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Now Live!–Tutorial on Integrating BizTalk Server 2013 with Salesforce

[ This blog post follows up from my other blog post Coming Soon!–Tutorial on Integrating BizTalk Server 2013 with Salesforce. ]

We have now released an update to the BizTalk Server 2013 Help to include a new tutorial that demonstrates how to integrate BizTalk Server 2013 with Salesforce using the new adapters released with the latest version of BizTalk Server. Here’s the scenario used to demonstrate the integration.

Business Scenario

Northwind uses the Salesforce online CRM system as their solution for tracking customers through the sales pipeline. Every time a sales opportunity is created in the Salesforce system, Northwind wants its on-premise systems, such as BizTalk Server, to be notified so that other down-stream systems can pick up that data and start other relevant processes. Northwind plans to implement this solution using the new adapters available with BizTalk Server 2013 and also by including some components of Windows Azure. This is how the end-to-end data flow looks like for the solution:

  • A sales representative creates an “opportunity” in the Salesforce system.
  • When the status of the opportunity is set to “Closed Won”, a notification is sent to a relay endpoint hosted on Windows Azure.
  • Using the new WCF-BasicHttpRelay adapter, the notification information is passed on to BizTalk Server system housed on-premise.
  • Using the information received as part of the notification, BizTalk Server invokes a REST endpoint in Salesforce, using the new WCF-WebHttp adapter, to get more information about the opportunity.
  • Finally, BizTalk Server uses the information received from Salesforce to create a purchase order entry in an in-house SQL Server database table.

These are the set of steps that you must perform to achieve the integration objective outlined in this solution. Each of these steps involves broad set of activities that we’ll look at as we proceed with creating the solution.

Here’s an illustration that describes the end-to-end integration solution:

BizTalk Server and Salesforce integration scenario

 

Resources

 

Acknowledgements

I would like to extend my thanks to Nick Hauenstein and Steef-Jan Viggers for reviewing the content and providing feedback on the tutorial. Nick Hauenstein also created a couple of hands-on labs that were very useful in shaping the scenario used in this tutorial.