An Admin’s Guide to Salesforce MuleSoft Composer + Free Training

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MuleSoft Composer moved into general availability on March 15th 2021. The team at Salesforce Ben were keen to learn more about this powerful new tool so we were delighted to have a conversation with Liam Doyle, Senior Vice President Product Management, MuleSoft at Salesforce, diving into its features, use cases and visions for the future roadmap.

What is MuleSoft Composer?

To understand what MuleSoft Composer is, first, let’s have a quick recap on MuleSoft. Acquired by Salesforce in 2018, MuleSoft’s powerful Anypoint Platform enables businesses to connect any system, application, data, or device, creating a single-unified view. This is integration on steroids.

“Gearset”

Check out “MuleSoft 101: What Can MuleSoft Do for Your Salesforce Org?” for more information.

So far, so good, but the Anypoint Platform still requires experience of building integrations and APIs. Not a problem for enterprise customers or companies with Developers. What about smaller companies with a single Admin and no additional development resource? Enter MuleSoft Composer.

MuleSoft Composer is the first integration tool embedded on the Salesforce platform, offering a declarative interface to create integrations.

The key things to note here are:

  • It’s embedded – you’ll access and work with MuleSoft Composer from within Salesforce
  • It’s declarative – no code required; it’s very similar to Flow in that you create a sequence of logical steps

That’s the quick version. What does that actually mean in practice for you as an Admin? Read on…

Design and Build Integrations

MuleSoft Composer Flows (yes that’s really what they are called) enable Admins to design and build multi-system integrations and logic with a few clicks directly inside of Salesforce, no code required.

A MuleSoft Composer Flow is a set of logical steps, where you, the Admin, define what actions to take and when.

You determine when the Flow starts; you can trigger the Flow based on an event in Salesforce or an event in a third party application!

Use Pre-built Connectors and Templates

MuleSoft have done the heavy lifting for you, and in addition to the MuleSoft Composer tool, supply a number of pre-built connectors and templates for common integrations. These include integrations to NetSuite, Salesforce, Workday, Slack, Google Sheets and Tableau.

Preview and Build with Real-time Data

A great feature of MuleSoft Composer is that it enables you to build with confidence as you can build and test with real data – a bit like working with reports in Salesforce where you can view a sample of data to ensure you are using the correct fields and filters. As an Admin, it’s understandable that regardless of how easy MuleSoft Composer is to use, you might still feel nervous or apprehensive using such a powerful new tool and you’ll want to be 100% sure it’s accurate before sharing the results with your users!

Built-in Monitoring and Automated Error Alerts

Ok, so as an Admin, you can build integrations using clicks not code in MuleSoft Composer but what if something goes wrong? If you built it, you’re now responsible for it in future right? Never fear, MuleSoft have thought this through. MuleSoft Composer has built-in monitoring and automated error alerts so you can be confident that you’ll be notified immediately if something goes awry.

Source: MuleSoft Composer for Salesforce

Typical Use Cases for MuleSoft Composer

So far, we’ve seen how powerful MuleSoft Composer is. If you were an Admin attempting to convince your company to get it, you might highlight some of its features and benefits:

  • Unlock data
  • Automate processes
  • Integrate tools and apps
  • Declarative, drag and drop builder
  • Build scalable, secure, reusable integrations, at speed
  • Build processes that connect multiple systems
  • Trigger events from Salesforce or third party systems
  • Take advantage of pre-built connectors and templates including NetSuite, Salesforce, Workday, Slack, Google Sheets and Tableau

What context or use cases could we use to further explain what a company can expect to achieve by using MuleSoft Composer?

  • Create integrations between NetSuite and Salesforce to automate and streamline order-to-cash activities. For example, automatically update your inventory in NetSuite when an Opportunity is marked ”Negotiation/Review” in Salesforce.
  • Create integration between multiple Salesforce instances, ideal for companies running several independent orgs, looking to achieve a complete 360 view of their Salesforce data.
  • Post automatic notifications in Slack. For example, notify a Case Owner in Slack whenever a new Case is created in Salesforce.
  • Connect Google Sheets and Salesforce. For example, push data from Salesforce into a GSheet, enabling user’s without a Salesforce license to view and access a subset of your data.
  • Speed up employee onboarding by automatically updating employee profiles and payroll attributes across Workday, NetSuite and Salesforce.

This is just a small sample of scenarios that most of us will be familiar with, but MuleSoft Composer is capable of much more.

What’s on the Roadmap for MuleSoft Composer?

Mulesoft Composer is clearly off to an impressive start, and we were excited to learn a bit more about the future vision and roadmap for this tool.

The roadmap is focused on 2 workstreams. The first workstream is ‘Innovation for Admins’ and the team are keen to continue to make MuleSoft Composer as easy as possible for Admins to use, increasing the number of prebuilt connectors and templates, and building out the training available (more on that later).

The second workstream’s aim is to increase ‘Connectivity’, streamlining Sales Ops by offering additional connectors for tools such as Jira, Box, and Gmail (safe harbour – these connectors are not available yet and are not guaranteed, so please don’t make any purchasing decisions based on this!).

Free MuleSoft Composer Training

Salesforce is ensuring that MuleSoft Composer is accessible to all Admins, by offering on-demand, free training! There are currently 4 courses available, with 2 more coming soon.

Available now:

  • Synchronize Data Between Salesforce Orgs
  • Track Marketing Event Data in Google Sheets
  • Update Tableau Data Sources
  • Sync Employees in Workday With Contacts in Salesforce

Coming soon:

  • Manage Product Inventory in Netsuite
  • Streamline Support with Slack

In addition, Salesforce has a selection of brief video tutorials to help you get started, from “Connecting GSheets to Salesforce” to “Connecting Salesforce to Salesforce”.

Summary

Anyone familiar with Salesforce understands that empowering Admins or “no code” developers is key to accelerating agility and productivity. Tools such as MuleSoft Composer remove the need to wait for development resources to become available, enabling Admins to build integrations and logic using declarative features.

We were impressed not only by the tool itself, but the passion demonstrated by Liam and his team in creating solutions that truly elevate Admins, plus the thought and attention that has been put into the free training resources. We can’t wait to see what happens next with MuleSoft Composer – it’s definitely one to watch.

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