We have a pre-built integration between Digital Sales Platform (DSP) and Salesforce CRM. The pre-built content will help you enable seamless integration for a standard scope within a day or two. For UI integration we are directly embedding our CPQ screens within salesforce, to ensure that any innovation we do going forward is also available in Salesforce integration at the same time. Also, the Salesforce Opportunity can be linked to DSP Quote as an external Quote reference, and for every salesforce opportunity, you can create multiple DSP Quote and flag one of them as primary. This helps you identify the final accepted Quote and update back the Salesforce opportunity for an accurate forecast.
As we use Mulesoft as middleware for data integration. The pre-delivered integration flow acts as an accelerator for instant integration. As well as provide flexibility to enhance the field mapping for custom field or custom logic based on how you have customized Salesforce implementation.
Integration happens on 2 fronts:
- Embedded mashup of the Quote object, so users are able to access quote details and prepare quotes within Salesforce. This is known as a Managed Package.
- Mulesoft connector, where we are able to trigger updates of Account and Contact information. It allows for bulk and delta updates which is essential for scalability.
This is a simple diagram to give you an idea of the integration, with elaboration in the 2 sections below:
Mulesoft facilitates the integration sync between DSP and Salesforce. Account and Contact information is synced, such that any updates on Salesforce would be made on DSP as well. As a middleware, it can easily capture and facilitate additional integrations using External IDs on DSP for mapping. Instead of having point-to-point integration, our middleware approach allows our users to easily extend and customize the connection to their needs at any time. They would not have to wait for system releases of their specific enhancements. External enhancements by Salesforce would not affect users because mappings can be adjusted as well.
MuleSoft supports the unidirectional integration from SFDC to DSP – any new or updated Account or Contact information within SFDC, including address and account team, will be updated on DSP.
Lightning App UI
Salesforce Managed Package for pre-built UI components allows users to work on the DSP Quote object without juggling between 2 platforms – it is an embedded mashup where users can View the Quote list, Create/Update quotes (includes configuration, pricing, proposal generation, etc.). Should customers request, Opportunities in Salesforce can be updated through groovy script extensions as this is currently not part of the standard integration.
With this integration, it is possible to create and edit quotes through Accounts and Opportunities entered in Salesforce. These quotes are tagged as external opportunities and primary quotes can be flagged within quote lists.
Within the Salesforce CRM interface, a Quote list and details are presented, with just the left navigation, logo, and favorite icons from our DSP interface hidden in this feature – in the embedded mode, uiModeEmbedded=true.
Should UI customization be required for the client, be it naming or placement of the tabs, it can be easily done through the SFDC Page Setup.
Within the Quote list view, users can select the information type to be shown as columns in the embedded mashup and take action as needed. Important and relevant information can be shown on the list view, avoiding unnecessary click-thru to view quote details. Simple action may also be taken directly from the quote list view (eg. copy quote, flag primary quote).
Installing the package in Salesforce
For more details refer 'Salesforce Lightning App UI Installation'