Salesforce Integration

High level workflow

Sync data from Anduin to Salesforce

When an order on Anduin FundSub reaches a specific state, such as “Submitted” or “Distributed,” the sync investor data flow is triggered. The detailed steps are as follows:

• Authentication: Anduin authenticates with Salesforce using OAuth2.
• Data Sync: Anduin creates or updates the corresponding record in Salesforce with the latest submitted data from investors.

Detailed Workflow

1. Order State Change: An order on Anduin FundSub reaches a predefined state (e.g., “Submitted” or “Distributed”).
2. Authentication Process: Anduin authenticates with Salesforce using OAuth2 credentials to establish a secure connection.
3. Data Retrieval: Anduin retrieves the latest investor data associated with the order.
4. Record Creation/Update: Anduin either creates a new record or updates an existing record in Salesforce with the retrieved investor data.

Use Cases

• Data Backup: Automatically backup investor data in Salesforce, ensuring a reliable and up-to-date copy is maintained.
• Record Updates: Keep Salesforce records (e.g., contact information, wire information) current by updating them with the latest information from completed orders in Anduin.

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For detailed instructions on configuration, please visit our configuration guide.

Create Anduin subscription using Salesforce data

Salesforce initiates a REST API call to trigger the order creation flow on Anduin. The detailed steps are as follows:

1. Authentication: Anduin authenticates with Salesforce using OAuth2.
2. API Call: Salesforce triggers an order creation request via an API call.
3. Data Retrieval: Anduin retrieves the relevant Salesforce record to populate data for the order creation.
4. Order Creation: Anduin creates an order in the target Fund environment:
   • Optional: Pre-fill the order with data from the Salesforce record.
   • Optional: Invite the investor to Anduin to complete the order.

Detailed Workflow

1. Initiation: A Salesforce user initiates the order creation process.
2. Authentication Process: Anduin authenticates with Salesforce using OAuth2 credentials to establish a secure connection.
3. API Invocation: Salesforce makes an API call to Anduin to trigger the order creation flow.
4. Data Mapping: Anduin retrieves the Salesforce record specified in the API call to populate the order with relevant data.
5. Order Creation in Anduin:
   • Pre-fill Data (Optional): The order can be pre-filled with data from the Salesforce record, streamlining the process.
   • Investor Invitation (Optional): An invitation can be sent to the investor to complete the order on Anduin.

Use Cases

• Automatic Order Creation: Automatically create an order and invite investors to Anduin when an Opportunity or Engagement is registered in Salesforce.
• Data Transfer: Push data from a Salesforce record to create an order on Anduin without requiring investor invitation (offline order creation).
• Pre-filled Orders: Utilize data stored in Salesforce records to pre-fill orders on Anduin, reducing manual data entry and enhancing accuracy.

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For detailed instructions on configuration, please visit our configuration guide.

Push documents from Anduin to Salesforce

When a trigger to forward documents is initialized in Anduin, such as subscription status reaching the certain value or investors uploading their documents, the data flow will start. The detailed steps are as follows:

• Authentication: Anduin authenticates with Salesforce using OAuth2.
• Document push: Anduin creates or updates the corresponding record in Salesforce with the recently uploaded documents

Detailed Workflow

1. Trigger to send documents emerges: An order on Anduin FundSub reaches a predefined state (e.g., “Submitted” or “Distributed”) or investors uploads a document
2. Authentication Process: Anduin authenticates with Salesforce using OAuth2 credentials to establish a secure connection.
3. Data Retrieval: Anduin retrieves the documents.
4. Record Creation/Update: Anduin either creates a new record or updates an existing record in Salesforce by attaching the recently uploaded documents.

Use Cases

• Data Backup: Automatically backup investor data in Salesforce, ensuring a reliable and up-to-date copy is maintained.
• Downstream automation Use Salesforce as the central delivery point for documents, ensuring each department only accesses relevant documents to facilitate their downstream processes.

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For detailed instructions on configuration, please visit our configuration guide.