Category Archives: Salesforce Services

Creating an endpoint in Salesforce and using REST API to externally access it

The Salesforce REST API lets you integrate Salesforce applications using standard HTTP methods. This can then be used to integrate Salesforce with other systems. With help of Apex REST, we can expose the data from Salesforce orgs and we can also fetch data from other systems which hits the particular endpoint (URL). We will… Read More »

Salesforce Platform Events – What are they & how to use

While there are tons of documentation highlighting about platform events and their use cases there are even trailhead modules, recently we came up with the question that how should someone be able to tell a Salesforce rookie what a platform event is? Yes, it’s a platform-based notification system which can help orchestrate a proper integration… Read More »

DocuSign Integration with Salesforce using DocuSign API’s-Part 2

In our previous part, we discussed how to send the PDF document from Salesforce to DocuSign. Now, in this part, we will walk you through how to sign the document and send it back to Salesforce. So, follow the below mentioned steps- 1. Log in to DocuSign 2. Click on your portrait (icon) in the… Read More »

DocuSign Integration with Salesforce using DocuSign API’s-Part 1

Docusign is a digital signature provider for your documents, quotations and various other papers which are digitally generated and maintained and signing each of them manually would quite be a hectic task. While it has been around for years, DocuSign has provided its own API for integrating your Salesforce org with your DocuSign Account. So… Read More »

Implementing RSS feeds on your Home Page using Visualforce page

Salesforce allows its users the ability to modify their Standard Home page by using various components such as links, images, HTML area and Visualforce area; the latter being a Visualforce area component to display your Visualforce page. It has also abandoned a few features of its own to implement something better the best example of… Read More »

Creating Global Picklist Value Set in Salesforce

Salesforce provides a way to create a custom Picklist on any Object or modify any existing Picklist values. But such type of Picklist is limited for that particular object and no other objects. Salesforce provides a flexibility to use “Global Picklist” value sets to share values across objects and custom Picklist fields and to restrict… Read More »