Connecting to Salesforce¶

Introduction¶

This course is designed to give a detailed overview of the different ways provided by the Harmony platform to integrate with Salesforce. In this course, we'll cover the various Jitterbit Connect Salesforce Wizards, Jitterbit Script Salesforce functions, and much more. This course is a combination of lecture-style and hands-on. Chapters are composed of videos followed by short quizzes to reinforce key principles. To follow along with the hands-on portions of this course, you should have access to a Salesforce Developer Org that contains the original sample data that comes pre-loaded within the org and the Jitterbit Learning Sandbox. If you do not already have access to a Salesforce Developer Org, visit https://developer.salesforce.com/signup and follow the instructions provided.

Time to Complete¶

3 hours

Resources¶

These resources are available for download in the Connecting to Salesforce course:

• Course syllabus
• Course transcript

Syllabus¶

Chapters¶

• Welcome & Introduction
  • Learning Sandbox Registration
• Chapter 1: Methods of Integration
• Chapter 2: Jitterbit Connect Salesforce Wizards
  • Module 1 - Jitterbit Connect Salesforce Wizards and Org Setup
  • Module 2 - Jitterbit Connect Salesforce Query Wizard
  • Module 3 - Jitterbit Connect Salesforce Upsert, Insert, & Update Wizards
  • Module 4 - Jitterbit Connect Salesforce Delete Wizard
  • Module 5 - Jitterbit Connect Salesforce Bulk Query Wizard
  • Module 6 - Jitterbit Connect Salesforce Bulk Upsert Wizard
  • Chapter 2 Quiz
• Chapter 3: Jitterbit Salesforce Functions
  • Chapter 3 Quiz
• Chapter 4: Salesforce Wave Analytics
  • Chapter 4 Quiz
• Chapter 5: Salesforce Outbound Messages
  • Salesforce Outbound Messages - Part 1
  • Salesforce Outbound Messages - Part 2
  • Chapter 5 Quiz
• Chapter 6: OData API
  • OData API
  • Chapter 6 Quiz
• Chapter 7: Integrating with Salesforce Best Practices
  • Chapter 7 Quiz
• Chapter 8: External IDs
  • Chapter 8 Quiz
• Chapter 9: Success & Failure Files
  • Chapter 9 Quiz
• Chapter 10: Additional Salesforce Integration Methods

Additional Information¶

For questions on training material, contact training@jitterbit.com. For additional support, visit Getting Support.