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:

sf2portal

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