MuleSoft Composer (Composer) makes it easy to build process automation for data, using clicks instead of code. When you create a secure process to connect the information stored in different systems, you build a real-time, integrated view of your customers and your business.
To automate processes with Composer, you build a flow that contains every step in the process:
Selecting the data that you specify from a system such as Google Sheets, Tableau, Workday, or a Salesforce org
Performing actions on the data, such as copying it to another system
You choose when to trigger the flow: when something happens, like a change to a record or row, or at intervals of time that you specify. Flows can be as simple or complex as your business needs.
Imagine that a regional Slack user-group tracks its local members in a spreadsheet. Slack users register with the national organization first. Since the national office uses Salesforce to track membership, automatically pushing new members to the regional sheet would save everyone a lot of time. Using Composer, the Salesforce admin can create a single flow that automatically performs this task in near real-time.
This simple flow can be expanded to perform more complex actions, such as writing to different sheets based on the zip code of the new user or propagating changes for existing users.
Some common use cases for Composer include:
Quote to Cash (ERP Integration)
Drive efficiency and improve sales productivity by automating and streamlining quote-to-cash processes. For example, automatically create sales orders in NetSuite once a Salesforce opportunity closes and automatically notify billing teams in Slack. For more information, refer to the NetSuite Automation with MuleSoft Composer Trailhead module.
Case Escalation (Ticketing System Integration)
Escalate and resolve cases faster by automating support case management and notification. For example, automatically create a JIRA ticket and automatically send a Slack notification to organize and prioritize urgent support cases from Service Cloud or Zendesk to streamline communication between agents, engineering, and DevOps. For more information, refer to the Jira Automation with MuleSoft Composer Trailhead module.
Salesforce to Salesforce
Connect and synchronize data between multiple Salesforce orgs. For example, create or update an object in one Salesforce org and sync the changes to another Salesforce org. For more information, refer to the Automation Between Orgs with MuleSoft Composer Trailhead module.
Steps To Create a Flow
To create a functioning, real-time integration in Composer, you don’t need coding experience. Simply open Composer, and then create a flow that contains all the steps you need to get data from Point A to Point B:
- Step 1: Choose or create a connection
A connection is the username and password you’ll use to access the data you want to work with, plus the URL where you typically enter those credentials. Some systems require a few additional pieces of information, such as a security token.
After you define the connection, you can use it multiple times in the same flow or in different flows that you create. Composer never exposes your credentials, and the connections are available only to you, even if other people are also building flows.
Instead of a connection, you can choose to schedule a time when the flow runs, such as every 10 minutes.
- Step 2: Choose a trigger
Every flow that uses a connection starts with a trigger: an event such as creating a new record. This event always triggers the flow to run. The events available to trigger a flow depend on the connection you choose.
If a scheduled time is chosen instead of a connection, no trigger is needed, because the flow runs at the chosen interval.
- Step 3: Define the actions you want to take
Define what happens to the data fetched by the trigger, and when those actions should be taken; for example, to fetch all records for a specific time period but only copy over the records that have changed or that are new. You might also want to copy over only some information from each record, rather than the entire record.
Using the triggers and actions of Composer, you can make the flow as elaborate or as simple as necessary.
If you start the flow at a specified time interval instead of choosing a connection, then you’ll fetch data as part of the first action.
- Step 4: Test your flow on one record
As you define triggers and actions, you see sample data that helps you verify you are building the right steps. You can test every change before making the next one, making it easier to find and correct issues with your flow. Your changes will not appear until you activate the flow.
- Step 5: Activate the flow
After testing, activate the flow in your production org. After the flow is activated, it automatically runs when the conditions in the trigger are met.
- Step 6: Monitor the behavior of your flow
You can see what your flow is doing by looking at the data provided on the flow detail page in Composer.
Mapping data between systems and doing exactly the right thing at the right time sometimes feels complicated; however, using Composer helps you break down the logic into the steps required. You can experiment with a flow until you’ve got it working just right, and you can add complexity to it as you discover new use cases.
Access the home page to start using Composer for your business needs:
|1||Overview: View the Composer home page.|
|2||Flows: Create, test, activate, and monitor your flows.|
|3||Usage Summary: View your monthly tasks and credit usage per flow for your organization.|
|4||Templates: Leverage pre-built Composer templates to build your flow.|
|5||Help: Learn about Composer, explore the product documentation, join the MuleSoft community, or visit the Help center.|
|6||Create new flow: Create your new flow from scratch or from a template.|
Review How Composer Works to understand how the different parts of a flow work together to automate processes.
Create a plan for your first flow using the checklist.
Open Composer and build your first flow.