Solution design

In Salesforce, create an object that gathers all necessary details for subscription creation in Anduin. Be sure to include a unique identifier for the IDM investment entity and client to accurately match the investor’s profile data and prefill the subscription.
When an opportunity is ready, Salesforce should trigger the subscription creation process in Anduin, ensuring all relevant data is transferred and the subscription is prefilled.
The investor receives an invitation and enters the system with key details already populated, minimizing manual input and streamlining the experience.

Configuration

This is supposed to be a introductory screen. You can name the integration your way and skip to the next step.

You can specify your Salesforce credentials in this screen including Consumer key and Consumer secret
You also need to specify
- Authorize url - {base url}/services/oauth2/authorize
- Token url - {base url}/services/oauth2/token
- Revoke url - {base url}/services/oauth2/revoke

You have to enter the IDM Firm ID you want to set up the connection with
You can specify the Anduin fund which you want to set up the connection with
You also need to select the Salesforce object that is meant to push data to Anduin

You need to specify which client (investor) and what is the entity of that investor you want to create the subscription for

To successfully send out an invitation to the investor, we will need to know First name, Last name and Email. You can specify which data points in your Salesforce object represent each of these needed elements

Once you go through all of the above steps, please follow these instructions to invoke a data push to Anduin and observe the expected results