Create an Automated Sync Based on Opportunity Stage Change

This article will walk you through how to automate the sync of Salesforce details to Ironclad when an opportunity stage is updated.

In this guide we will walk you through how to automate the sync of Salesforce details to Ironclad when an opportunity stage is updated.  This Flow is triggered when an opportunity is moved to “Closed Won” and triggers a sync of all mapped fields back to Ironclad. These Flows trigger updates to all active Ironclad Workflows associated with the target Salesforce object. You should consider additional checks relevant to your business process, such as ensuring there is an active Ironclad Workflow. These are not covered in this topic.

This article also assumes that you are using Salesforce CPQ in a standard, out-of-the-box configuration.  If you are using an alternate CPQ package in Salesforce, or you have customized your CPQ setup in significant ways, you will need to adjust the object and field details here to suit your configuration.

Create the Automated Sync Flow

Our Salesforce Flow is triggered by updates to the opportunity stage, specifically if the opportunity is moved to “Closed Won”. The Ironclad Sync action updates all fields mapped back to the Ironclad workflow.

1. In Salesforce, create a record-triggered Flow.
2. Configure the Start to be triggered on the opportunity object when “A record is created or updated”. Set an Entry Condition such that “StageName Equals Closed Won”. Note that setting “When to Run the Flow for Updated Records” as “Every time a record is updated and meets the condition requirements” triggers the flow any time the opportunity is updated while in the “Closed Won” stage.
3. Add the Ironclad Sync action as the first action after Start. Configure the action to reference the Opportunity ID.
4. Save and activate the flow. When a user moves an opportunity to Closed/Won, a sync of the mapped Salesforce fields back to the Ironclad Workflow related to the opportunity is automatically triggered.