Salesforce to Siebel Account Bidirectional

Keeps changes in account information synchronized between Salesforce and Oracle Siebel. The detection criteria, and fields to map are configurable. Additional systems can be added to be notified of the changes. Real time synchronization is achieved via rapid polling of Salesforce and Siebel.

This template uses watermarking functionality to ensure that only the most recent items are synchronized and batch to efficiently process many records at a time.

License Agreement

This template is subject to the conditions of the MuleSoft License Agreement. Review the terms of the license before downloading and using this template. You can use this template for free with the Mule Enterprise Edition, CloudHub, or as a trial in Anypoint Studio.

Use Case

Synchronize between Salesforce and Oracle Siebel Business Objects.

Considerations

To make this template run, there are certain preconditions that must be considered. All of them deal with the preparations in both, that must be made for the template to run smoothly. Failing to do so can lead to unexpected behavior of the template.

Salesforce Considerations

• Where can I check that the field configuration for my Salesforce instance is the right one? See: Salesforce: Checking Field Accessibility for a Particular Field.
• Can I modify the Field Access Settings? How? See: Salesforce: Modifying Field Access Settings.

As a Data Source

If the user who configured the template for the source system does not have at least read only permissions for the fields that are fetched, then an InvalidFieldFault API fault displays.

java.lang.RuntimeException: [InvalidFieldFault [ApiQueryFault
[ApiFault  exceptionCode='INVALID_FIELD'
exceptionMessage='Account.Phone, Account.Rating, Account.RecordTypeId,
Account.ShippingCity
^
ERROR at Row:1:Column:486
No such column 'RecordTypeId' on entity 'Account'. If you are
attempting to use a custom field, be sure to append the '__c'
after the custom field name. Reference your WSDL or the describe
call for the appropriate names.'
]
row='1'
column='486'
]
]

As a Data Destination

There are no considerations with using Salesforce as a data destination.

Oracle Siebel Considerations

This template uses date time or timestamp fields from Oracle Siebel to do comparisons and take further actions. While the template handles the time zone by sending all such fields in a neutral time zone, it cannot discover the time zone in which the Siebel instance is on. It's up to you to provide this information. See Oracle's Setting Time Zone Preferences.

As a Data Source

To make the Siebel connector work smoothly you have to provide the correct version of the Siebel JAR files (Siebel.jar, SiebelJI_enu.jar) that works with your Siebel installation.

As a Data Destination

In order to make the siebel connector work smoothly you have to provide the correct version of the siebel jars (Siebel.jar, SiebelJI_enu.jar) that works with your Siebel installation.

Run it!

Simple steps to get this template running.

Running On Premises

In this section we help you run this template on your computer.

Where to Download Anypoint Studio and the Mule Runtime

If you are new to Mule, download this software:

• Download Anypoint Studio
• Download Mule runtime

Note: Anypoint Studio requires JDK 8.

Importing a Template into Studio

In Studio, click the Exchange X icon in the upper left of the taskbar, log in with your Anypoint Platform credentials, search for the template, and click Open.

Running on Studio

After you import your template into Anypoint Studio, follow these steps to run it:

1. Locate the properties file mule.dev.properties, in src/main/resources.
2. Complete all the properties required per the examples in the "Properties to Configure" section.
3. Right click the template project folder.
4. Hover your mouse over Run as.
5. Click Mule Application (configure).
6. Inside the dialog, select Environment and set the variable mule.env to the value dev.
7. Click Run.

Running on Mule Standalone

Update the properties in one of the property files, for example in mule.prod.properties, and run your app with a corresponding environment variable. In this example, use mule.env=prod.

Running on CloudHub

When creating your application in CloudHub, go to Runtime Manager > Manage Application > Properties to set the environment variables listed in "Properties to Configure" as well as the mule.env value.

Once your app is all set and started, supposing you choose as domain name template-sfdc2sieb-account-bidirectional-sync to trigger the use case you just need to browse to http://template-sfdc2sieb-account-bidirectional-sync.cloudhub.io.

Deploying a Template in CloudHub

In Studio, right click your project name in Package Explorer and select Anypoint Platform > Deploy on CloudHub.

Properties to Configure

To use this template, configure properties such as credentials, configurations, etc.) in the properties file or in CloudHub from Runtime Manager > Manage Application > Properties. The sections that follow list example values.

Application Configuration

• scheduler.frequency 10000
• scheduler.startDelay 100
• watermark.default.expression 2019-06-16T09:22:00.000Z

Oracle Siebel Business Objects Connector configuration

• sieb.user SADMIN
• sieb.password SADMIN
• sieb.server 192.168.10.8
• sieb.serverName SBA_82
• sieb.objectManager EAIObjMgr_enu
• sieb.port 2321

Salesforce Connector configuration

• sfdc.username bob.dylan@org
• sfdc.password DylanPassword123
• sfdc.securityToken avsfwCUl7apQs56Xq2AKi3X

API Calls

Salesforce imposes limits on the number of API calls that can be made. Therefore calculating this amount may be an important factor to consider.

The template calls to the API can be calculated using this formula:

• 1 + X + X / 200 -- Where X is the number of accounts to synchronize on each run.
• Divide by 200 because by default, accounts are gathered in groups of 200 for each Upsert API Call in the commit step. Also consider that this calls are executed repeatedly every cycle.

For instance if 10 records are fetched from origin instance, then 12 API calls are made (1 + 10 + 1).

Customize It!

This brief guide provides a high level understanding of how this template is built and how you can change it according to your needs. As Mule applications are based on XML files, this page describes the XML files used with this template. More files are available such as test classes and Mule application files, but to keep it simple, we focus on these XML files:

• config.xml
• businessLogic.xml
• endpoints.xml
• errorHandling.xml

config.xml

This file provides the configuration for connectors and configuration properties. Only change this file to make core changes to the connector processing logic. Otherwise, all parameters that can be modified should instead be in a properties file, which is the recommended place to make changes.

businessLogic.xml

The functional aspect of the template is implemented in this XM file, directed by one flow responsible of executing the logic.
For the purpose of this particular Template the mainFlow just executes a batch job. which handles all the logic of it.
This flow has Exception Strategy that basically consists on invoking the defaultChoiseExceptionStrategy defined in errorHandling.xml file.

endpoints.xml

This file provides the inbound and outbound sides of your integration app.
It is intended to define the application API.

errorHandling.xml

This file handles how your integration reacts depending on the different exceptions. This file provides error handling that is referenced by the main flow in the business logic.