Ironclad’s Salesforce Integration Introduction

Ironclad’s Salesforce Integration Introduction

Learn the key characteristics, benefits, and planning needs of Ironclad’s Salesforce integration and how it can provide value to your organization.

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About this course

When you complete this course, you will be able to:

    • Explain how the Ironclad + Salesforce integration benefits your organization by supporting contract launch, approval, and tracking within Salesforce
    • Describe the lifecycle of an Ironclad workflow launched through the Salesforce integration from the end-user perspective
    • Describe the features that characterize the Salesforce integration and where they are managed
    • Identify key considerations and planning needs for implementing the Salesforce Integration, including workflow design and coordination with your Salesforce Admin

Time Commitment: 35 Minutes

Audience: Ironclad Admins

Suggested prerequisites: Workflow Design Prep & Optimization, Build Ironclad Workflows 

 

Do your sales and business users prefer to launch, track, and search for contracts, without leaving their system of choice? 

With Ironclad’s Salesforce integration, users can conduct contract-related actions, including workflow launch, approvals, draft document management, and more, all without leaving Salesforce. Relevant Salesforce data automatically populates workflow launch forms, saving users time and ensuring data accuracy. Users can track the status of a workflow in real-time with the integration’s automated sync and take necessary actions to move the workflow forward, all of which is also reflected on the workflow in Ironclad. Once a workflow is completed and archived, contract records and relevant metadata sync back to Salesforce for your users to access and even use in Salesforce reports. 

This course is designed to provide you insight into all of the integration’s functionality, tips for building workflow configurations that will be used with the integration, and recommendations for how to coordinate with your Salesforce Admin to map Ironclad workflow fields and Salesforce fields. 

 

 

If you are looking for technical configuration guidance for how to implement your Salesforce integration, refer to Configure Ironclad’s Salesforce Integration in Ironclad Academy. 

 

This course was last updated on 09/29/2023

 

Curriculum35 minutes

  • Salesforce Integration Overview
  • Salesforce Integration Introduction
  • Contract Lifecycle with the Salesforce Integration
  • Workflow Steps and Salesforce Touchpoints
  • Ironclad and Salesforce Admin Collaboration
  • Admin Roles and Responsibilities
  • Salesforce Terminology with Ironclad Workflows
  • Ironclad and Salesforce Fields: Mapping Exercises
  • Workflow Design and Build Considerations
  • Considerations by Workflow Configuration Step
  • Integration Settings in Ironclad
  • Workflow Launch and Sync Settings
  • Record Sync Settings
  • Wrapping it Up
  • Course Feedback
  • What's Next

About this course

When you complete this course, you will be able to:

    • Explain how the Ironclad + Salesforce integration benefits your organization by supporting contract launch, approval, and tracking within Salesforce
    • Describe the lifecycle of an Ironclad workflow launched through the Salesforce integration from the end-user perspective
    • Describe the features that characterize the Salesforce integration and where they are managed
    • Identify key considerations and planning needs for implementing the Salesforce Integration, including workflow design and coordination with your Salesforce Admin

Time Commitment: 35 Minutes

Audience: Ironclad Admins

Suggested prerequisites: Workflow Design Prep & Optimization, Build Ironclad Workflows 

 

Do your sales and business users prefer to launch, track, and search for contracts, without leaving their system of choice? 

With Ironclad’s Salesforce integration, users can conduct contract-related actions, including workflow launch, approvals, draft document management, and more, all without leaving Salesforce. Relevant Salesforce data automatically populates workflow launch forms, saving users time and ensuring data accuracy. Users can track the status of a workflow in real-time with the integration’s automated sync and take necessary actions to move the workflow forward, all of which is also reflected on the workflow in Ironclad. Once a workflow is completed and archived, contract records and relevant metadata sync back to Salesforce for your users to access and even use in Salesforce reports. 

This course is designed to provide you insight into all of the integration’s functionality, tips for building workflow configurations that will be used with the integration, and recommendations for how to coordinate with your Salesforce Admin to map Ironclad workflow fields and Salesforce fields. 

 

 

If you are looking for technical configuration guidance for how to implement your Salesforce integration, refer to Configure Ironclad’s Salesforce Integration in Ironclad Academy. 

 

This course was last updated on 09/29/2023

 

Curriculum35 minutes

  • Salesforce Integration Overview
  • Salesforce Integration Introduction
  • Contract Lifecycle with the Salesforce Integration
  • Workflow Steps and Salesforce Touchpoints
  • Ironclad and Salesforce Admin Collaboration
  • Admin Roles and Responsibilities
  • Salesforce Terminology with Ironclad Workflows
  • Ironclad and Salesforce Fields: Mapping Exercises
  • Workflow Design and Build Considerations
  • Considerations by Workflow Configuration Step
  • Integration Settings in Ironclad
  • Workflow Launch and Sync Settings
  • Record Sync Settings
  • Wrapping it Up
  • Course Feedback
  • What's Next

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