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Salesforce Integration with MuleSoft | MuleSoft Mysore Meetup #12
- 1. 1
- 2. November 19, 2022 Mysore MuleSoft Meetup Salesforce Integration with MuleSoft
- 3. Safe Harbour Statement ● Both the speaker and the host are organizing this meet-up in individual capacity only. We are not representing our companies here. ● This presentation is strictly for learning purposes only. ● Organizer/Presenter do not hold any responsibility that same solution will work for your business requirements. ● This presentation is not meant for any promotional activities. 3
- 4. A recording of this meetup will be uploaded to events page within 24 hours. Questions can be submitted/asked at any time in the Chat/Questions & Answers Tab. Make it more Interactive!!! Give us feedback! Rate this meetup session by filling feedback form at the end of the day. We Love Feedbacks!!! Its Bread & Butter for Meetup. Housekeeping 4
- 5. Introduction ● About the Organizers 5 Shubham Chaurasia Billennium India Professional Integration Developer A SHOW OF HANDS: Who is new to this Meetup? Giridhar Meka Sr. Technical Architect
- 6. Certified MuleSoft Developer 3.5 years of Total Experience Working as MuleSoft Developer at Horizontal Digital ● About the Speaker Speaker 6 Shruti Singh Horizontal Digital MuleSoft Developer
- 7. 7 ● Introduction ○ What is Salesforce? ○ Salesforce connector Integration patterns ○ Authentication mechanisms used by Salesforce Connector ○ Operations provided by Salesforce Connector ● Demo ● Trivia ● Wrap-Up Agenda
- 8. 8 Prerequisites • MuleSoft Anypoint Platform account https://anypoint.mulesoft.com/login/signup • MuleSoft Anypoint Studio https://www.mulesoft.com/lp/dl/studio • Salesforce Developer Org https://developer.salesforce.com/signup
- 9. 9 What is Salesforce? • An American cloud based software company headquartered in San Francisco, California • World’s no 1 (CRM) Customer Relationship Management platform • Used to manage all the customer data and deliver amazing customer experience • Unites your marketing sales, commerce, service and other IT teams on just one platform • Owns many subsidiaries such as MuleSoft, Quip, Pardot, Heroku, Tableau, Slack, Vlocity, etc., • Help companies to connect with customers in a whole new way by providing different services such as Commerce Cloud, Sales Cloud, Service Cloud, Data Cloud, Marketing Cloud, Experience Cloud, etc.,
- 11. 11 Salesforce Accounts List view
- 12. 12 Things to Remember… Standard Objects: The objects provided by salesforce.com are called standard objects. Examples of standard objects are accounts, contacts, etc. Custom Object: The objects created by us are called custom objects Tab: A tab is a User interface to create records for an object and to view the records in objects. A Salesforce Application is a logical container for all of the objects, tabs, processes and services associated with a given business function.
- 13. 13 Relationships in Salesforce An object relationship in Salesforce is a two-way association between two objects. • Master-detail • Lookup • Self Relationship • Hierarchical Relationship An example of a relationship between standard objects in Salesforce is the relationship between Account and Contacts. In most Salesforce instances this is a one-to-many lookup relationship where Account ID is a field on a Contact, representing the relationship between the Contact and its associated Account. An Account usually has many associated Contacts.
- 14. 14 SOQL • SOQL (Salesforce Object Query Language) is similar to SQL. • It is used to fetch record data from a salesforce org database. It gets data which is already present in the salesforce org. • We use SOQL when you know which objects the data resides in, and you want to: Retrieve data from a single object or from multiple objects that are related to one another. Count the number of records that meet specified criteria. Sort results as part of the query. Retrieve data from number, date, or checkbox fields. SELECT Id, Name FROM Account WHERE Name = ‘Muley' For example, the following SOQL query returns the value of the Id and Name field for all Account records if the value of Name is Muley:
- 17. 17 Salesforce Connector Anypoint Connector for Salesforce (Salesforce Connector) enables you to accelerate your Salesforce integrations across Sales Cloud, Service Cloud, Salesforce Platform, and Force.com. This connector gives you access to all Salesforce entities to enable automation of your business processes to help maximize your investments in services and solutions, such as enabling your sales teams, increasing revenue, and serving your customers better.
