Architect day 20181128 - Afternoon Session
•
10 likes•1,830 views
The document discusses integration solutions from Salesforce and MuleSoft. It promotes the MuleSoft Anypoint Platform as a complete integration platform that can connect any application, data, or device using API-led connectivity. It positions the platform as future-proof and able to empower organizations to innovate faster. Specific capabilities and use cases mentioned include building a complete customer view, modernizing legacy systems, creating omnichannel experiences, and connecting e-commerce.
Report
Share
Architect day 20181128 - Afternoon Session
- 1. Salesforce for Integration Connectivity solutions for your integration journey ahenriksson@salesforce.com, jostman@salesforce.com André Henriksson, Platform Evangelist & Johan Östman, Master Architect
- 2. API Services Web Services Security Services Customer Data Driver Data Geo Location Data Billing Data Data Services Complex Integrations Power Seamless Experiences
- 3. But Data & Processes Are Highly Fragmented Typical transaction crosses 35 technology systems
- 4. Project-Based Approach Creates More Complexity Custom integration code is the enemy of agility
- 5. Emerging Trends Compound Integration Challenges Demands on IT Time Cloud and SaaS Mobile Big Data IoT AI IT Delivery Capacity Today
- 6. Data Consolidation Apps Legacy Data Multiple Orgs API Management Proprietary Data How Does IT Successfully Navigate Integration? Devices Custom Integration
- 8. Unlock your enterprise data using MuleSoft Anypoint Platform Integration
- 9. Connect any application, data or device Support Enterprise Integration Patterns with MuleSoft Deliver speed and agility through API-led connectivity
- 10. Most Integration Projects Involve Point Solutions Export data from data lakes Transform data from XML to JSON API mgmt Secure APIs Micro- services Batch upload File transfer Data Int. Design & build SOAP/REST APIs ESB & SOA Sync SFDC with SAP Data exposure Messaging - pub/sub Customer experience Partner experience Employee experience New products & services Operational efficiency SaaS to SaaS
- 11. Micro- services ESB & SOA Data Int. File transfer Export data from data lakes API mgnt Pub/ sub Expose data using API Batch upload Secure API Sync SFDC with SAP Transform data from XML to JSON But What if You Could Deploy the Best of All Solutions? Customer experience Partner experience Employee experience New products & services Operational efficiency
- 12. MuleSoft Delivers a Complete Platform for Integration Customer experience Partner experience Employee experience New products & services Operational efficiency
- 13. Unlock Your Enterprise Data with MuleSoft Anypoint Platform Connect any app, data, or device Bring the power of integration to your enterprise Future-proof your integrations with API-led connectivity Empower your organization to innovate faster Extend core capabilities to partners, customers, developers AVAILABL E Today
- 14. Build a complete customer view with information from cloud & on-prem systems Modernize legacy systems Create omnichannel experiences Connect e-commerce Onboard customers and partners Develop mobile apps Top Use Cases for MuleSoft Anypoint Platform
- 15. Platform & Ecosystem Supplement integration with native, point and click tools Engagement
- 17. Workflow & Approvals Brandable Services Single Sign-On Access Request Mobile Identity External Identities Directory Integration Cloud Directory Salesforce Identity Identity for the Connected World Provides convenience of single sign-on for employees and customers Enable 360 degree view of the customer Sign in using social credentials Multi-protocols identity hub User Provisioning
- 18. What KuppingerCole analyst says about Salesforce CIAM Overall Leadership rating providing a combined view of the ratings for leadership regarding Product, Innovation and Market. « Salesforce Identity is a robust and scalable CIAM solution that provides much flexibility for customers. For existing Salesforce customers, Salesforce Identity may be a natural choice for B2C. » Salesforce Rating Leadership Compass CIAM Platforms - June 2017 (John Tolbert)
- 19. Manage the Attributes that Power Business Adapt the data model to your needs Configure via Drag and Drop, Declarative, Programmatic, and/or API • Extensible Schema • Declarative validation rules • Triggers • Batch processing Fully API Enabled Cloud Directory • REST / SOAP • Bulk, Graph, Streaming, and Custom APIs • SCIM v1.1, v2.0 • SAML, OpenID Connect, and Social Sign-On JIT
- 20. Assets
- 21. Deliver a great user experience Complete brand control throughout the user journey • Declarative and Programmatic Branding • Login Page for employees and extended enterprise • Point & click page builder • Welcome Menu (“App Launcher”) • Self-Service Profile Page • Login using Salesforce Mobile app • Service email templates (password reset…) • Custom domains (URLs)
