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Salesforce Connector 10.13 - Mule 4

Anypoint Connector for Salesforce (Salesforce Connector) enables you to create apps that react to Salesforce events such as adding, changing, or deleting objects, topics, documents, and channels.

Salesforce Connector enables you to connect to the Salesforce APIs. This connector exposes methods for accessing Salesforce, including working with the Salesforce Apex classes.

This connector works with the Salesforce SOAP API, REST API, Bulk API, and Streaming API, depending on the operation you configure. Each API call uses a request/response pattern over an HTTPS connection. All required request headers, error handling, and HTTPS connection configurations are built into the connector.

For compatibility information and fixed issues, see the Salesforce Connector release notes.

Before You Begin

To use this connector, you must be familiar with:

  • The Salesforce SOAP, REST, Bulk, and Streaming APIs

  • Anypoint Connectors

  • Mule runtime engine (Mule)

  • Elements and global elements in a Mule flow

  • Creating a Mule app using Anypoint Studio (Studio)

Before creating an app, you must have:

  • Access to the Salesforce target resource, which requires a Salesforce developer account and Salesforce security token.

    You can receive a new security token by email if you run Reset Security Token through My Personal Information from the Salesforce Setup pages.

  • A consumer key and secret (available in your Salesforce developer account)

  • The namespace and schema location, if you are using OAuth authentication.

    If you plan to create the XML for your Mule app, include the correct namespace and schema location in your XML file. Studio adds this information to the XML file automatically when you add Salesforce Connector to a flow in a Mule app.

Limitations

  • Salesforce Connector does not expose all possible operations of the Salesforce APIs.

  • Salesforce Connector does not provide access to the Chatter API or Tooling API.

Audience

Authentication Types

Salesforce Connector connections use the following authentication types:

  • Basic authentication

    Uses a username and password for authentication

  • OAuth 2.0

    Delegates user authentication to the service hosting the user account

  • OAuth JWT

    Uses OAuth 2.0 with a JSON Web token (JWT) request for user authentication

  • OAuth SAML

    Uses OAuth 2.0 with a signed SAML 2.0 assertion to request an access token

  • OAuth Username password

    Uses OAuth 2.0 with a user and password for authentication

For information about configuring these authentication types, see Using Anypoint Studio to Configure Salesforce Connector.

Salesforce Connector Configurations and Examples

The following table provides links to specific Salesforce Connector information:

Subject Description

Accept and Transform Data

Accept and transform data from Salesforce example

Apex SOAP and REST

Configure for APEX SOAP API and APEX REST API

APIs

List of Salesforce APIs that this connector can access

Application Development

Process order and integration patterns

Batched Data

Batch data using the Salesforce Bulk API

Lead Convert Request ID

Specify a lead ID using DataWeave

Parent Child Relationships

Create and update parent and child relationships example

Anypoint Exchange Templates and Examples

Simplify Salesforce Connector development with a template or example

Subscribe Topic

Subscribe to a Salesforce topic

Subscribe Streaming Channel

Subscribe to a Salesforce streaming channel

Replay Topic

Replay events from a Topic

Replay Streaming Channel

Replay Events from a Salesforce streaming channel

Custom Event Notifications

Get custom event notifications over a streaming channel

Push Event Notifications

Push Events to a Streaming Channel

Object Store Usage

Object Store usage and limitations

Develop an Application

To build an app, perform the following tasks:

  1. Configure the connector.

  2. Test the connection.

  3. Build the rest of your flow.

  4. Add and configure DataWeave.

When developing an app, Salesforce Connector provides these integration patterns you can use with the Salesforce APIs:

  • Batch Data Synchronization

    An external system accesses, changes, deletes, or adds data in Salesforce in batches, and vice versa (Salesforce to external system).

  • Remote Call-In

    An external system accesses, changes, deletes, or adds data in Salesforce, and vice versa (Salesforce to external system).

  • Fire and Forget Remote Process Invocation

    Salesforce initiates a process in a third-party system and receives an acknowledgment that the process has started. The third-party system continues processing independent of Salesforce.

  • Request-Reply Remote Process Invocation

    Salesforce initiates a process in a remote system, waits for the remote system to finish processing, and accepts control returned from the remote system.

  • User Interface Update Based on Data Changes

    The Salesforce UI updates in response to a change in a third-party system.

Salesforce APIs

Salesforce Connector works with the Salesforce Apex SOAP API, Apex REST API, Bulk API, Metadata API, and Streaming API, but does not provide access to the Chatter API or the Tooling API. Each API call uses a request/response pattern over an HTTPS connection. All required request headers, error handling, and HTTPS connection configurations are built into the connector.

  • Apex SOAP API

    Salesforce Apex SOAP API exposes Apex class methods as custom SOAP web service calls. This allows an external app to invoke an Apex web service to perform an action in Salesforce.

  • Apex REST API

    Salesforce Apex REST API creates your own REST-based web services using Apex. This API has all of the advantages of the REST architecture, while adding the ability to define custom logic and including automatic argument or object mapping.

  • Bulk API

    Salesforce Bulk API quickly and securely loads batches of your organization’s data into Salesforce. See also Load Data in Batches.

  • Metadata API

    Salesforce Metadata API manages customizations and build tools that work with the metadata model, not the data itself.

  • SOAP API

    Salesforce SOAP API provides secure access to your organization’s information on Salesforce. Most of the operations that Salesforce Connector performs map to this API.

    All the Salesforce operations performed through the SOAP API have an optional parameter called Headers that can take any of the Salesforce SOAP headers.

  • Streaming API

    Salesforce Streaming API securely receives notifications about changes to your organization’s information in Salesforce. See Create a Streaming Channel to Receive Data from Salesforce for more information about the use of the Streaming API.

Anypoint Exchange Templates and Examples

Anypoint Exchange provides templates you can use as a starting point for your app, as well as examples that illustrate a complete solution.

Salesforce Connector Templates in Exchange

Anypoint Exchange templates provide starting points for Studio projects such as:

Salesforce Connector Examples in Exchange

Anypoint Exchange examples enable you to create complete Studio projects such as:

Next Steps

After you complete the prerequisites and experiment with templates and examples, you are ready to create an app with Anypoint Studio.

See Also

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