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SOP-Kombo

Updated
1 Client Request Integration via Zendesk
2 Support or Account Manager Use macro "Kombo Certified Integration Set Up" to direct to partnerships
3 Account Manager Send MOU to customer via SFDC opp: See training
4 Account Manager API Subscription is active/signed in Salesforce
5 Account Manager Create an internal comment on the ticket linking back to the MOU& API subscriptions in Sales Force so PAT can see them.
6 PAT

 

  • Confirm in Salesforce MOU & Active API Subscription
  • Add client to Identity in AMP Automations: Automation = Identity - Add Tenant to Bold Partner, partnerName = Kombo
  • Add tenant to webhook subscription in AMP Automations: Automation = Webhooks - Add AMP Code to Partner, partner = Kombo
  • Pass along information to certified integrator via SharePoint :
    • Client Name
    • Client Tenant
    • Front Office ID
7 PAT
  1. Use Macro "Creds in Secure SharePoint" to notify Kombo  of creds
  2. Use Macro "Kombo Set up Integration Complete"
  3. Close ticket
8 Kombo

Test new integration in Client Prod

Train Client On Product and Integration
9 Client Consume New Product Integration

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