Example Flow for Syncing an Opportunity/Entitlement From Salesforce to FlexNet Operations

This section guides you through the process of syncing an opportunity from Salesforce to FlexNet Operations. The steps provided illustrate the data flow and can also be used to validate the field mappings between Salesforce and FlexNet Operations before configuring a scheduled sync.

The workflow for creating and syncing a sales order from Salesforce to FlexNet Operations using a one-off sync involves the following steps:

1.

Creating a Test Product

2.

Creating a Test Account in Salesforce

3.

Adding a Test Contact to the Test Account in Salesforce

4.

Creating a Test Opportunity for the Test Account in Salesforce

5.

Adding a Test Product to Your Test Opportunity in Salesforce

6.

Initiating a One-Off Sync

7.

Verifying the Results of the One-Off Sync

This diagram outlines the steps that will be covered in this example:

This flowchart visually outlines which actions occur on each platform in the sales order creation and synchronization process between Salesforce and FlexNet Operations.