Problem: Clients website with E-commerce function had no link with Salesforce meaning that all the data involving customers, quotes, orders, renewals, free trials and tutorial views were siloed and not utilised within Salesforce to manage customers and drive new business.
Solution: Designed and implemented a point-to-point integration using REST API in Apex. Standard Salesforce Order and Order Product functionality and screen flows used to submit Orders to website.
Inbound APIs (Website -> Salesforce) were implemented:
● Customers registration on website (creating a Lead record)
● Customers created a Quote on website (converting Lead record to Account, Contact and Opportunity with Opportunity Products)
● Customers made an Order on website (marking an Opportunity as Closed Won and creating a custom Software License record)
● Tutorials viewed and Free Trials activated (Create/Update existing Lead/Contact) Outbound APIs (Salesforce -> Website) were implemented:
● Update personal Contact information (updates corresponding Account in website)
● Create Order with order products on behalf of customers and send to website (Keeps users in Salesforce instead of navigating to separate systems)
● Update License information (updates corresponding license in website)
Outcome: Sales users were able to create and manage customer information in one system. All data was in sync with the website. Information about Leads and Opportunities were now in Salesforce allowing sales users to effectively target and win new business.