WeDid: Salesforce – Software License Web Portal Integration
March 11, 2014 / / Comments Off on WeDid: Salesforce – Software License Web Portal Integration
Challenges
The customer business involves selling software licenses. Sales for the software license are tracked within the portal and Salesforce. These information needs to be updated to both systems. In addition, the subscription and support life cycle of the licenses are also tracked in Salesforce. In this deliverable, we have to ensure that sales in Salesforce need to be reflected in the portal.
Solution:
| Purpose | To sync the purchased license details back to the portal. Any subsequent updates to the license such as renewal and cancellation need to be reflected in the portal. |
| Applications | Software License Web Portal Salesforce |
| Tool | Boomi |
| Information | Salesforce License Key (Custom object) > Portal Key |
| Data Formats | XML |
| Volumes | ~100/day |
| Process | When the license key is sold, details relating to key such as serial number, # of licenses, will be updated to the portal. When the license key is renewed/cancelled, details relating to the ‘when’ dates, will be updated to the portal. |
| Schedule | 30 mins |
| Complexity | Medium |
