MuleSoft Integration with Salesforce: Business Use Cases and How to Start Quickly

And it's only the tip of the iceberg:

In practice, the example would be apps and websites daily used by thousands of customers, like online stores, ticket booking services, or healthcare portals, and many more. Without proper backend integrations and established connections between ERPs, point-of-sale (POS), supply chains, Salesforce, customer-facing interfaces, and whatever else you have in the mix, teams are often forced to transfer data from various sources to the target system manually. This can lead to missed information and delays in simple tasks, like assigning leads or generating reports.

A solution claims to cover thousands of similar yet unique use cases.

Mulesoft (acquired by Salesforce) connects almost every system and increases productivity through unified enterprise service bus configuration, bidirectional data sync, or data-transforming jobs launched optimally and organically.

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Despite Mulesoft remaining a game changer for managing too many systems on your plate, it deters some businesses, especially those lacking the in-house expertise to deploy it in a way that fits their strategy.

There are a few reasons for this:

This means MuleSoft’s relevance to a business depends not necessarily on its size but rather on the number of integrations. Although MuleSoft’s yearly cost remains the same no matter how many systems you integrate at the same time, even if additional systems are added later. In contrast, purchasing multiple direct integrations each time would be cumbersome and less cost-effective in the long run.

All of this makes Mulesoft attractive from a scalability perspective. Hence, It is better suited to forward-thinking businesses that plan to integrate in the future.

MuleSoft and its biggest offering, MuleSoft Anypoint Platform, are independent and don’t require Salesforce to function. However, with MuleSoft’s capabilities, businesses can achieve precise control over millions of Salesforce records.

You can extract data from Google Sheets, Workday records, or Salesforce objects and transfer it to another system, synchronize datasets, or apply transformations to make the data compatible with different platforms.

Coupled with Mulesoft for data integration, Salesforce data visualization tools (Einstein Analytics, Tableau, Datorama) are capable of much more. For example, you’ll be able to use the insights from masses of raw data to fuel your marketing efforts.

Here’s how it works:

MuleSoft Composer for Salesforce is a low-code, click-and-configure tool that allows users to quickly build flows to connect systems, automate data updates, and streamline processes without putting a manual burden on IT and development teams. It is basically an Anypoint platform alternative for Salesforce, suitable for anyone: system admins, business analysts, marketers, and sales teams.

Here are just a few use cases:

Salesforce has its own robotic process automation solution, MuleSoft RPA (Robotiс Process Automation), to allow businesses to automate manual tasks like extracting data from claims, renewing subscriptions, or managing order fulfillment.

Mulesoft RPA operates with no-code bots that handle data entry, document processing, and app interactions. This means that you can complete repetitive tasks by imitating human interactions with software, such as mouse movements and keyboard inputs.

Here’s how you can apply Mulesoft RPA in Salesforce:

It can be fully integrated with Salesforce Flow, and streamline workflows across the Salesforce Customer 360 platform.

Intelligent document processing (IDP) is a user-friendly tool within MuleSoft’s Anypoint Platform designed for data extraction and document analysis with advanced AI and third-party technologies like AWS Textract and Salesforce Einstein.

PDP can also be integrated with MuleSoft RPA for document workflow automation, e.g., routing invoices for review. Here are more examples:

Mulesoft's offering is powerful but might come off as overwhelming. There are countless integrations and automations you can build with it, but it's hard to figure out how much of this power your business needs without prior experience. As a result, a business might pay a hefty price for robust software without the need for it.

QuickStart packages are intended to be fixed-price, out-of-the-box alternatives to full-scale, customized implementations with clear outcomes. They bring the following benefits:

If you have an idea of the final result, a QuickStart can help you envision how it can be implemented. Think of QuickStart for Mulesoft like a children's building set—while the set may include suggested ideas or figures on the box, those are just suggestions. The real value comes from the ability to use the Mulesoft ‘pieces’ in different ways to build exactly what the business needs.

Twistellar's QuickStart packages are based on real-life business cases and their requirements. They feature only the basic components necessary for the functioning setup, and all the further upgrades and extensions are available on an a-la-carte basis.

With Twistellar, MuleSoft QuickStart implementations have a predefined number of work hours and typically take from 2 weeks to 4 months, depending on the package, with work hours ranging from 70 hours for simpler setups to over 500 hours. Much of this time is allocated to business requirements gathering, API configuration, and data synchronization.

You can choose a Mulesoft QuickStart option with a sharp focus on specific features: Anypoint Platfrom, Composer, IDP, and RPA. Therefore, you can cover your most pressing business cases right away and start seeing the results without huge commitments that drag out unexpected costs and push deadlines.

While the QuickStart concept focuses on delivering a standard, streamlined integration, it ensures that future growth and customization are always an option. After the QuickStart implementation, you have a functioning MuleSoft setup with a predefined number of custom workflows and data transformations, but still scalable.

At Twistellar, we designed QuickStart packages to simplify solution adoption without compromising on quality. As an experienced provider, we handle the setup with minimum complexity and maximum value and orchestrate the handoff to the organization.