January 12, 2022

A guide to Integrate a Salesforce Environment with your Legacy System using MuleSoft

As organizations face growth and expansion, so do their difficulties to maintain and stay competitive. It expects them to use new innovations that can set them up to manage the constantly developing complications, which for the most part heritage frameworks neglect to determine. Inheritance frameworks are wasteful; delicate, out of date, and hard to incorporate with new cloud and web-based services Salesforce Environment with your Legacy System using MuleSoft. Additionally, supplanting them can be a large and costly process.

Consider a case where you have a customers’ order history data in one inheritance framework and customers’ web interactions with the brand in an advanced and vigorous CRM like Salesforce Application Integration. Without the CRM’s mix with the heritage framework, your business would miss out on extensive experiences that could somehow be accomplished by consolidating the information and making one single view for their clients.

Another case would be in which a large case organization has numerous auxiliaries and it would not like to relocate its business to another Salesforce Administrative Services environment yet needs the Account, Contacts, Leads, and Opportunity information to be synchronized in with their current CRM environment for a point by point examination utilizing Einstein investigation. 

The problem expressed above makes the requirement for a coinciding framework wherein the heritage framework is as yet operational with the data being moved at the same time to the new framework. This article illuminates an innovative technology i.e MuleSoft incorporation.

What is MuleSoft?

MuleSoft gives outstanding business agility to organizations by interfacing applications, data, and devices, both on-premises and in the cloud with an API-drove approach. Utilizing MuleSoft’s point Platform; organizations can incorporate their SOA framework with their heritage frameworks. They can relocate their technology infrastructure to public or private cloud and focus on the appropriation of SaaS applications, just as other cloud technologies. 

As addressed from the outline, MuleSoft helps in associating any CRM or administration portal to any Database or outsider application. It additionally can perform half and half combinations between heritage frameworks and cloud-based frameworks.

How might we accomplish this? 

In this article, we will exhibit a strategy to coordinate two Salesforce Administrative Services conditions to match up the creation of each record. For this, we will require 2 Salesforce organizations and MuleSoft’s Anypoint Platform. 

Step 1: Create 2 worldwide configurations for the Salesforce conditions. 

For this, you will require the Username, Password, and Security Token for your Salesforce. In the event that you don’t have a clue how to get the Security Token you can refer to this Salesforce help article:

Rehash the progression for the subsequent environment. 

Step 2: Use the On New Object part from the Salesforce module in the flow segment. 

In the On New Object select the accompanying fields: 

  1. Connector Configuration: The source Salesforce association, i.e the heritage framework.
  2. Object: Account
  3. Scheduling Strategy: Fixed Strategy
  4. Frequency: 10 (You can transform it according to your business necessity)
  5. Time Unit: Millisecond

Stage 3: Use the Transform message part to plan every one of the fields that you need to move from the Source organization to the Target organization. 

Stage 4: Use the Create segment from the Salesforce module. Select the Connector Configuration for the Target organization. Add a Logger to verify the account sync. 

Stage 5: Open the Source Salesforce environment and make an Account. The account will be synced to the target organization.

Conclusion:

We can say that they focused conventional building approaches on highlight point incorporation that can’t address concerns natural to the heritage framework. Utilizing MuleSoft’s Anypoint Platform, we can coordinate consistently Legacy frameworks and in an effective way. This will permit associations relying upon their inheritance frameworks to embrace more effective innovation technologies. Moreover, associations can bring down their expenses by decreasing reliance on the inheritance framework while killing the need to re-foster muddled heritage framework interfaces. Need any assistance with your Salesforce integration? Reach out to Solvios Technology, LLC USA, we have a team of Salesforce Integration Consultant who can guide you for your end-to-end process.

Tags: Cloud Technologies / CRM Environment / Einstein Investigation / MuleSoft Platform / SaaS Applications / Salesforce Administrative Services / Salesforce Application Integration / Salesforce Environment / Salesforce Integration / Salesforce Integration Consultant