Salesforce EasySend Two-Way Integration

Background

The following document describes how to perform two-way integration between Salesforce and EasySend.

Data Prefill: from Salesforce to a Digital Process

The following sections describe how to prefill a digital process with data from Salesforce.

Step 1: Creating Salesforce Resource

(See Figure 1 to Figure 5)

To create a Salesforce resource using the Services screen, perform the following steps:

Figure 1: Integrate Tab and Services Option

1. On the Builder platform, open the required environment.
2. Click the Integrate tab (1).
3. Click the Services option (2).

Result:

The Services screen appears:

Figure 2: Resources

4. Click Resources (3).

•     Result:

Additional options appear:

Figure 3: Salesforce Option and + Create Button

5. Click Salesforce (4).
6. Click the + Create button (5).

Result:

The New Salesforce Connection window appears:

Figure 4: New Salesforce Connection Window

7. Enter a Salesforce Resource Name (6), free text with no restrictions. 
8. Enter the Email address (7) of the user that was created for EasySend's App interactions.

9. Click the Select Date Format dropdown (8) and select a date format.
10. Click the Save button (9).

Result:

The new Salesforce resource is added (10):

Figure 5: New added Salesforce Resource

Step 2: Creating an Integration - Adding a New Step

(See Figure 6 to Figure 14)

To add a new integration step, perform the following steps:

Figure 6: Integrations

1. Click Integrations (1).

Result:

The + Create button appears (2):

Figure 7: + Create Button

2. Click the + Create button (2).

Result:

The following screen appears:

Figure 8: Add a new step Button

3. Enter a Service name (3).
4. Click the Add a new step button (4).
5. A list of steps appears:

Figure 9: Salesforce Service

6. Locate and click Salesforce Service (5).

Result:

The following window appears:

Figure 10: Name your Step

7. Enter a Name (6).
8. Click the Continue button (7).

Result:

The following screen appears:

Figure 11: Salesforce Resource

9. Click and select the Salesforce resource (8) created in Step 1: Creating Salesforce Resource.

Result:

The Object | Record Type section appears:

Figure 12: Account

10. Enter the Object |Record Type - Account (9).

Result:

The Query Type dropdown (10) appears:

Figure 13: Query Type - Select

11. Click the Query Type dropdown (10) and click Select (11).

Result:

The Search/Select criteria (12) and the Output (13) sections appear:

Figure 14: Search/Select criteria and the Output Sections

Step 3: Configuring the New Step - Search/Select criteria

(See Figure 15 to Figure 17)

This section contains the fixed Salesforce record ID (salesforceRecordId)that connects the relevant Salesforce object (account) to EasySend.

To add a new search/select criteria perform, the following steps:

Figure 15: + Add New Button

1. Click the + Add New button (1).

Result:

A new search/select criteria line appears (2):

Figure 16: New Search/Select criteria Line

2. Enter a Field Name (3) - Id.

3. Click the Operator dropdown (4) and select the operator Is.
4. Click the Select Source dropdown (5) and select Metadata.

Result:

The new search/select criteria line is configured (6):

Figure 17: Metadata Value

5. Enter the value (7) salesforce.salesforceRecordId.

Step 4: Configuring the New Step - Output

(See Figure 18 to Figure 20)

To add new outputs from Salesforce, perform the following steps:

Figure 18: + Add new Output button

1. Click the + Add new Output button (1).

Result:

A new Salesforce output line appears (2):

Figure 19: New Salesforce Output Line

2. Enter an Output Name (3).

3. Click the dropdown and select an OutputType (4).
4. Repeat steps 1 to 3, as necessary.

Result:

All the Salesforce outputs are added (5):

Figure 20: Added Salesforce Outputs

Working with Multiple Records

When adding a multiple record (array) it is mandatory to specify it by checking the is Multiple checkbox and by selecting one of the options found under the Behavior settings section:

• Select All
• Select First Created
• Select Last Created
• Select Last Modified
• Select All (Legacy)

The difference between Select All and Select All (Legacy) is in the data structure of the returned records:

For Select All (Legacy):

{
  "firstname": {
    [
      "Ronny",
      "Dana"
    ]
  },
  "lastname": {
    [
      "Riback",
      "Robbins"
    ]
  },
  "email": {
    [
      "r.riback@easysend.io",
      "d.robbins@easysend.io"
    ]
  }
}

