MuleSoft Accelerator for Consumer Goods

Run more intelligent, data-driven trade promotions with pre-built assets that surface relevant product, customer, demand planning, and pricing information from ERP and PIM systems. Easily consolidate this information into Trade Promotion Management and Retail Execution platforms like Salesforce Consumer Goods Cloud for informed promotional planning.

Overview

• Description
• Solution definition
• Demo video
• Assumptions and constraints
• High-level architecture
• Activity diagram
• Processing logic
• Successful outcome

See also

• Downloadable assets

Description

Integration of master data for trade promotion management and retail execution is often multi-faceted, vague, and non-lucrative. It requires effective collaboration among many key stakeholders including sales, finance, revenue growth management, demand planning, and marketing. However, the data needed to drive effective promotions is often siloed and inaccessible where it is needed most.

This use case unlocks critical data for analysis and allows key account managers and finance teams to run more efficient and data-driven trade promotions. This solution enables organizations to unify reporting and build visualizations to support their analysis of promotions, including optimizing pricing and reconciling baselines with actuals. With real-time access to this information, account teams are better equipped to optimize trade spend ROI and drive sustainable growth.

Ultimately, consumer goods companies and their stakeholders will be able to have a holistic view of their trade spend.

Glossary

Goals

• Support the bulk creation and real-time creation of products in Salesforce Consumer Goods Cloud.
• Support the relationship of a Product with Product Condition and Unit of Measures in in Salesforce Consumer Goods Cloud.
• Support the creation of Universal ID & ID attribution
• Orchestrate product updates across designated applications
• Support product hierarchies of a product with attributes - Category, Sub-Category, Brand, Flavor, Packaging. These attributes can be modified based on customer requirements.
• Create and update Product Hierarchy object in Salesforce Consumer Goods Cloud
• Support the bulk creation and real-time creation of accounts in Salesforce Consumer Goods Cloud.
• Support the relationship of an account with customer roles, customer relationship, organization units and customer managers a in Salesforce Consumer Goods Cloud.
• Orchestrate accounts updates across designated applications
• Support account hierarchies of an account with attributes - ParentId
• Create and update Account Hierarchy object in Salesforce Consumer Goods Cloud

Use case considerations

• Consumer Goods products from SAP S/4 HANA are synchronised with Salesforce Consumer Goods Cloud.
  • Creation of new products
  • Updating existing products
  • Creation of product hierarchies
  • Updating product hierarchies
  • Deleting product(s)
    • This will be handled by marking products as ‘Inactive’ (productStatus in CIM and State in Salesforce Consumer Goods Cloud)
    • Physically deleting the product is out of scope (to comply with TPM best practices)
• Creation of new accounts
• Updating existing accounts
• Creation of account hierarchies
• Updating account hierarchies
• Creation of organization units.
• Updating existing organization units.
• Primary identifiers will be linked with the products and accounts in Salesforce Consumer Goods Cloud to handle the correlation of products and accounts between SAP S/4 HANA and Salesforce Consumer Goods Cloud.

Technical considerations

• Enable the creation of a universal ID in Salesforce Consumer Goods Cloud that allows you to retrieve / create IDs when the product and account is created or updated
• Use CIM as the canonical model
• Build using top applications, inclusive of Salesforce products, but should be built to work with other endpoints as well. For this solution, leverage the following applications:
  • Salesforce Consumer Goods Cloud and SAP S/4HANA

End-to-end scenarios

• Product(s) created in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Product(s) updated in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Product Hierarchy created in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Product Hierarchy updated in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Product conditions related to products in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Unit of Measures related to products in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Account(s) created in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Account(s) updated in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud
• Account Hierarchy updated in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Customer Extension/Roles related to accounts in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Customer Relationship related to accounts in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Customer Manager related to accounts in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Customer Org Unit related to accounts in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.
• Org Unit created/updated in SAP S/4HANA are reflected in Salesforce Consumer Goods Cloud.

Solution definition

The primary set of use cases covered in the current solution involve the synchronisation of product and account data (including their hierarchies) between multiple systems.

Goal

Product synchronisation to Salesforce Consumer Goods Cloud.

Main success scenario

1. Receive a new or updated product from SAP S/4 HANA.
2. For the first product job run/ schedule, the products will be filtered out from SAP S/4HANA by their level. Hence the first set of products will be Category, then Sub-Category, Brand, Flavor and Packaging. This ensures that the hierarchy is correctly built in Salesforce Consumer Goods Cloud. Then the products will be pulled from SAP S/4 HANA.
3. Repeat the steps 4-6 for every product level.
4. Attempt to match the input to an existing product in Salesforce Consumer Goods Cloud.
5. If a match is found, update the existing entry in Salesforce Consumer Goods Cloud. If no match is found, create a new entry in Salesforce Consumer Goods Cloud.

Goal

Account synchronisation to Salesforce Consumer Goods Cloud.

Main success scenario

1. Receive a new or updated account from SAP S/4HANA. Every account will contain the parent account ID until it finds the top most parent in the hierarchy.
2. Attempt to match the input to an existing product in Salesforce Consumer Goods Cloud.
3. If a match is found, update the existing entry in Salesforce Consumer Goods Cloud. If no match is found, create a new entry in Salesforce Consumer Goods Cloud.

Demo video

To achieve speed and scale, consumer goods companies need to connect critical systems, applications, and data in one place. With the power of MuleSoft, key account managers, sales representatives, and finance teams can access critical data in their Trade Promotion Management platform, such Consumer Goods Cloud, for informed trade planning.

