Salesforce to Salesforce Contact Bidirectional Sync

Bidirectionally synchronizes contact data between two Salesforce organizations. This template makes it fast to configure the fields to synchronize, how they map, and criteria on when to trigger the synchronization.

Parent accounts are created if they don’t already exist in the destination org, or this template can be configured to link all contact created to a specific account. This template can trigger either using the Mule polling mechanism or can be easily modified to work with Salesforce outbound messaging to better utilize Salesforce API calls.

This template leverages watermarking functionality to ensure that only the most recent items are synchronized and batch to effectively process many records at a time.

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. You can use this template for free with the Mule Enterprise Edition, CloudHub, or as a trial in Anypoint Studio.

Use Case

As a Salesforce administrator I want to have my contacts synchronized between two different Salesforce organizations.

This template serves as a foundation for setting an online bidirectional sync of contacts between two Salesforce instances, and being able to specify filtering criteria.

The main behavior for the integration is polling for changes in new contacts or modified ones using the scheduler component. The polled changes are for those that have occurred in any of the Salesforce instances during a defined period of time. For those contacts that have not been updated yet, the integration triggers an upsert (update or create depending the case) taking the last modification as the one that should be applied.

Requirements have been set not only to be used as examples, but also to establish starting points to adapt the integration to any given requirements.

Considerations

To make this template run, there are certain preconditions that must be considered. All of them deal with the preparations in both, that must be made for all to run smoothly. Failing to do so can lead to unexpected behavior of the template.

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

As a Data Source

If the user who configured the template for the source system does not have at least read only permissions for the fields that are fetched, then an InvalidFieldFault API fault displays.

java.lang.RuntimeException: [InvalidFieldFault
[ApiQueryFault [ApiFault  exceptionCode='INVALID_FIELD'
exceptionMessage='Account.Phone, Account.Rating,
Account.RecordTypeId, Account.ShippingCity
^
ERROR at Row:1:Column:486
No such column 'RecordTypeId' on entity 'Account'. If you
are attempting to use a custom field, be sure to append the '__c'
after the custom field name. Reference your WSDL or the
describe call for the appropriate names.'
]
row='1'
column='486'
]
]

As a Data Destination

There are no considerations with using Salesforce as a data destination.

Run it!

Simple steps to get Salesforce to Salesforce Contact Bidirectional Synchronization running.

To have your application up and running:

1. Configure the application properties.
2. Run it on premises or in CloudHub (Runtime Manager).

Running On Premises

In this section we help you run your template on your computer.

Where to Download Anypoint Studio and the Mule Runtime

If you are a newcomer to Mule, here is where to get the tools.

• Download Anypoint Studio
• Download Mule runtime

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 value dev.
• Click Run.

Running on Mule Standalone

Fill in the properties in one of the property files, for example in mule.dev.properties, and run your app with the corresponding environment variable to use it. To follow the example, use the mule.env=dev value.

Running on CloudHub

While creating your application on CloudHub (or you can do it later as a next step), go to Runtime Manager > Manage Application > Properties to set the environment variables listed in "Properties to Configure" as well as the mule.env.

To create your application on CloudHub, go to Anypoint Platform > Runtime Manager > Deployment > Advanced to set the environment variables listed in "Properties to Configure" as well as in the mule.env file.

Deploying Your Template on 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 (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

Application Configuration

• scheduler.frequency 10000 The milliseconds between two different checks for updates in either Salesforce instance.
• scheduler.startDelay 0
• watermark.default.expression 2018-02-25T11:00:00.000Z This property is important, as it configures the starting point of the synchronization. If the use case includes synchronization for every contact created from the beginning of the time, you should use a date previous to any contact creation, such as 1900-01-01T08:00:00.000Z). If you want to synchronize the contacts created from now on, then use a default value according to that requirement, for example, if today is April 21, 2018 and eleven o'clock in London, use the 2018-04-21T11:00:00.000Z value.
• page.size 1000
• account.sync.policy syncAccountNote: the property account.sync.policy can take any of the two following values:
• empty_value: If the property has no value assigned to it then application will do nothing in what respect to the account and it'll just move the contact over.
• syncAccount: It tries to create the contact's account when it is not pressented in the Salesforce instance B.

SalesForce Connector Configuration for Company A

• sfdc.a.username aunt.eater@mail.com
• sfdc.a.password G0ttaF1ndTh3m!!
• sfdc.a.securityToken avsfwCUl7apQs56Xq2AKi3X
• sfdc.a.url https://login.salesforce.com/services/Soap/u/42.0
• sfdc.a.integration.user.id A0ed000BO9T

Note: To find the correct sfdc.a.integration.user.id value, refer to the example project "Salesforce Data Retrieval" in Anypoint Exchange.

SalesForce Connector Configuration for Company B

• sfdc.b.username polly.hedra@example.com
• sfdc.b.password WootWoot99!!
• sfdc.b.securityToken ces56arl7apQs56XTddf34X
• sfdc.b.url https://login.salesforce.com/services/Soap/u/42.0
• sfdc.b.integration.user.id B0ed000BO9T

Note: To find the correct sfdc.b.integration.user.id value, refer to the example

project "Salesforce Data Retrieval" in Anypoint Exchange.

API Calls

Not relevant for this use case.

Customize It!

This brief guide intends to give a high level idea 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

Configuration for connectors and configuration properties are set in this file. Even change the configuration here, all parameters that can be modified are in properties file, which is the recommended place to make your changes. However if you want to do core changes to the logic, you need to modify this file.

In the Studio visual editor, the properties are on the Global Element tab.

businessLogic.xml

This file holds the functional aspect of the template. Its main component is a Mule batch job, and

it includes steps for both executing the synchronization from Salesforce A to Salesforce B, and the other way around.

endpoints.xml

Use this file to contain each inbound and outbound endpoint for your integration app.

In this template, this file contains a scheduler endpoint that queries Salesforce A and Salesforce B for updates using watermark.

errorHandling.xml

Use this file for how your integration reacts depending on the different exceptions. This file

holds an error handler that is referenced by the scheduler flow in the endpoints XML file.