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Patel ArchanaPatel Archana 

How to integate salesforce with MetaTrader 4 trading platform?

Hi,

I am new to salesforce integation. So, I would like to know I can I integrate salesforce with MT4 trading platform? I have to create Account's record in MT4 once when any account record gets created in salesforce org and vice versa. Please help me.


Thank you in advance.
Archana Patel.
NagendraNagendra (Salesforce Developers) 
Hi Archana,

If you want to continuously stream data you will need to make some bespoke code

But if you want to simply upload data it is easy using data loader

You can achieve this using the Data Loader

Download from Setup > Data Management > Data Loader

http://wiki.developerforce.com/page/Data_Loader

Please mark this as solved if the information helps so that it gets removed from the unanswered queue and will be available as proper solution for others.

Regards,
Nagendra.P
Navin SoniNavin Soni
Hi Archana,

1.Display and process trade and account information from MetaTrader4.

2.Allow administrators to create and manage MetaTrader4 accounts from within Salesforce.com

3.Verify placed trades and profits using Salesforce.com reporting tools.

4.Generate sales reports incorporating MetaTrader4 data.

5.View key customer MetaTrader4 information like current balance, P/L, and open trades during sales and support calls.

Thank you,
Navin Soni
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To integrate Salesforce with the MT4 trading platform, you will need to use a combination of Salesforce APIs and MT4 APIs. Here is a high-level overview of the steps you can follow:
Understand the MT4 API: Familiarize yourself with the MT4 trading platform's API documentation. You need to know how to interact with the MT4 platform programmatically.
Identify integration requirements: Determine the specific data and actions you want to synchronize between Salesforce and MT4. In your case, it is creating account records in MT4 when a new account record is created in Salesforce and vice versa.
Salesforce Outbound Integration: Set up an outbound integration from Salesforce to MT4. You can achieve this by leveraging Salesforce's outbound messaging feature or by creating a custom Apex trigger.
Outbound Messaging: Salesforce's outbound messaging allows you to send a SOAP message to a specified endpoint when a record is created or updated. You can configure the outbound message to include the necessary data fields and map them to the corresponding fields in the MT4 API.
Custom Apex Trigger: Alternatively, you can write a custom Apex trigger that captures the account creation event and sends the required data to the MT4 API using HTTP callouts.
MT4 Inbound Integration: Implement an inbound integration in MT4 to receive data from Salesforce and create account records.
Use the MT4 API documentation to understand how to create account records programmatically.
Set up a server or service in your MT4 environment to receive incoming requests from Salesforce. You can use technologies such as webhooks or REST APIs to handle incoming data.
Data Mapping and Transformation: Ensure that you define the mapping and transformation rules between Salesforce and MT4. Identify the corresponding fields in each system and make sure the data is properly formatted and transformed during integration.
Test and Monitor: Thoroughly test the integration by creating account records in both systems and verifying that the synchronization is working correctly. Monitor the integration for any errors or issues and make necessary adjustments as needed.
Remember to handle error scenarios, implement security measures, and consider data synchronization strategies (e.g., real-time vs. batch updates) based on your specific requirements.
It's recommended to consult with a developer or integration specialist with experience in Salesforce and MT4 integration to ensure a smooth and successful integration. Learn more from https://theoxfordnews.com/