SalesForce Integration User Documentation

introduction the following article will take you through our salesforce integration and all its current functionalities the current integration supports " account" and " contact" salesforce objects , and the integration is able to be set up on record lightning pages prerequisites we assume that you have a salesforce and a licensespring instance setup beforehand we assume that you have already gone through the salesforce integration setup document and have intalled and setup the integration application in your salesforce instance we assume that you have the necessary rights in your salesforce instance to use the installed integration contacts if you have installed the app correctly and added the management api key + added it to your contact record page , you will be able to see the following window once you open up a contact (any contact) that you have in you saleforce instance depending on your lightning record page setup, you might have slightly different options or ui available connecting contacts to licensespring customers initially the contact is not automatically connected to the co responding customer in licensespring (image below) once you create a license on the contact, then all the periously created licenses for that contact will also show up in our integration, and moving forward you'll always see all the licenses on that co responding contact the integration will look for the licensespring customer with the same mail, and if it does not find one in your licensespring instance, it will create a new cutomser in licensespring with the data from the salesforce contact on which you tried to create the license if you want to connect the contact to an already exiting licensespring customer, but you have multiple customers with the same email and you want to pick which one to conenct to, you can do so by clicking on the "settings" button in the top right corner of the integration window this will open up a drop down and in it you need to select the "connect customer" option this will open up the following window in the image below in this pop up window, in the drop down you need to select which customer to connect to from licensespring the drop down will only show you the customers that have the same name as your contact in salesforce once you pick which customer you just need to click on the "connect" button and that is it customer data in licensespring will be overwritten with data from the salesforce contact creating licenses if we click on the " create licenses " button in the top right corner of the integration window, we will see the following screen on this screen we are able to pick a product from our connected licensespring instance once we select a product , we will be able to pick a license policy , and depening on the picked license policy type we will see aditional settings below the drop down in this case we sleected a subscription type policy and we are shown two additional fields for the quantity of the licenses and the validiy period of the licenses that we plan to create once we have selected a licensepolicy (in this case a subscription licensepolicy) on the left side of the app we can see additonal information about that licensepolicy if we have all our settings picked out, we can click on the " create order " button and after a small loading period (depending on the quantity of the licenses), we can see all of our licenses that got created if the contact with which you have created your licenses does not exist in your licensespring instace, it will be created there once you clikc on the " create order " button updating licenses once the contact has its licenses created, you have the ability to update some license parameters (depending on the license type you created) if we click on the little arrow dropdown on the right side of the license row, and then click on the update button , we are show all the fields that we can update product features if the product that your license is connected to has product features, you will be able to add or remove them when your're updating your license to do so you can click on the "add features" button in the lower right corner of the window which will open a section on which you can by clicking/selecting the feature you like and using the arrows in the middle of the screen add additional product features to the license once you're done you need to click on the "add features" button, and this will add the product feature to the respective license custom fields when updating your licenses, in the update window there is a section for custom fields you are able to edit the custom fields value by clicking on the "edit" button next to the custom field that you wish to edit this will open up an another pup up window on which once you're happy with your edit, you can click on the "update custom field" button to save the changes accounts on our accounts objects the integration window will show all the the licenses that are connected to any contacts that are associated with the account that we opened up so for example if we have two contacts , one called "andy young" and the other "arthur song" that are connected to the account called "main bank" arthurs account has 5 perpetual licenses on it and andys has a bunch of subscription licenses on his account so the main bank account will show on its record page all of the licenses together, as mentioned above connecting account to licensespring account groups the same proccess can be followed as mention above on the "connecting contacts to licensespring customers" which is click on the "settings" button in the top right corner of the integration window in the new pop up window select which licensespring account you want to connect to click on the "connect" button account data in licensespring will be overwritten with data from salesforce accounts creating licenses though accounts same as we have it with contacts, accounts also have a button to create licenses with the only difference is that you will need to pick a contact that is associated with that account that will ne the holder of the licenses all the other options are the exact same, where you need to pick a product and so on update licenses through accounts if you want to update licenses, you can click on the customers email, which will redirect you to the contact record page on which you will be able to update the contact as detailed above in this document select a field for the account short code if you want the short code to be generated from a value other than the account name, open licensespring settings and select a different unique account field in salesforce, click the app launcher (the nine dots in the upper left corner), then search for "licensespring settings" select it to open the settings screen from there, the user can choose which unique account field will be used to determine the account short code in licensespring additional features and support requests if you have use cases where you wish that aditional salesforce objects are supported in our integration or additional licensespring features are available in the integration inside salesforce, let us know by contacting our dev team https //licensespring zendesk com/hc/en us/requests/new https //licensespring zendesk com/hc/en us/requests/new if for some reason the integration is not behaving as it is documented here, let us know by contacing our support team https //licensespring zendesk com/hc/en us/requests/new https //licensespring zendesk com/hc/en us/requests/new