Launch Workflows from Salesforce

Which Launch Configuration Should I Use?

There are three ways to launch an Ironclad workflow that syncs with Salesforce data:

1. Pull from Salesforce Button on Ironclad: When you click the Pull from Salesforce button, you can search objects in Salesforce and automatically fill in the workflow form with values from the Salesforce object you select based on the configuration you created.
2. Custom Salesforce Button: Add a custom button to Salesforce pages to automatically launch an Ironclad workflow from a Salesforce page.
3. Ironclad Workflows Component in Salesforce:  Launch a new workflow from within your Salesforce window. You can also see all available workflows from one component.

Benefits and Considerations

Configure Your Workflow to Launch from Salesforce

Required Permissions: Ironclad Admin OR Integrations Permissions

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

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Configure Salesforce > Workflow Sync.
2. Click Add Workflow Configuration and select a workflow.
3. Verify that Workflow Sync is selected.
4. Select the Salesforce object you want to pull data into your workflow from. For example, a NDA is most likely an Account object.
5. Click Add Launch Configuration.
6. 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)

   *boolean in Ironclad is a yes/no question.
   **boolean in Salesforce is a checkbox field. 
   ***If the monetary amount is a derived field, such as a Total from adding up line items, we do NOT recommend setting this as bi-directional as they sync will show successful but Salesforce will not update the derived amount. To learn more, refer to Salesforce.
   
   

   NOTE

   If a mapped value between Salesforce and Ironclad is updated in Salesforce to be a null value, Ironclad’s property will also be updated to null. However, if this is a required field on the launch form in Ironclad, the value cannot be updated to null in Ironclad and will result in an error on the workflow.

7. 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. In the screenshot below, we select the linked Account object to pre-populate Ironclad's Counterparty Name with an Account Name.

8. In the Sync Direction dropdown, indicate how you want the data attributes to sync. There are two options:

   • Sync from Salesforce: Any changes made to the attribute in Salesforce will be reflected in Ironclad.
   • Sync Bi-Directionally: Changes made to the attribute will be reflected in Ironclad and Salesforce.

   

   The following field types are supported for two-way sync. If the Sync Direction box is grayed out, that indicates that the field type is not supported:

   • String
   • Date
   • Email
   • Address
   • Monetary Amount
   • Number
   • Boolean
   • Custom Fields
   • Picklist
   • Linked Objects (Linked objects are identified by the chain icon on the Salesforce configuration mapping.)
9. Click Save. Ironclad generates a unique link and a Pull from Salesforce button on the workflow launch form in Ironclad. Users are prompted to link their Salesforce account before they use this feature for the first time.
   NOTE
   If the Pull from Salesforce button does not display, verify that you have completed the steps in Get Started with the Ironclad Salesforce Integration.
   
10. When you click the Pull from Salesforce button, you can search objects in Salesforce and automatically fill in the workflow form with values from the Salesforce object you select based on the configuration you created.
11. Repeat these steps for each workflow you want to connect.

Configure Custom Buttons/Links in Salesforce

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

Copy Launch URL

1. Click on your profile icon 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.

Append SSO Launch URL

Sometimes, users in Salesforce aren’t logged into Ironclad while they work due to their account being recently provisioned or being automatically logged out. If they attempt to launch workflows from the launch component or button, they are sent to the standard Ironclad login page. In order to be redirected to the SSO login page, you must append a modifier to the end of the launch URL. Do this for both traditional and auto-submit URLs.
If you have any issues, refer to Salesforce Integration FAQ and Troubleshooting Guide.

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Users & Groups > Users > SSO Sign-In Methods.
2. Append "&saml={{your_SSO_identifier}}" to the end of your chosen launch URL, as shown in the example below. Use the modified URL when setting up your custom buttons or Ironclad workflow configurations.
3. Repeat this process for each workflow that is launched from Salesforce. The modifier and location is the same for all URLs.

Create a Custom Button

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.
   SALESFORCE CLASSIC
   If you are using Salesforce Classic, 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. 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.
   SALESFORCE CLASSIC
   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. Click Edit next to the layout you want to add the button to.
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.

Configure Embedded Workflow Launch in Salesforce

1. After you map the fields for your workflow and click Save, copy the launch URL 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.
2. In Salesforce, click the App Launcher icon indicated by a grid of stacked dots.
3. Search for and click Ironclad Workflow Configurations. Click New.
4. Enter the following information:
   1. In the Ironclad Configuration Name field, enter a name for the workflow configuration.
   2. In the Source Object field, enter the API name for the source object. To find this, go to Settings > Object Manager and select your source object. Enter the name exactly as it appears here. For example, if the Object Manager says Contact, make sure you enter Contact, not Contacts.
   3. In the URL field, enter the launch URL you copied in the first step.
5. Verify the URL and Source Object fields are correct.
6. In the Salesforce Sales app, click the object tab you want to launch from. In this example, we click Contacts. Click New.
7. Fill in the required fields, and then click Save.
8. Click Setup indicated by a gear icon in the top right corner. Click Edit Page.
9. Drag the Ironclad Workflows component to the right panel of the page. Click Save.
10. If the activation modal does not immediately appear after you click Save, click Activation to activate the page based on your organization’s needs.
11. Activate the page as Org Default or App Default depending on your organization’s needs. We recommend that you activate this Lightning page for both Sales and Sales Console apps. Click Close.
12. Repeat these steps for each workflow you want to launch using Salesforce data.

Documents from Notes & Attachments vs Files

If you manually upload documents to Notes & Attachments through Salesforce Lightning, use the Files configuration for Workflow Sync. This is because of a Salesforce feature that classifies uploaded documents in Salesforce Lightning as Files, rather than as Notes & Attachments. For questions about matching the Ironclad Workflow Attributes schema to your Salesforce fields, reach out to Support.

Documents from Notes & Attachments and Files use different mappings. Refer to the screenshots below:

Notes & Attachments
Files

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, submit a request with our Support Team.