Solution design

Flow steps

• In Salesforce, create two objects:
  1. One that compiles all essential details required for subscription creation in Anduin.
  2. Another dedicated to listing all contacts who will be invited to Anduin. This contact object should include:
  • A unique identifier from the first object (e.g., Opportunity ID) to link contacts to their respective subscriptions in Anduin.
  • A contact type field indicating whether the person is a Collaborator or Primary (only these values are accepted).
• 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

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 object 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 object and data template

  • You need to specify the Salesforce object which compiles all of contacts that are meant to be onboarded in Anduin
  
  

  6.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
    
    
    

  7.Invitation logics

  • In that Contact object, you need to specify
    • Which fields represent First name, Last name, Email so we can send invitations accordingly
    • Which field represent the association with the Subscription object so we can identify and add members accurately
    • Which field represent the contact type so we add them to the correct role
  
  

  8.Invitation functions

  • You can choose to enable

    • Add additional contacts to an existing subscription in Anduin
    • Remove contacts from a subscription in Anduin upon detecting the outdate in Salesforce
    
    
  

  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