SOLVD BLOG

How to prepare your org to integrate MuleSoft and Data Cloud?

Connecting MuleSoft with Salesforce Data Cloud can help your business move data smoothly, understand customers better, and automate tasks. But before you can do that, you need to set up Salesforce the right way.

Here’s a simple step-by-step guide to help you get started.

Step 1: Create a Connected App in Salesforce

A Connected App lets MuleSoft and Data Cloud talk to each other securely.

1️⃣ Go to Salesforce Setup

2️⃣ Search for “App Manager” and click “New Connected App”

3️⃣ Give it a name and enter an email address

4️⃣ Turn on OAuth Settings and add permissions

5️⃣ Use the Salesforce callback URL

“You’ll need the Consumer Key, Consumer Secret, username, and password from this setup.” – Dallan Hernandez, SOLVD Consultant 

This step allows MuleSoft to connect to Salesforce safely.

Step 2: Set Up the Ingestion API

The Ingestion API is how MuleSoft sends data into Data Cloud.

1️⃣ Go to Data Cloud External Integrations

2️⃣ Create a new Ingestion API

3️⃣ Upload a YAML file (this file defines the type of data you’re adding)

For example, if you’re adding leads, your file should include fields like Lead ID and Lead Source.

“Your schema is your data model. It tells Salesforce what kind of data to expect.” – Dallan Hernandez, SOLVD Consultant 

After this, you’ll need a Data Stream to handle the incoming data.

Step 3: Create a Data Stream

A Data Stream is what actually moves data into Salesforce Data Cloud.

1️⃣ Go to the Data Cloud App

2️⃣ Click on “Data Streams” and create a new one

3️⃣ Choose “Ingestion API” as the source

4️⃣ Pick the object you want to sync (like Leads)

5️⃣ Set a primary key (such as Lead ID) and click “Deploy”

“This step links the Ingestion API to your Data Stream so MuleSoft can send data directly into Salesforce.” – Dallan Hernandez, SOLVD Consultant 

Once this is done, check your Connector Status under Setup → Ingestion API. If it says “In Use”, you’re all set!

Next Steps: Setting Up MuleSoft

Now that Salesforce is ready, the next steps are:

✅ Connecting MuleSoft to Salesforce

✅ Sending data into Data Cloud

✅ Getting data back from Data Cloud

“Once your Salesforce is set up, you’re ready to connect MuleSoft and start sending and receiving data.” – Dallan Hernandez, SOLVD Consultant 

Need Help with the Setup?

At SOLVD, we help businesses connect MuleSoft and Salesforce Data Cloud without hassle.

🚀 Want expert help?

📞 Book a Free Call and let’s get started!

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