This topic provides a checklist for setting up the Ironclad Managed Packaged for Salesforce.
Note: This article is intended for users setting up the Ironclad Salesforce Integration for the first time or for those doing a fresh install of the Ironclad Managed Package.
- If you are looking for documentation on package versions 2.1 and below, refer to Salesforce Integration Overview (Legacy).
- 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.
Connect an Ironclad Workflow with Salesforce
We recommend checking out the Ironclad Academy course for videos on how to set up the integration, as well as tips and best practices.
Refer to the Salesforce Integration FAQ and Troubleshooting Guide for help with the most common errors. Reach out to firstname.lastname@example.org if you have any questions.
This table below provides a step-by-step guide on how to connect a workflow to Salesforce.
|Step||Location||Summary of Action Item||Resource and Notes|
|1||Ironclad - Workflow Designer||Add “Short Response” fields for Account ID and any other relevant object ID.||Ensure the Workflow Launch Form includes fields for relevant Salesforce Record IDs (e.g., Opportunity ID or Quote ID), which will be used for Record Sync.
See ‘Getting Started - Preparing your Ironclad Workflow’ in Use Salesforce Record Sync
|2||Ironclad - Workflow Designer||Publish your workflow.||If migrating a workflow from Demo/Preview, ensure that Groups are created and mapped to the necessary Roles in the Workflow. By default, published workflows are only available to Administrators unless a Group already has “All Workflows (Current and Future)” for its Workflow Launch permissions.
|3||Salesforce||Ensure Salesforce account that will serve as the integration user connecting the Salesforce and Ironclad instances has necessary API and object creation permissions in Salesforce.||See ‘Account Requirements’ and ‘Understanding Accounts’ in the Salesforce Integration Overview|
|4||Salesforce||Install the Ironclad managed package.||Refer to the Salesforce Integration Overview.|
|5||Ironclad - Company Settings||Link Salesforce instance to Ironclad instance using the integration user account||Refer to the Salesforce Integration Overview.|
|6||Salesforce||Configure Workflow Status Path component.||Refer to Configure Workflow Status Path Component.|
|7||Salesforce||Configure the lookup relationship between the source object and the Ironclad workflow.||Refer to Configure Salesforce Lookup Relationship.|
|8||Ironclad - Company Settings||Configure Workflow Sync.||Refer to Enable Salesforce Workflow Sync.|
|9||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.||Refer to Launch Workflows from Salesforce.|
|10||Salesforce||[Optional, only if using record sync] Add fields to Ironclad Contract object.||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.
Refer to Recommended Fields for Record Sync.
|11||Salesforce||[Optional, only if using record sync] Add lookup relationships to Ironclad Contract object for Salesforce objects||Add lookup relationships to the Ironclad Contract object.
Refer to Use Salesforce Record Sync.
|12||Ironclad - Company Settings||Set up field mapping for Record sync (i.e., writing back executed PDF or relevant metadata from Ironclad to Salesforce).||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.
|13||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.|
|14||Salesforce||Test Record Sync by archiving a workflow.||After the Archive step is completed, 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.|
|15||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.|
Congratulations, you are now ready to use Ironclad’s integration for Salesforce!