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Salesforce Connector/Adapter for a SaaS product

The Background

The client is a provider of learning management solutions. Their product is a SaaS solution that is used by their client for internal users and external users. Most clients use Salesforce so a seamless integration with Salesforce will help their clients maintain users and accounts, and use their LMS system from within Salesforce.

The Challenge

Integrate LMS system with Salesforce so the LMS users and Accounts are in sync with Salesforce Users and Accounts of the clients that use the LMS system. Moreover, a salesforce user should be able to invoke the LMS system as a canvas application so the users don’t have to leave the Salesforce system.

Our Solution

Our functional consultant and architect helped the client flesh out the adapter requirements and developed detailed design so the client product and user experience team can approve the technical design and user interaction models beforehand. We built sync options using bulk APIs with custom business logic. For the Canvas app, we built an SSO solution to open LMS from Salesforce and community portal.

The Results

  • Configurable sync process for Users and Accounts that syncs the LMS system with Salesforce multiple times each day
  • Seamless user experience as all Salesforce users can access LMS from within Salesforce and from the community portal.

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