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NetSuite Order to Cash (NO2C) Workshop

Workshop Objective:

The objective of this workshop is to provide you with hands-on learning experiences with minimal guidance to deliver key use cases for the critical integration patterns a business will need to be successful in providing data driven experiences.

Workshop Purpose:

This workshop’s intent is to ensure you have achieved the desired experiences to:

  • Affirmatively validate MuleSoft’s capabilities for a proof of concept (POC) for an asset investment decision.

  • Effectively demonstrate your ability to create, modify and solve key integration patterns and use cases using the Anypoint platform.

  • Understand and utilize the best practices for API and integration asset lifecycle management.

Learning Outcomes

This is not an introduction level workshop

You have been selected to participate in a deep dive, hands-on experience using the Anypoint platform. The format will be providing high level guidance on the specific use cases and having you delivering the necessary Mule assets to solve the business problem. Three overarching use case themes exist within the workshop modules:

  • Module 1 - Building Data Pipelines (2 Labs)

    • Learn how to consume and transform customer data from a flat file.

    • Learn how to upload the data into Salesforce.

    • Learn how to leverage dynamic SQL statements to run CRUD operations on objects.

    • Learn how to retrieve the customer data using APIs via Postman.

  • Module 2 - Evented Data synchronization (3 Labs)

    • Know how to refactor existing code for optimization and performance purposes.

    • Know how to create integration applications listening to Salesforce platform events.

    • Know how to use the scatter-gather component to send data into NetSuite and Salesforce concurrently.

    • Know how to use the validation capabilities to ensure the right data is processed.

  • Module 3 - Securing and Troubleshooting Real-time API Services (2 Labs)

    • Understand how to troubleshoot and remediate errors in deployed Mule applications.

    • Understand how to ensure real-time processes are created and maintained.

Workshop Introduction

As a developer/architect/consultant, you are tasked with delivering the business outcomes for your customers using the Anypoint platform and its capabilities. The companies you support are leaning into composability and how it will enable them to drive key business processes in their organizations. These companies struggle to balance the diminishing resources on their IT teams with their growing business technologies who want to tackle various technical improvements without guardrails.

Your next customer, NexGenFitness (NGF), seeks to automate several business processes including their order to cash process for their subscription business. Before that can happen, they need to load lists of new contacts into Salesforce from their pipeline generating marketing activities. Additionally, NGF must load new product offerings and their pricing structures into the MySQL subscription database. Next, they need to replicate this customer and product/pricing data in their enterprise resource planning (ERP) solution, NetSuite. This will ensure that any changes that happen within any source the updates will be shared with the appropriate destination. Finally, they need to execute a streamlined automated process for generating invoices in NetSuite. The current Mule applications work but are not optimized for performance and are error prone.

NGF Company Profile:

backgrounder

Compelling Event/Desired Outcome:

  • NextGen Fitness (NGF) needs to populate their Salesforce instance with the contact data and load product and pricing data into MySQL subscription database.

  • Any changes to the data in these systems will need to be propagated to the other systems (i.e., NetSuite)

  • An order to cash business process must be enabled in real-time using the loaded data.

ngf current state matrix
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