Integration between the In Mind Cloud Digital Sales Platform (DSP) and Salesforce (SFDC) is done through MuleSoft's Anypoint Platform™, where bulk transfer of Account and Contact information is supported.
Initial deployment
Step 1: Log in to Anypoint Mulesoft (https://anypoint.mulesoft.com/login/)
- From the home page, select Runtime Manager
Step 2:
- Define a unique Application Name
- Choose the .jar file to be uploaded as the Application File
Step 3:
- Under the Properties tab, override the connection properties by entering the properties gathered earlier. ('Preparing to deploy a Mulesoft Connector' outlines the properties to be gathered.)
- Click Deploy Application
Step 4:
- Load master data from Salesforce to IMC for the following fields. Ensure the External ID for the following master data records is correctly mapped with the Salesforce record.
| 1. | Account Type | 6. | Country Region (State) |
| 2. | Account Source | 7. | Partner Function (Team Role) |
| 3. | Contact Source | 8. | Person title |
| 4. | Industry | 9. | Employee |
| 5. | Country |
Step 5: From the left-side panel, select Schedules
- Select getMasterDataFlow_Scheduler and Run Now to sync the master data
- Select accountBulk_all_Poll and Run Now to sync bulk account information
- Click Logs in the left-hand pane to monitor the progress of the deployment and address errors if any are faced
Keeping your Mulesoft Connector up-to-date
Step 1: Log in to Anypoint Mulesoft (https://anypoint.mulesoft.com/login/)
- From the home page, select Runtime Manager
Step 2: Select the deployed Application to be updated.
Step 3: From the left-side panel, select Settings
- Choose the updated .jar file to be uploaded as the Application File
- Select Apply Changes
- Click Logs in the left-hand pane to monitor the progress of the deployment and address errors if any are faced
Note: The above screenshots and steps are updated as of the 21/08 Release. Please refer to Mulesoft documentation for additional guidance: https://help.mulesoft.com/s/