- 22. Automate Identity and Business Processes Workflow and Approvals • Access management thru approvals • Immediate and Scheduled Events • Graphical Workflow Builder • Multi-step approval processes • Approve via Web, Email, or Social Feed Extensible • Login flows (CGU, profiling) • Local profile provisioning • Custom 2FA…
- 23. Fast and Easy Integration Standards-Based and Extensible • SAML 2.0 Identity Provider • SAML 1.1 / 2.0 Service Provider • OpenID Connect IP & RP (contributor) • OAuth 2 (contributor) • OAuth 2 SAML (co-author) • OAuth2 JWT Bearer Tokens (co-author) • SCIM 1.1 & 2.0 (co-author) • Delegated Authentication • Canvas APIs OAuth OIDC SCIM SAML
- 24. Fast, Friction-Free Two-Factor Authentication Superior Usability • Simple Push-notification approval - no more one time passwords • Location automation – avoid constantly disrupting the user experience • Automation and Watch integration - leave your phone in your pocket Enhanced Security • Full out-of-band two-factor removes phishing vector • Expanded use of 2FA within session for Reports and Connected Apps • API method for ad-hoc verification • User triage of requests scales detection • Deny operation can engage Salesforce Incident response
- 25. Optimized for Mobile-first Environments Salesforce Mobile SDK • Build custom mobile on iOS and Android in minutes • Fully open-source and standards based • Custom permissions • Social sign-on Enterprise control • Single Sign-On • Pin protection • Delegate authentication process to native browser • Central reporting Your Brand Your Logo
- 26. Explore Security Information and Usage Reporting and Dashboard • Drag and Drop reports • Fully API Enabled reporting • Identity reports including: o Who has access to what o Login History with GeoIP Analytics Powered by Analytics Cloud • Optimized for a superior mobile experience • Ingest and visualize Salesforce and non-Salesforce data • Admin Analytics Wave app for deeper Salesforce insight Reports and Analytics
- 27. “Identity Hub” Deployment Pattern Form Social API My Profile App Launcher Consent Management Other Apps Mobile Apps Communities Custom Apps
- 28. Access Management for External Applications Implementation example User-App Object App (PickList) User (Lookup) Role 1 (Y/N) Role 2 (Y/N) Attr 1 (value) … One record type per app type Salesforce IdP SAML Assertion Apex Plug-in to insert attributes User Object Custom fields shared by all apps External Application JIT provisioning Auth. Admin App Mass update, default profiles… Internal Admin Delegated Admin User and app custom attributes
- 29. Introducing Passwordless Login Simplify access and enhance engagement for mobile-first users Register and verify new users without creating another password Extend the reach of your brand to new demographics and markets Leverage a variety of verification methods, such as SMS and Instant Messaging apps Report on login activities from Salesforce Now Available!
- 30. Data + Process Integration
- 31. API-led Connectivity across Any System, Customer, Device Support Any Integration Pattern with MuleSoft & Salesforce Access data from any system and extend Salesforce data with native capabilities Built-In Solutions to Extend Core Data with Clicks or Code External Services Platform EventsHeroku Connect Salesforce Connect MuleSoft Anypoint Platform Experiences Processes Systems Order Management Identity Inventory Tracking UI/UX ECommerce Mobile Apps Salesforce APIs
- 32. Salesforce Connect Salesforce to Virtual Data Heroku Connect Salesforce Orgs to Postgres Platform Events Event-Driven Integration Salesforce Event Bus Native Connectivity Solutions Extend the Lightning Platform Unleash Salesforce core data and processes with powerful integration capabilities External Services Invoke External Workflows Salesforce APIs Salesforce to API Endpoint API OpenAPI External Process Customer 360 (Pilot) Common B2C Data Model
- 33. Firewall / Middleware / Application / Mobile Batch / ETL Salesforce Bulk API (Rest) Data API (SOAP & Rest) Platform Events (SOAP & Rest) Salesforce Connect (OData & APEX) Salesforce Object External Object SOQL (select, insert, update) & SOSL (search) APEX Code External Service (Swagger) Callout (SOAP & Rest) Platform Events (SOAP & Rest) WebService Method Event Endpoint (OData + REST) Endpoint (SOAP + REST) Console & Canvas API (iFrame & Javascript) Lightning Out (HTML5 Embed) UI Embed UI iFrame Lightning Framework Subscription (CometD Bayeux) VPN / Proxy Ground API Mgmt / Proxy API Mgmt / Proxy Data Layer Process / Logic Layer User interface Layer Synchronous Request / Reply Asynchronous Post HTTPS Long Poll Integrate at Any Layer Data, Logic or UI API Spec/Endpoint Subscription (CometD Bayeux) Data APIs & Connectors
- 34. Pattern #1: Manipulate Salesforce Data & Processes with Code “My developers need granular access to Salesforce data, events, and processes for complete customization.”
