This topic will walk you through the recommended fields for record sync. This applies to all managed package versions.
Note: This topic applies to all managed package versions.
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Workflow ID
The unique identifier for each workflow.
Field in Salesforce
Configuration in Record Sync
Record ID
The unique identifier for each record in the Ironclad Repository.
Field in Salesforce
Configuration in Record Sync
Record URL
A link to the record in the Ironclad Repository.
Field in Salesforce
Configuration in Record Sync
Termination Date
The date a contract ends. If your workflow does not capture the termination date on the launch form, consider adding a record property one of two ways:
- In the Archive tab.
- In the Formula field in Workflow Designer. For example, RelativeDate ([agreementDate], 3, "years".
This setup must be applied to any metadata field from the record that you need to push back to Salesforce. Ensure the field type in Salesforce matches that from Ironclad.
Field in Salesforce
Configuration in Record Sync
Contract Value
The total contract value. This field might be unnecessary if the contract value is pulled from Salesforce via workflow launch and is not changed in Ironclad. If, however, the total contract value is captured or calculated in Ironclad, we recommend you push that value back to Salesforce.
Field in Salesforce
Configuration in Record Sync
Opportunity (Lookup Relationship)
A lookup relationship from the Ironclad Contract object to the Opportunity object.
Depending on the launch source object used in the workflow launch and your Salesforce schema, you might need to include additional Lookup Relationship fields on the Ironclad Contract object to other objects such as the Quote, Case, or Contract. For any object that you want to create a lookup relationship to from the Ironclad contract, create a Short Response field in the workflow and pull the Record ID for that object in workflow launch, similar to the Salesforce Opportunity ID below.
When mapping from the Ironclad Contract object to Opportunity, Account, Quote, etc., we recommend using Search for an existing Salesforce Record as the method and Match based on Salesforce ID or URL property? as the Short Response field from workflow launch, such as Salesforce Opportunity ID.
Field in Salesforce
Configuration in Workflow Launch
Configuration in Record Sync