This blog post provides a step-by-step guide on how to integrate Salesforce, a leading CRM platform, with a Spring Boot application. It covers setting up a Salesforce account, creating a Connected App, and developing the Spring Boot application to access Salesforce data via REST API calls.
Salesforce, a leading customer relationship manager (CRM) platform, is used by millions for their business or personal needs. A few of Coditation’s customers use Salesforce: customize it and then treat it as a single source of truth within their organization. Working with them, our customers, essentially asks us to integrate Salesforce with our newly developed proxy-servers which fetch/send data from/to mobile applications or web applications.
Basically, Salesforce holds business data for many of our customers and thus instead of transferring or replicating the huge data to some other data sources, it is better to make use of the Salesforce services that allows us to interact with the data readily available with it.
This is not a cumbersome process but definitely if not followed the right manner will lead to security leak or show performance issues and thus sharing a step-by-step approach that may help you.
This is the first and very important step to be able to interact with the Salesforce APIs.
We assume that you have a Salesforce account.
If you don’t have one please follow this: https://developer.salesforce.com/signup to create a new Salesforce account.
Basically, a Connected App acts as a bridge between the Salesforce services and the external third-party applications. So, in our case our Spring Boot Application is one such third-party application for Salesforce. Once we create the Connected App within the Salesforce instance, we will get the credentials to generate access tokens from to access the Salesforce services and data. Please follow below steps to create the Connected App :
At this point, we are ready with the Salesforce part for our integration.
Now let’s proceed with the creating our Spring Boot Application
We are using a maven based spring boot application for this integration. Below are the steps we took to create the application :
As you can see, we are now able to get the Account records from Salesforce.
You can try for other salesforce objects like Contacts, Leads, etc.
Following the above approach to integrate Salesforce APIs with your Spring Boot application can enable your business to automate several processes and enhance customer experience.
This is just an overview of how we can achieve the integration programmatically. You can explore more with the help of Salesforce official API documentation.
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