1
Introduction
This post details steps required to
perform salesforce to Database integration using Dell Boomi Atomsphere
platform. It will cover various steps including connector, mapping, deployment,
testing etc.
2 Use Case
This PoC is for simulation of salesforce to database table
integration. Components of PoC :
1.
Salesforce
2.
Dell Boomi Integration layer.
3.
Database table
3 Design-Time Configuration
1.1
Creating the process
1.
Login to Dell Boomi account.
2.
Create New Process. Provide name of the Process.
In the connector field, Select ‘Salesforce’.
3.
Click on + icon against the Connection field to
create a new connection to salesforce, provide the connection details, then
click save & close.
4.
Click on + icon against the operation field to
create a new Operation. New Tab opens like below –
i.
Provide Operation Name, click on Import button
on RH corner
ii.
Browse the previously created connection, then
click next. It will connect to salesforce account and load the details.
Select object type as Account,
click next
iii.
It will connect to salesforce account and load
the fields. Select the required fields
iv.
It will import the fileds and create a xml profile.
v.
Now we will setup the Filter based on which, this connector
will read the Contacts from Salesforce On Salesforce account operation, click
on Account, then go to Filter Tab
Using the Down arrow, add Logical sub group
Give Filter a name, select field from xml profile, and provide operator.
5.
Save all tabs, These above steps had created start
point of the service
Process now looks like below –
6.
Now Drag an Database connector from shape window,
Action as ‘Send’
7.
Click on + icon against Connection to create a
new connection. Provide name and connection details.
8.
Click + icon against the Operation to create new
operation. Provide name, Click + icon against Profile to create new DB Profile
9.
Select Statement, choose type as Dynamic insert,
then Import the DB Connection created previously. Select table from DB.
Select your table, click Next
Then select the columns from
table, click Next. It will create a DB Profile. Save all tabs.
10. Save all, Now process looks like below
11.
Now from Shapes window, Drag a Map shape
12.
Click on the + icon against Map step to create new
Map. Browse the
Source and target profiles, and map the fields.
13.
Save everything, Now the process looks like below
14.
Now connect the shapes in order of message flow.
Notice the Red arrow marks will turn to green.
15.
Drag a ‘Stop shape from pallet connect the Response map wire
to it. This will stop the process execution.
16.
Save all changes, Now we can Test the process
using Test Button on RH corner. In the Pop window, select the Atom. Since we
are using disk details of local machine, atom should be local.
17.
You can see all shapes turn green if test is
suucessful. In case of error, the shape will turn Red and error message will be
displayed.
In above screen you can see, one document had been read
from salesforce. You can check your DB table, Accounts have been written to it.
18. Navigate to different
shapes, to check the logs and documents in it.
19. Enhancement to Service for in process DB
query to check some conditions for Decision making. This is more complex implementation.
20. Add
a decision shape, define the conditions
21. We
will define DB query in First value of comparison as below
22. Save all changes, and
connect shapes as per message flow
23. Deploy and test the
process.
4 Run-Time Configurations
1.1
Deployment & Scheduling
1.
To deploy the service, click on View
Deployments, then attach the relevant Atom
2.
Then go to deployment Tab, and deploy the
process.
3.
Now, go to Atom management under manage tab,
Select your Atom, then go to Deployed processes
4.
Click on Downward arrow in your process name,
then select Edit schedule
5.
Set the schedule as needed, then click Ok.
Now the process is polling at scheduled interval, and
when there are files available in the input directory, it will process them.
1.2 Instance Tracking in Boomi
1.
Go to Process Reporting under Manage tab, to see
the recent instances
2.
Click on the timestamp to check the details of
the process, Choose the connectors to check the information in fine details
Thats All guys.