For Selecting All:

{
  [
    "firstname": "Ronny",
    "lastname": "Riback",
    "email": "r.riback@easysend.io"
  ],
  [
    "firstname": "Dana",
    "lastname": "Robbins",
    "email": "d.robbins@easysend.io"
  ]  
}

Step 5: Adding Outputs

(See Figure 21 to Figure 25)

To add a new output, perform the following steps:

Figure 21: Outputs

1. Click Outputs (1).

Result:

The Outputs screen appears:

Figure 22: + Add new Output

2. Click the + Add new Output button (2).

Result:

A new output line appears (3):

Figure 23: + A new Output Line

3. Enter a Field Name (4).
4. Click the Output Type dropdown (5) and select the output type.
5. Click the Select Source dropdown (6) and select Model.

Result:

The new output line is configured (7):

Figure 24: + Model Value

6. Enter a Model value - starting with the name of the new step created in Step 2: Creating an Integration - Adding a New Step followed by a dot (.) and one of its outputs as described in Step 4: Configuring the New Step - Output, for example: sFPrefill.FirstName.
7. Repeat steps 2 to 6 until all the outputs are added, for example:

Figure 25: Added Input Step Outputs

Step 6: Services Screen Deployment

(See Figure 26 to Figure 28)

To publish the changes made in Steps 1 to 5, perform the following steps:

Figure 26: < Back to services

1. Click < Back to services (1).

 Result:

The Services main screen appears:

Figure 27: Deployment

2. Click the Deploy button (2) and select the appropriate environment (3).
3. Wait until the deployment process is over as indicated by the indicator (4).

Figure 28: Deployment successful

Step 7: Workflow Manager Configuration

(See Figure 29 to Figure 36)

To configure the Workflow Manager, perform the following steps:

Figure 29: + Add New Step Button and Integration

1. Click the + Add New Step button (1) and click Integration (2).

Result:

The Service Lookup window appears:

Figure 30: Select an Integration

2. Click the Select an Integration dropdown (3) and select the integration (4) created in Step 2: Creating an Integration - Adding a New Step.

Result:

A list of outputs that were added in Step 5: Adding Outputs appears:

Figure 31: Connecting Outputs to the Model

3. Connect each output to its appropriate data item in the Model (5).

Result:

All outputs are connected to the Model:

Figure 32: OK Button

4. Click the OK button (6).

Result:

The integration is added to the workflow (7):

Figure 33: Added Integration

5. Hold and drag (8) the added integration and place it on top as number 1.

Figure 34: Hold and Drag

6. Click the Deploy button (9) and select the appropriate environment (10).

Figure 35: Deployment Process

7. Wait until the deployment process is over as indicated by the indicator (11).

Figure 36: Deployment successful

Step 8 (Optional): Validations Deployment

(See Figure 37 to Figure 39)

To publish changes from the Validations screen, perform the following steps:

Figure 37: Build Tab -> Validations

1. Click the Build tab (1).
2. Click Validations (2).

 Result:

The Validations screen appears:

Figure 38: Deployment Process

3. Click the Deploy button (3) and select the appropriate environment (4).
4. Wait until the deployment process is over as indicated by the indicator (5).

Figure 39: Deployment successful

Step 9: Digital Process Deployment

Open the desired digital process and perform the deployment process. Verify that the selected environment matches the environment selected in Steps 6, 7, and 8.

Step 10: Sending an EasySend Link from Salesforce

(See Figure 40 and Figure 41)

From your Salesforce environment, access an account (1). Click the EasySend Link button (2) and follow the instructions on the screen. When clicking the link (3) for the digital process it will be displayed with prefilled data from Salesforce.

Figure 40: Salesforce Account

Figure 41: Digital Process Link

Trigger Email and SMS sending from Salesforce

The following sections describe how to trigger Email and SMS sending from Salesforce.

Step 1: Trigger Email Sending

(See Figure 42 to Figure 45)

To trigger Email sending from Salesforce, perform the following steps:

1. Navigate to the Workflow Manager screen.

Figure 42: Configure Button

2. Click the Configure button (1) of the relevant step.

Result:

The following window appears:

Figure 43: Adding a New Output

3. Click the + Add New Output button (2) and click Email (3).

Result:

New email output is added:

Figure 44: Editing Email Output

4. Click the Edit button (4).

Result:

The Email Details window appears:

Figure 45: Email Details Window

5. Locate the Recipients (5).
6. Verify the appropriate environment (6) is selected.
7. Add the following recipient: metadata.salesforce.triggerEmail (7).
8. Configure the rest of the email details.
9. Click < Save & Back to Step Configuration (8).

