Thursday, 21 September 2017

Dell Boomi - Integration with Salesforce and DB


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.


8 comments:

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  2. I found so many interesting stuff in your blog especially its discussion. From the tons of comments on your articles, I guess I am not the only one having all the enjoyment here! keep up the good work... 3wn11

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  4. when you build a process with one onpremise(like DB) and one cloud application(like sales force) is it required to do any settings or setup in the on premise Atom for the cloud application ? if yes how?

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