Docs: Salesforce Integration

Mon, 01 Jan 0001 00:00:00 +0000

Salesforce Integration with Tridens Monetization

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

Diagram: 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

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

Screenshot: First Page

4. Creating Bundles in Salesforce

In the Salesforce navigation bar, go to:
Bundles > New Bundle
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.
Select Products to include in the bundle.

Screenshot: Bundle Creation Screen

Click Save to create the bundle.

5. Plan Configuration

In the Salesforce navigation bar, go to:
Plans > New Plan
Enter the required plan details and associate it with the previously created bundle.

Screenshot: Plan Creation Page

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.

Monetization Web Docs | Tridens Technology – Salesforce Integration