- 35. Salesforce APIs Programmatic access to all of your Salesforce data Access data at any layer with open APIs Use standards-based APIs to access anything in Salesforce Customize & control the Salesforce experience Augment interfaces, workflows, and metadata for your unique needs Flexible options for data import Leverage APIs or point & click tools from Salesforce & MuleSoft Key Takeaway: Every part of Salesforce - from data to metadata to layouts and beyond - is accessible to devs through APIs
- 36. Pattern #2: Reference External Data without Importing It “How can I easily reference data from external sources within the context of my Salesforce Sales and Service business processes?”
- 37. External Objects store metadata about external data structures Reference External Data as External Objects Standard Objects Custom Objects External Objects (Out of the box) (Build your own) (Connect externally) Accounts Contacts Opportunities Cases Orders Invoices Benefits … … … Policies </orders> </invoices> </benefits> </policies> Milestones Projects Timesheets Budgets Service Cloud Sales Cloud Analytics IoT Lightning Platform Marketing Cloud Community Cloud
- 38. Salesforce Connect Seamless data integration without data import Rapidly integrate with clicks, not code Instantly connect to Salesforce orgs and external OData endpoints Leverage data without keeping it in Salesforce Data is virtually accessed and never leaves source systems Deliver real-time business operations Easily create and change external data directly from Salesforce Featured use case: Intuit Unlocked legacy case data in their Siebel database for 11K agents without writing any custom code
- 39. Leverage the leading integration platform to extend your CRM Connect to MuleSoft APIs with Salesforce Integrations Expose data from multiple sources Roll up different systems into custom endpoints Perform crucial data transformations Communicate across protocols and data types Deploy secure API gateways Provide trusted access to on-prem data sources OData Process APIs Events Data Ingestion Legacy System Orders Policies Benefits Firewall
- 40. Salesforce Connect - External Data Sample Flow Exposing order data from OData sources like SAP in Salesforce OData API SAP Orders (External Object) Order Management App Accounts (Standard Object) Projects (Custom Object) Lightning Platform Orders Policies Benefits OData Sources Salesforce Connect
- 41. Pattern #3: Synchronize Salesforce Data with Heroku “I want to easily sync data from my Salesforce orgs with my custom apps and databases on Heroku.”
- 42. Bi-directional data integration between Salesforce and Heroku Postgres Heroku Connect Build apps that span Salesforce and Heroku Extend your CRM data to the world’s leading dev platform Easily consolidate Salesforce org data in minutes Simply point & click to move data from many Salesforce orgs Expose Heroku tables as External Objects Use Salesforce Connect to virtually access Heroku data The picture can't be displayed. Featured use case: T-Mobile Deployed Heroku Connect to create a unified database for all of their Salesforce data in Heroku Postgres
- 43. Heroku Connect - Data Bridge Sample Flow Deploy Heroku as a scalable integration & database layer for Salesforce Order Management App Lightning Platform Legacy System Orders Policies Benefits CRM Data Heroku Postgres Worker Dynos MuleSoft (or ETL add-on) Data Sync Heroku Apps Processing Operations Note: API calls from Heroku Connect do NOT count against Salesforce API limits
- 44. “We have a number of distributed applications. How can we integrate them so that when data changes in one system, others react in real-time?” Pattern #4: Deploy a Publish/Subscribe Integration Model
- 45. Systems react to events in real-time on an event-driven architecture End-to-End Process Integration with Platform Events Salesforce Event Bus EventBus.publish { “Deal Closed!”; } Publish Event </Update Inventory> </Trigger Push Notification> </Resolve Case> </Create Invoice> </Update Report>
- 46. Replicate data without custom code Easily select objects to capture data changes on with clicks Keep your key systems up to date Ensure downstream systems always have the right data Scale with ease to millions of events daily Events are held for 72-hours to prevent data loss Generally Available TodayIntroducing Change Data Capture Keep external systems in sync when data in Salesforce changes
- 47. Change Data Capture Unlocks Real-Time Data Sync Data Replication Process Automation Audit & Compliance Salesforce Event Bus /closed_won /new_account /new_account /data_change
- 48. Orchestrate complex business processes without writing custom code Easily Extend Change Data Capture with MuleSoft Capture Events with the Salesforce Connector Pre-built connector for Change Data and Platform Events Perform crucial data transformations Allow for communication across protocols and data types Deploy secure API gateways Propagate events to on-prem data sources Firewall On-Prem 3rd Party Cloud Salesforce Platform and Change Data Event Streams
- 49. Salesforce Event Bus On-Prem 3rd Party Cloud Orchestrate complex data flows without writing custom code Use MuleSoft to Route Change Data Events MuleSoft subscribes through pre-built connector External systems are kept up to date with new contact Contact data is published to Event Bus New contact is added in Salesforce
- 50. Pattern #5: Integrate External Business Processes in Salesforce “How can I create end-to-end business processes in Salesforce using workflows in other systems?”
