How to integrate salesforce with mulesoft

image

Integrating Salesforce with MuleSoft

  1. Drag and Drop the HTTP Listener and configure to trigger a new request.
  2. Now add transform message and copy and paste the below dataweave script. …
  3. Add the Salesforce Create node and configure as shown below to create new Account.
  4. Now run the application and trigger a request from Postman. …

First, go to File -> New -> Mule Project then go to the Mule Palette. Add the HTTP module to your project, and drag the HTTP Listener into your flow. Set the port to 8081, the path to: /salesforce. Next, go to the Mule Palette, and add the Database Module to your project.

Full
Answer

Table of Contents

How to implement Salesforce connector in MuleSoft?

To have it working you should perform the following steps:

  1. Register your application within Salesforce and generate the consumerKey and the consumerSecret
  2. Invoke the http://localhost:8081/authorize URL that will retrieve for you the tokenId from Salesforce.
  3. Copy the tokenId contained into the response from the previous step and invoke the http://localhost:8081/run?tokenId=$ {value_returned_by_salesforce}

What are the best apps to integrate with Salesforce?

What are the Best Apps to Integrate with Salesforce

  1. Marketo. Marketo is a marketing automation tool that helps companies to manage leads, gain access to sales insights, understand revenue cycle and also engage in social marketing.
  2. WordPress. WordPress is an important content management system which is used by a number of businesses to host and run their websites.
  3. SAP Business Suite. …
  4. Microsoft Dynamics. …

More items…

What is the best email integration with Salesforce?

What Is Salesforce Integration?

  • Salesforce Integration Processes. …
  • App-based Salesforce Integration. …
  • Code-based Salesforce Integration. …
  • Different Ways To Integrate Salesforce. …
  • Business Logic Integration. …
  • User Interface Integration. …
  • Data Integration. …
  • Salesforce Integration Checklist
  • Extensive Planning. …
  • Understanding Both The Applications. …

More items…

How do I integrate with Salesforce?

  • xxxyyyzzzz (no punctuation) – this is the preferred entry since it’s displayed in Salesforce formatted
  • xxx-yyy-zzzz
  • (xxx)yyy-zzzz
image


How does MuleSoft integration with Salesforce?

How to use Salesforce and MuleSoft together. MuleSoft connects any system, application, or data source. When used together, MuleSoft, the #1 integration platform, and Salesforce, the #1 CRM, help organizations accelerate digital transformation.


How do I use MuleSoft API in Salesforce?

Integration of Salesforce Apex API With MuleSoftLog in to your Salesforce developer account with your username and password.Click on Setup on the top right-hand corner.On the left-hand side menu, under Build category go to Develop -> Apex Classes.Click on New -> (write below code) -> click save. … Now open Anypoint Studio.More items…•


How does MuleSoft fetch data from Salesforce?

Set Up and Run the ExampleOpen the Example project in Anypoint Studio from Anypoint Exchange.In your application in Studio, click the Global Elements tab. … Go to Global Elements and open Salesforce Connector element. … Run the application.Click Submit button.You will see the retrieved data structure.More items…•


How does MuleSoft help Salesforce?

Together, MuleSoft and Salesforce give companies the ability to unlock data across systems, develop scalable integration frameworks, and ultimately create differentiated, connected experiences at a rapid pace.


What is Salesforce integration?

Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes. Think of cases in your own technology stack in which information is kept in one system but also required in another.


What is a Salesforce connector?

Salesforce connector is Gainsight’s premium tool which enables Salesforce Customer Relationship Management (CRM) users to connect to Gainsight. Once Salesforce CRM is connected with Gainsight, users can sync their SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects.


How do I connect my mule 4 connector to Salesforce?

Add the Connector to Your Mule ProjectIn the Mule Palette view, click (X) Search in Exchange.In Add Modules to Project, type salesforce in the search field.Click the connector name in Available modules.Click Add.Click Finish.


Which is better MuleSoft or Salesforce?

Employee Ratings. Salesforce scored higher in 3 areas: Work-life balance, CEO Approval and Positive Business Outlook. MuleSoft scored higher in 5 areas: Overall Rating, Career Opportunities, Compensation & Benefits, Senior Management and Culture & Values. Both tied in 1 area: % Recommend to a friend.


