Discover how Oregon Humane Society streamlined data integration between ezyVet and Salesforce to enhance donor engagement and boost fundraising efforts …
Here are highlights from article Automate This! — Create a 360-Degree View of Donors with Flow Builder and MuleSoft Composer – Salesforce Admins
1. Use case
– Building a 360-degree view of donors, adaptors, volunteers, and patrons at the Oregon Humane Society
– Need to bring data from Veterinary Software (ezyVet) into Salesforce
– Data includes Contacts, Animals, Appointments, Invoices, and Tags
– Integration must happen daily and without missing any data
2. Benefits of integration
– Eliminates data black hole and increases potential donor pool
– Integration has already raised enough money to cover the cost of automation package
– Brings organization closer to a 360-degree view
3. Solution
– Data is brought in the following order: Contacts, Animals, Appointments, Invoices, and Tags
– Salesforce scheduled flow and MuleSoft Composer are used
– MuleSoft Composer uses HTTP Connector to pull data from ezyVet
– Custom object is updated in Salesforce after each type of data is imported
4. Custom object/fields and flows
– Custom Object: URL Fields
– Custom Fields: Used to pass information between Salesforce and MuleSoft
– Scheduled flow: Gets new token every 8 hours
– Record-triggered flow: Performs HTTP Callout to get new token
– Scheduled flow: Marks “Get ezyVet Contacts” as true to start automation
5. MuleSoft Composer
– Trigger on new or updated record in custom URL Fields object
– Automation on/off switch
– Multiple steps in the process
You can read it here: https://sfdc.blog/NMaoZ
Source from admin(dot)salesforce(dot)com