Configure Salesforce Lookup Relationship

This topic will walk you through how to add a new lookup relationship from the Ironclad Workflow object to your Salesforce Source objects. This will allows users to see all related workflows directly from the source object.

Note: This article is intended for users setting up the Ironclad Salesforce Integration for the first time or for those doing a fresh install of the Ironclad Managed Package.

• If you are looking for documentation on package versions 2.1 and below, refer to Salesforce Integration Overview (Legacy).
• If you want to upgrade from a version below 2.2 to a version above 2.16, refer to Upgrade the Ironclad Salesforce Integration.
• If you installed an early-access package (between version 2.4 and 2.12) and are now switching to the official release package (2.16+), refer to Upgrade Early Access Package to Official Release.

Add a Lookup Field in Salesforce

This steps below walk you through how to add a new lookup relationship from the Ironclad Workflow object to your Salesforce Source objects. This allows users to see all related workflows directly from the source object.  This instructions below use the Contact object to represent the source object, but you may follow these steps using any source object.

1. Click Setup indicated by a gear icon in the top right corner, and then click Object Manager. Click the Ironclad Workflow object.
2. In the left panel, click Fields & Relationships, and then click New.
3. For the Data Type, select Lookup Relationship and click Next.
4. In the Related To dropdown, select the object type you want relate to. In this example, we are using the Contact object, so we select Contact. Click Next.
5. Enter a Field Label and Field Name.
6. In the Child Relationship Name field, enter Ironclad_Workflows. Verify the Clear the value of this field checkbox is selected. Click Next.
7. Configure the Field-Level Security for Profile according to your company’s preferences. Click Next.
8. Add the field to your page layouts according to your company’s needs. Click Next.
9. In the Related List Label field, enter Ironclad Workflows. Add custom related lists.
10. Click Save. Repeat the steps above for every Salesforce object you have a workflow configured for.

Update Salesforce Page Layouts

You must add the new fields to the page layouts for the Ironclad Workflow object and the Salesforce Source objects. Repeat this step for every Salesforce object that you have configured workflows for.

Update Ironclad Workflow Page Layout

1. Click Setup indicated by a gear icon in the top right corner, and then click Object Manager. Click the Ironclad Workflow object.
2. In the left panel, click Page Layouts, and then click Ironclad Workflow Layout.
3. Drag the Account and Contact lookup fields into the page layout (and any other objects you want to configure). This may have been done automatically for you after creating the lookup relationship, in which case all you have to do is double-check that the correct fields appear.
4. Drag the Workflow Status field to the page layout, and then click Save. This may have been done automatically for you after creating the lookup relationship, in which case all you have to do is double-check that the correct fields appear.

Update Source Object Page Layout

You must add the Ironclad Workflows Related List to the Source Object Page Layout.  This allows users to see all related workflows directly from the source object.  The instructions below use the Contact object to represent the source object, but you may follow these steps using any source object.

1. Click Setup indicated by a gear icon in the top right corner, and then click Object Manager. Click the Contact object.
2. In the left panel, click Page Layouts, and then click Contact Layout.
3. Click the Related Lists tab, and then drag the Ironclad Workflows related list onto the page layout. we recommend adding it to the top of the list for easy access. This may have been done automatically for you after creating the lookup relationship, in which case all you have to do is double-check that the correct list appears and reorder the lists as needed.
4. Click the wrench icon above the Ironclad Workflows related list.
5. From the Available Fields list, add Ironclad Workflow Name, Workflow ID, Workflow Link, and Workflow Status to the list of Selected Fields. Click OK.
6. Click Save.