Salessforce Flows and MuleSoft Composer

1. Pune MuleSoft Meetup Group
Build Smooth FLOW-ING Solution using Mulesoft
Hyperautomation
15th July 2023

2. Safe Harbour Statement
● Both the speaker and the host are organizing this meet-up in individual capacity
only. We are not representing our companies here.
● This presentation is strictly for learning purposes only. Organizer/Presenter do not
hold any responsibility that same solution will work for your business
requirements.
● This presentation is not meant for any promotional activities.

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Housekeeping
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4. ✔ 2 years experience in Salesforce
✔ Certified Salesforce & MuleSoft Developer
✔ Mulesoft Mentor
✔ Awarded with Up & Comers award by Mulesoft
✔ Featured by Mulesoft as Muley of the month
✔ Active member of Salesforce Trailblazer Community forum
● About the Speaker
Meghesh Shenoy
Salesforce Developer
Speaker
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5. 5
● Explore the components in Salesforce Hyperautomation
● What are Salesforce Lightning Flows
● Different types of Lightning Flows
● Explore few scenarios using the Flows
● What are Mulesoft Composer Flows
● Demo using Mulesoft Composer Flows
● Q/A
Agenda

6. Why to use Automation ?

8. Components of Salesforce
Hyperautomation

9. Components of Salesforce Hyperautomation
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● Mulesoft Anypoint Platform
● Mulesoft RPA
● Mulesoft Composer
● Salesforce Lightning Flows
● Salesforce Einstein Bot
● Flow Orchestrator

10. Salesforce Lightning Flows

11. Salesforce Lightning Flows
● There are 5 different types of Flows
a. Screen Flow
b. Record Triggered Flow
c. Autolaunched Flow
d. Schedule - Triggered Flow
e. Platform Event - Triggered Flow
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12. Salesforce Lightning Flows
Sales Manager at Northern Trail Outfitters has requested for a form
where they can quickly fill up the Customer details and create Leads
for those Customers in their Salesforce Org.
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13. Salesforce Lightning Flows
Screen Flow

14. Salesforce Lightning Flows
● A screen is a page that the user sees on their screen.
● Each page is defined by a single Screen element on the flow canvas. It doesn’t
have to take up the user’s whole monitor screen.
● Even if the flow is embedded in just a small part of your Salesforce window, it’s
still called a screen.
● The Elements which the user can see and interact with are embedded into the
screen flows
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15. Salesforce Lightning Flows
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16. Salesforce Lightning Flows
● Sales Manager at Northern Trail Outfitters has now requested
that whenever a Lead is created in their Salesforce Org with
Lead Status as “Hot” when the customer user knows someone
from your company.
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17. Salesforce Lightning Flows
Record Triggered
Flow

18. Salesforce Lightning Flows
● Sales Manager at Northern Trail Outfitters has now demanded
that the Lead having Rating as Hot should also receive a
acknowledgement email after having the customer entered their
details.
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19. Salesforce Lightning Flows
Record Triggered
Flow

20. Salesforce Lightning Flows
Sales Manager at Northern Trail Outfitters has now demanded
that the an email should be sent to all the Customer Leads on
their Birthday !
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21. Salesforce Lightning Flows
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Sch. Triggered
Flow

22. Mulesoft Automation

23. Mulesoft Automations
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24. Mulesoft Automations
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25. Implementation Demo

26. Mulesoft Composer Use Case
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Lead Created
Notify Relevant
Sales team

27. Access Technical Requirements
● Do you interface with systems which have APIs? - Yes
● Do you process documents or images? -No
● Do you interact with websites or legacy - No
applications (with no API)
● Do you need to perform complex data processing? - No
● Do you need to integrate systems not supported by Composer? No
● Do you have extensive development experience? No
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28. Checklist Before Starting Automations
✓ Answer the following questions:
✓ Where does the data come from and where does it go?
✓ Does the data need to be filtered?
✓ What transformations must be performed?
✓ Do different circumstances require different actions?
✓ Determine the trigger/run schedule
✓ Outline automation
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29. Checklist Before Starting Automations
✓ Answer the following questions:
✓ Where does the data come from and where does it go?
■ Data comes from Google Sheets , goes to Salesforce & Slack
✓ Does the data need to be filtered?
■ Nope, All Leads Should be processed
✓ What transformations must be performed?
■ Convert the data in format that Salesforce & Slack requires
✓ Do different circumstances require different actions?
■ Yes, Relevant sales team must be informed depending on the customer’s interest
✓ Determine the trigger/run schedule
■ Run After every new row is inserted in Lead Google sheet
✓ Outline automation
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30. Mulesoft Composer Use Case Flow Chart
1. To help you better design and build your flow step 1 is to build Flow Charts of your use case
2. This is very similar to what we do while designing RPA processes in Mulesoft RPA. We first
design and then build.
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32. Mulesoft Composer Connectors
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33. Key Considerations

34. Mulesoft Composer Key Considerations
1. Reusability - Reusable Composer Flows currently not possible
2. No sandbox to production concept that means the composer flows needs to developed in my
target org directly.
3. No versioning
4. It’s near real time and not 100% real time
5. Each Record processed to a target system would count as each task
6. Not meant for bulk data operations or for very high data intensive operations.
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35. How to get started ?

36. Getting Started with Mulesoft Composer
● Mulesoft conducts workshops on Mulesoft Composer once a month
● Reach out to your partner organization, get in touch with Salesforce Account Executive
to secure access to Mulesoft Composer
● Be part of the Trailblazer Community Group.
○ https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GwI1SAK
● Trailhead Mulesoft Composer Trailmix
○ https://trailhead.salesforce.com/users/mulesoft-trailhead/trailmixes/mulesoft-composer
● Trailhead simulator
○ https://dfc-data-production.s3.amazonaws.com/files/ti/thi/THI-000574/index.html
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37. Getting Started with Mulesoft Composer
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39. Q&A

40. Join the MuleSoft Community on
LinkedIn
Join your local MuleSoft Meetup Group
Continue Learning
MuleSoft Community - General

41. Join the MuleSoft Composer Community
on Trailhead
Get started with the MuleSoft Composer
Trail
Continue Learning
MuleSoft Community - Composer

42. Apply to become a MuleSoft Mentor Start your MuleSoft Training &
Certification Journey
Up-Skill with MuleSoft

43. Scan here to read the latest SF Knowledge
Article
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45. 45
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