Launch Workflows from Salesforce (Legacy)

This topic will walk you through how to set up your workflows to launch from Salesforce.

Note: This article is intended for the legacy managed package (versions 2.1 and below). The information below may not be accurate for newer versions.

• If you are setting up the Ironclad Salesforce integration for the first time, or are installing an updated version of the Ironclad Managed package (version 2.16 and above), refer to the Salesforce New User Setup Guide.
• If you want to upgrade from a version below 2.2 to a version above 2.16, refer to Upgrade the Ironclad Salesforce Integration.
• If you installed an early-access package (between version 2.4 and 2.12) and are now switching to the official release package (2.16+), refer to Upgrade Early Access Package to Official Release.

Configure Your Workflow to Launch from Salesforce

Required Ironclad Permissions: Admin
If you have any questions about matching the Ironclad Workflow Attributes to your Salesforce fields, reach out to Support.

You can allow your users to automatically pull data from Salesforce when launching workflows in Ironclad. There are two ways to configure this:

• Pull from Salesforce button on the workflow launch form in Ironclad.
• Custom buttons/links to an Ironclad workflow in Salesforce.

1. Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Configure Salesforce > Workflow Launch.
2. Specify which data Ironclad should pull from Salesforce.
3. In the dropdown at the top, select the Salesforce object you'd like to pull data from into your Ironclad workflow. For example, for an NDA, it is likely an Account object.
4. On the left, add Ironclad Record Properties and map them to Salesforce fields on the right. Make sure the workflow attributes identically match. For example, a string field in Ironclad must match to a string field in Salesforce. The table below shows a list of field types in Ironclad and they can be mapped to in Salesforce.

   Ironclad	Salesforce
   boolean	boolean
   date	date, datetime
   email	email
   number	double, int, percent
   string	id, string, textarea, URL, phone, email, picklist
   address	address
   monetary_amount	currency
   array	picklist (multi)

5. Optional: Select additional linked Salesforce objects. Additional objects must have a lookup relationship to the main object. In the image below, the linked Account object is selected to pre-populate Ironclad's Counterparty Name with an Account Name.
6. If you select Attachments, select the following configuration:
7. If you select Files, select the following configuration:
8. Click Save. Ironclad generates a unique link and a Pull from Salesforce button on the workflow launch form in Ironclad. You can now create a new button in Salesforce. Use the unique link to connect Salesforce to Ironclad.

Configure Custom Buttons/Links in Salesforce

Required Salesforce Permissions: Admin
You can add a custom button to Salesforce pages to automatically launch an Ironclad workflow from Salesforce.

1. Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Configure Salesforce > Workflow Launch.
2. Each configured workflow provides you with two options to use as part of your workflow launch button in Salesforce. Use the one that best suits your situation:
   • Salesforce Custom Button or Link URL. This option redirects the user to an Ironclad launch form, allowing them to manually enter any additional data and then launch the workflow. This is the better option if data might need to be changed by the end-user before submitting or if not all the data needed in the launch form is passed from Ironclad.
   • Autosubmitting Button or Link URL. If all required launch form fields are being imported from Salesforce, you can use this option to launch Ironclad workflows. Custom buttons using this URL attempt to auto-submit the launch form as soon as the data is pulled in from Salesforce. The user is then taken straight to the workflow in Ironclad without having to press submit. In order for the auto-submit to complete, all of the required fields must be correctly mapped from Salesforce.
3. Create a custom button. Follow the instructions below for your Salesforce experience (Classic or Lightning).

Create a Custom Button (Classic)

1. In Salesforce, click Setup, and then navigate to Buttons, Links, and Actions under the appropriate Salesforce Object Type. For example, if you are configuring a button on the Account page, you would go to Build > Customize > Accounts > Buttons, Links, and Actions.
2. Click New Button or Link.
3. Enter/Select the following values:
   1. In the Label field, enter a name similar to Start NDA in Ironclad.
   2. In the Display Type section, select Detail Page Button.
   3. From the Behavior dropdown, select Display in new window.
   4. From the Content Source dropdown, select URL.
   5. From the Select Field Type dropdown, select the Salesforce Object Type for the configuration.
   6. In the large text area, copy and paste the Salesforce Custom Button or Link URL from the Ironclad Workflow Launch page.
4. Save your custom button or link.
5. Click Setup, and then navigate to Page Layout under the appropriate Salesforce Object Type. For example, if you are configuring a button on the Account page, you would go to Build > Customize > Accounts > Page Layouts.
6. Click Edit next to the layout you want to add the button to.
7. Locate the custom button or link that you created. In this example, we created a custom button. To find it, we look in the Buttons section.
8. Drag it into the Account Sample panel where you want it to show in the interface. Click Save.
9. Now, when users view a Salesforce Account Type Object (or whichever object type you created your custom button/link for), they see a custom button linked to creating a workflow in Ironclad that auto-fills the form with data from a Salesforce object.

Create a Custom Button (Lightning)

1. In Salesforce, click Setup > Object Manager > Buttons, Links, and Actions and then select which Salesforce object you’d like to add the custom button/link to.
2. Click New Button or Link. The Salesforce object you add the custom button to must be the same Salesforce object type as the one you use to create the workflow launch configuration in Ironclad.
3. Enter/Select the following values:
   1. In the Label field, enter a name similar to Start NDA in Ironclad.
   2. In the Display Type section, select Detail Page Button.
   3. From the Behavior dropdown, select Display in new window.
   4. From the Content Source dropdown, select URL.
   5. From the Select Field Type dropdown, select the Salesforce Object Type for the configuration.
   6. In the large text area, copy and paste the Salesforce Custom Button or Link URL from the Ironclad Workflow Launch page.
4. In Salesforce, click Setup > Object Manager > Page Layouts and then select which Salesforce object you’d like to add the custom button/link to.
5. Locate the custom button or link that you created. If you created a custom link, it is located under the Custom Links tab. If you create a custom button, it is located under the Mobile and Lightning Actions tab.
6. Drag it into the Account Sample panel where you want it to show in the interface. We recommend adding it to the front of the interface so it’s easier to find. Click Save.
7. If you created a custom button, when users view a Salesforce Account type object (or whichever object type you created your custom button/link for), they see a custom button linked to creating a workflow in Ironclad that auto-fills the form with data from a Salesforce object. If they click the button, a new window redirects them to an Ironclad workflow launch form, populated with values from the Salesforce object.
8. If you created a custom link, your users can find it under the Details tab at the bottom of the page.

Pull from Salesforce Button

Once you configure in Salesforce how a workflow can be launched, your users see a Pull from Salesforce button on their workflow launch forms. Users are prompted to link their Salesforce account before they can use this functionality.
When a user clicks this button, they can search objects in Salesforce and automatically fill in the workflow form with values from the Salesforce object they select, based on the configuration you created in the previous steps.

Why Won’t My Workflow Launch from Salesforce?

If your data is not populating on the workflow launch page from Salesforce:

• Review the workflow launch configuration located under Company Settings > Integrations > Configure Salesforce. If there were any changes made to the workflow attributes, you may need to reconfigure the mappings between workflow attributes and Salesforce fields.
• Check if the custom button/link in Salesforce navigates to a workflow launch page. If no data is populated, verify the URL attached to the workflow is the correct URL listed in the workflow launch configuration with the same Salesforce object type.

If the problem persists, contact Support at support@ironcladhq.com.