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Chapter 2. How to get ready to create integrations
Some planning and an understanding of the workflow for creating an integration can help you create integrations that meet your needs. The following topics provide information for getting ready to create integrations.
2.1. Planning integrations
Consider the following questions before you create an integration.
To start the integration:
- Which application should the integration obtain data from?
- In that application, what triggers the action that obtains the data? For example, an integration that starts by obtaining data from Twitter might trigger on a Twitter mention.
- What are the data fields of interest?
- What credentials does Fuse Online use to access this application?
To finish the integration:
- Which application receives the data?
- In that application, what action does the integration perform?
- What are the data fields of interest?
- What credentials does Fuse Online use to access this application?
Between the start and finish applications:
Do you need to access any other applications? For any other applications the integration accesses:
- Which application does the integration need to connect to?
- What action should the integration perform?
- What are the data fields of interest?
- What credentials should the integration use to connect to this application?
Does the integration need to operate on the data between connections? For example:
- Should the integration filter the data it operates on?
- Do field names differ between source and target applications? If they do then data mapping is required.
- Does the integration need to operate on the data in some customized way?
2.2. General workflow for creating an integration
After you log in to the Fuse Online console, the general steps for integrating applications are:
- For each application that you want to integrate and that uses the OAuth protocol, register Fuse Online as a client of that application.
- For each application that you want to integrate, create a connection.
Create the integration:
- Select the start connection. This connection starts the integration by accessing the application you want to obtain data from.
- Select the action that you want the start connection to perform.
- Optionally, depending on the connection, enter some configuration information, for example, you might indicate whether to operate on a Salesforce contact or a Salesforce lead.
- Select the finish connection. This connection completes the integration by accessing the application that uses the data from the start connection.
- Select the action you want the finish connection to perform.
- Optionally, depending on the connection, enter some configuration details.
- Optionally, between the start connection and the finish connection, add one or more connections to other applications.
- Add a data mapping step between connections that have different field names for the same data. Typical integrations require some data mapping.
- Optionally, between connections, add additional steps, such as filtering data or logging that is in addition to the automatically-provided logging.
- Click Publish to start running your integration.
2.3. Example workflow for creating a Salesforce to database integration
The best way to understand the workflow for using Fuse Online is to create the sample integrations by following the instructions in the sample integration tutorials. If you have already done that, you can skip this section.
The following abbreviated description of one of the samples provides an example workflow for using Fuse Online. These steps omit details, so you should not try to follow them.
- Register your installation of Fuse Online as an application that can access Salesforce. You need to do this only once to be able to create any number of integrations that connect to Salesforce.
- Create a Salesforce connection. To configure this connection, Fuse Online prompts you to log in to the Salesforce account you used to register Fuse Online. You can use the same Salesforce connection in any number of integrations.
- Choose your Salesforce connection as the connection that starts the integration.
- Choose the action that you want the Salesforce connection to perform. In the sample integration, you choose the On create action for the Lead object. This means that after connecting to Salesforce, the integration watches for notifications that a Salesforce lead was created. When the integration finds such a notification, it passes the new lead’s data to the next step in the integration. However, before you can add the next step, you must choose the integration’s finish connection.
- Choose the PostgresDB connection as the connection that completes the integration.
- Choose the action that you want the PostgresDB connection to perform. In the sample integration, you choose add_lead as the procedure you want to invoke. This is a provided stored procedure that runs in the sample database. This procedure determines the requirements for mapping Salesforce data fields to database fields.
- Add a step between the Salesforce connection and the database connection. This step maps Salesforce data fields to database fields.
- Give the integration a name. Optionally, enter a description of what the integration does.
- Click Publish to start running the integration.
- On the Fuse Online dashboard, confirm that the Salesforce to database integration is designated as Running, which means that it is running.
- Confirm that the integration is working as expected by creating a new lead in Salesforce.
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For this sample integration, in a browser, insert
todo-in front of the URL for your Fuse Online installation. This displays the notification that a new lead was created in the database.
