MuleSoft Accelerator for Retail
Use case 1b - Customer profile sync from Salesforce
Overview
This use case is an extension of use case 1. It records updates published from Salesforce into MDM and other downstream systems.
Before you begin
The Accelerators setup guide provides general information on getting started with the accelerator components. This includes instructions on setting up your local workstation for configuring and deploying the applications. |
High-level architecture
Workflow
The use case is triggered when
- A Person Account is created or updated in Salesforce
An event is published to the Salesforce push topic which is picked up by the Salesforce Topic Listener with the Customer (Person Account) data.
- The Salesforce Topic Listener converts the Person Account data to the CIM format and places it in a queue
The Customers Process API consumes the message from the queue and orchestrates the following by invoking the appropriate system APIs for each system:
- Create or update the customer profile in MDM with an associated master ID.
- Create or update the customer profile in Marketing Cloud with an external ID that links to the master ID in MDM.
- Create or update the customer profile in SAP ECC with an external ID that links to the master ID in MDM.
- Create or update the customer profile in B2C Commerce with an external ID that links to the master ID in MDM.
- Update the customer profile in MDM with a list of external IDs that link the customer to their corresponding profiles in B2C Commerce, Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, B2B Commerce and SAP ECC
- Update Salesforce with the master ID from MDM if it was not part of the person account data from step 2
Sequence diagram
Systems involved
- B2C Commerce
- Marketing Cloud
- MDM
- SAP ECC
- Salesforce
Setup instructions
Salesforce configuration
- Create custom fields as described in the README in the Salesforce Customers System API
- Enable Person Accounts as described here
- Create a push topic on the Account object as described in the README in the Salesforce Topic Listener
SAP Configuration
Follow the Custom BAPI setup instructions.
Marketing Cloud configuration
Follow the setup instructions in the README file in the Salesforce Marketing System API.
MDM configuration
Follow the setup instructions in the README file in the MDM System API.
Mule projects
Accelerator System APIs
- B2C Customers System API | API Specification | Implementation Template
- MDM System API | API Specification | Implementation Template
- Salesforce Customers System API | API Specification | Implementation Template
- Salesforce Marketing System API | API Specification | Implementation Template
- SAP ECC Customers System API | API Specification | Implementation Template
Accelerator Process APIs
- Customers Process API | API Specification | Implementation Template
Accelerator Experience APIs
- Salesforce Experience API | API Specification | Implementation Template
Accelerator Listeners
- Salesforce Topic Listener | Implementation Template