Solution design

Flow steps

• In Salesforce, create an object that consolidates all the necessary information for subscription creation in Anduin.
• Once an opportunity is ready, a trigger from Salesforce should initiate the subscription creation process in Anduin, 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 Salesforce (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 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
  
  
  

3. Anduin object

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

4. Data trigger and 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 can specify the mapping between systems. We currently support 1-1 mapping only in this interface

  • Left column (Salesforce field) - data points listed in the Salesforce object you specified before
  • Right column (Anduin template field) - data points listed in the Anduin template you specified before
  
  
  

6. Investor 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

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