3. ●About the Speaker :
Introductions
Meghesh Shenoy
Salesforce Developer
Deloitte Digital
2+ years of Experience in Salesforce
Ecosystem
Mulesoft Certified Developer 1
Salesforce Platform Developer 1
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4. Safe Harbour Statement
● Both the speaker and the host are organizing this meet-up in individual capacity only. We
are
not representing our companies here.
● This presentation is strictly for learning purposes only. Organizer/Presenter do not hold any
responsibility that same solution will work for your business requirements.
● This presentation is not meant for any promotional activities.
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5. Questions can be submitted/asked at any time in the Chat/Questions & Answers
Tab. Make it more Interactive!!!
Give us feedback! Rate this meetup session by filling feedback form at the end of the
day.
This helps us to improve and deliver more quality content !
Housekeeping
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6. ● Introduction to Salesforce External
Services
● What are Connected Apps?
● What are Named Credentials & Auth
Provider
● Demo
● Networking time
Agenda
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8. There are 2 ways to make an callout to an external service in Salesforce
1. Using Apex
2. Using External Services
Why use External Services over Apex?
● Low code tool that means no need of writing code!!!!
● Maintaining them becomes easy as system becomes quite
complex as time progresses
External Services
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● Registering an external web service that you submit as an
OpenAPI-compliant specification defining the web service
● Importing the operations of the webservice into Salesforce
platform by creating invocable actions using point and click
Salesforce integration product that encompasses
External Services
10. Consideration using consuming external web services using Salesforce External
Services
● Only Supports REST API’s
● An API Specification is need for the REST based API
● Protocols supported
○ HTTP
○ HTTPS
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External Services
13. ● Provides a way to integrate an External application with
Mulesoft’s Anypoint Platform using API’s
● An External Application if given a user access can sometimes
perform malicious unauthorized activities.
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Connected Apps
WHAT is an connected App and WHY should i use it ? THE ANSWER TO WHAT
THE ANSWER TO WHY
14. Connected Apps
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• Connected Apps Consits of the following components
○ ClientId
○ ClientSecret
○ RedirectURI or CallbackURI
○ Scopes
● A ClientId and Clientsecret will be used the authorization server
inorder for the external application to integrate with the application
● The redirectURI Determines where the API server redirects the user
after the user completes the authorization flow
16. ● WhatsApp message templates are specific message formats that businesses
use to send out notifications or customer care messages to people that have
opted in to notifications. Messages can include appointment reminders, shipping
information, issue resolution, or payment updates.
Currently, you can send the following template types:
● Text-based message templates
● Media-based message templates
● Interactive message templates include interactive buttons
• Call-to-Action — This allows your customer to call a phone number and visit
a website.
• Quick Reply — This allows your customer to return a simple text message.
These buttons can be attached to text messages or media messages. Once your
interactive message templates have been created and approved, you can use them
in notification messages as well as customer service/care messages. 16
Connected Apps
18. Named Credentials and Auth Provider
● A named credential specifies the URL of a callout endpoint and its required
authentication parameters in one definition.
● To simplify the setup of authenticated callouts, specify a named credential as the
callout endpoint.
● Your connections between Salesforce and external systems use an authentication
protocol to confirm secure communication between the two systems.
● We have to choose the authentication protocol that matches the configuration of
the external system.
● Auth Provider allows us to -
○ Login to our salesforce Org using external Authentication Providers
○ Lets Access to data in third party systems.
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20. Demo Use Case
CloudKicks a company that sells sneakers and also provides custom sneakers
option has multiple Lead Generation systems, currently they have written code
which pushes the new Leads to Salesforce. Derek who is Chief Technology
officer at CloudKicks is worried about maintaining the code as new systems are
being introduced and also they are now facing difficulties with legacy systems
which are failing to create leads in Salesforce resulting in loss of leads and
hence limiting the sales .
How can we help CloudKicks to minimize or eliminate the problems in order to
have smooth lead creation process with low maintenance overhead, lower
downtime and handling of complex integrations which can boost CloudKicks
sales and help them increase their profitability ?
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● Trailhead Module
● https://help.salesforce.com/s/articleView?id=sf.sso_authentication_providers.htm&ty
pe=5
● https://help.salesforce.com/s/articleView?id=sf.external_services_register_mulesoft_
apis.htm&type=5
● https://help.salesforce.com/s/articleView?id=sf.named_credentials_about.htm&type=
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● https://www.digitalocean.com/community/tutorials/an-introduction-to-oauth-2
Important Links for References
23. Take a stand !
●Nominate yourself for the next meetup speaker and suggest a topic as well.
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○ Tweet using the hashtag #MuleSoftMeetups
○ Join Engineering Students Group: https://meetups.mulesoft.com/engineering-student-
group/
● Feedback:
○ Fill out the survey feedback and suggest topics for upcoming events
○ Contact MuleSoft at meetups@mulesoft.com for ways to improve the program
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What’s next?