S/4HANA Cloud to Salesforce Partner Migration
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This template moves a large set of partner objects from SAP S/4HANA Cloud to Salesforce. Partner objects are upserted
so that migration can be executed multiple times without worrying concerns about duplicating information. This template uses MuleSoft's batching capabilities to move a large set of data easily and transparently from SAP S/4HANA Cloud into Salesforce.
Dependencies
- Anypoint platform Enterprise Edition subscription or a trial account.
- An entitlement to the Anypoint connector for SAP S/4HANA Cloud.
Use Case
This template helps you migrate partners from a SAP S/4HANA Cloud to a Salesforce instance, specify a filtering criteria, and specify a behavior when an account already exists in the destination instance.
This template leverages the Mule batch module. The batch job is divided into On Process
and On Complete
stages.
The migration process starts by fetching all the existing partners that match the filter criteria from SAP S/4HANA Cloud. The On Process
stage matches accounts that are grouped and inserted or updated into Salesforce. Finally during the On Complete
stage, the template outputs statistics data into the console and sends a notification email with the results of the batch execution.
Considerations
To execute this template, there are certain preconditions that must be considered. All of them deal with the preparations in both systems (i.e. Salesforce and SAP S/4HANA Cloud), that must be made to execute the template smoothly.
Failing to do so can lead to unexpected behavior of the template.
SAP S/4HANA Considerations
Before using this template, please familiarize yourself with the S/4HANA Cloud connector.
Salesforce Considerations
Here's what you need to know about Salesforce to get this template to work:
- Where can I check that the field configuration for my Salesforce instance is the right one? See: Salesforce: Checking Field Accessibility for a Particular Field.
- Can I modify the Field Access Settings? How? See: Salesforce: Modifying Field Access Settings.
Executing this Template
Simple steps to get this template running.
Running On Premises
In this section we help you execute this template on your computer.
Where to Download Anypoint Studio and the Mule Runtime
If you are new to Mule, download this software:
Note: Anypoint Studio requires JDK 8.
Importing a Template into Studio
In Studio, click the Exchange X icon in the upper left of the taskbar, log in with your Anypoint Platform credentials, search for the template, and click Open.
Running on Studio
After you import your template into Anypoint Studio, follow these steps to run it:
- Locate the properties file
mule.dev.properties
, in src/main/resources. - Complete all the properties required as per the examples in the "Properties to Configure" section.
- Right click the template project folder.
- Hover your mouse over
Run as
. - Click
Mule Application (configure)
. - Inside the dialog, select Environment and set the variable
mule.env
to the valuedev
. - Click
Run
.
Running on Mule Standalone
Update the properties in one of the property files, for example in mule.prod.properties, and run your app with a corresponding environment variable. In this example, use mule.env=prod
.
Running on CloudHub
When creating your application in CloudHub, go to Runtime Manager
> Manage Application
> Properties
to set the environment variables listed in Properties to Configure
as well as the mule.env value.
After your app is running, if you chose s4hanapartnresmigration
as the domain name to trigger the use case, you can browse to http://s4hanapartnresmigration.cloudhub.io/migratepartners
to run the app, and the report gets sent to the emails you configured.
Deploying a Template in CloudHub
In Studio, right click your project name in Package Explorer and select Anypoint Platform > Deploy on CloudHub.
Properties to Configure
To use this template, configure properties such as credentials, configurations, etc.) in the properties file or in CloudHub from Runtime Manager > Manage Application > Properties. The sections that follow list example values.
Application Configuration
HTTP Connector Configuration
- http.port
9090
Batch Aggregator Configuration
- page.size
1000
SAP S4Hana Connector configuration
- s4hana.baseUrl
your.sap4hana.address.com
- s4hana.username
your.sap4hana.username
- s4hana.password
your.sap4hana.password
- s4hana.partners.limit
100
Salesforce Connector Configuration
- sfdc.username
bob.dylan@orga
- sfdc.password
DylanPassword123
- sfdc.securityToken
avsfwCUl7apQs56Xq2AKi3X
SMTP Services Configuration
- smtp.host
smtp.example.com
- smtp.port
587
- smtp.user
exampleuser
- smtp.password
examplepassword
Email Details
- mail.from
your.email@example.com
- mail.to
your.email@example.com
- mail.subject
Mail subject
API Calls
Salesforce imposes limits on the number of API Calls that can be made. Therefore calculating this amount is important. This template calls the API using this formula:
2X / ${page.size}
X is the number of accounts to be synchronized on each run.
Divide by ${page.size} because by default, accounts are gathered in groups of ${page.size} for each Upsert API Call in the aggregation step.
For instance if 10 records are fetched from origin instance, then 2 API calls are made (1 + 1).
Customize It!
This brief guide provides a high level understanding of how this template is built and how you can change it according to your needs. As Mule applications are based on XML files, this page describes the XML files used with this template. More files are available such as test classes and Mule application files, but to keep it simple, we focus on these XML files:
- config.xml
- businessLogic.xml
- endpoints.xml
- errorHandling.xml
config.xml
This file provides the configuration for connectors and configuration properties. Only change this file to make core changes to the connector processing logic. Otherwise, all parameters that can be modified should instead be in a properties file, which is the recommended place to make changes.
businessLogic.xml
The functional aspect of the template is implemented in this XML file, directed by one flow responsible of excecuting the logic.
For the purpose of this particular template the mainFlow uses a Mule batch job, which handles all the logic.
endpoints.xml
This is the file where you specify the inbound and outbound sides of your integration app.
This template only uses an HTTP Listener to trigger the use case.
HTTP Listener - Start Report Generation
${http.port}
is set as a property to be defined either in a property file or in the CloudHub environment variables.- The path configured by default is
migratepartners
and you are free to change it to one you prefer. - The host name for all endpoints in your CloudHub configuration should be defined as
localhost
. CloudHub routes requests from your application domain URL to the endpoint. - The endpoint is configured as a request-response since as a result of calling it the response is the total of accounts synced and filtered by the criteria specified.
errorHandling.xml
This file handles how your integration reacts depending on the different exceptions. This file provides error handling that is referenced by the main flow in the business logic.
License Agreement
This template is subject to the conditions of the MuleSoft License Agreement. Review the terms of the license before downloading and using this template.