Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Get Started with MuleSoft for Flow: Integration

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Get Started with MuleSoft for Flow: Integration

            Use MuleSoft for Flow: Integration to create automated connections between systems, so you can keep data up-to-date, reduce manual work, and respond faster to business events.

            Required Editions

            View supported editions.
            This feature requires the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive.
            MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.

            Learn how to build powerful flows with MuleSoft for Flow: Integration connectors to either:

            • Trigger flows: Trigger a flow automatically an event occurs in a system, such as:
              • Create a lead in Salesforce
              • Update a record in NetSuite
              • Create an invoice in QuickBooks Online
              • Create an issue in Jira
              • Cancel an event in Google Calendar
              • Update a user in Zendesk
              • Complete a task in Asana
              Perform actions: Perform operations in systems from your flow, such as:
              • Update a contact in Salesforce
              • Remove a group in Jira
              • Get reports in Microsoft Power BI
              • Append a row in Google Sheets
              • Create an incident in PagerDuty
              • Search marketing events in HubSpot
              • Create a message in Anthropic

            Build MuleSoft for Flow: Integration flows in Flow Builder. To see how Flow Builder can help with automation, check out the Get Started with Automation Learning Map.

            Permissions

            1. Check your permissions and enable the Automation app

            Review your existing and add new permissions.

            • Manage integration connections: Manage Integration Connections
            • Build and manage flows that use all Flow Builder features, including Einstein and Agentforce: Manage Flow
            • Manage External System Change-Triggered flows regardless of sharing settings: Manage Flow

              OR

              Create or Edit Flows

              AND

              View Flows

              AND

              View All Non-Admin Flows
            • Manage External System Change-Triggered flows shared with you: Create or Edit Flows

              AND

              View Flows
            • Use MuleSoft for Flow integration templates: Create or Edit Flows

              OR

              View Flows
            • Use MuleSoft for Flow integration templates as a non-system administrator: App Framework Manage Template

            Turn on the Automation app:

            • From Setup, in the Quick Find box, enter Process Automation Settings, and select it.
            • Select Enable the Automation Lightning App.
            • Save your changes.

            Automation App

            2. Add the Automation app to your App Launcher and verify the required tabs and its settings

            If the Automation app isn't visible in your org, add it to the App Launcher:

            • From the App Launcher (App Launcher icon), find and select the Automation app.
            • Add the Automation App to your App Launcher or make sure that your profile has access.

            Make sure that the required tabs are visible within the Automation app:

            • From Setup, in the Quick Find box, enter App Manager, and then select it.
            • Next to the Automation app, click the arrow, and then select Edit.
            • In the App Settings menu, select Navigation Items.
            • Move these tabs from the Available Items list to the Selected Items list: Home, Flows, and Integrations.
            • Save your changes.

            Make sure to configure the tab settings:

            • From Setup, in the Quick Find box, enter Profiles, and then select it.
            • Select the profile for your user.
            • In Object Settings, select Integrations, and verify that the value is Default On.
            MuleSoft for Flow: Integration Connectors

            3. View and choose MuleSoft for Flow: Integration connectors

            MuleSoft for Flow: Integration connectors bridge your business processes with external system data and services and can act as triggers or actions within your flows.

            In the Automation app, click the Integrations tab. Then, in the Get Started with Connectors section, click View All Connectors to select from a searchable list of all available MuleSoft for Flow: Integration Connectors.

            Flow Types and Templates

            4. Choose your flow type or select a pre-built template

            Use a MuleSoft for Flow: Integration connector in one of two ways: to trigger a flow based on external system changes by using an External System Change-Triggered flow, or as an action by adding it to a new or existing flow to perform tasks. Access templates and AI pre-built flows for MuleSoft for Flow: Integration connectors to set up flows quickly with pre-configured logic and field mappings, and then customize them to meet your needs. AI pre-built flows use Agentforce to generate complex integrations from curated prompts directly on the Flow Builder canvas, which streamlines deployment. You can find templates and AI pre-built flows in the Integrations tab in the Automation app or by clicking New followed by View All Automations.

            Connections

            5. Create a connection and then build your flow yourself or with Agentforce

            Connect to a system by creating a connection. You can create a connection in Flow Builder or the Automation app, but you can edit or delete connections only in the Automation app. Changes to connections immediately impact all active flows. You can't delete a connection used in that any flow.

            Build your flow yourself or use natural language to generate new AI-powered flows or modify existing ones with Agentforce in the Flow Builder side panel. To use Agentforce in your flows, ensure to enable Generative AI in Setup and provision Data 360. To create a flow, go to the Automation app, select the Flows tab, and click Get Started. in the Let Agentforce Help You Build section. Then, enter your prompt. To evolve an existing flow, open it in Flow Builder and use the Agentforce side panel to enter your prompt.

            For more information, see the limitations pages for external systems and creating connections.

            Features

            6. Implement the enhanced capabilities of MuleSoft for Flow: Integration

            Use these enhanced features to build more sophisticated and efficient integration flows by adding conditions, customizing data handling, and controlling flow execution:

            • Manage connector versions: Ensure security with automatic minor updates while manually managing major version upgrades for greater stability.
            • Filter triggers with conditional logic: Increase efficiency and reduce API calls by defining AND/OR logic on trigger fields.
            • Streamline input values: Simplify data entry by using dynamic type providers and readable labels for Apex fields and external APIs.
            • Return records from external systems: Use actions like Get Records or Get Issues to fetch data based on custom filter logic and sorting.
            • Map custom fields: Include unique third-party data in your integration logic by mapping custom fields within Assignment elements.
            • Trigger flows from file events: Start flows automatically when files matching your criteria, such as type or extension, are attached to records.
            • Attach and transfer files: Use an action to transfer binary files and documents up to 15 MB between Salesforce and external systems.
            • Control polling frequency: Adjust how often External System Change-Triggered flows check for updates to increase response speed.

            For more information about release-specific enhancements, see the MuleSoft for Flow: Integration Release Notes.

             
            Loading
            Salesforce Help | Article