Examine an Integration Use Case
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the challenge of keeping employees in Workday in sync with contacts in Salesforce.
- Explain how to use MuleSoft Composer to sync employees in Workday with contacts 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.
To learn about MuleSoft Composer’s integration features, flow components, and flow creation tasks, take MuleSoft Composer Basics.
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. The human resources (HR) team at NTO maintains and manages employees in Workday. The sales team at NTO maintains and manages contacts in Salesforce. NTO wants to ensure that every time a new employee record is added to Workday, the same employee information is added as a contact in Salesforce.
Currently, the HR and sales teams are performing these tasks manually. Every time a new hire comes on board, the HR team creates an employee record in Workday. Then, the HR team communicates with the sales team to add the same employee as a contact to the NTO org’s Sales Cloud. In addition, there’s a significant time lag between when the new hire is entered into Workday and when the same employee data appears in Sales Cloud. 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 data sync between Workday and the NTO org’s Sales Cloud in order to achieve near real-time integration. To do this, you use MuleSoft Composer to create an integration flow that automatically syncs employees in Workday with contacts in Salesforce. Specifically, the flow must perform the following tasks.
- Find any new employee that is created in Workday.
- Create a new contact with the same employee information in Salesforce.
To implement the solution using MuleSoft Composer, you need to 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, you need to 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 to have for those systems.
As a best practice, ensure the NTO org has a sandbox org you can connect to when you design and test your flows.
| System |
Required Information |
|---|---|
|
Workday |
|
|
NTO’s Sales Cloud |
|
Now let’s find out values for a Workday connection.
Set up Workday connection parameters.
When you create a connection to Workday using MuleSoft Composer, you must specify values for the following parameters.
Connection Name
The connection name is any name of your choice.
Tenant Name
To find out your Workday tenant name, use your Workday URL. For example, suppose your Workday URL is https://impl.workday.com/acme, then your tenant name is acme.
Note that the tenant name refers to your organization’s Workday implementation.
User Name and Password
The user name and password are those of your Workday account.
You’ve taken the first steps to prepare to create your flow with MuleSoft Composer. In the next unit, you learn how to design and test your flow.