Design and Test a Flow

Learning Objectives

After completing this unit, you’ll be able to:

• Design a flow to automatically sync data between Workday and Salesforce.
• Test your flow to ensure it syncs data as expected.

In this unit, you first learn how to use MuleSoft Composer to create a flow that automatically syncs employees in Workday with contacts in Salesforce. Then, you test your flow to ensure it syncs data as expected.

By default, MuleSoft Composer validates your work and provides contextual in-app help every step of the way. For example, when you add a connection to a system, MuleSoft Composer tests the connection to make sure it works before you can proceed to the next step. Also, to simplify building your flows, MuleSoft Composer prompts you to complete required fields within each step.

As a best practice, when building a flow, add a few steps and test iteratively until you complete the flow. 

If you have a large integration task, it’s recommended that you break up the task into manageable, bite-sized chunks, and then create a flow for each chunk. This enables you to more easily and quickly build, test, and run your flows to accomplish the task.

Take a look at this video demonstration showing how to connect Workday to Salesforce using MuleSoft Composer.

Design a Flow

Now you're ready to design an integration flow that automatically syncs employees in Workday with contacts in Salesforce. 

Follow these steps to design a flow.

Launch MuleSoft Composer from the NTO org.

1. Log in to your NTO org using your username and password.
2. From the App Launcher, enter Composer and select MuleSoft Composer.

Create a new flow.

1. Click Create New Flow.
2. Click the pencil icon next to the default flow name.
3. Name the flow Sync Employees With Contacts and click Save.

Create the trigger for the flow using the Workday connection.

1. Click Workday.
2. Configure a connection to Workday using the following values, and then click Create. MuleSoft Composer automatically tests the connection. If no error message appears, you have a successful connection, and the first step (trigger) of the flow appears.
   • Connection Display Name: NTO Workday
   • Tenant Name: the last part of your Workday URL. For example: assume your Workday URL is https://impl.workday.com/acme, then the tenant name is acme.
   • User Name: your user name
   • Password: your password
3. Click the pencil icon next to the default step name.
4. Name the step Get new employee and click Save.

Configure the trigger to start the flow every time a new employee is added to Workday.

1. Click in the Choose an event that starts this flow field and select New or updated object.
2. In the Object Type field, select WORKERS.
3. Click Select Fields, select Worker_First_Name, Worker_Last_Name, Business_Title, Email_Address, and Phone_Number, and then click Add. You use these fields to perform integration in the next step of the flow.
4. Click Save to save the flow.

Create the second step for the flow to sync employees with contacts in the NTO org.

1. Click the plus icon to add a step.
2. Click Salesforce.
3. Click Add new Salesforce connection to create a connection to the NTO sandbox org.
4. Name the connection NTO sandbox org.
5. Select the checkbox This is a sandbox organization and click Create.
6. Enter your NTO sandbox org’s username and password and click Log In.
7. Click Allow to grant MuleSoft Composer the permissions to access your basic information, access and manage your data, and perform requests on your behalf at any time. MuleSoft Composer automatically tests the connection. If no error message appears, you have a successful connection, and the second step of the flow appears.

Configure the second step to sync Workday employees with NTO contacts.

1. Name the step Sync with NTO contacts and click Save.
2. Click in the Action field and select Create new record.
3. In the Object Type field, enter Contact. The Last Name field automatically appears because it’s a required field.
4. Click Add Fields, select First Name, Title, Email, and Business Phone, and then click Add.
5. Map the WORKERS fields in Workday to their corresponding Contact fields captured in step 1 of the flow as follows.
   • LastName = Worker_Last_Name from step 1
   • FirstName = Worker_First_Name from step 1
   • Business Phone = Phone_Number from step 1
   • Email = Email_Address from step 1
   • Title = Business_Title from step 1
6. Save the flow. Your entire flow should look like this.

Next, you learn how to test your flow. 

Test a Flow

After you’ve designed your flow, you need to test it from end to end to ensure it syncs data as expected. In general, you have up to 10 minutes to complete a test. When the test completes or 10 minutes have passed, the test stops. As a best practice, you should get all required applications and data ready for the test before starting it.  

In this use case, when a new employee is created in Workday, it triggers the flow. So be prepared to enter an employee in Workday. If the flow works as expected, a corresponding contact appears in the NTO org’s Sales Cloud. 

Follow these steps to test a flow.

1. In the Sync Employees With Contacts flow, click Test. The flow goes into a read-only mode.
   Note: While the test is running, if for some reason you want to stop it, click Stop Test. 
2. Log in to your NTO Workday and create a new employee with at least the following values. Use values of your choice for the rest of the required fields.
   • First name: John
   • Last name: Doe
   • Phone: 415-666-7777
   • Email: john.doe@nto.com
   • Business title: Customer Service Representative
3. Go back to your flow and wait for the test to complete. If both steps of the flow show a green check mark, this indicates that the flow ran successfully.
   
4. Log in to the NTO sandbox org’s Sales Cloud, navigate to the Contacts tab, and verify the creation of the employee record.
   
5. Repeat steps 1 through 4 to test another employee of your choice. Your flow should work as expected.

Nice job! In the next unit, you learn how to activate, monitor, and troubleshoot your flow in the production environment.