Start tracking your progress
Trailhead Home
Trailhead Home

Sign Up for MuleSoft's Anypoint Platform

Learning Objectives

In this project, you’ll:

  • Set up PushTopics for capturing real-time updates from Salesforce.
  • Create a basic integration flow in Anypoint Design Center.
  • Connect to third-party systems such as Salesforce, Database, and Twilio using connectors.
  • Learn how to transform data using visual tools and light scripting.
  • Build a working end-to-end, order-to-cash workflow for a retailer.

Before You Begin

Welcome Aboard!

You’re the Sales Cloud integration lead at an exciting company, Northern Trail Outfitters (NTO for short). NTO makes stylish and comfortable outerwear, apparel, and gear for outdoor recreation and fitness. Your company’s custom apparel is a hit with celebrities, professional athletes, and people who attend a certain popular tech conference in San Francisco.

The Problem

NTO uses Sales Cloud to track the opportunities in the pipeline for swag and bulk orders. When opportunities are won, their sales reps need to manually go into the order management system and place the orders when they close business. Also, their customers often call the NTO offices to check on their orders.

NTO is planning to use MuleSoft to automate the process of placing orders when opportunities are closed, and to notify customers via SMS about their order status and ETA as soon as that information is available. It’s critical for the NTO systems to be integrated with each other for this to work seamlessly.

This table gives an overview of different systems within NTO’s IT infrastructure.

System

Business Value
Salesforce Sales Cloud
Opportunity management and CRM
MySQL Database
Stores product information and SKUs
NTO Order API
Internal API that can place orders and return tracking information + order ETA
Twilio
Notifications system

Salesforce triggers the integration on opportunity close, product data is collected from MySQL, order is placed using API and sent as an SMS using Twilio

You’ve been tasked to develop this integration within a tight deadline, but no need to worry. Even though your integration experience is limited, MuleSoft’s flow designer lets you build integrations with minimal coding. But before you begin, take a step back and develop a plan. Start thinking about how the data is going to flow across these systems to place an order, notify the customer, and update Salesforce. 

Your Approach

To automate this process for NTO, you have to overcome a few integration challenges. Here’s what needs to happen in order to automate this order-to-cash cycle.

  1. You need Salesforce to trigger a message to tell you every time an opportunity status is changed to Closed Won.
  2. For a given opportunity that’s closed, you need to retrieve the appropriate product information from the products database (MySQL).
  3. Once you have all the information, you can use the NTO Orders API to place the order.
  4. The Order API returns the order number, tracking information, and ETA for delivery.
  5. This information needs to be translated into human-readable text and sent to you as an SMS for testing.

Visually, your flow should look something like this. 

Signage illustrating the workflow. First, the opportunity is closed, which triggers a flow. Then, product info is retrieved from the database. Next, the order is placed using NTO API. After that, the API returns the OrderID tracking and ETA. Finally, an SMS is sent using the Twilio API.

Now that we’ve done some planning, you’re ready to start implementing this flow to automate the order to cash cycle for NTO. The first step is to trigger your flow. Every time an NTO sales rep closes an opportunity marking it Closed Won, your order to cash automation needs to be triggered. In the next section, you set up PushTopics within Salesforce that acts as the trigger.

We won’t check any of your setup. Click Verify Step to go to the next step in the project.

Resources