Customer 360 Extension for Salesforce > Installing Customer 360 Extension for Salesforce > Processing outbound data in real time
  

Processing outbound data in real time

You can synchronize Organization and Person records from Customer 360 SaaS to Salesforce Account, Person Account, and Contact records in real time. Records created or updated in Customer 360 SaaS can be immediately accessed in Salesforce.
Before you configure real-time outbound data synchronization, set up your Kafka streaming platform.
To configure Customer 360 SaaS and Salesforce to process outbound data in real time, perform the following tasks:
    1Install the unmanaged Salesforce package for real-time outbound data synchronization.
    2Configure the custom metadata type.
    3Configure the prerequisite connectors for real-time outbound data synchronization.
    4Import the Application Integration assets for real-time outbound data synchronization.
    5Create a publishing event.
    6Configure a streaming ingestion and replication task.
    7Configure the Application Integration URN Mappings for real-time outbound data synchronization.
    8Publish the Application Integration assets for real-time outbound data synchronization.

Installing the unmanaged Salesforce package for real-time outbound data synchronization

Install the unmanaged Salesforce package to deploy the platform event, custom metadata type, and Apex triggers required in Salesforce for real-time outbound synchronization with Customer 360 SaaS.
Before you begin, perform the following prerequisites:
    1To access the unmanaged Salesforce package, use the following URLs:
    The Salesforce login page appears.
    2Enter your user credentials, and click Log In.
    The Install Informatica Customer 360 Extension for Salesforce Real-time Outbound page appears.
    3Select Install for All Users.
    4Click Install.
    5To see detailed components of the package, click View Components.
    6After the installation is complete, click Done.
    If the installation takes a long time, a message appears stating that you will receive an email when the installation is complete.
    The Installed Packages page lists Informatica Customer 360 Extension for Salesforce Real-time Outbound.

Configuring the custom metadata type

Configure the custom metadata type in Salesforce to define real-time outbound data processing settings, such as record creation behavior and default record type.
    1From Setup, enter Custom Metadata Types in the Quick Find box.
    2Click Custom Metadata Types.
    3To manage the custom metadata records in Customer 360 Real-time Outbound Config, click Manage Records.
    The Customer 360 Real-time Outbound Config page appears.
    4To edit Real-time Outbound Config, click Edit.
    5Enter the details in the following fields:
    Field Name
    Description
    Create Record If Not Found
    Create a record in Salesforce when the record you want to update doesn't exist. By default, this option isn't selected.
    Record Type for New Accounts.
    Specify the API name of the Salesforce record type that you want to assign to a new Account record.
    6Click Save.

Configure the prerequisite connectors for real-time outbound data synchronization

Real-time outbound synchronization requires connectors between Customer 360 SaaS, Kafka, and Salesforce. The connectors capture a change in a Customer 360 SaaS record and publish it to Salesforce.
Configure the following connectors:

Import the Application Integration assets for real-time outbound data synchronization

After you configure the prerequisite connectors, import the Application Integration assets to Customer 360 SaaS to set up the predefined processes and connections required for real-time synchronization with Salesforce.
Before you import the assets, extract the extension package. For more information about extracting the extension package, see Downloading and extracting Customer 360 Extension for Salesforce.
    1In Application Integration, click Explore > Import.
    2Navigate to the following file:
    <Extracted extension package>/4_CAI_Assets/4_CAI_Assets_RT_Outbound.zip
    3Click Open.
    The Import Assets page lists the assets in the file.
    4Ensure that all the assets are selected, and click Import.
    5On the My Import/Export Logs page, verify that the import job is successful.

Creating a publishing event

Create a publishing event to specify the business entity changes that trigger real-time data export from Customer 360 SaaS to Salesforce. For example, you can create an event to trigger when Customer 360 SaaS business entity records are created or updated.
In Business 360 Console, create a publishing event for the business entity records that you want to synchronize.
For more information about creating a publishing event, see Create a publishing event.

Configuring a streaming ingestion and replication task

After you create a publishing event, configure a streaming ingestion and replication task to stream real-time change events from Business 360 Events to Kafka.
In Data Integration, use the streaming ingestion and replication task wizard to configure a streaming ingestion and replication task.
For more information about configuring a streaming ingestion and replication task, see Configuring a streaming ingestion and replication task.
In the task wizard, complete the following steps:
    1Define the basic information of a task, such as the task name, project location, and runtime environment.
    2Configure the source.
    For Connection, select the Business 360 Events connection, that you configured, and then configure the source properties.
    3Configure the target.
    For Connection, select the Kafka connection that you configured, and then configure the target properties.
    4Save the task.

Configure Application Integration URN Mappings for real-time outbound data synchronization

After you configure the streaming ingestion and replication task, create the source system URN mappings to deploy the real-time outbound assets to the cloud.
    1In Application Integration Console, click Deployed Assets, and select Cloud.
    2Click the URN Mappings tab.
    3Create the following URN mappings:
    URN
    Sample URL
    SourceSystemID
    infac360sf_src_Salesforce
    SourceSystemIDOutbound
    infac360sf_src_Salesforce
    SourceSystemIDSkip
    infac360sf_src_Salesforce
    For more information about URN Mappings, see URN Mappings.

Publishing the Application Integration assets for real-time outbound data synchronization

After you configure the URN mappings in Application Integration, publish the assets to deploy the real-time outbound processes and service connectors to your runtime environment.
Note:
To avoid caching issues, use the incognito mode in your browser when you work with the Application Integration assets.
    1In Application Integration, click Explore > Customer360 > Salesforce Extension.
    2To publish an asset, select the asset to publish, expand the Actions menu, and select Publish.
    Publish the assets in the following order:
    1. ainfac360sf_srvconn_triggerprocess_outbound
    2. binfac360sf-appconn-salesforcestreamingevent
    3. cinfac360sf-appconn-BusinessEventKafka
    4. dinfac360sf-appconn-triggerprocess-outbound
    5. einfac360sf_proc_trigger_kafka_salesforce_outbound_rt
    6. finfac360sf_proc_kafka_sf_outbound_rt

Testing the integration for real-time outbound data synchronization

After you publish the Application Integration assets for real-time outbound data synchronization, test the integration between Customer 360 SaaS and Salesforce.
Create or update a record in Customer 360 SaaS whose source system is configured for real-time outbound data synchronization. The Application Integration process publishes the record to Salesforce. Verify that the record appears with the updated data in Salesforce.