Simple example of a Salesforce integration

This diagram shows a typical integration in which Clarify manages communication between your cloud-based Salesforce application and a backend database using Cleo’s Application Connector.

Based on a status change in your backend database, we need to automatically update Salesforce to reflect the change for a particular opportunity. Using Clarify objects, we will form the request and call the UpdateAPI. We’ll configure our Ruleset to actually select which Salesforce object (Opportunity) to be updated. The result will be a new Opportunity status reflected in your Salesforce app.

Salesforce’s response to this call will be stored in a corresponding API Business Process, which can then execute a Ruleset in Clarify to complete the transformation for other processes - in this case, confirming the status changes in your end database.