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Tutorial 6: Integrating BizTalk Server 2013 with Salesforce

[Unless specifically noted, the content in this topic applies to BizTalk Server 2013 and 2013 R2.]

Reviewers: Nick Hauenstein, Steef-Jan Wiggers

BizTalk Server 2013 R2 introduces some new adapters that make a lot of hybrid scenarios, involving on-premise and Azure technologies now possible. In this tutorial, we see how to integrate a purely cloud entity like Salesforce integrate with an on-premises BizTalk Server using some of the new adapters and Windows Azure. Before we start, let’s understand the business objective we try to achieve by integrating BizTalk Server with Salesforce.

We could also create hybrid solutions involving BizTalk Server and Salesforce with previous version of BizTalk Server, however the solution would be much more complex involving interaction with Salesforce by consuming a Web service (SOAP). With BizTalk Server 2013 R2 and the new adapters, the solution is that much easier.

Business Scenario

Northwind uses the Salesforce online CRM system as their solution for tracking customers through the sales pipeline. Every time a sales opportunity is created in the Salesforce system, Northwind wants its on-premise systems, such as BizTalk Server, to be notified so that other down-stream systems can pick up that data and start other relevant processes. Northwind plans to implement this solution using the new adapters available with BizTalk Server 2013 R2 and also by including some components of Windows Azure. This is how the end-to-end data flow looks like for the solution:

  • A sales representative creates an “opportunity” in the Salesforce system.

  • When the status of the opportunity is set to “Closed Won”, a notification is sent to a relay endpoint hosted on Windows Azure.

  • Using the new WCF-BasicHttpRelay adapter, the notification information is passed on to BizTalk Server system housed on-premise.

  • Using the information received as part of the notification, BizTalk Server invokes a REST endpoint in Salesforce, using the new WCF-WebHttp adapter, to get more information about the opportunity.

  • Finally, BizTalk Server uses the information received from Salesforce to create a purchase order entry in an in-house SQL Server database table.

These are the set of steps that you must perform to achieve the integration objective outlined in this solution. Each of these steps involves broad set of activities that we’ll look at as we proceed with creating the solution.

Here’s an illustration that describes the end-to-end integration solution:

BizTalk Server and Salesforce integration scenario

Prerequisites

You must have the following software installed on the computer where you set up this solution:

  • BizTalk Server 2013 R2

  • ​Microsoft BizTalk ESB Toolkit

  • WCF LOB Adapter SDK

  • BizTalk Adapter Pack version 2013

You must have the following service subscriptions:

  • A Windows Azure subscription

  • Salesforce Developer Edition account

More Resources

In addition to this tutorial, you can also look at the following resources to understand more about integrating BizTalk Server with Salesforce using the new adapters introduced in BizTalk Server 2013.

In This Section

See Also

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