Summary
This article provides details about the Open in Salesforce button that may appear in workflow activity notifications when using the Ironclad Salesforce integration.
Use Case
At Classics Inc., a sales rep is looped into a Salesforce-integrated workflow when Legal asks for a quick review on a customer amendment, and instead of leaving their usual system to track down the contract in Ironclad, they can use the Open in Salesforce button directly from the workflow activity notification email to jump to the related active workflow or executed contract in Salesforce. This helps the rep stay aligned on contract progress, respond faster to review requests, comments, @mentions, and reminders, and keep the deal moving without switching tools or needing to work in Ironclad directly.
Prerequisites
| Features | Workflow Activity Notifications |
| Permissions |
Workflow activity notifications are available to users who have access to a workflow as participants, through workflow access permissions, or by being @mentioned, which grants them access to that single workflow. The Open in Salesforce button opens a link in Salesforce. You'll need a Salesforce license to access the workflow or contract. |
Open Workflows and Executed Contracts in Salesforce
Ironclad system-generated email notifications for Salesforce-integrated workflows may provide an Open in Salesforce button that directs Sales users to Salesforce instead of Ironclad. Clicking this button allows users to view active workflows or executed contracts in Salesforce instead of Ironclad.
The Open in Salesforce button opens a link in Salesforce. You'll need a Salesforce license to access the workflow or contract.
The Open in Salesforce button is supported in email notifications for:
- Reviewing notifications
- Adding participants to workflows
- Pausing workflows
- Resuming workflows
- Adding comments
- @mentions
- Reminders
The Open in Salesforce button is not yet supported in email notifications for:
- Slack
- Microsoft Teams
- Archive
- Bulk reassignments from the Dashboard
- Setting OOO status emails to delegates
- Importing records
- Workflow creation
- Signatures
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