Salesforce

Topics in this document:

• 1. Overview
  • Supported Synchronization Flows:
• 2. Prerequisites
• 3. Accessing Salesforce Dashboard
• 4. Creating Bundles in Salesforce
• 5. Plan Configuration

1. Overview

This document provides step-by-step instructions for integrating Tridens Monetization with Salesforce. The integration enables two-way and one-way synchronization of key business entities.

Supported Synchronization Flows:

• Two-Way Sync

  • Customers ↔ Accounts
  • Contact Info ↔ Contacts
  • Products ↔ Products
  • Product Versions ↔ Price Book & Price Book Entry
  • Subscriptions & Addons ↔ Subscriptions & Addons

• One-Way Sync (Tridens to Salesforce)

  • Invoices
  • Usage
  • Subscriptions & Addons → Opportunity

Figure 1: Tridens Supported Synchronization with Salesforce

2. Prerequisites

• Active Salesforce account with access permissions.
• Active Tridens Monetization account with API credentials.
• Salesforce Monetization Settings enabled.

3. Accessing Salesforce Dashboard

1. Log in to your Salesforce account.
2. Confirm you are on the Home Dashboard.

Figure 2: Salesforce Home Dashboard

4. Creating Bundles in Salesforce

1. In the Salesforce navigation bar, go to: Bundles > New Bundle

2. Fill in the required fields:

   • Name: (Example: Mobile Silver Bundle)
   • Code: (Example: mobile_silver_bundle)
   • Valid From: Set the start date and time.
   • Unlimited: Toggle ON if applicable.

3. Select Products to include in the bundle.

Figure 3: Bundle Creation Screen

4. Click Save to create the bundle.

5. Plan Configuration

1. In the Salesforce navigation bar, go to: Plans > New Plan

2. Enter the required plan details and associate it with the previously created bundle.

Figure 4: Plan Creation Screen

3. Click Save to complete the plan setup.

Note: Ensure each plan is correctly linked to the appropriate bundles and products for proper synchronization with Tridens.