Integrations
Salesforce
Salesforce Features
1min
The Salesforce Integration aims to connect Salesforce with the LicenseSpring platform seamlessly. The integration enables efficient customer and order creation, license creation, enabling/disabling, and resetting.
- Order Creation:
- One-directional (Changes made on Salesforce are visible in LicenseSpring but not vice versa)
- Real-time (As soon as a change occurs in Salesforce, data is promptly synchronized with LicenseSpring)
- Guides the user through the order creation process
- Customer Creation:
- One-directional (Changes made on Salesforce are visible in LicenseSpring but not vice versa)
- Real-time (As soon as a change occurs in Salesforce, data is promptly synchronized with LicenseSpring)
- While creating an order, the user can choose whether he would like to create a new customer or pick an already existing customer
- License Creation:
- One-directional (Changes made on Salesforce are visible in LicenseSpring but not vice versa)
- Real-time (As soon as a change occurs in Salesforce, data is promptly synchronized with LicenseSpring)
- Every order has to have at least one license created
- The license creation process is automated
- Enabling/Disabling Licenses:
- One-directional (Changes made on Salesforce are visible in LicenseSpring but not vice versa)
- Real-time (As soon as a change occurs in Salesforce, data is promptly synchronized with LicenseSpring)
- After the successful creation of an order, the user can choose to disable/enable the license(s)
- Resetting Licenses:
- One-directional (Changes made on Salesforce are visible in LicenseSpring but not vice versa)
- Real-time (As soon as a change occurs in Salesforce, data is promptly synchronized with LicenseSpring)
- After the successful creation of an order, the user can choose to reset the license(s)
- Updating (adding/removing) Product Features for Licenses:
- Bi-directional (Changes made on Salesforce are visible in LicenseSpring and vice versa)
- Real-time (As soon as a change occurs in Salesforce, data is promptly synchronized with LicenseSpring)
- In Salesforce (or in LicenseSpring) the user can change the number of product features that are bound to the license
Updated 21 May 2024
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