How do I query in mule 4 Salesforce?

How to Query Data From Salesforce in Mule 4Query All: Retrieves the data from specified objects irrespective of deletion of records. … query-cfo-records-flow. … Step 1: Create Salesforce global configuration as shown below: … Step 2: Drag and Drop the HTTL Listener and configure to trigger a request.Salesforce Global config:More items…•


Why Salesforce professionals should learn MuleSoft?

MuleSoft offers API-led connectivity which is the way to connect your data and applications using APIs. You can create an API and make it available to business, IT, customers and partners through self service portal and get feedback from them. Based on the feedback you can keep improving your API.


What is integration in MuleSoft?

Integration is the process of connecting multiple enterprise systems, devices, or applications to work as a whole. An integration strategy involves the process, methods, and steps an IT team will take to deliver on the business integration needs.


Written By… Kinsey Robinson

Kinsey Robinson is an Analyst at Ad Victoriam Solutions specializing in Salesforce and MuleSoft.


Platform Events and Process Builders

A platform event is a component of the event-driven software architecture of Salesforce and external systems (in our case, MuleSoft). These systems pass messages through platform event messages, which are listened for in MuleSoft. Platform events must have a trigger inside of Salesforce to send that message to MuleSoft.


APEX Classes

An APEX Class can be configured to be an HTTP callout using the Salesforce REST API we talked about earlier. The HTTP callout will be easier to use, but will still require Salesforce development.


What is MuleSoft Connector?

MuleSoft provided Connector can be scheduled to bring in data which makes it near real-time depending on the scheduler settings. Connector can be used to Query the Salesforce objects very much like SQL queries.


What is integration platform?

Integration platforms can expose a web service using the WSDL generated by Salesforce which means integration should implement salesforce interfaces. MuleSoft does provide all the tools needed for the integration.


Is Salesforce asynchronous or asynchronous?

Salesforce is one of the most integration-friendly products available that supports real-time, asynchronous or even batch processing. This blog discusses the various options we have for integrate with salesforce rather than how each of these to be implemented.


How much does Salesforce pay for MuleSoft?

Recently Salesforce has paid $6.5 billion to integrate with MuleSoft. It was 32 percent more than MuleSoft’s market capital value. The integration was done as MuleSoft is considered as the best platform for unlocking data from legacy systems, and they can easily get connected to the cloud.


What are the services offered by Salesforce?

The main services offered by Salesforce are: The organizations can use these clouds and hold and manage customer data and prospect details. The smarter reports and dashboards help the users in developing user-friendly dashboards to make smart business decisions.


What is WSDL integration?

Through WSDL, the web services are exposed and generated by Salesforce it means that integration will be performed through Salesforce interfaces, MuleSoft tools are being used for this integration. Real-time integration is further divided into three categories that are: 1 Near Real Time 2 Event Driven


What is ESB in MuleSoft?

The ESB or Enterprise Service Bus allows various applications to communicate with each other. They act as the transit system to carry data between applications within the enterprises across the internet. The powerful capabilities of Mule are:


What is Salesforce CRM?

On the other hand, Salesforce CRM is a cloud-based customer management system. It is used by several business organizations to manage their business operations. The CRM provides the features to manage customer relationship and other sales and marketing activities with the help of its comprehensive platform.


What is a postman in Salesforce?

Postman can be used to post a message to the Mule application. As a result, the message will get transformed, and the account will be created in Salesforce. Now you can verify the account creation from within the Salesforce and perform various operations like deleting, updating, and querying data and records.


Can Salesforce store data in the queue?

Apart from sending the data to URL, Salesforce can also store data in the queue and send it to remote systems. Inbound Integration can be used to integrate Salesforce with real-time systems or Salesforce. It can provide the facility of bulk data transfer. However, it increases the chances of Salesforce overloading.


What is MuleSoft?

Founded in 2006 and acquired by Salesforce for $6.5 billion in 2018, MuleSoft is the world’s most-prominent middleware system. Middleware is a type of software that allows platforms to interact with one another—a kind of ‘software glue’. In the tech world, MuleSoft is often referred to as an iPaaS (integration platform as a service).


