This article will walk you through how to set up the Ironclad Salesforce Integration for the first time.
BEST PRACTICE
We recommend watching the Ironclad Academy course for videos on how to set up the integration, as well as tips and best practices.
TROUBLESHOOTING
Refer to the Salesforce Integration FAQ and Troubleshooting Guide for help with the most common errors. Reach out to support@ironcladapp.com if you have any questions.
This table below provides a step-by-step guide on how to connect Ironclad to Salesforce:
| Step | Location | Summary of Action Item | Action Item and Notes |
|---|---|---|---|
| 1 | Ironclad - Workflow Designer |
Create a workflow configuration in Workflow Designer.
Alternatively, migrate your workflow configuration over from a Demo or Preview environment.
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If you want to create a new workflow configuration, refer to Build a Workflow Configuration in Workflow Designer.
If you want to migrate over an existing workflow configuration from a demo environment, refer to Move a Workflow Configuration Between Demo and Production Environments.
Make sure that your Ironclad groups are created and mapped to the necessary roles in the workflow configuration. By default, published workflows are only available to Administrators unless a group already has “All Workflows (Current and Future)” selected for its Workflow Launch permissions.
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| 2 | Ironclad - Workflow Designer | On the Launch Form, add a Short Response question for the Account ID and any other relevant object IDs. |
Ensure the workflow configuration’s Launch Form includes fields for relevant Salesforce Record IDs (e.g., Opportunity ID or Quote ID), which will be used for Record Sync.
Follow the steps in Add a Short Response Salesforce Question to Your Launch Form.
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| 3 | Ironclad - Workflow Designer | Publish your workflow. |
Publish your workflow configuration by clicking Publish located in the top right corner.
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| 4 | Salesforce and Ironclad | Ensure you have the necessary permissions in both Ironclad and Salesforce to move forward. |
Before moving forward, verify you have the following:
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| 5 | Salesforce and Ironclad - Company Settings | Install the Ironclad managed package and link your individual and service Salesforce accounts to your Ironclad instance. |
Follow the steps in Install the Ironclad Managed Package.
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| 6 | Ironclad - Company Settings and Salesforce | Generate an Ironclad Authorization Token and add it to Salesforce. |
Follow the steps in Manage Ironclad Authorization Tokens to generate a token and add it to Salesforce.
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| 7 | Salesforce | Configure the Workflow Status Path component. |
Follow the steps in Configure the Workflow Status Path Component.
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| 8 | Salesforce | Configure the lookup relationship between the source object and the Ironclad workflow. |
Follow the steps in Configure the Salesforce Lookup Relationship.
This article must be customized to fit your specific use case. While we demonstrate the lookup relationship using the Account and Contact fields, you must complete these steps for the fields that are relevant to your instance.
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| 9 | Ironclad - Company Settings | Configure Workflow Sync. |
Follow the steps in Enable Salesforce Workflow Sync.
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| 10 | Ironclad - Company Settings and Salesforce | Set up field mapping for workflow launch (i.e., pulling data from Salesforce to pre-populate the Launch Form in Ironclad) and add Ironclad workflows component on the launch object in Salesforce. |
Follow the steps in Launch Workflows from Salesforce.
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| 11 | Salesforce | [Optional] Add fields to the Ironclad Contract object. You only need to do this if you’re using Record Sync. |
For any relevant metadata needed back in Salesforce via Record Sync, add fields to the Ironclad Contract object. Verify the field type in Salesforce matches that in Ironclad.
Review the fields in Recommended Fields for Record Sync.
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| 12 | Salesforce | [Optional] Add lookup relationships to the Ironclad Contract object for Salesforce objects. You only need to do this if you’re using Record Sync. |
Add lookup relationships to the Ironclad Contract object.
Refer to Use Salesforce Record Sync.
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| 13 | Ironclad - Company Settings | Set up field mapping for Record Sync (i.e., writing back executed PDF or relevant metadata from Ironclad to Salesforce). |
NOTE
When using the Lookup Relationship fields from the Ironclad Contract object to objects such as the Account or Opportunity, we recommend “Search for an existing Salesforce Record” as the method and “Match based on Salesforce ID or URL property?” using the same Short Response field from Workflow Launch.
Refer to Use Salesforce Record Sync.
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| 14 | Salesforce | Test Workflow Sync and Workflow Launch by launching a workflow. | Launch a workflow using the component in Salesforce (or using the Pull from Salesforce from the Launch Form in Ironclad). Make sure that the data being pulled from Salesforce is populating correctly in the Launch Form. After submitting the workflow, confirm that an Ironclad Workflow object was created in Salesforce. |
| 15 | Salesforce | Test Record Sync by archiving a workflow. | After the Archive step is completed in a workflow, ensure an Ironclad Contract object is created in Salesforce. If pushing the executed PDF or metadata, confirm all data and documents are on the Ironclad Contract object. |
| 16 | Ironclad - Company Settings | Assign permissions in Ironclad. For all Groups that will need to use the workflow, update their “Starting Workflow” permissions to include the workflow. |
Refer to the Group Permissions Overview.
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Congratulations, you are now ready to use Ironclad’s integration for Salesforce!