Build your first solution

note

Orchestrate is an Early Access release. Refer to the Early Access disclaimer for details.

Explore this example to help you build your first solution.

Tutorial: Automating Campaign Plan Handoff from Wrike to Salesforce, Pardot, and Slack

Overview

In this tutorial, you use Boomi Orchestrate to design and build a solution that automatically copies approved campaign plans from Wrike into Salesforce and Pardot, then notifies your ops team in Slack when the sync is complete.

Solution assets:

Integration – Monitors Wrike for approved campaign plans, syncs data to Salesforce and Pardot, and sends a Slack notification to the ops team
Data Hub – Cross-references campaign data against golden records to ensure naming conventions and IDs are consistent before syncing to downstream systems

Before you begin

Verify the following before starting:

Your account is enrolled in the Boomi Orchestrate Early Access program
Your account administrator has enabled Orchestrate from Settings > Features
You have the Build Read and Write privilege for Integration
You have the MDM – Edit Models privilege for Data Hub
You have accepted the Boomi AI Terms and Conditions
You opted into Data Collection. Refer to Data Collection for details.

Step 1: Open Orchestrate and enter your goal

Sign in to the Boomi Platform.
Navigate to Home > Design.
In the chat prompt field, describe your business goal. For example:

"I want to automate copying of campaign plans from Wrike into Pardot and Salesforce after they are approved. Can you automate that handoff and ping the ops team in Slack when it's done?"

Step 2: Answer Orchestrate's clarifying questions

Orchestrate asks questions to refine the solution before generating anything. Be prepared to answer questions such as:

How often should Wrike be checked for new approvals? (polling interval or real-time trigger)
Which Salesforce object should the campaign map to?
What Slack channel should the notification go to?
What campaign data fields from Wrike need to be mapped?

Provide as much detail as you can. The more context you give, the more accurate the solution design.

Step 3: Add a business glossary (optional but recommended)

If you have published, endorsed glossaries in Meta Hub that cover marketing campaign data or your organization's naming conventions, Orchestrate may suggest them. Adding a glossary helps Orchestrate understand your field mappings and IDs, which is especially useful for the Data Hub cleansing step.

If Orchestrate suggests a relevant glossary, select it to add it to the solution context. If no glossary is available, skip this step.

Note: You must have the META – View Glossary or META – Edit Glossary privilege to use Meta Hub glossaries in Orchestrate.

Step 4: Review the solution draft

Orchestrate generates a visual solution diagram. Review each asset node before proceeding.

Your solution should include the following nodes:

Asset	Service	Purpose
Wrike Approval Monitor	Integration	Polls or listens for newly approved campaign plans in Wrike
Campaign Data Cleansing	Data Hub	Cross-references campaign data against golden records to standardize naming and IDs
Salesforce and Pardot Sync	Integration	Creates or updates campaign records in both systems using the cleansed data
Ops Team Slack Notification	Integration	Sends a confirmation message to the ops channel, including a link to the new Salesforce record

To review an asset, hover over its node and select Actions > View Details. Read the asset summary to confirm it matches your intent.

If the solution does not look right, describe the changes you want in the chat panel. For example: "Replace the Wrike polling process with a webhook-based trigger."

Tip: Ask Orchestrate to explain the solution before you build: "Can you explain why you structured the solution this way?"

Step 5: View the Business Summary (optional)

To see a plain-language description of the solution, useful for sharing with your marketing team or stakeholders:

Select the More options icon (three dots) in the top toolbar.
Select Business.

You can copy the text or export it as a PDF.

Step 6: Save the solution draft

When the solution looks right, select Save. Orchestrate saves the draft and sends the solution to Workspaces.

Step 7: Build each asset

Build assets one at a time. You can build via chat or manually from the canvas.

To build via chat, enter a prompt in the chat panel for each asset. Include the asset name. For example:

"Build the Wrike Approval Monitor asset."
"Build the Campaign Data Cleansing asset."
"Build the Salesforce and Pardot Sync asset."
"Build the Ops Team Slack Notification asset."

Orchestrate may ask follow-up questions during the build. For example:

For the Data Hub model: what fields and data types should be included in the campaign record?
For the Slack asset: what is the name of the ops team channel?
For the Salesforce asset: which Campaign object fields should be mapped?

To build manually from the canvas:

Hover over an asset node and select Actions > View Details.
Select Build Asset. Orchestrate asks any required questions in the chat.
Repeat for each asset node.

Select Save after building all assets.

Step 8: Review asset statuses

After building, check the status icon on each node to confirm the build was successful.

Status	Meaning
Built / Asset ID assigned	Successfully built
Information needed	Provide the requested details in the chat panel
Error	Review the error message in the chat. Refer to Troubleshooting Solution Build Errors for guidance
Unlicensed	The product is not activated in your account. Contact your account representative

Step 9: Configure assets in their Boomi services

Orchestrate builds each asset but does not fully configure it. Open each asset in its Boomi service to add the remaining settings.

In the solution diagram, hover over an asset node and select Actions > View Details.
Select Manage. The asset opens in its Boomi service in a new tab.
Configure the asset:
- Wrike Approval Monitor (Integration): Add your Wrike connector credentials and set the polling interval or approval trigger condition.
- Campaign Data Cleansing (Data Hub): Review the generated data model, verify or add fields, and publish the model.
- Salesforce and Pardot Sync (Integration): Add Salesforce and Pardot connection credentials and verify field mappings against your campaign structure.
- Ops Team Slack Notification (Integration): Add Slack connector credentials, confirm the ops team channel, and customize the message format as needed.
After configuring each asset, deploy it from its respective Boomi service.

Next steps

Explore Managing solutions in workspaces.