This article will provide you with an overview of Ironclad’s Salesforce integration. 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.
Do you prefer learning in video format? Check out Ironclad's Academy course for a walkthrough of the Ironclad Salesforce Integration and the features it has to offer.
Ironclad Salesforce Integration Features
Ironclad's Salesforce Integration consists of three features:
- Workflow Launch allows an Ironclad user to create a contract by filling Ironclad launch forms with data pulled from Salesforce, either to launch a workflow or update it if information in Salesforce changes. Workflow Launch can also be leveraged by building a button in Salesforce to redirect users to Ironclad with the launch form pre-filled. Workflow Launch can pull from standard or custom objects.
- Workflow Sync provides visibility into the progress of a workflow in Ironclad directly in Salesforce using the Ironclad Workflow object. Workflow Sync requires the installation of the Ironclad Managed Package.
- Record Sync pushes completed contracts from Ironclad (including the associated metadata and, if desired, the signed PDF) to a Contract object in Salesforce. If applicable, Record Sync can also update existing Salesforce objects, such as fields on an Opportunity, or create new Salesforce objects, such as a new Contact with the signer's name, title, and email.
NOTE
Version 2.1 and below of our Salesforce integration are fully compatible with both Salesforce Classic and Salesforce Lightning. Versions 2.4 and above are fully compatible with Salesforce Lightning and have limited feature availability with Salesforce Classic. We strongly recommend using Salesforce Lightning.
Authentication Method
Ironclad uses OAuth authentication when integrating with Salesforce. The service account is used to connect the two instances and create/write/read/edit objects in Salesforce. An individual’s account is used to read from the objects they have access to in Salesforce. Because Ironclad authenticates with OAuth, you can revoke access from Ironclad whenever necessary.
Data Transfer Methodology
Ironclad sends data directly between servers via the Salesforce API, rather than having the browsers communicate across domains. The only data that is transferred across domains in the browser are Salesforce Object IDs. When you have an Ironclad launch button in Salesforce, it is a URL that contains the Salesforce Object ID (the launch target). Ironclad takes that Object ID and asks Salesforce for the relevant fields via the API using server-to-server communication.