As a key account manager (KAM), collaboration is key, but with the amount of information exchanged and circulating through multiple systems, collaborating with key teams can be challenging. To achieve speed and scale, consumer goods companies need to connect critical systems, applications, and data in one place. With the power of MuleSoft, KAMs, sales representatives, and finance teams can access critical data in their Trade Promotion Management platform, such as Consumer Goods Cloud, for informed trade planning.

In this demo, learn how you can nurture more robust relationships with optimal trade tactics and connected data with MuleSoft and Salesforce.

Assumptions and constraints

The following will be used to guide or constrain the solution design at a high level:

• The Cloud Information Model will be used as the canonical model for all business types; see the CIM usage guidelines in that asset.
• Universal identifiers will be maintained in Salesforce Consumer Goods Cloud. Wherever possible, these will be assigned as external identifiers in target systems.
• References to the universal IDs will be reflected in Salesforce Consumer Goods Cloud using ExternalIDs to avoid conflicts with the usage of other external identifiers.

High-level architecture

Activity diagram

The activity diagrams below illustrates the sequence of processing product and account sync to Salesforce Consumer Goods Cloud from SAP S/4HANA.

Processing logic

The primary handling and orchestration of products will be implemented in the Products Process API. This process can be described as follows:

1. A product has five attributes - Category, Sub-Category, Brand, Flavor, Packaging that represent the product hierarchy where each attribute is a type of product.
2. All the levels in the product hierarchy need to be synchronised from SAP S/4 HANA to Consumer Goods before the actual product.
3. The bulk data upload to Consumer Goods Cloud will be implemented using a batch scope where each of the steps from Step 4 - Step 6 will happen in parallel for all the products.
4. SAP S/4HANA System API will determine the level of the product based on the availability of the five attributes.
5. Find a matching product entry in Salesforce Consumer Goods Cloud. The lookup will be done by attempting to match on the following criteria, returning once a match has been found:
   1. External Identifier (of source system)
6. If a single match is found, apply the incoming updates to the existing product in Salesforce Consumer Goods Cloud
7. If no match was found:
   1. Create a product entry in Salesforce Consumer Goods Cloud
   2. Associate external identifier of source system with the product
   3. Invoke System APIs to update the downstream systems (see below)

The primary handling and orchestration of customers will be implemented in the Customers Process API. This process can be described as follows:

1. A Customer has an attribute to identify the parent- parentId that represents the hierarchy where each attribute is a type of customer.
2. All the levels in the customer hierarchy need to be synchronised from SAP S/4 HANA to Consumer Goods before the actual product.
3. The bulk data upload to Consumer Goods Cloud will be implemented using a batch scope where each of the steps from Step 4 - Step 6 will happen in parallel for all the customers.
4. SAP S/4HANA Customer System API will determine the level of the customer based on the availability of the parentId attribute.
5. Find a matching customer entry in Salesforce Consumer Goods Cloud. The lookup will be done by attempting to match on the following criteria, returning once a match has been found:
   1. External Identifier (of source system)
6. If a single match is found, apply the incoming updates to the existing customer in Salesforce Consumer Goods Cloud
7. If no match was found:
   1. Create a customer entry in Salesforce Consumer Goods Cloud
   2. Associate external identifier of source system with the product
   3. Invoke System APIs to update the downstream systems (see below)

Successful outcome

After successfully completing the update processing for all target systems, the following conditions will be met:

1. Salesforce Consumer Goods Cloud holds a record of the product and customer
2. All target systems will hold at least some minimal representation of the same
3. The entity created/updated in each system will reference the universal identifier from Salesforce Consumer Goods Cloud
4. Salesforce Consumer Goods Cloud holds all external identifiers associated with the product and customer
5. A complete view of the product and customer can be constructed by retrieving the universal copy from Salesforce Consumer Goods Cloud

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Workflow

1. The use case is triggered when

   • A product and its associated hierarchy is created in SAP S/4 HANA
   • An account/organization and its associated hierarchy is created is created in SAP S/4 HANA

2. The Products Process API invokes the SAP S/4HANA Products System API on a schedule to capture the new and updated products

3. The Customers Process API invokes the SAP S/4HANA Customer System API on a schedule to capture the new and updated organization customers
4. The Salesforce Consumer Goods Cloud System API creates or updates the products and accounts in Salesforce Consumer Goods Cloud.

Systems involved

• Salesforce Consumer Goods Cloud
• SAP S/4HANA

Setup instructions

Saleforce Consumer Goods Cloud configuration

Follow the setup instructions in the Prerequisites tab of the Salesforce Consumer Goods Cloud System API.

Before you begin

The Getting Started with MuleSoft Accelerators 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.

Downloadable assets

Accelerator System APIs

• RCG SAP S/4HANA Products System API | API Specification | Implementation Template
• RCG Salesforce Consumer Goods Cloud System API | API Specification | Implementation Template
• RCG SAP S/4HANA Customers System API | API Specification | Implementation Template
• RCG Salsify Products System API | API Specification | Implementation Template

Accelerator Process APIs

• RCG Products Process API | API Specification | Implementation Template

• RCG Customers Process API | API Specification | Implementation Template

Accelerator Listeners

• RCG SAP Event Listener | Implementation Template
• RCG Salsify Channel Listener | Implementation Template

Common services (can be used across any use case)

• Accelerators Common Services