Over the past 10 years, Salesforce has made its platform more accessible than ever; it has slowly introduced game-changing features that allow non-developers to build massively powerful customizations in their Salesforce org.
But some customizations, such as integration into other systems, have remained a developer-only task – until now. Earlier this year, Salesforce released MuleSoft Composer, with the goal to bring even more power to Admins by allowing them to integrate seamlessly with other systems.
What is MuleSoft Composer?
MuleSoft Composer is the first integration tool embedded within the Salesforce platform, offering a declarative interface to create integrations.
Think of an interface similar to Process Builder or Flow, but with the ability to directly integrate with other systems using pre-built connectors. This takes the heavy lifting out of building integrations and allows businesses to innovate faster.
MuleSoft Composer is the first tool of its kind released by Salesforce. They have built on the achievements of the core MuleSoft platform to help businesses move rapidly through their digital transformation. Here are a few key points to understand about the tool…
- Composer is embedded – you’ll access and work with MuleSoft Composer from within Salesforce.
- There’s no code required; it’s similar to Flow, but allows you to integrate with other systems.
- Composer has 10+ pre-built integration connectors for systems including Google Sheets, Netsuite, Twilio, Slack, Microsoft Teams, Jira, and more.
MuleSoft Composer can be used for hundreds of different use cases. But with Salesforce releasing new integrations for Composer each month, the benefits are compounded when you integrate into multiple different systems at once.
Imagine being able to automate an entire process using three systems such as Slack, Netsuite, and Jira, all using a declarative builder! Let’s check out some of the most powerful integrations in the next section…
Mulesoft Composer Use Cases
If you’ve ever worked out of multiple systems while performing your job, you will understand the struggles. Manually checking other systems, replicating data, and overall, wasting time, isn’t a great experience for users. That’s why there is almost an unlimited number of use cases for MuleSoft Composer.
In the above image, you can see the full list of connections available. Let’s also explore some of the most common use cases between these systems.
Sales Cloud is the most popular Salesforce product, and there are many use cases that can be dreamt up…
- With integrations such as Slack and Teams, you can keep the wider organization up to date with important developments.
- In addition, with a Netsuite integration available, Salesforce Admin’s can set up a vital link with Sales Cloud to ensure that actual revenues in Netsuite, match the forecast in Salesforce.
Any information that is vital for further analysis can then be sent to Tableau in one swift motion. Check out the video below for an example of how Netsuite can be integrated with both Sales Cloud & Tableau.
Service Cloud agents are a group of users that can benefit the most from tight integrations with other systems. From personal experience, agents having to interact with multiple systems is very unproductive.
- Jira is perhaps one of the biggest use cases with Service Cloud users. Being able to push bug requests straight to the development team is a game-changer (the same goes for teams using Asana).
- If you’re using Twilio, why not automatically update Service Cloud with chat transcripts?
Combining different systems, you can set up MuleSoft to send that bug request straight to Jira, as well as start a Swarm process using Slack.
As HR systems are often siloed away from the CRM, there are some instant use cases to ensure a smooth process for managing and onboarding employees.
- Keep employee personal details in sync across Workday and Salesforce.
- Kick-off onboarding processes from Workday, such as an employee onboarding checklist created in Google Sheets or Asana.
Marketers will often use multiple disparate systems in order to complete their various tasks each week. Why not save some time by integrating and automating processes?
- Ensure an event checklist is created in Google Sheets or Asana once a new campaign has been created in Salesforce.
- Ensure all marketing assets are available in Salesforce and Box by keeping everything in sync.
By linking up different systems, you can show your Salesforce marketing pipeline and conversion data in Tableau, whilst also posting to teammates in Slack when it’s available.
4 Key Features
MuleSoft Composer is an impressive product, and the first of its kind to be released by Salesforce. Here are a few of its most powerful features that will help you realize the vision of Customer 360.
1. Design & Built Integrations
MuleSoft Composer allows you to build complex integrations (with clicks, not code) natively inside Salesforce. You can define the whole process, including the event that triggers the integration, as well as the steps that should follow.
2. Use Pre-built Connectors and Templates
Perhaps the most exciting part of MuleSoft Composer, is the fact there are 14 pre-built connections that can be used to massively accelerate the time it takes to integrate. Some of the most notable include Workday, Netsuite, Jira, Box, Google Sheets,and Xero.
3. Preview and Build with Real-time Data
Ensuring an integration is working properly before switching it on can be a nerve-racking process. MuleSoft Composer helps you by providing a preview of the data that is going to be populated – this is very similar to how Salesforce Reports show you a preview of the data.
4. Built-in Monitoring and Automated Error Alerts
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 the future, right? Well, never fear, as the MuleSoft team has thought this through. MuleSoft Composer has built-in monitoring and automated error alerts, so you can be confident of immediate notifications if something goes awry.
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 can’t wait to hear about some of the integration recipes that Salesforce Admin’s come up with! Let us know in the comments below…