Initiating a Process From Salesforce

Article Overview

The following article describes steps to initiate an EasySend process from Salesforce and a use case.

Step 1: Building the Process

1. Drag and drop all the required components.
2. Build the business logic (conditions and validations).

Step 2: Integrate your Salesforce Environment with the Process

(See Figure 1)

1. Connect your Salesforce environment as described in the Connecting Your Salesforce Environment article.
2. Add all the required Salesforce fields as described in the Adding Salesforce Fields article.
3. If required, detach and map fields as described in the Detaching and Mapping Salesforce Fields article.
4. Decide which fields will appear with pre-filled data by checking/unchecking the Pre-fill Data checkbox of each field. For example:

Figure 1: Pre-fill Data Checkbox

5. Deploy the process.

Step 3: Initiate the Process from Salesforce

1. Access the relevant object in Salesforce.
2. Locate the desired item.
3. Initiate and send the process from Salesforce.

Step 4: Interact with the Process

1. Click the link to access the process.
2. Fill out the information.
3. Submit the process.
4. Navigate back to Salesforce and view the updated data.

Use Case - Update Account Information

(See Figure 2 to Figure 6)

This process is connected to a Salesforce environment and is designed to update account details as stored in Salesforce. The responsible agent initiates the process from Salesforce and sends a link to the account representative for updates. When the process begins, any existing data in Salesforce will be pre-populated in the fields. Upon submission, the updated information is seamlessly integrated back into Salesforce.

Figure 2: Process

In Salesforce, the account contains some details but is missing the address and website information.

Figure 3: Account

The agent clicks the button to initiate and send the integrated process's link.

Figure 4: Salesforce - Sending Link

When the link to the process is linked it appears with some pre-populated information (account name and number). The address and website will be updated.

Figure 5: Updating Information

After the process is submitted, the new information is updated in Salesforce.

Figure 6: Updated Information

Use Case -  Create New Salesforce Records

If you want to initiate a process from Salesforce to create a new record, perform steps 1 to 4 described in this article, and in addition, enter the Process Settings screen and toggle the Create New Record switch (1) to on.  

Figure 7: Create New Record Switch