This article contains a detailed log of each Salesforce Integration release from version 2.30 and on.
NOTE
We highly recommend upgrading to the most recent Ironclad Managed Package Version.
Before you upgrade, you must:
- Contact your Ironclad support representative to request that your account is enabled for access to the new Salesforce integration features.
- If 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 created.
To learn more about upgrading, refer to Upgrade Your Salesforce Integration.
Version 3.32
The features below were initially released as part of Version 3.30.
Respect Sequential Approvals in Salesforce
If sequential approvers are configured in Ironclad, the Next Steps module will now reflect the approval order. Approvers can only approve the workflow when it’s their turn.
When it’s time for approval, the approver will receive an email with options to approve via email by clicking Reply to Approve, or they can click Open Contract to review and approve the contract directly in Salesforce.
In the Next Steps module, the following statuses may appear for each approver:
- Pending: It’s not yet the user’s turn to approve. They will receive an email notification when it is.
- Requested: Approval has been requested via email.
- Approved: The user has approved the contract.
If the workflow is paused, all approvals will be reset when it is resumed.
For more information on sequential approvers in Salesforce, refer to Complete Ironclad Approvals in Salesforce.
Cancel, Pause, and Resume Workflows in Salesforce
You can now track and manage your workflow directly within Salesforce using the Ironclad Next Steps component on the Ironclad workflow object. To pause, cancel, or resume a workflow, click the down arrow next to View in Ironclad. From there, you can select Pause Workflow, Cancel Workflow, or Resume Workflow, depending on the current stage of the workflow.
To learn more, refer to Cancel, Pause, and Resume Workflows in Salesforce.
Configure User Languages in Salesforce
You can now enable translations in Salesforce. This functionality allows you to manually add translations for Ironclad components in various languages. Users can then change their language settings and the Ironclad components in their workflows will display your provided translations.
When translations are first enabled and custom labels are manually translated, multi-language users may not immediately see the translation changes. This is because of how Salesforce loads translations and their priority against loading from cached data. In order to ensure you can see the translations, you will need to clear your browser cache and perform a hard reload on the page.
To learn more, refer to Configure User Languages in Salesforce.
Record Sync Errors Displayed on Integrations Error Page
The Ironclad Errors page now displays Ironclad record sync errors in addition to all other integration errors. You can filter errors by type, ID, source, date range, severity, and status. For each error, you can view additional information (when available) and dismiss it if you determine no action is required. You can also subscribe to email notifications for key errors related to integration, user management, and bulk actions.
To learn more, refer to Troubleshoot Ironclad Integration Errors.
Minor Bug Fixes
We resolved minor bug fixes including:
- Insufficient Read access error -- Updated permission set
- Email tab refreshing back to Chat tab
- Overriding the domain/instance text in System Connections with Custom Label language translations
- Upon clicking Launch Workflow, the sub tab now uses the launch_ironclad_workflow Custom
- Label when there is a language override
Version 3.0
If you were previously using package version 2.30+ and added an access token, please re-enter your access token after upgrading to package version 3.0+. Follow the instructions in Modifying an Existing Access Token in Salesforce.
This update includes several new features to enhance negotiation and collaboration capabilities in Salesforce:
- upload new document versions (redlines), including fully signed signature packets
- full access to Ironclad’s powerful document viewer, including version comparison, document labels, DOCX and PDF downloads
- view and respond to workflow comments
- add workflow participants using @mentions
- share documents with counterparties
- enhanced admin tracking and controls
We’ve also updated our Salesforce permissions model to include new custom permissions, which enable you to have granular Salesforce controls that customize the integration to your exact business processes.
To learn more about the improved permission model, refer to Manage Salesforce Permissions (Version 3.0 and Above).
To learn how to configure the new features, refer to Set Up The Ironclad Messages Lightning Component and Set Up The Ironclad Documents Lightning Component.
If you are using the Salesforce Initiated Data Refresh and Sync features (see Version 2.30+ below), we strongly encourage you to implement Salesforce API usage notifications to monitor your API call consumption. Please reach out to your Salesforce account team with any questions related to these notifications:
Version 2.30
Ironclad Approvals Module:
Salesforce Initiated Data Refresh and Sync:
- Refresh Mapped Data in an Ironclad Workflow Overview
- Add the Flow Action to Your Salesforce Flow
- Manually Refresh Salesforce-Mapped Data in an Ironclad Workflow
- Create an Automated Sync Based on CPQ Quote Update
- Create an Automated Sync Based on Opportunity Stage Change
Expanded Permissions and User Guidance for Embedded Workflow Launch:
For reference, please also see the main articles on workflow launch: