Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
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
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
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
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
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!
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
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