Result:

The changes are saved, and the Email Details window is closed.

Step 2: Trigger SMS Sending

(See Figure 46 to Figure 48)

To trigger SMS sending from Salesforce, perform the following steps:

Figure 46: Adding a New Output

1. Click the + Add New Output button (1) and click SMS (2).

Result:

New SMS output is added:

Figure 47: Editing SMS Output

2. Click the Edit button (3).

Result:

The SMS Details window appears:

Figure 48: SMS Details Window

3. Locate the Recipients (4).
4. Verify the appropriate environment (5) is selected.
5. Add the following recipient: metadata.salesforce.triggerPhone (6).
6. Configure the rest of the SMS details.
7. Click < Save & Back to Step Configuration (7).

Result:

The changes are saved, and the SMS Details window is closed.

Step 3: Workflow Manager Deployment

Publish the changes made to the workflow manager by clicking the Deploy button and selecting the appropriate environment.

Step 4: Adding Email and SMS Information on Salesforce

(See Figure 49)

After clicking the EasySend Link button on the Salesforce account, select the digital process (1) add the desired Email address (2), the desired phone number (3) for SMS, and click the Send Link button (4).

Figure 49: Adding Email Address and Phone Number

Updating Salesforce: From a Digital Process to Salesforce

The following sections describe how to update Salesforce data from a digital process.

Step 1: Creating an Integration - Adding a New Step

(See Figure 50 to Figure 58)

To add a new step, perform the following steps:

Figure 50: Integrate Tab and Services Option

1. On the Builder platform, open the relevant environment.
2. Click the Integrate tab (1).
3. Click the Services option (2).

Result:

The Services screen appears:

Figure 51: + Create Button

4. Click the + Create button (3).

Result:

The following screen appears:

Figure 52: Add a new step Button

5. Enter a Service name (4).
6. Click the Add a new step button (5).
7. A list of steps appears:

Figure 53: Salesforce Service

8. Locate and click Salesforce Service (6).

Result:

The following window appears:

Figure 54: Name your Step

9. Enter a Name (7).
10. Click the Continue button (8).

Result:

The following screen appears:

Figure 55: Salesforce Resource

11. Click and select the Salesforce resource (9) created in Step 1: Creating Salesforce Resource.

Result:

The Object | Record Type section appears:

Figure 56: Account

12. Enter the Object |Record Type - Account (10).

Result:

The Query Type dropdown (11) appears:

Figure 57: Query Type - Update

13. Click the Query Type dropdown (11) and click Update (12).

Result:

The Search/Select criteria (13), Update Criteria (14), and Output (15) sections appear:

Figure 58: Search/Select criteria and the Output Sections

Step 2: Configuring the New Step - Search/Select criteria

(See Figure 59 to Figure 61)

This section contains the Salesforce record ID that connects the relevant Salesforce object (Account) to EasySend.

To add a new search/select criteria perform, the following steps:

Figure 59: + Add New Button

1. Click the + Add New button (1).

Result:

A new search/select criteria line appears (2):

Figure 60: New Search/Select criteria Line

2. Enter a Field Name (3) - Id.

3. Click the Operator dropdown (4) and select the operator Is.
4. Click the Select Source dropdown (5) and select Metadata.

Result:

The new search/select criteria line is configured (6):

Figure 61: Metadata Value

5. Enter the value (7) salesforce.salesforceRecordId.

Step 3: Configuring the New Step - Update Criteria

(See Figure 62 to Figure 70)

To add new update criteria, perform the following steps:

Figure 62: + Add New Button

1. Click the + Add New button (1).

Result:

A new update criteria line appears (2):

Figure 63: New Line

2. Enter a Column Name (3).

3. Click the Select Source dropdown (4) and select Model.

Result:

The new update criteria line is configured (5):

Figure 64: Inputs

4. Click Inputs (6).

Result:

The Inputs screen appears:

Figure 65: Inputs Screen

5. Click the + Add new Input button (7).

Result:

A new input line (8) is added:

Figure 66: New Input Line

6. Enter an Input Name (9).
7. Select an Input Type (10).

Result:

The input line (11) is configured:

Figure 67: Input Line

8. Return to Step (12).

Result:

The Update Criteria section appears:

Figure 68: New Value

9. On the output line under Value (13) enter the input name created in step 6 in the following format: inputs.Input Name, for example: inputs.FirstName (14).
10. Repeat steps 1 to 9 until all Salesforce outputs that were created in Step 4: Configuring the New Step - Output are added.

