Programmers.ai Streamlines Data Flow between Salesforce and .NET with Connected App
About the Client
Our client is a leading customized label manufacturer with 32 companies across the USA and Canada. Headquartered in Franklin, Tennessee, they specialize in delivering label printing services tailored to the chemical, food and beverage, household products, medical devices, nutraceutical, personal care, pharmaceutical, and technology industries.
- Industry: Manufacturing
- Headquartered: Franklin, USA, Canada.
- Platforms: Salesforce, .NET
- Team Size: 3 Developers
The Challenge
The client uses Salesforce for customer data management. However, they need to synchronize this data with a .NET application.
To ensure a streamlined and secure data transfer from Salesforce to .NET using OAuth, they required a connected application.
Our Solution
Programmers.ai followed an Agile approach to address data exchange challenges:
Connected App Development
Programmers.ai developed and integrated a connected app within the Salesforce interface for authentication and secure communication with the .NET application.
OAuth Configuration
The Programmers.ai team also configured the app to use OAuth authentication to establish an authorized connection between the .NET application and Salesforce.
Permissions and Scope Accessibility
Programmers.ai further defined the scope and permissions of the connected application to control data accessed by the .NET application.
Outbound Request Management
Programmers.ai also developed an Apex outbound class to process requests received from the.NET application and retrieve the relevant data from Salesforce.
Data Transformation and Transmission
The team ensured that the outbound class could transform Salesforce data into a suitable format before transmitting it to the .NET application.
Technologies Used
Our software architects and engineers are experts in using the latest technologies.
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Apex (Apex Class)
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REST API
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Salesforce Connected App Framework
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Salesforce Object Query Language (SOQL)
Business Impact
Implementing a custom AI chatbot produced transformative results for the client.
Here’s how we did it
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Improved Synchronization
The Salesforce Connected App with OAuth authentication and Apex outbound class integration helped the client address the challenge of synchronizing Salesforce data with their .NET system.
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Streamlined Operations
Programmers.ai ensured secure, controlled, and efficient data exchange between the platforms for streamlined business operations.
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I wanted to take a moment to highlight and commemorate the efforts from our dedicated PIO team. To preface, the projects we work on here are complex, with rigid objectives, budgets, and timelines. Expectations are always high and are ever-changing. From the start of our relationship, the IO team was able to exceed expectations and make our business wishes a reality.
Over the past year I have worked with them, they have worked very hard to understand our highly customized system and troubleshoot things with little or no documentation while managing to keep the business up and running normally. Without the hard work and dedication they have shown, I know we would have had some issues causing downtime or lost production. I am looking forward to continuing working them in the next year as well.
I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.
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