Salesforce Write Actions in Dell Boomi: A Comprehensive Guide

Dell Boomi is a powerful integration platform connecting various systems and applications seamlessly. One of the most common integrations is with Salesforce, a leading CRM platform. Boomi’s Salesforce connector provides the ability to read data from Salesforce and empowers you to perform write actions to modify and update Salesforce data.

Key Write Actions

The Salesforce connector in Boomi supports the following core write actions:

• Create: Use this action to insert new records into Salesforce objects (e.g., Accounts, Contacts, Leads, Opportunities).
• Update: Modify existing records in a Salesforce object based on specified criteria.
• Upsert: A combination of Create and Update. It checks if a record exists; if it does, it is updated, and a new record is created.
• Delete: Remove records from a Salesforce object.

Setting Up a Salesforce Write Process in Boomi

Here’s a step-by-step guide on how to establish a process in Boomi that writes data to Salesforce:

1. Establish a Connection: Create a Salesforce connector in Boomi, providing your Salesforce credentials (username, password, and security token).
2. Process Design: Create a new Boomi process. The starting point will often depend on where the data originates (e.g., a database, flat file, or another application).
3. Configure the Salesforce Connector:

• • Drag and drop the Salesforce connector into your process.
  • Select the Salesforce object you want to interact with.
  • Choose the desired write action (Create, Update, Upsert, Delete).

1. Data Mapping: Utilize Boomi’s intuitive visual interface to map the incoming data fields to the corresponding fields in your Salesforce object.
2. Error Handling: Use error-handling mechanisms and logic to handle potential failures gracefully during write operations.
3. Testing and Deployment: Thoroughly test your integration process in a test environment before deploying it to a production instance.

Example: Creating a New Contact in Salesforce

1. Start with a trigger (e.g., an HTTP listener to receive data from a web form).
2. Map incoming data (name, email, etc.) to a Salesforce Contact profile.
3. Add the Salesforce connector.

• • Select ‘Contact’ as the object.
  • Choose ‘Create’ as the action.

1. Deploy and run your process.

Best Practices

• Batching: For bulk operations, configure the Salesforce connector to use batching. This improves performance and helps you stay within Salesforce API limits.
• Utilize Upsert: The ‘Upsert’ action is particularly useful when you’re not sure if a record already exists, as it intelligently handles both creation and updates.
• External IDs: If you need to synchronize data with Salesforce objects using data from another system, consider using Salesforce External IDs for more efficient matching and updates.

Conclusion

Dell Boomi offers smooth integration with Salesforce, empowering you to perform various write actions to keep your data in sync across systems. By following this guide and implementing best practices, you can confidently build robust Boomi processes that streamline your Salesforce updates.