Embed a Workflow Launch in Salesforce

This topic will show you how to embed a workflow launch in Salesforce.

This article is intended for users with Ironclad Managed Package Version 3.0 or higher. The content may not be accurate for lower version numbers.

Ironclad offers several ways to utilize Salesforce data in a workflow launch form. This article will focus on configuring one specific launch method, the embedded workflow launch.

If you have multiple workflows that you would like to launch with Salesforce data, you should repeat the steps below for each workflow.

Verify Workflow Sync is Enabled

1. In Ironclad, click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Salesforce > Workflow Sync.
2. Verify the Enable Sync to the Ironclad Workflow Object box is selected.

Map Workflows in Ironclad

1. In Ironclad, click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Salesforce > Workflow Sync.
2. Click Add Workflow Configuration and select a workflow.
3. Select the Salesforce object you'd like to pull data from into your Ironclad workflow. For example, for an NDA, you would select an Account object.
4. Click Add Launch Configuration.
5. 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 Field Type	Salesforce Field
   boolean	boolean
   date	date, datetime
   email	email
   number	double, int, percent
   string	id, string, textarea, URL, phone, email, picklist
   address	address
   monetary_amount	currency

   1. Tip: If your mappings are not displaying correctly or are missing, hard refresh your browser. If you are using a Mac, hold down command + shift + R on your keyboard. If you are using a PC, hold down ctrl + shift + R on your keyboard. 
6. 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.

    

7. 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.

    

8. 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.

    

9. Repeat these steps for each workflow you want to connect.

Configure Embedded Workflow Launch in Salesforce

In this section, you will take the following steps in Salesforce to finish setting up workflow launch:

• Configure Embedded Workflow Launch in Salesforce
• Create lookup fields
• Update the page layouts

1. Copy the Salesforce Custom URL after you save your mapped workflow fields. You can also use the Autosubmit URL if all of your launch form fields will be imported from Salesforce data.

    

2. Click the App Launcher icon indicated by a grid of dots, and then search for and click Ironclad Workflow Configurations.
3. Click New.
4. Enter in an Ironclad Configuration Name.
5. In the Source Object field, paste the source object’s API Name. To find this, go to Settings > Object Manager, and then select your source object and paste it in the Source Object field. Use the format of the name exactly as it appears. For example, if the Object Manager says "Contact", make sure you don’t accidentally say "Contacts" instead.
6. Paste in the Salesforce Custom URL into the URL field.
7. Verify that the Source Object and URL fields are entered correctly. Click Save.
8. In the Sales app, click the Contacts tab, or the tab for whichever object you would like to launch from.
9. Click New, and then fill in the required fields. Click Save.
10. Click Setup indicated by a gear icon in the top right, and then click Edit Page.
11. Drag the Ironclad Workflows Component to the right panel on the page.

     

12. If you want rename the button, enter a new value in the Label field.
13. Click Save.
14. Click Activation to activate the page based on your organization’s needs. We recommend that you activate this lightning page for both Sales and Sales Console apps.
15. Repeat these steps for each workflow that you want to launch using Salesforce data.

Review Configure Additional Salesforce & Ironclad Workflow Permissions and Guidance (Versions 2.30+ and above) to learn to more about how to configure additional settings for this.