Solution design

Flow steps

• In DealCloud, create an object that consolidates all the necessary information for subscription creation in Anduin.
• Anduin perform periodic polling to that object following the frequency configured by the customers
• Once an opportunity is ready, Anduin initiate the subscription creation process, transferring all relevant data and prefilling the subscription.
• The investor receives an invitation and enters the system with a subset of data already populated, reducing manual input and ensuring a seamless experience.

Configuration

Find the right solution

• Navigate to Browse tab
• Look for DealCloud (Order Creation) integration
• Initiate the installation

Install and configure

1. Introduction

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

2. Authentication

• You can specify your DealCloud credentials in this screen including Client ID and Client secret
• You also need to specify
  • Environment url - {base url}
  • Token url - {base url}/api/rest/v1/oauth/token
  • Scope - always set it to data

3. Anduin object

• You can specify the Anduin fund which you want to set up the connection with

4. Data template

• You can specify the data template which will define the prefilled data points. There are several types of template
  • Anduin standard fields - contain only limited data points
  • Custom template - contain as many data points as you desire with complex computation as needed. Please help contact us for collaborating and constructing such template
• You can also specify the Salesforce object which is used to push data to Anduin for order creation and data prefill

5. Data mapping

• You will be able to specify which data points from your DealCloud to be mapped to which data points in Anduin. Currently, only 1 to 1 mapping is supported via this configuration.

6. Data trigger

• Trigger field: specify the data field that represents the readiness of an investment opportunity in your selected DealCloud object. For example, if a certain Fundraise Status indicates the investor is ready for onboarding in Anduin, that status field should be set as the trigger. We’ll use this field to determine whether to initiate subscription creation.
• Trigger value: define the specific value that triggers subscription creation in Anduin. For instance, if fundraise status = Due Diligence signals readiness, we’ll create a subscription whenever a record reaches this status value.
• Check frequency: specify how often we should check your objects. For example, selecting Hourly means we’ll periodically scan your objects and take actions based on your defined trigger.
• Unique ID: provide the value in your system that identifies record uniqueness, so we can map it to our internal unique ID. This mapping will be used for the identification process in future operations.

7. Invitation contact

• 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