- 18. 18 Salesforce Connector Use cases • ERP Integration: Give your sales team access to all relevant customer data from one system via real-time synchronization of data between Salesforce and your ERP & finance applications. • Data Aggregation: Collect data from multiple Salesforce orgs, other CRMs, ERP systems, and databases into one Salesforce instance or use that information to generate reports. • Legacy Modernization: Easily manage data post-acquisition, move off of a legacy CRM system, or migrate ERP data into Salesforce by automatically moving your data into Salesforce. • Customer Experience: Deliver a consistent, connected customer experience across channels, increase customer satisfaction, and drive revenue growth by integrating Salesforce to applications such as ServiceNow, Marketo, and others.
- 19. 19 Salesforce Connector Integration patterns • Remote Call-In • Batch Data Synchronization • Request-Reply Remote Process Invocation • Fire and Forget Remote Process Invocation • User Interface Update Based on Data Changes
- 20. 20 Operations provided by Salesforce Connector Some of the operations are: • Create • Delete • Query • Search • Upsert • Update • On New Object • On Modified Object
- 21. 21 Authentication mechanisms used by Salesforce Connector Basic authentication - Uses a username and password for authentication OAuth 2.0 - Delegates user authentication to the service hosting the user account OAuth JWT - Uses OAuth 2.0 with a JSON Web token (JWT) request for user authentication OAuth SAML - Uses OAuth 2.0 with a signed SAML 2.0 assertion to request an access token OAuth Username password - Uses OAuth 2.0 with a user and password for authentication
- 22. 22 Basic Authentication Basic authentication uses a username and password for authentication. Username: Salesforce username Password: Corresponding password Security token: Corresponding security token Authorization URL: URL for the endpoint configured
- 23. 23 OAuth username password OAuth Username Password authentication uses OAuth 2.0 with a username and password for authentication. Consumer key: Consumer key for the Salesforce- connected app Consumer secret: Consumer secret for the connector to access Salesforce Username: Salesforce username Password: Corresponding password Security token: Corresponding security token
- 24. 24 OAuth 2.0 OAuth 2.0 delegates user authentication to the service hosting the user account. Consumer key: Consumer key for the Salesforce- connected app Consumer secret: Consumer secret for the connector to access Salesforce Listener config: Configuration for the listener Callback path: Path for the callback (/callback) Authorize path: Path for authorization (/authorize) External callback url: Callback URL (http://localhost:8081/callback)
- 25. 25 Salesforce Security Token When you access Salesforce from an IP address that isn’t trusted for your company, and you use a desktop client or the API, you need a security token to log in. It’s a case-sensitive alphanumeric code that’s tied to your password. Whenever your password is reset, your security token is also reset.
- 26. 26 Salesforce Connected App A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, etc. Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps. The external apps that are integrated with Salesforce can run on the customer success platform, other platforms, devices, or SaaS subscriptions.
- 27. Demo
- 28. Q&A
- 29. Take a stand ! 29 ● Nominate yourself for the next meetup speaker and suggest a topic as well.
- 30. 30 ● Share: ○ Tweet using the hashtag #MuleSoftMeetups ○ Join Mysore Group: https://meetups.mulesoft.com/mysore/ ● Feedback: ○ Fill out the survey feedback and suggest topics for upcoming events ○ Contact MuleSoft at [email protected] for ways to improve the program ○ Reach out to Mysore Meetup Leaders (Shubham/Giridhar) to suggest topics for next Meetup What’s next?
- 31. Get ready to WIN a MuleSoft Voucher from MuleSoft Quiz Time
- 32. Thank you