Types of Salesforce Accounts

 

There are two types of Salesforce accounts: service accounts and individual user accounts. Both account types must be connected between Ironclad and Salesforce, but they serve different purposes. After you install the Ironclad Managed Package, you must connect these accounts to Ironclad. For more information on how to set up the integration, refer to Get Started with the Ironclad Salesforce Integration.

 

Individual users, such as Jane.Doe@yourcompany.com, are business users who log in to both Ironclad and Salesforce. Each user must connect their own Salesforce account to their Ironclad account to be able to use Workflow Launch. This means that Ironclad can respect the user’s Salesforce access permissions, such as only launch contracts for the Opportunity objects they are allowed to access. For example, Pull from Salesforce in a new Ironclad workflow launch form fails if the user does not have permission to see that Salesforce object’s data. You can manage connections to individual Salesforce accounts from the Personal Profile page in Ironclad.

 

Your service Salesforce account is connected to manage the overall Ironclad integration, especially for automated updates done by the integration, such as create/write to the Ironclad Workflow object for Workflow Sync and create/write/read/edit to the Ironclad Contract object for Record Sync. You can manage the connection to your service Salesforce account from the Company Settings page in Ironclad. This page is only visible to Ironclad admins.