> For the complete documentation index, see [llms.txt](https://docs.soraco.co/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.soraco.co/docs/3rd-party-integration/salesforce-integration-how-to-automatically-create-a-license-when-an-order-is-activated.md). # Salesforce integration - how to automatically create a license when an order is activated With QLM v12, you can configure Salesforce to automatically create license keys when a Salesforce order is activated. Note that integration with Salesforce requires the Enterprise Edition of Salesforce. Additionally, administrative permissions are required to perform the steps below. ## Adding Apex Classes * Login to Salesforce * Go to the Setup * In the Quick Find field, type: Apex Classes, and then select "Apex Classes" * Click "New" * If you expect your invoice to have billing contact information, paste the content of the attached file "ApexClass\_QlmOrderController\_BillingContact.txt" * If you expect your invoice to have regular contact information, paste the content of the attached file "ApexClass\_QlmOrderController\_CusomerContact.txt" * Click Save ## Creating a Connected App * Login to Salesforce * Go to the Setup * Under Platform Tools, expand Apps / App Manager * Click "New Connected App" * Set the Connected App Name field as needed * Enable OAuth Settings as shown in the screenshot below * Set the callback URL to: * Click Save * The Connected App will then display the Consumer Key and Consumer Secret. Copy these values and store them in a safe place. ![](https://support.soraco.co/hc/article_attachments/360018731411/mceclip0.png) ![](https://support.soraco.co/hc/article_attachments/360018855172/mceclip1.png) ## Configure QLM to connect to Salesforce * Launch the QLM Management Console * Go to the Manage Keys tab * Click 3rd Party Extensions * Select Salesforce * Check the "Enabled" field * In the User /Password fields, enter the credentials of a Salesforce user * In the URL field, enter the URL to Salesforce. Example: * In the API Key field, enter the Consumer Key value that you got from the previous step * In the Shared Key field, enter the Consumer Secret value that you got from the previous step * Click Ok ## Create a Salesforce Outbound message * Login to Salesforce * Go to the Setup * In the Quick Find field, type: workflow rules * Select Workflow Rules * Click "New Rule" * Set the Object dropdown to "Order" then click Next * Set the Rule Name to "QLM Order Rule" * Set the Evaluation Criteria to "created, and any time it's edited..." * Set Rule Criteria to: Order Status equals Activated * Click Save & Next * Click Add Workflow Action / New Outbound message * Set the Endpoint URL to (update the URL to point to your QLM License Server): * Add **ID**, **OrderNumber** and **Status** to the Selected Fields list * Click Save * Click Done * Click Activate to activate the new rule ![](https://support.soraco.co/hc/article_attachments/360018858092/mceclip2.png) ![](https://support.soraco.co/hc/article_attachments/360018859252/mceclip3.png) ![](https://support.soraco.co/hc/article_attachments/360018859952/mceclip5.png) ## Mapping a Salesforce Product to a QLM Product To map your Salesforce product to a QLM product, you must create a server property as follows: * In Salesforce, locate the "Product Code" of the product that you want to map to a QLM Product * Launch the QLM Management Console * Go to the Manage Keys tab * Click Sites then select your site * Go to the Server Properties tab * Click the + sign on the right-hand side to add a new custom server property * Set the property name to: salesforce\_pid\_\. For example, if your Salesforce Product Code is 001, set the name to: salesforce\_pid\_001 * Set the value of the property to (modify the values to correspond to your own product): \&is\_productid=1\&is\_majorversion=1\&is\_minorversion=0\&is\_productname=MyProduct\&is\_emailtemplate=1. New Order * For more information about the supported arguments, refer to this [article](https://support.soraco.co/hc/en-us/articles/207606653-GetActivationKeyWithExpiryDate). * Click Ok ![](https://support.soraco.co/hc/article_attachments/360018860992/mceclip7.png) ![](https://support.soraco.co/hc/article_attachments/360018737371/mceclip6.png) ## Placing a test order * In Salesforce, click the App Launcher and type "orders" * Select Orders * Click New * Set all the required fields * Set the "Customer Authorized by" field * Set the Status to Draft * Click Save * Next, in the Order Products panel, click Add Products * Select a product that is mapped to QLM by clicking the + button * Click Next * Set the Quantity then click Save * Finally, click "Activated" then "Set Current Status" * A new license key should have been created in QLM ![](https://support.soraco.co/hc/article_attachments/360018739931/mceclip8.png) * [ApexClass\_QlmOrderController\_BillingContact.txt](https://support.soraco.co/hc/en-us/article_attachments/360054435952)3 KB [Download](https://support.soraco.co/hc/en-us/article_attachments/360054435952) * [ApexClass\_QlmOrderController-CustomerContact.txt](https://support.soraco.co/hc/en-us/article_attachments/11447318487316)3 KB [Download](https://support.soraco.co/hc/en-us/article_attachments/11447318487316) --- # Agent Instructions This documentation is published with GitBook. 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