MuleSoft Surat Virtual Meetup#24 - MuleSoft and Salesforce Integration and Design Patterns
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This document provides an overview and agenda for a presentation on configuring and using the MuleSoft Salesforce connector for integration. It discusses prerequisites, an introduction to Salesforce basics, an overview of the Salesforce connector functionality and installation, authentication configuration options, and examples of integration use cases including data migration, broadcast patterns, and importing files from FTP to Salesforce objects. The presentation will demonstrate connector configuration, authentication, and these integration patterns.
MuleSoft Surat Virtual Meetup#24 - MuleSoft and Salesforce Integration and Design Patterns
- 1. 21 st August 2021 [12:00 IST (GMT+05:30) MuleSoft Salesforce Connector | Configurations | Integration and Design Patterns
- 4. 4 Agenda Prerequisites What is Salesforce? ○ Introduction ○ Benefits of Salesforce ○ Salesforce Basics MuleSoft Salesforce Connector ○ Overview ○ Installation in Anypoint Studio ○ Authentication ○ Configuration Salesforce Integration Use Case ○ Data Migration ○ Broadcast ○ FTP to Salesforce
- 5. 5 We will need below for the Salesforce connector: ❖ Anypoint Studio 7 or later ❖ Salesforce developer account and ❖ Salesforce security token Prerequisites
- 7. Scenario 7
- 8. What is Salesforce ? ● Salesforce is your Customer Relationship Management platform which ensures smooth and efficient interaction with customers. ● With its features we can manage, collaborate and engage with partners and store data securely in the cloud. ● It supports all the features needed to run business from anywhere 8
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- 10. Benefits of Salesforce ● With Salesforce tools, we can concentrate more on application rather than building the infrastructure. ● Salesforce seamlessly integrates with 3rd party apps. ● Fast – Traditional CRM software can take more than a year to deploy, compare that to months or even weeks with Salesforce. ● Easy – Salesforce wins in the easy to use category hands down. You can spend more time putting it to use and less time figuring it out. ● Effective – Because it is easy to use and can be customized to meet business needs, customers find Salesforce very effective. 10
- 11. 11 ● Salesforce organizes data into objects and records. ● Salesforce has objects like Accounts,Contacts,Lead,Opportunities etc. ● Think of Object like Table in SQL,Row is Record and Column as field in Salesforce. Salesforce Basics
- 13. 13 ● The Anypoint Connector for Salesforce lets you connect to the Salesforce platform and enables developers to connect and access data from Mule application. ● It is capable of performing all of the operations exposed by Salesforce via their APIs. ● With the Salesforce Connector, you can connect directly to the Salesforce APIs without needing to write any code. ● Using this connector business can create instant connectivity between Salesforce and popular ERP systems Overview
- 14. Features ○ Authentication and Session Management Support ○ SOAP, REST, Bulk, Metadata API and Streaming API ○ Apex Classes - It also supports calling APEX Classes.Apex is Salesforce native programming language via SOAP and REST API ○ Access to Salesforce data - It is usually done by SOAP API allowing creation, retrieval,updation and deletion of salesforce hosted data 14
- 15. 15 ● For Installation in Anypoint Studio, Search in Exchange for Salesforce Connector and add in Mule Palette. Installation in Anypoint Studio
- 16. 16 Authentication To access the data in a Salesforce instance, we get following connection types to configure: ❖ Basic Authentication - Uses a username and password for authentication ❖ OAuth 2.0 - Delegates user authentication to the service hosting the user account ❖ OAuth 2.0 JWT - Uses OAuth 2.0 with a JSON Web token (JWT) request for user authentication ❖ OAuth 2.0 SAML - Uses OAuth 2.0 with a signed SAML 2.0 assertion to request an access token ❖ OAuth 2.0 Username-Password - Uses OAuth 2.0 with a user and password for authentication
- 17. 17 Basic Authentication Configuration Fields Needed: ● Username - Salesforce Username ● Password - Corresponding Password ● Security Token - Corresponding Security Token
- 18. 18 Steps to get Security Token Settings > My Personal Information > Reset My Security Token
- 19. 19 OAuth Authentication Configuration Configuration Details : ● Consumer key - Consumer key for the Salesforce Connected App ● Consumer Secret - Consumer Secret for the connector to access Salesforce ● Authorization URL - Url for Authorization ● Access Token URL - Url to access token ● Callback Path - Path for Callback ● Authorize Path - Path for authorization ● External callback URL- Callback Url is same configured in Salesforce Connected App. Note - Consumer key and secret requires a Connected App to be created in Salesforce instance.
- 20. 20 Steps to Create Connected App SetUp > Apps > App Manager > New Connected App
- 21. Salesforce Integration Use Case
- 22. 22 Data Migration ● Data migration is to move a specific set of data from one system to another. ● This pattern is intended to handle large volumes of data, and you can process records in batches using the Batch Connector.
- 23. 23 Data Migration Mule Flow
- 24. 24 Broadcast ● The broadcast pattern moves data from a single source system to multiple destination systems in real-time. ● This is considered to be a “one-way sync” and is optimized for processing records as quickly as possible. ● Broadcast patterns are also used to keep data up to date between multiple systems.
- 26. 26 FTP to Salesforce ● FTP is a standard internet protocol used for transmitting files from one host to another ● It overcomes problems like different file conventions and different data representation by establishing two connections between hosts. ● FTP enables you to import files from one host to Salesforce Objects like Account, Contact, Lead etc.
- 27. 27 FTP to Salesforce Mule Flow
- 28. 28 Demo !!
- 29. Q & A Session
- 30. Thank you