This article is intended for users with version 2.13+ of the Ironclad Managed Package. The information may not be accurate for previous versions.
If you run into an issue that is not mentioned in this topic, or are having difficulties implementing the suggested fixes, reach out to the Ironclad Support team.
If you want to learn more about troubleshooting Salesforce integration errors, check out Ironclad Salesforce Integration Errors.
Enable Feature Flag
For legacy integration customers (managed package version 2.1 or below): If you are having problems syncing data to the new lookup fields on your Ironclad Workflow Object, please reach out to the Ironclad support team to double check that your account has been enabled for access to the new Salesforce integration features.
These features are enabled by default for all new customers beginning November 2021 so no further action should be necessary.
Remove Salesforce Process Builder Processes
- If you are using a managed package version number 2.4 or higher and you have previously used this article to set up a related list using Process Builder, remove the process that you created. To do this:
- In Salesforce, navigate to Setup > Process Builder. Delete the process that you create
Embedded Workflow Launch in Salesforce
When a user starts the embedded workflow launch experience, the launch form opens in another Salesforce tab that is separate from the Salesforce object you launched from. This tab uses an HTML iFrame to display the launch form. Your browser settings must have cookies enabled so that the iFrame can load correctly.
After the launch form request is submitted, you see the launch form refresh and display a confirmation message that your request has been received. This happens in the SAME tab as your launch form. When you click the link, a new browser tab is opened that directs you to Ironclad where can monitor the status of the workflow.
Once the workflow is successfully launched, the Salesforce window redirects you from the launch form tab to a new Salesforce tab that shows the Ironclad workflow object that was just created for the new workflow. The previous tab continues to show the initiated request page and both tabs remain open until you manually close them.
Fix a Blank Browser Tab After a Refresh
“I refreshed my browser tab and the launch form is now blank. What happened?” The iFrame for the launch form cannot track the session’s content. This means that when you refresh the iFrame resets to its base state. In this case, that is a blank launch form. Your workflow is unaffected, and you can still view it in Ironclad and Salesforce:
- To view your workflow in Salesforce, click on the App Launcher indicated by a grid of dots. Search for Ironclad Workflows, and then click on Ironclad Workflows.
- To view your workflow in Ironclad, click the Dashboard tab and click on your workflow.
If you had not finished submitting your launch form before the refresh, return to the source object and start a new launch form from the launch component to restore values for the automatically populated fields.
Set Up an SSO Redirect
Users working in Salesforce who aren’t logged into Ironclad (for example, they just had an account provisioned or was automatically logged out) may attempt to launch workflows from the Launch Component Button, which will send them to the standard Ironclad login page. In order to be redirected to the SSO login page, you need to append a modifier to the end of each Launch URL.
Before setting up SSO redirect, we suggest completing all of the steps in the Salesforce Setup Guide and verifying that a workflow can be successfully launched in Google Chrome by a user who is already logged in to Ironclad from a separate tab. This will make it easier to identify the source of any issues.
- In Ironclad, click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Users > SSO Sign-In Methods. Copy your SSO Identifier. This is the string of letters and numbers at the end of the SSO Sign-n Method URL.
- In Salesforce, click on the App Launcher indicated by a grid of dots. Search for "Ironclad Workflows", and then click on Ironclad Workflows. Click on the Ironclad workflow configuration or custom button you want to edit.
- At the end of your URL, add "&saml={{your_SSO_identifier}}". This process is the same for workflow configurations and custom buttons.
- Repeat this process for each workflow that is launched from Salesforce. The modifier and location is the same for all of the URLs.
Okta Interferes with Embedded Launch
If you see the error message below, Okta is preventing Ironclad from displaying the iFrame needed for embedded launch forms. If you have any questions regarding this error, reach out to the Okta team before contacting Ironclad Support.
- In the Okta Admin Console, navigate to Settings > Customization > IFrame Embedding.
- Click Edit, and then enable Allow iFrame Embedding.