Customer focus is a hot topic for every industry, and the role of an all-in-one ecosystem is becoming increasingly important. A connected ecosystem helps organizations to converge customer data. Linking crucial functional areas such as marketing, finance, and sales to this ecosystem will provide enterprises with a holistic view of their customers. The Salesforce platform has helped organizations to gain a deeper understanding of their customers. However, to remove data silos and allow access to more critical data, Salesforce must be integrated with MuleSoft. In this blog, we will explore the various guidelines for perfect MuleSoft-Salesforce integration.
Cause and solution to new integration challenges using MuleSoft
The wide use of Software-as-a-Service (SaaS) and other cloud services creates data structures that make Salesforce integration across the company difficult. While there are different approaches to Salesforce integration, each have their own pros and cons.
Several short-term Salesforce integration options on the market are accessible either as an inbuilt component of commonly used SaaS apps or as separate integration services via a third-party supplier. These are often “out-of-the-box,” point-to-point systems in which data flows straight from one application or system to another.
MuleSoft’s Salesforce Connector allows developers to design apps that respond to standard Salesforce activities such as object addition, modification, or deletion. In addition, people may use the Salesforce Connector to connect directly to Salesforce endpoints without writing code.
Enterprises can avoid the burden of “spaghetti integration” by planning for long-term and short-term integration demands. Given the swift development and innovation, the newest integration software comes from the cloud-computing arena.
Understanding the various Patterns of Salesforce integration with MuleSoft
Despite the availability of many patterns of Salesforce integration with MuleSoft, these are some of the most popular Salesforce integration patterns which organizations follow:
When individuals migrate data, they transfer a particular set of information from one database to another. The migration transfer strategy applies to many cases, including data transfer from a traditional ERP platform to Salesforce and CRM system consolidation. However, the migration pattern is primarily designed to manage massive amounts of data, and the Batch Connector processes all the information in groups.
In the preceding case, they configure a flow to wait for a valid request to their HTTP API. When the HTTP gateway is reached, it will choose information from a dataset and upload each value into Salesforce as a fresh lead.
A broadcast pattern transfers data from a particular source server to several destination platforms in real time. This pattern is known as the “one-way sync,” designed to handle records as soon as possible. Broadcast protocols are often preferred to maintain data consistency across many systems. Whenever a new lead is generated, the process will convert the message content and send it to two separate CSV files. The information flow is completed in the interface when both activities are completed. The Scatter-Gather Component requires both operations to be completed before proceeding to the next stage in the workflow.
Aggregation represents the most basic method to extract and process data from numerous systems into a single application. Developers may query several systems and integrate data to send to their desired system using the aggregation pattern. It is commonly used to combine CSV files and to provide the desired result to Salesforce.
When the process runs, it will search two data files on multiple servers, consolidate the information, and publish those items to Salesforce as a fresh lead. The first CSV document includes the following information: fname, company, lname, email, and UUID. The following CSV file contains annual revenue, UUID, and phone number. The data processing described above will utilize UUID as a unique component and add number and annual revenue to an appropriate JSON file in the initial CSV.
Synchronization in both directions
Bidirectional synchronization is the process that combines several distinct information sets from diverse systems. Bidirectional synchronization operates as one unified system that recognizes the existence of various datasets. This integration is appropriate when several tools or platforms must perform various tasks within an identical data collection.
When individuals use bidirectional synchronization with Salesforce, it may be used as the central system of records and then synchronized with a backup system like a database or ERP software. Bidirectional synchronization integration allows every system to operate at peak performance and ensure data integrity across both synced systems. This enables modular addition and removal of equipment without fear of data loss.
Correlation and bidirectional synchronization patterns are incredibly similar, but there is one significant difference. Unlike bidirectional synchronization, which seeks to reproduce identical data pieces in two places, correlation seeks to correlate divergent datasets without replicating the information. If new records are detected in one system but not in the other, bidirectional synchronization will generate them. In terms of object genesis, the correlation trend is ineffective. It will synchronize data agnostically if they are available on both platforms.
Correlation is essential when two organizations or systems wish to share data and have records that reflect the same things or connections. Since it filters out “unnecessary” data, the correlation network is most effective when the information is more expansive.
Salesforce integration is divided into several components. The first stage is to ensure that people know what the integration entails and why it is necessary. This overview of integration principles has focused on the many kinds of integration patterns and integration challenges. It is crucial to investigate these options and considerations to determine which Salesforce integration with MuleSoft is necessary for their unique organization and enterprise customers. Please visit the PreludeSys website and explore more on the Salesforce integration with MuleSoft and other information on how to integrate this service into your company.