Salesforce

Key to our strategy is integrating Zentitle with Salesforce and other leading CRMs. Zentitle is undergoing several such integration initiatives, and we are investing heavily in our Salesforce Integrations.

Our current API allows for effective and easy integration with Salesforce. Our dedicated team is developing multiple products for Salesforce, including an installable package, direct integrations baked into our products, and special solutions for specific use cases.

Here’s a clean version of the Salesforce integration summary for Zentitle 2, rewritten without any links:

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What the Salesforce Integration Provides

• Zentitle offers a Salesforce integration package that can be installed in your Salesforce environment.

• Salesforce Accounts map directly to Zentitle Customers, with synchronization keeping the records aligned.

• Common license and entitlement tasks can be carried out directly in Salesforce:

  • Create or update a Zentitle Customer from a Salesforce Account.

  • Create or modify entitlements (choosing offering SKUs, seat counts, etc.), which are then provisioned automatically in Zentitle.

  • Edit existing entitlements and sync those changes back to Zentitle.

  • View and manage software activations as part of entitlement records inside Salesforce.

• Synchronization is bidirectional, so updates flow between Salesforce and Zentitle both ways.

• The connection uses Salesforce features such as Named Credentials, External Credentials, and custom headers to securely communicate with the Zentitle API.

• Permissions are managed with a dedicated entitlement admin permission set, so only authorized Salesforce users can perform these operations.

• A sandbox override option prevents unintended API calls in test environments.

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Benefits & Value

1. CRM-centric workflow Sales, support, and customer success teams can manage licensing and entitlements without leaving Salesforce.

2. Data consistency Customer and entitlement data stays synchronized between Salesforce and Zentitle, reducing discrepancies.

3. Operational efficiency Entitlement creation and updates can be done as part of normal CRM processes, cutting down on manual steps and errors.

4. Visibility & auditability Teams gain insight into licensing and entitlement status within Salesforce, with logs available for troubleshooting.

5. Security & access control Secure authentication methods and permission sets ensure only the right users can manage entitlements.

6. Reduced development overhead The integration package provides much of the heavy lifting (auth, API calls, mappings) so you don’t need to build a custom solution.

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