Activate, Monitor, and Troubleshoot a Flow

Learning Objectives 

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

  • Activate your flow to automatically sync data.
  • Monitor and troubleshoot your flow.

In this unit, you first learn how to activate your flow in the production environment. Then you learn how to monitor and troubleshoot your flow while it’s running.

Activate a Flow

After you’ve tested the flow to your satisfaction, you’re ready to activate it using your Salesforce production org. Swap out the existing NTO sandbox org connection with a newly created NTO production org connection, and then activate the flow. Activating the flow enables it to run and perform the expected integration tasks between Salesforce and Asana. 

Follow these steps to activate a flow.

  1. Click Edit in the Sync NTO Org Cases with Asana Tasks flow.
  2. Go to step 1 of the flow, click the ellipsis icon, and then click Change Connection.
  3. Click the Connection picklist and select Add New Salesforce Connection.
  4. Name the connection NTO production org, leave the checkbox This is a sandbox organization deselected, and click Create.
  5. Enter your NTO production org’s username and password and click Log In.
  6. Click Allow to grant MuleSoft Composer the permissions. MuleSoft Composer automatically tests the connection. If no error message appears, you have a successful connection to the NTO production org.
  7. Save the flow.
  8. Click Activate. The flow is now running and automatically syncing customer service cases in Salesforce with tasks in Asana.

Now that your flow is active, you learn how to monitor the flow and troubleshoot any problems that arise.

Monitor and Troubleshoot a Flow

After your flow is active, it continues to run in the background. MuleSoft Composer automatically handles where to deploy the flow, how to manage it, and when to scale it for optimal performance. If there’s an issue with running the flow, MuleSoft Composer displays the information on the Flow Detail Page.

Follow these steps to monitor and troubleshoot a flow.

  1. In MuleSoft Composer, open the running flow you want to monitor and troubleshoot. The Flow Detail Page appears.
  2. Click the Refresh icon next to the Any Status picklist. A run history of all the past instances of the flow is displayed.
  3. Review the status of the past instances. For each instance, the status indicates either SUCCESS or FAILED. Here’s an example of the run history of the Sync NTO Org Cases with Asana Tasks flow.
    Run history of a flow showing Id, Start Date, End Date, and Status of three successfully executed instances.
  4. If you see one or more failed instances, narrow down the run history to just failed instances by selecting Status Failed from the Any Status picklist.
  5. Use the information for a failed instance such as Id, Start Date, and End Date to troubleshoot your flow.

Keep in mind that you won’t have access to MuleSoft Composer when your license expires. So make sure to renew your MuleSoft Composer license before it expires.

Congratulations, you’ve done it! You’ve successfully used MuleSoft Composer to build and run an integration flow that automatically syncs customer service cases in Salesforce with tasks in Asana, thus eliminating the manual tasks and achieving near real-time integration.

Wrap It Up

In this module, you first learned about the challenge of keeping customer service cases in Salesforce in sync with tasks in Asana. Then, you learned about a MuleSoft Composer solution to sync customer service cases in Salesforce with tasks in Asana. Finally, you learned how to use MuleSoft Composer to perform flow creation tasks such as preparing for creating a flow, designing and testing a flow, activating a flow, and monitoring and troubleshooting a flow.

Note

The examples and data presented in this module are purely for training purposes. If you have been able to implement the flow by following the steps in this module in your own environment, consider deleting any training examples and data you have created.

Take It Further

If NTO employees use Slack to communicate and collaborate, enhance the flow described in this module by creating and configuring another step at the end of the If and Else branches of the flow. In each of these steps, connect to Slack and notify the appropriate channels that a task has been created in Asana. To learn how to use Slack in a flow, take Slack Data Sync with MuleSoft Composer.

Resources 

Keep learning for
free!
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities