External System → Salesforce (one-way) Two-way (bi-directional) And in between, I’ll clarify Named Credentials, Connected Apps, OAuth, Client Id/Secret, API key, etc. 🔹 Step 1: Core Building Blocks in Salesforce Integrations 1. Named Credential What it is: A secure way in Salesforce to store external endpoint URL + authentication method (OAuth, Basic, API key). So your Apex code doesn’t hardcode credentials. Why we use it: ✅ Centralized credential management ✅ No need to store username/password in code ✅ Auto handles token refresh (if OAuth) When to use: Whenever Salesforce needs to call an external system . 2. Connected App What it is: A configuration in Salesforce that allows an external system to connect into Salesforce using OAuth. Why we use it: ✅ If an external system needs to call Salesforce APIs (REST, SOAP, Bulk) ✅ Provides Client Id + Client Secret When to use: When...