- 51. External Services Rapidly incorporate external business processes in Salesforce Connect Salesforce to external business actions Easily access outside processes and APIs from Salesforce Build process integrations without custom code Drag and drop registered services into Flows, no Apex required Deliver complete process automation Every Salesforce business process becomes end-to-end Key Takeaway: Any external business logic with an OpenAPI definition can be invoked with Apex or Lightning Flow
- 52. Salesforce Connect + External Services - Sample Flow Leverage OData & process APIs in Salesforce without custom code OData API SAP Orders (External Object) Order Management App Accounts (Standard Object) Projects (Custom Object) Lightning Platform Orders Policies OData Sources Salesforce Connect Credit DataCredit System External Services Interagent
- 53. Pattern #6: Create a Customer Data Model Across Salesforce “We own Commerce Cloud, Marketing Cloud and Service Cloud and would like to orchestrate cross channel experiences.”
- 54. Customer Experiences Are Delivered in Silos… Systems and data are disconnected Service ID: Z572923 00123 555 7890 Sam Smith Samantha Smith <ssmith@gmail.com> StylishSam Commerce ID: Z572923 Samantha Smith ssmith@gmail.com +44 123 555 7890 Marketing ID: 70099123 Samantha Smith sam@mystyle.com
- 55. Enterprises Need an ID that Spans Systems Unified ID: X910A350 Name: Samantha Smith Nickname: Sam Twitter: StylishSam Telephone: +44 123 555 7890 (International) 00123 555 7890 (Local) Email: ssmith@gmail.com sam@mystyle.com (Marketing Opt In) Holistic Order History Holistic Case History Holistic Marketing Response
- 56. Salesforce Customer 360 Deliver a Unified Customer Experience Connected Salesforce Apps Click based UI for app and data management Complete View of Your Customer Single ID and profile across all your apps Cross-Channel Customer Experiences Pre-built packages for Service, Marketing, and Commerce GA 2019
- 57. UI Integration
- 58. Salesforce Opportunity Record with Embedded 3rd Party App UI Canvas Embedding Interactive 3rd Party Web Pages in Salesforce Server-side Javascript Customer Example: The 3rd party app (aMind) provides a web quoting UI on top of Siebel and uses the Canvas JavaScript SDK interact with Salesforce. When the quote is updated, the opportunity amt and other oppty fields are also updated. canvas-all.js 1. Signed Access Request 2. 3rd Party UI Displayed 3. User Interacts w/ App 4. Canvas JS Interactions Firewall API Mgmt / Proxy
- 59. Lightning Out Embedding Salesforce UI in 3rd Party Web Pages 3rd Party App with Embedded Lightning Component via Lightning OutA Salesforce Lightning Component is embedded into a 3rd party web container via the Lightning Out Javascript code. Lightning.out.js CORSWhiteList 1. OAuth Request 2. Access Token 3. Preflight Request 4. Access Ctrl Resp. 5. Get App 6. Fetch Controller Data
- 61. MuleSoft - Data Integration Sample Flow Aggregate, transform, and integrate data from many systems via API HR Management App Lightning Platform Legacy System Financials Policies Benefits CRM Data Firewall Salesforce Connector Secure API Gateway AWS Connector Workday Connector Data Merge Data Merge REST API
- 62. Heroku + MuleSoft + Salesforce Combine your integration and API platform with managed database and compute Orders (External Object) Order Management App Lightning Platform Legacy System Orders Policies Benefits CRM Data Firewall OData Connector Salesforce Connector Secure API Gateway AWS Connector Workday Connector Data Merge + Transformations REST API Heroku Postgres Key Product App Database Connector Data Processing Dynos OData API
- 63. Data & Process Integration Decision Tree Where is the data that you need to integrate? Outside of Salesforce What do you want to do? Connect Salesforce to many systems via API MuleSoft Easily access & act on data in a few key systems Salesforce Connect In Salesforce orgs What do you want to do? Offload complex queries and transformations Heroku Connect Virtually access & act on data without importing it Salesforce Connect Consolidate data from multiple orgs Heroku Connect Capture & replicate Salesforce data changes Platform Events Outside of Salesforce and in other orgs What do you want to do? Use Heroku as a Data Bridge to my key systems Heroku Connect + MuleSoft Orchestrate data integrations across many systems MuleSoft Build a common customer data model for B2C Customer 360 (pilot) Pub/Sub integration model across systems Platform Events
- 64. Salesforce Integration Technologies A complete set of capabilities optimized to work together Lightning Platform Salesforce Connect Salesforce Event Bus Heroku Connect Heroku Postgres Heroku App Bi-directional Sync Big Objects Anypoint Platform API Design & Management Connectors Integration Runtime Big Data Storage Platform Events Firewall Database Connector Salesforce Connector OData Connector Legacy System Secure API Gateway