Integrate Field Service Assets with MuleSoft

What is Salesforce Field Service?

Salesforce Field Service (SFS) is a platform that helps businesses manage field service operations. It's an extension of Agentforce Service (formerly Service Cloud) that provides a centralized platform for managing service engagements, assigning tasks, and tracking performance. SFS also gives call center reps access to customer data and AI-driven insights to help them solve issues quickly and effectively on-site.

What is Field Service Asset Management?

Field Service asset management involves the management of the physical assets of an organization throughout each asset's lifecycle. In Salesforce Field Service, businesses can track and manage the coverage, health, maintenance, repair, and replacement of their customers' assets. Some of the critical data required (ex. asset configuration) for the execution of these functions lives in systems outside of Salesforce. Integrating the data with Salesforce Field Service is critical in maintaining, monitoring, and prolonging the lifespan of assets.

What is MuleSoft?

MuleSoft’s unified integration, automation, and API management platform, powered by Einstein 1, transforms all of your IT assets into digital building blocks to deliver end-to-end, AI-powered experiences. Customers can connect, automate, and secure their data from any system or model, using discoverable and reusable APIs to generate increased revenue and cost savings. 

What is the Role of MuleSoft in Salesforce Field Service Asset Management?

To surface accurate data that field service organizations need to serve their customers effectively, integration with ERP is critical. MuleSoft is included as part of Field Service E1E to ensure customers can perform bi-directional integration between SAP ERP and Salesforce. 

What MuleSoft Capabilities and Capacity are Included?

This package includes (not comprehensive): 

• 16 flows
• 1 million messages
• 3200-GB throughput 
• SAP Connector (1 pre-prod, 1 prod)

Note Mule capabilities included in this bundle are to be used only for the purposes of asset management integration between SAP and Salesforce. Using MuleSoft allotted capabilities for other use cases violates Field Service E1E contractual terms. 

Asset management includes the integration of these components:  

• Systems: SAP, Salesforce
• Objects: Products, Assets, Asset Attributes, Locations, Warranties, Service Contracts, Entitlements, Return Orders 
• Operations: Create, Update, Delete, Get

How Can I Monitor My MuleSoft Usage?

Understanding your usage allocation is important to the success of your integration. Salesforce provides tools to help you monitor usage so that you can avoid exceeding these allocations, or purchasing overages when needed. Refer to MuleSoft documentation to learn how to monitor your usage of MuleSoft.

Where Can I Get Additional Support?

For additional support, contact your Salesforce account representative, or visit Salesforce Help for more resources and assistance.