Why did Salesforce buy MuleSoft?

Salesforce’s acquisition of MuleSoft didn’t come cheap, and with good reason. Not only is MuleSoft a market leader in its vertical due to the accessibility and functionality of the technology, but its existing client base is also massive.


Sales Cloud integration using MuleSoft

Sales Cloud is the world’s number one sales-centric CRM product, and has been the market leader for several years now.


Service Cloud integration using MuleSoft

It’s one thing utilizing the power of Salesforce and MuleSoft to streamline your sales process, but what about managing your reputation and retaining customers? In the modern age your customer wants a personalized service, with a speedy resolution to their issue, preferably at the first point of contact.


Marketing Cloud integration using MuleSoft

In our annual independent Salesforce market survey, Marketing Cloud is consistently predicted to be one of the most in-demand products from Salesforce customers over the next 12 months.


Salesforce and MuleSoft Anypoint

While there’s an entire ecosystem of MuleSoft professionals who specialize in linking otherwise completely disconnected systems, Anypoint offers MuleSoft customers a number of templates—packaged integration patterns—to help Salesforce users integrate with ease. This makes it easier to:


Start using MuleSoft

Looking for MuleSoft professionals to help pull your valuable business data together? Look no further.


What is Salesforce Connector?

The Salesforce Connector enables developers to create applications that react to common Salesforce events such as adding, changing, or deleting objects. With the Salesforce Connector, you can connect directly to the Salesforce APIs without needing to write any code. The only credentials you will need for the Salesforce connector is a Salesforce developer account and a Salesforce security token. In many business applications, you will need to connect Salesforce to existing databases, ERP systems, and custom applications. These integrations can be easily built and executed using MuleSoft’s Anypoint Studio.


What is aggregation in Salesforce?

Aggregation is the simplest way to extract and process data from multiple systems into one application. With the aggregation pattern, developers can easily query multiple systems and merge data to output to their target system. Common use cases for aggregation include merging CSV files together and sending the desired output to Salesforce.


How is bidirectional sync similar to correlation?

Whereas bidirectional synchronization aims to replicate the same data elements in two locations, correlation is used to associate disparate data records without copying the data itself. Bidirectional synchronization will create new records if they are found in one system and not the other. The correlation pattern is not discerning in terms of the origination of objects. It will agnostically synchronize objects as long as they are found in both systems.


How to get a security token for Salesforce?

Step 1: Login to your Salesforce developer account and click on Trail then click on Settings as shown below: Step 2: Now click on Reset My Security Token then Reset Security Token as show below:


Can you add Salesforce connector after transform message?

If you are not sure the mapping fields of Salesforce, you can simply add the Salesforce connector right after transform message then the Mule automatically populates all the fields of Salesforce Account operation. There in the right side you can see all the possible fields to create new account in Salesforce.


Connect with Salesforce

At times, you may find that you need to connect one or more of your organization’s on-premises systems with a SaaS such as Salesforce. Ideally, these independent systems would talk to each other and share data to enable automation of end-to-end business processes.


Assumptions

This document assumes that you are familiar with Mule and the Anypoint Studio interface. To increase your familiarity with Studio, consider completing one or more Anypoint Studio Tutorials. Further, this example assumes that you have a basic understanding of Mule flows, Mule Global Elements, and Studio’s Anypoint DataMapper.


Example Use Case

Though a simple example, this application nonetheless employs complex functionality to demonstrate a basic use case. The application accepts CSV files which contain contact information – name, phone number, email – and uploads them into a Salesforce account, automatically inserting the correct data into each Salesforce field.


Set Up and Run the Example

Complete the following procedure to create, then run this example in your own instance of Anypoint Studio. Skip ahead to the How it Works if you prefer to simply examine this example via screenshots and code snippets.


How it Works

Using a single flow with three elements, this application accepts CSV files which contain contact information, then uploads the contacts to Salesforce.


Documentation

Studio includes a feature that enables you to easily export all the documentation you have recorded for your project. Whenever you want to share your project with others outside the Studio environment, you can export the project’s documentation to print, email or share online. Studio’s auto-generated documentation includes:

image

Leave a Comment