Insert Contacts Into Salesforce
2
Description
At times, you may find that you need to connect one or more of your
organization's on-premises systems with a SaaS such as Salesforce.
Ideally, these independent systems would talk to each other and share data
to enable automation of end-to-end business processes. Use Mule
applications to facilitate communication between your on-prem system(s)
and Salesforce. (Though this use case does not extend as far, you can also
use Mule to facilitate communication between SaaS providers).
3
Steps
Create the example application in Anypoint Studio. Do not run the
application.
Log in to your Salesforce account. From your account menu (your account
is labeled with your name), select Setup.
In the left navigation bar, under the Personal Setup heading, click to
expand the My Personal Information folder.
Click Reset My Security Token. Salesforce resets the token and emails
you the new one.
Access the email that Salesforce sent and copy the new token onto your
local clipboard.
In your application in Studio, click the Global Elements tab.
4
Steps
Double-click the Salesforce global element to open its Global Element
Properties panel. In the Security Token field, paste the new Salesforce
token you copied from the email. Alternatively, configure the global element
in the XML Editor.
Change the contents of the Username and Password fields to your
account-specific values, then click OK to save your changes.
In the Package Explorer, right-click the connect-with-salesforce project
name, then select Run As > Mule Application. Studio runs the application
on the embedded server.
This project includes a sample CSV file, called contacts.csv, that you can
use to witness end-to-end functionality of the application. In the Package
Explorer, click the src/main/resources folder to expand it, then find
the contacts.csv file inside this folder.
Click and drag the contacts.csv file into an input folder in the same
directory.
5
Steps
The File connector in the application polls the input folder every ten
seconds. It picks up the CSV file, processes it, then deposits it into the
output folder in the same directory. (Hit F5 to refresh the contents of the
input and output folders.)
In your browser, access your Salesforce account, then navigate to
the Contacts tab.
Use the drop-down menu to display All Contacts, then scan your contacts
for three new entries:
Charles Bingley
Fitzwilliam Darcy
George Wickham
Stop the Mule application by clicking the square, red terminate button in
the Console.
6
Flow
7
Sample CSV
firstname surname phone email
ravi g 123121212 ravi.doe@tex
ram d 111345755 ram.doe@tex
Thank You

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Mule addcontactsintosalesforce

  • 1. Insert Contacts Into Salesforce
  • 2. 2 Description At times, you may find that you need to connect one or more of your organization's on-premises systems with a SaaS such as Salesforce. Ideally, these independent systems would talk to each other and share data to enable automation of end-to-end business processes. Use Mule applications to facilitate communication between your on-prem system(s) and Salesforce. (Though this use case does not extend as far, you can also use Mule to facilitate communication between SaaS providers).
  • 3. 3 Steps Create the example application in Anypoint Studio. Do not run the application. Log in to your Salesforce account. From your account menu (your account is labeled with your name), select Setup. In the left navigation bar, under the Personal Setup heading, click to expand the My Personal Information folder. Click Reset My Security Token. Salesforce resets the token and emails you the new one. Access the email that Salesforce sent and copy the new token onto your local clipboard. In your application in Studio, click the Global Elements tab.
  • 4. 4 Steps Double-click the Salesforce global element to open its Global Element Properties panel. In the Security Token field, paste the new Salesforce token you copied from the email. Alternatively, configure the global element in the XML Editor. Change the contents of the Username and Password fields to your account-specific values, then click OK to save your changes. In the Package Explorer, right-click the connect-with-salesforce project name, then select Run As > Mule Application. Studio runs the application on the embedded server. This project includes a sample CSV file, called contacts.csv, that you can use to witness end-to-end functionality of the application. In the Package Explorer, click the src/main/resources folder to expand it, then find the contacts.csv file inside this folder. Click and drag the contacts.csv file into an input folder in the same directory.
  • 5. 5 Steps The File connector in the application polls the input folder every ten seconds. It picks up the CSV file, processes it, then deposits it into the output folder in the same directory. (Hit F5 to refresh the contents of the input and output folders.) In your browser, access your Salesforce account, then navigate to the Contacts tab. Use the drop-down menu to display All Contacts, then scan your contacts for three new entries: Charles Bingley Fitzwilliam Darcy George Wickham Stop the Mule application by clicking the square, red terminate button in the Console.
  • 7. 7 Sample CSV firstname surname phone email ravi g 123121212 ravi.doe@tex ram d 111345755 ram.doe@tex