Boomi Activation Checklist

Orientation

Outcome: You know where to start and how onboarding works

This phase introduces the onboarding journey and shows you where to find guidance and support.

Checklist:

• Complete the New User Orientation
  This on-demand session is the recommended first step.
• Visit the Boomi Customer Launchpad
  Explore onboarding resources and guidance to get started.
• Attend your onboarding call
  Meet with your Customer Success Manager to align on goals, confirm your first use case, and define next steps. Your CSM will reach out to schedule this session.
• Know where to find help:
  • Boomi Answers:
    Select the search icon in the Platform toolbar for quick help from Help Docs and the Community.
  • Help Docs:
    Access step-by-step how-to guidance and reference material
  • Dev Docs:
    Access API documentation, SDKs, and developer guides
  • Community:
    Find answers, explore real-world examples, and connect with other Boomi users to share knowledge and best practices
  • Support:
    When something is not working as expected

What’s next: Activate your account and complete initial setup so you can begin building your first integration.

Setup

Outcome: Your account is activated. Your environment is ready for deployment

This phase ensures your Boomi environment is properly configured before development begins.

Role note: Your Boomi Account Administrator typically completes these steps.

Checklist:

• Activate your Boomi account and log in
  Use the activation link in your welcome email (expires after 30 days).
• Use Boomi Answers (in-platform AI help)
  Select the search icon or the Agentstudio icon in the masthead to ask questions and get guidance powered by Help Docs and Community content.
• Plan your runtime strategy (Admin)
  Review runtime guidance to determine how runtimes should be structured.
• Set up runtime and environments (Admin)
  Create test and production environments and install the runtime aligned to your deployment model.
• Invite users and assign roles (Admin)
  Add team members and confirm the correct permissions are in place.

What’s next: With access and setup complete, you’re ready to learn how Boomi works and prepare for your first build.

学ぶ　

Outcome: You have the knowledge and confidence to design and build your first integration

This phase equips you with the foundational skills required to navigate the platform, understand integration concepts, and manage environments effectively.

Checklist:

• Register for Boomi Training & Certification
  Create access to the training site.
• Complete the New to Boomi foundational learning path
  The learning path includes the Getting Started on the Boomi Platform and Integration Essentials courses.
• Complete Associate Administration training
  For users responsible for environments, runtimes, roles, and permissions.
• Explore the full Training & Certification catalog
  Browse role-based paths, product courses, and certifications

Need extra help?

• Ask the Expert (monthly) – Get your questions answered by Boomi experts.
• Error Handling Strategies (on demand) – Learn common patterns for handling failures effectively.
• Boomi Integration 101 – Watch a full integration built end-to-end.

Did you know?

Boomi offers self-paced training and instructor-led sessions for guided, hands-on learning. You can explore available sessions in the U.S. or speak with your Customer Success Manager to help you choose the right option.

What’s next: With your foundation in place, define your use case and select your build approach.

Design & Build

Outcome: Your first integration is defined, developed, and ready for validation.

This phase shifts from planning to executing your first integration using best practices. Effective planning reduces rework and speeds up delivery.

Checklist:

• Define your use case and scope (Discover stage)
  Clarify scope, requirements, and success criteria using the Developer Playbook.
• Align on architecture
  Confirm environments, runtime strategy, responsibilities, and approval checkpoints.
• Select your build approach
  Choose one method or combine approaches based on your use case:
  • Build manually
    Design your integration using the process canvas and Boomi Blueprint: Design Principles.
  • Build with AI (Boomi DesignGen)
    Describe your use case, and Boomi DesignGen will create a draft integration for you to refine.
  • Start from a template (Marketplace)
    Install pre-built recipes or templates from the Boomi Marketplace to accelerate development.
• Build your integration process (Build stage)
  Design and implement using the Developer Playbook and best practices.
• Implement structured error handling
  Handle common failure scenarios and surface meaningful errors using error-handling techniques (for example, try/catch).
• Review improvement recommendations
  Use the Integration Advisor Agent to identify optimization opportunities and align with Boomi best practices.
• Document as you build
  Use Boomi Scribe to automatically generate and maintain integration documentation.

Working with a partner or Boomi PSO?

Use this phase to confirm requirements, review progress, and align on readiness before validation.

What’s next: Now it is time to test your process and validate your data.

Test & Validate

Outcome: Your integration is tested and ready to be deployed

This phase focuses on validating behavior, resolving issues, and preparing for production.

Checklist:

• Test your integration (Test stage)
  Validate mappings, logic, and error handling using the Developer Playbook.
• Troubleshoot issues
  Use the Resolve Agent to analyze errors, get recommended next steps, and access relevant Help Docs and Community content.
• Generate test data for validation
  Use the Boomi Test Data Generator to create realistic sample datasets from existing component metadata.
• Track changes and deploy across environments
  Use Boomi’s built-in version control, branch and merge, and package deployment to promote changes using Package Manager.

Many customers complete this phase with a partner or Boomi PSO. This checklist helps you track progress and stay aligned.

What’s next: Once testing is complete, you’re ready to deploy and prepare for go-live.

Launch & Grow

Outcome: Your integration is live, stable, and delivering measurable value.

Deploy with confidence, verify readiness, and establish a strong foundation for ongoing success.

Checklist:

• Deploy your integration (Deploy stage)
  Package and deploy your integration across environments using the Developer Playbook.
• Confirm production readiness
  Validate logging, alerts, security, credentials, environment settings, and extensions.
• Document operational details
  Capture key assumptions, dependencies, ownership, and production configuration to support ongoing maintenance.
• Stabilize and support
  Use Resolve Agent for guided diagnostics, manage incidents through Support, and monitor updates through release notes and the status page.
• Maintain and optimize
  Apply Developer Playbook guidance for enhancements and keep documentation updated using Boomi Scribe.
• Engage with the Boomi Community
  Attend events, connect with peers, and explore programs such as the Boomi Community Champions initiative to continue growing your expertise.

If working with a partner or Boomi PSO, use this checklist to align on deployment readiness and production standards.

After go-live, we invite you to share feedback to help us continuously improve the activation journey.