Steps to Connect Salesforce Data Cloud with MuleSoft

1. Prepare Your Salesforce Data Cloud Environment

Before connecting MuleSoft, you need to set up the required building blocks in Salesforce Data Cloud:

a. Create a Connected App

1. Go to Setup → App Manager in Salesforce.
2. Click New Connected App.
3. Enter the app name and contact email.
4. Enable OAuth Settings.
5. Choose OAuth scopes needed for API access (e.g., cdp_ingest_api, api).
6. Save and then copy the Consumer Key & Consumer Secret — you’ll use these in MuleSoft.

These credentials are required to authenticate the MuleSoft connector to Data Cloud.

2. Create an Ingestion API in Data Cloud

You need this to tell Data Cloud what structure of data you want to ingest:

1. In Salesforce Setup, search for Ingestion API.
2. Click New to create an API source.
3. Upload a YAML schema file that defines the data structures you’ll send.
4. Save the Ingestion API.

The schema file describes what looks like a table: objects and fields that Data Cloud expects to receive.

3. Create a Data Stream in Data Cloud

After the Ingestion API exists, you must create a Data Stream that points to it:

1. Go to the Data Cloud App.
2. Click Data Streams → New.
3. Choose Ingestion API as the source.
4. Select the specific Ingestion API you created.
5. Provide:
   • A Category
   • A Primary Key
   • A Record Modified Field (Date/Time)
6. Choose the appropriate Data Space.
7. Click Deploy.

This configures the pipeline inside Salesforce so Data Cloud knows how to process incoming data.

4. Set Up the MuleSoft Project

Now you build the Mule app that actually connects to Data Cloud:

a. Create a Mule Project

• Open Anypoint Studio.
• Create a new Mule project.

b. Add the Salesforce Data Cloud Connector

• Open the Mule Palette.
• Search for Salesforce Data Cloud Connector (sometimes shown as Salesforce CDP Connector) and add it.

5. Configure the Connector

Create a global configuration element for the Data Cloud connector

1. In Global Elements, add a Salesforce Data Cloud Connector config.
2. Choose an OAuth authentication type (Username/Password, Client Credentials, or JWT).
3. Enter:
   • Consumer Key
   • Consumer Secret
   • Username & Password (if using Username/Password flow)
   • Token URL (e.g., https://login.salesforce.com or your org’s instance)
4. Save the global configuration.

6. Build Your Mule Flows

Now define your data flows, such as inserting or querying data:

a. Insert Data into Data Cloud

1. Add an HTTP Listener (entry point for requests).
2. Use the Data Cloud Connector’s Insert/Bulk Insert operation
   • Supply the Ingestion API source name (from Salesforce)
   • Include the data payload per your schema
3. Deploy/run the Mule app.

When the HTTP endpoint receives data (e.g., via Postman), MuleSoft sends it to Data Cloud via the connector, and a response like { “accepted”: true } means the data is ingested.

7. Validate in Salesforce Data Cloud

Once your Mule app sends data:

• Go back to Data Cloud Data Streams or Data Explorer.
• Refresh and verify the newly ingested records

Additional Notes

• You must create the Connected App and Data Streams before MuleSoft can push data into Data Cloud.
• MuleSoft supports multiple authentication types including OAuth Client Credentials and JWT for secure API calls.
• Mule apps can handle other operations like querying records, deleting objects, or even using Streaming APIs for real‑time ingestion.