Solution design

Investors log into Anduin and complete the subscription. When the subscription status reaches a predefined stage (e.g., Submitted, Complete, etc.), it triggers the data push to the customer’s Salesforce.
Anduin automatically creates a Salesforce object, with a user-defined name, to act as the destination for incoming data.
Customers can automate the data transfer from this destination object to their existing records while ensuring their current data remains intact, giving them full control over data transformation and logic.

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 can specify the subscription status that will trigger the sending of subscription data
You can specify the data template which will define the exchanged data points. There are several types of template
- Anduin standard fields - contain only limited data points
- Self-service template - contains as many data points as you desire. You can pick and choose via FundSub dashboard UI. Please refer to this instruction for crafting such template
- 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 name the Salesforce object which is meant to capture Anduin subscription data

Your connection is all set. Wait until the investor complete the subscription, you will be able to observe the results.