Solution design

Flow steps

• Investors log into Anduin and complete the subscription. When the subscription status reaches a predefined stage (e.g., Submitted, Complete, etc.), it triggers the document push to the customer’s Salesforce. Also, when investor uploads any supporting documents into the subscription, these files will also move seamlessly to customer's Salesforce.
• Anduin automatically creates a Salesforce object, with a user-defined name, to act as the destination for incoming document.
• Customers can automate the document exchange from this destination object to their existing objects.

Configuration

Find the right solution

• Navigate to Browse tab
• Look for Salesforce (Document Retrieval) integration
• Initiate the installation

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 retrieve documents from
• You also need to specify the Salesforce object used to store Anduin documents. If you plan to use a single Salesforce object to store documents from multiple Anduin funds, you’ll need to set up multiple instances. In these instances, ensure you specify the same object name consistently to direct documents to the correct destination.

4. Document selection

• Documents transferred to your Salesforce are classified into two categories:
• Subscription document: These are forms completed by investors. Based on the selected status, Anduin converts all form data into PDF format and pushes them to your destination folder.
• Supporting document: These are files uploaded by investors, such as tax forms, government-issued IDs, and others. The list varies depending on your fund setup. You can choose a subset of these documents to ensure your destination folder only contains relevant files.

When a document is pushed, we will check for an existing record using the Anduin order ID. If a record exists, the files will be uploaded to it. If not, a new record will be created for the corresponding uploads.

5. Naming convention

• You can customize file names with flexible formatting using prebuilt elements and delimiters.

Now the integration is all set. Try to upload a document in Anduin FundSub and observe the automation!!!