SalesForce Integration User Documentation
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.
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.
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.
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.
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.
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
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
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.
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.
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.
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
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
