SalesForce Integration User Documentation
The following article will take you through our Salesforce integration Wizard steps and will give some extra insight on how the integration works. At the end there are a couple of examples of using the integration after the wizard setup is done.
This article is written for LicenseSpring users that want their customer data between both their Salesforce and LicenseSpring instances constantly synced and up to date, plus to be able to use LicenseSpring license generation in their Salesforce instance.
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 setup the connection between your Salesforce and LicenseSpring instance.
We assume that you have the necessary rights in your Salesforce instance so that you can do the following steps in it.
If you need a specific section of this document feel free to use the Table of Contents on the right side of your screen to navigate to that section.
To enable the integration, you'll need to go through the "Setup Wizard".
The LicenseSpring Integration Wizard will help you complete your setup. To find the wizard, click the "9 dots" in the upper left corner of your Salesforce instance, and search for "LicenseSpring Integration Wizard"
This will open up the "Setup Wizard" Introduction step.
Click "Next" in the upper right corner.
On the first step, select all the products that you will use inside your Salesforce instance. The products that are going to be shown to you on this step are the products from your connected LicenseSpring instance. Once you have chosen the products that you wish to use, you can always later on go back to the wizard and choose more or less of them if you need to.
In this example we will pick the "Apple delux" and "License Software" LS products.
Click the "Next" button.
In the next step we will map the "LicenseSpring Customer" object to an Object in your SalesForce instance
First you'll need to select the Salesforce object from the table on the left side of the screen (image below) from your instance that your going to map to a LicenseSpring customer. You can use the search bar to help you in finding the right object.
The LicenseSpring Customer and the selected SalesForce Object are bi-directional! Each time you create, edit, delete the Salesforce object that you picked for the customers, the same thing will happen for the corresponding customer in your LicenseSpring platform and vice versa.
Please ensure that the Salesforce object inside your instance has all the necessary fields and field types, and that it does not have any Salesforce rules or relationships that would prevent it from being created through our automation.
Required fields:
- First Name
- Last Name
- Email
- Address
- Phone
- Postcode
- City
- Country
In the following example, we will pick the "lead" Salesforce object for the LS customer mapping. After that we will map all the necessary fields by clicking on each of the field dropdowns on the right side of the maping table and select the Salesforce object field that we want to use
If a field you wanted is not shown in the dropdown, that means it is unusable for the integration (most likely a wrong field type)
If the Salesforce object that you have picked has a field that is necessary to be mapped for that object to be created, our wizard will have a notification above the mapping table indicating which field needs to be mapped.
If you do not want to use that field, you can do one of the following workarounds:
- Change the rule in your Salesforce instance for that object
- Use a different Salesforce object for the maping
Example notification for a "lead" object:
When all the fields are mapped and errors are resolved, click "Next" to pick the License object.
Each time the selected Salesforce object is created within your Salesforce instance, a license will be generated in LicenseSpring.
Our integration will add a new field to the chosen Salesforce object. By using this field when creating the object in Salesforce, you can select the Product and a License policy which will then result in an automatic creation of a license in your LicenseSpring instance with the settings form the chosen License policy. More on this topic at the end of this document.
In this example we will pick the "contact" Salesforce Object and we will click on the next button which will take us to the customer migration step.
Click on the "Migrate Customers" button,all the customers from your LicenseSpring instance and all the customers from your Salesforce instance (for the customer Salesforce object that you mapped in the steps above) will be synced: if any customers are missing in either instance they will be created and updated.
After the migration is done, the wizard will show all the customers that have been synced, and will tell you if any were not, and the reason why they were not synced (duplicates, errors, etc...)
Now the integration has been set up, and you can start using your mapped customer and license objects.
Please contact our support if you need any assistance with setting up the integration.
If you need to change any of the settings, migrate the customers again or select more products go back to the wizard and click on the "next" button on the introduction screen, this will take you to a screen with a couple of options. Pick which one you need.
Now when you have your licenses, customers and products fully set up we will show you a use case. Lets say that we want to create a customer in Salesforce and we want the integration to automatically take that data and show it in LicenseSpring.
In the above steps we have maped the Salesforce object "lead" to our customers so we will try to create a new lead in Salesforce and see if the same data from the mapped fields has translated.
We are going to navigate to our leads tab, and we'll click on the upper right button "New" to create a new lead.
We will fill out the necessary fields (First Name, Last Name, Email, Phone, etc...) and click on the "Save" button.
Now if we go back to our leads table in Salesforce the new lead should be there. And it is (image below)!
If we have configured everything correctly, the same customer should be in our LicenseSpring platform as well, and here it is:
Now if we were to create, edit or delete the customer, it's all gonna get synced back to Salesforce, and if we would do it in Salesforce it would get synced back to LicenseSpring
In the current version of the integration, only the next customer data / fields get synced (the ones that we / you have mapped in the steps above):
- First Name
- Last Name
- Email
- Address
- Phone
- Postcode
- City
- Country
In the steps above, we have hooked the license creation logic to the "contract" Salesforce object
If we were to create a contract object in our Salesforce, it would automatically create a license in our Licensespring instance, so lets try to create one.
If we navigate to the contracts table in salesforce and click the add button we would be shown this pop up creation window
As you can see in the highlighted image above, our integration added a field to the contracts object called "LS Product --> LS License Policy".
By using this field we can choose which product and which License policy from that product we want to use for the license that is going to be created in our connected LicenseSpring instance
We'll pick the "The best product" with the "advanced" license policy, also we will fill out the required field for that object and click on the "Save" button
Now if we go back to our LicenseSpring instance there should be a new license with all the settings from the "advanced" License Policy, and here it is.
If you still have issues with the setup or need answers to certain questions, feel free to contact our LicenseSpring support team: https://licensespring.zendesk.com/hc/en-us/requests/new
