Examine an Integration Use Case

Learning Objectives

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

• Describe the challenge of keeping new customers in NetSuite in sync with accounts in Salesforce.
• Explain how to use MuleSoft Composer to sync new customers in NetSuite with accounts in Salesforce.
• Prepare to create a flow.

Before You Start

This module builds on MuleSoft Composer Installation and Configuration, so make sure you've completed it before you continue. Recall from that module, you need to have the MuleSoft Composer User permission set if you want to build and run integration flows.

In this module, we assume you’re an authorized MuleSoft Composer user. If you’re not a MuleSoft Composer user, that’s OK. Read along to learn how they perform the steps. Don’t try to follow the steps in a Trailhead Playground, because MuleSoft Composer isn't available in the Trailhead Playground.

In this unit, you step into the role of admin for Northern Trail Outfitters (NTO), an outdoor and recreational gear retailer. First, you examine an integration challenge faced by NTO, and then you learn about a MuleSoft Composer integration solution. Finally, you learn how to prepare to create your flow.

Integration Challenge

Let’s take a look at an integration challenge NTO is facing. Your sales team at NTO uses NetSuite to manage and maintain customers. For best customer relationship management, the team uses Sales Cloud to manage and maintain accounts. 

Currently, the sales team is performing these tasks manually. Every time there’s a new customer, a sales rep first creates the customer with relevant details in NetSuite. Next, the rep determines if a corresponding account exists in Sales Cloud. 

If the account doesn’t exist, the rep creates a new account with all relevant customer details, including the customer’s internal ID, in Sales Cloud. Finally, the rep updates the customer with its associated account ID in NetSuite. 

This process is time-consuming and highly error-prone, so the team wants to automate it.

Integration Solution

As a solution, you need to automate the integration between NetSuite and Sales Cloud to achieve near real-time integration. To do this, you use MuleSoft Composer to create an integration flow that automatically syncs new customers in NetSuite with accounts in Sales Cloud. Specifically, the flow must perform the following tasks.

1. Find any new customer in NetSuite.
2. Determine if a corresponding account exists in Sales Cloud.
3. If the account doesn’t exist in Sales Cloud:
   1. Create a new account with relevant customer details, including the customer’s internal ID, in Sales Cloud.
   2. Update the customer with its associated account ID in NetSuite.

To implement the solution using MuleSoft Composer, you perform these flow creation tasks.

• Prepare to create a flow.
• Design and test a flow.
• Activate a flow.
• Monitor and troubleshoot a flow.

You learn how to perform these tasks in the rest of this module.

Prepare to Create a Flow

Ready to get started?

First, gather all required information about the systems and assets your flow is going to use. The following table describes the systems the flow needs to connect to and the information you need for those systems. 

As a best practice, use a test environment for these systems and data when you design and test your flows. After you’re done with testing, run the flows using your production systems and data.

Next, you learn about the prerequisites for your NetSuite and Salesforce environments.

Prerequisites for the NetSuite Environment

MuleSoft Composer’s NetSuite connector enables NetSuite users with the administrator role to perform integration tasks between NetSuite and other MuleSoft Composer-supported systems. Before you use MuleSoft Composer to create a connection to NetSuite, ensure that your NetSuite user has been assigned the NetSuite administrator role.

First, to capture its associated account ID for each new customer, you must create a free-form text custom field called Salesforce Account ID for the Customer entity in NetSuite. Follow these steps.

1. Log in to NetSuite using your username and password.
2. Click Customization | Lists, Records, & Field | Entity Field | New.
3. Populate the field with the following values.
   • Label: Salesforce Account ID
   • Type: Free-Form Text
4. In the Applies To tab, select CUSTOMER.
5. In the Display tab, select Main from the SUBTAB picklist, and then click Save.
6. Click Lists | Relationships | Customer | New. The Salesforce Account ID appears.
   

Next, to be able to view internal IDs in NetSuite, click Home | Set Preferences, select the Show Internal IDs checkbox, and then click Save.

Finally, let’s find out values for a NetSuite connection.

NetSuite Connection Parameters

When you create a connection to NetSuite using MuleSoft Composer, you must specify values for the following parameters. 

Connection Display Name

The connection display name is any name of your choice.

Account

To find your NetSuite account, follow these steps.

1. In NetSuite, click Setup | Integration | SOAP Web Services Preferences.
2. Copy the account ID into a text file of your choice and save it.

Consumer Key and Consumer Secret

To generate a consumer key and consumer secret for a NetSuite connection, follow these steps.

1. Click Setup | Company | Enable Features.
2. Click SuiteCloud.
3. Scroll down to the Manage Authentication section and select the Token-based Authentication checkbox.
4. Click I Agree on the SuiteCloud Terms of Service page.
5. Click Save.
6. Click Setup | Integration | Manage Integrations | New.
7. Configure your integration as follows and then click Save to generate a consumer key and consumer secret.
   • Name: Composer Integration
   • State: Enabled
   • Token-based Authentication: selected
   • TBA: Authorization Flow: deselected
   • OAuth 2.0 Authorization Code Grant: deselected
   • User Credentials: deselected
     
8. Copy the consumer key and consumer secret into the text file and save it.

Token ID and Token Secret 

To generate a token ID and token secret for a NetSuite connection, follow these steps.

1. Click Setup | Users/Roles | Access Tokens | New.
2. Configure the access token as follows, and then click Save to generate a token ID and token secret.
   • Application Name: Composer Integration
   • Token Name: Composer Integration - [yourusername], Administrator
3. Copy the token ID and token secret into the same text file. You’ll use all the values in this text file when you configure a NetSuite connection using MuleSoft Composer.

Prerequisites for the Salesforce Environment

First, it’s assumed that you have a sandbox org and a production org to build and run flows that sync with Salesforce. 

Note: If you don’t have a sandbox org to design and test your flows, you can use a developer org.

Follow these steps to sign up for a free developer org.

1. Go to https://developer.salesforce.com/signup.
2. Enter your contact information.
3. Enter a unique username.
4. Click Sign me up, and wait for your welcome email.
5. In the welcome email, click the link to set your password.

Next, when you create a connection to Salesforce using MuleSoft Composer, you’re prompted to grant MuleSoft Composer permissions. Ensure your Salesforce accounts for both your sandbox and production orgs are ready to grant MuleSoft Composer the following permissions.

• Access the identity URL service.
• Manage user data via APIs.
• Perform requests at any time.

Finally, to capture a new customer’s internal ID in a Salesforce account, ensure a text custom field called NetSuite Customer ID is created for the Account object in the NTO org. Here’s an example of NetSuite Customer ID for Account in the NTO org.

To learn how to create custom fields, see Customize a Salesforce Object.

You’ve taken the first steps to prepare to create your flow with MuleSoft Composer. In the next unit, you learn how to design your flow.

Resources

• Trailhead: MuleSoft Composer Basics
• Trailhead: MuleSoft Composer Installation and Configuration