Salesforce

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Overview

Stigg’s native integration with Salesforce streamlines sales processes by automating fine-grained provisioning of bespoke enterprise accounts directly from Salesforce.

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Benefits

1. Reduce time from opportunity close to account provisioned from days and hours to 0.
2. Ensure alignment between the customer’s contract and the level of access that they were provisioned.
3. Leverage the same entitlement management and metering infrastructure for access enforcement and usage reporting regardless of how your product is sold - via self-service, sales-led, sales-assisted, or all of the above.

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Example use-cases

1. Provisioning trial access when an opportunity reaches a POC status.
2. Provisioning subscriptions upon opportunity close.
3. Updating customers’ entitlements upon contract amendment and renewals.

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Customization

The integration can be fully customized to your existing business process and needs by leveraging Salesforce Flow workflows.

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Integration with Salesforce CPQ

Stigg’s native integration with Salesforce works seamlessly with Salesforce CPQ.

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Availability

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Setting up the integration

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Prerequisites

• A Salesforce organization with Enterprise edition or higher
• A user with admin access to the Salesforce organization, that you’ll be integrating with Stigg

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Connect your Salesforce domain

In the Stigg app, navigate to the Integrations section and click on the Salesforce tile. Enter the domain of the Salesforce instance that will be integrated with Stigg. Click “Continue”.

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Install the Stigg app

Install the Stigg app for Salesforce by clicking on “Stigg app for Salesforce installation” link: Click on “Install for Admins Only”.

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Configure API key

1. In the Stigg app, copy the generated API key.
2. In Salesforce, click the settings icon in the right corner of the screen.

3. Click Setup.
4. In the search bar on the right, type “Named Credentials” and select it from the results.
5. In the Named Credentials screen, click the External Credentials tab at the top.
6. Locate and select Stigg from the list.

7. Local the Principals panel and select the Edit action on the right side.

8. In the Edit Principal modal, set:

• Name: api_key
• Value: Integration API key that you copied from the Stigg app

9. Click Save.
10. Go to Setup > Users.

11. Select the required user and click their name or email address.
12. Locate the Permission Set Assignments section and click Edit Assignments.

13. In the Available Permission Sets section, find Stigg and move it to the right side.

14. Click Save.
15. Now, on the user page, you should see Stigg listed under Permission Set Assignments.

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Map Salesforce and Stigg entities

Provisioning entities in Stigg according to entities in Salesforce requires mapping between these two entities to be defined. This mapping is defined in Salesforce. In Salesforce, under the relevant Salesforce entity that you’d like to map to Stigg:

1. Stigg type - an enum with following possible values:
   1. “Plan” - represents a custom plan in Stigg
   2. “Add-on” - represents an add-on Stigg
   3. “Entitlement” - represents plan’s a custom entitlement
2. Stigg ID - the ID of the matching entity in Stigg, for example: plans would start with a “plan-” prefix, add-ons start with an “addon-” prefix, and entitlements start with a “feature-” prefix

Add these new custom fields to the entity’s default page layout. If you’re using Salesforce price books, Salesforce products or Salesforce CPQ, it’s high recommended to add these custom fields to the Salesforce product entity, as can seen below: When creating or editing the relevant Salesforce entities that are mapped to Stigg entities, set the values of these custom fields:

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Create provisioning automation flows

In Salesforce click on the “Setup” icon and open the “Setup” action. In the search box that appears at the top of the page, enter “flows”. Select the “Flows” item under “Process Automation”.

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Default template

To help you get up-and-running, the Stigg app for Salesforce includes a default Salesforce Flow template for automating provisioning of customers and subscriptions in Stigg when an opportunity in Salesforce is marked as “Closed - Won”. This template can be fully customized to cater to your business needs. In the opened list, search for a flow called “Opportunity - Stigg Subscription Template”. The default template flow does the following:

1. Triggered when the status of Opportunity in Salesforce changes to “Closed won”.
2. Iterates over the opportunity’s products and compiles the input for provisioning subscriptions in Stigg using the defined entity mapping.
3. Provisions a customer in Stigg.
4. Provisions a subscription in Stigg.
5. Updates the opportunity’s account with the “Stigg Customer ID” and “Stigg Customer URL”. The latter serves as a deep-link to the relevant customer in Stigg.

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Creating your own flow

Leverage the default template flow to create flows that meet your business needs. To do so, apply the relevant changes to the default template flow. Specifically, provision resources (i.e. accounts, organizations, workspaces) in your application before provisioning the resources in Stigg (between steps 2 and 3 of the default template) by adding a new HTTP callout action which will make an API request to your application to provision those resources. Update the “Create Stigg Customer” and “Create Stigg Subscription” actions to use IDs of the generated resources when creating customers and subscriptions in Stigg. One done, click on the “Save as” link to create a new flow with your changes. Ensure that the default flow is deactivated and that the new flow is active.

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Deep-links

When customer and subscriptions are created in Stigg through the Salesforce integration, in both places you will see a deep link to the matching entity in the other system, so it’s easier to navigate and find the corresponding entity in the other system:

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Removing the integration

To remove the integration, click on the dotted menu icon and select the “Remove” action. Confirm the action by clicking on the “Remove” button in the opened modal.

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Package components

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Pages

Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Stigg_UtilityBar		Lightning Page	This is a brand new component.
Create	Stigg_Configuration		Lightning Page	This is a brand new component.
Create	API Configuration		Lightning Page	This is a brand new component.

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Tabs

Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Stigg Configuration		Tab	This is a brand new component.
Create	API Configuration		Tab	This is a brand new component.

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Flows

Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Stigg Configuration Screen		Flow Version	This is a brand new component.
Create	Opportunity - Stigg Subscription		Flow Version	This is a brand new component.

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Code

Action	Component Name	Parent Object	Component Type	Installation Notes
Create	MockProvider	Package Components	Apex Class	This is a brand new component.
Create	StiggCreateCustomer	Package Components	Apex Class	This is a brand new component.
Create	SubscriptionEntitlement	Package Components	Apex Class	This is a brand new component.
Create	StiggCreateSubscription	Package Components	Apex Class	This is a brand new component.
Create	SubscriptionPlan	Package Components	Apex Class	This is a brand new component.
Create	SubscriptionAddon	Package Components	Apex Class	This is a brand new component.
Create	StiggCreateCustomerTests	Package Components	Apex Class	This is a brand new component.
Create	GraphQLClient	Package Components	Apex Class	This is a brand new component.

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Fields

Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Stigg Type	Product	Custom Field	This is a brand new component.
Create	API Key	Stigg_Configuration_	Custom Field	This is a brand new component.
Create	Stigg ID	Product	Custom Field	This is a brand new component.
Create	Stigg Customer ID	Account	Custom Field	This is a brand new component.
Create	Stigg Customer URL	Account	Custom Field	This is a brand new component.

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Objects

Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Stigg Configuration		Custom Object	This is a brand new component.

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Apps

Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Stigg		App	This is a brand new component.

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Resources

Action	Component Name	Parent Object	Component Type	Installation Notes
Update	Account Layout	Account	Page Layout	This is an upgraded component. It will be updated to the new version
Create	Stiggicon		Static Resource	This is a brand new component.
Create	Group_19769		Asset File	This is a brand new component.
Create	Stigg _API		Remote Site	This is a brand new component.
Update	Product Layout	Product	Page Layout	This is an upgraded component. It will be updated to the new version