FINS Salesforce Customers System API - Implementation Template

This asset is a component of the MuleSoft Accelerator for Financial Services, which accelerates the implementation of essential integration use cases.

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Summary

This integration template implements the FINS Salesforce Customers System API specification, which can be used to to manage customers (Person Accounts and Accounts) and related contacts, contacts, leads and opportunities in a Salesforce Financial Services Cloud (FSC) instance. It also supports the bulk posting messages to chatter feeds.

Note

1. Fields corresponding to related objects (Account and Contact) cannot be updated for Opportunity objects in Salesforce.

Getting started

The Accelerators setup guide provides general information on getting started with the accelerator components. This includes instructions on setting up your local workstation for configuring and deploying the applications.

Once your workstation has been set up, proceed with the Getting started instructions for this asset.

Additional resources

• The Prerequisites tab provides detailed information about configuring dependencies this application has on external systems or services.
• The Deployment tab provides instructions on running the application locally from Studio or deploying to CloudHub.
• The Data mappings tab describes how the request and response data structures are mapped between the API interface and the Salesforce system.