This article 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.
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. This article must be customized to fit your specific use case. While we demonstrate the lookup relationship using the Account and Contact fields, you must complete these steps for the fields that are relevant to your instance.
NOTE
We highly recommend keeping track of the lookup fields you configure. This can be useful if you ever need help troubleshooting your configuration in the future.
We highly recommend keeping track of the lookup fields you configure. This can be useful if you ever need help troubleshooting your configuration in the future.
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.
- Click Setup indicated by a gear icon in the top right corner, and then click Object Manager. Click the Ironclad Workflow object.
- In the left panel, click Fields & Relationships, and then click New.
- For the Data Type, select Lookup Relationship and click Next.
- 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.
- Enter a Field Label and Field Name.
- In the Child Relationship Name field, enter Ironclad_Workflows. Verify the Clear the value of this field checkbox is selected. Click Next.
- Configure the Field-Level Security for Profile according to your company’s preferences. Click Next.
- Add the field to your page layouts according to your company’s needs. Click Next.
- In the Related List Label field, enter Ironclad Workflows. Add custom related lists.
- 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 the Ironclad Workflow Page Layout
- Click Setup indicated by a gear icon in the top right corner, and then click Object Manager. Click the Ironclad Workflow object.
- In the left panel, click Page Layouts, and then click Ironclad Workflow Layout.
- Drag the Contact lookup field 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.
- 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 the 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.
- Click Setup indicated by a gear icon in the top right corner, and then click Object Manager. Click the Contact object.
- In the left panel, click Page Layouts, and then click Contact Layout.
- 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.
- Click the wrench icon above the Ironclad Workflows related list.
- From the Available Fields list, add Ironclad Workflow Name, Workflow ID, Workflow Link, and Workflow Status to the list of Selected Fields. Click OK.
- Click Save.