At the end of this Step, the Inputs screen and the Update Criteria section contain the exact number of manually added inputs (15) and outputs (16), for example:

Figure 69: Added Inputs

Figure 70: Added Outputs

Step 4: (Optional) Insert Data to Salesforce From a Digital Process

The following sections describe how to insert data into Salesforce from a digital process.

Step 4a: Adding a New Insert Step

(See Figure 71 to Figure 77)

To add a new insert step, perform the following steps:

Figure 71: Add a new step Button

1. Click the Add a new step button (1).
2. A list of steps appears:

Figure 72: Salesforce Service

3. Locate and click Salesforce Service (2).

Result:

The following window appears:

Figure 73: Name your Step

4. Enter a Name (3).
5. Click the Continue button (4).

Result:

The following screen appears:

Figure 74: Salesforce Resource

6. Click and select the Salesforce resource (5) created in Step 1: Creating Salesforce Resource.

Result:

The Object | Record Type section appears:

Figure 75: Case

7. Enter the Object |Record Type - Case (6).

Result:

The Query Type dropdown (7) appears:

Figure 76: Query Type - Insert

8. Click the Query Type dropdown (7) and click Insert (8).

Result:

The Insert criteria (9) and the Output (10) sections appear:

Figure 77: Insert criteria and the Output Sections

Step 4b: Configuring the New Step – Insert Criteria

(See Figure 78 to Figure 81)

To configure the insert criteria, perform the following steps:

Figure 78: IsEscalated

1. Set the IsEscalated (1) to a True or false value, for example, by selecting a Constant (2) and value (3).
2. Click the + Add New button (4).

Figure 79: + Add New Button

Result:

A new insert line (5) is added:

Figure 80: New Insert Line

3. Enter the Column Name - AccountId (6), set the source to Model (7), and enter the value sFUdate.salesforceRecordId (8).

4. Click the + Add New button and add additional Salesforce columns, for each added column select the source and value, for example (9):

Figure 81: Additional Salesforce Column

Step 5: Services Screen Deployment

To publish the changes made in Steps 1,2, and 3, return to the Services screen, click the Deploy button, and select the appropriate environment.

Step 6: Workflow Manager Configuration

(See Figure 82 to Figure 88)

To configure the Workflow Manager, perform the following steps:

Figure 82: + Add New Step Button and Integration

1. Click the + Add New Step button (1) and click Integration (2).

 Result:

The Service Lookup window appears:

Figure 83: Select an Integration

2. Click the Select an Integration dropdown (3) and select the integration (4) created in Step 1: Creating an Integration - Adding a New Step.

Result:

A list of inputs that were added in Step 3: Configuring the New Step - Update Criteria appear:

Figure 84: Connecting Outputs to the Model

3. Connect each input to its appropriate data item in the Model (5).

Result:

All inputs are connected to the Model:

Figure 85: OK Button

4. Click the OK button (6).

Result:

The integration is added to the workflow:

Figure 86: Added Integration

5. Click the Deploy button (8) and select the appropriate environment (9).

Figure 87: Deployment Process

6. Wait until the deployment process is over as indicated by the indicator (10).

Figure 88: Deployment successful

Step 7: Sending an EasySend Link from Salesforce

(See Figure 89)

From your Salesforce environment, access an account (1). Click the EasySend Link button (2) and follow the instructions on the screen. Once the digital process is submitted, relevant data according to the configurations made in Steps 1 to 5 is updated and inserted inside Salesforce (account and case).

Figure 89: Salesforce Account

Insert Attachments Into Salesforce From a Digital Process

The following sections describe how to insert attachments to Salesforce from a digital process.

Step 1: Add a File Input

(See Figure 90 to Figure 93)

To add a file input, perform the following steps:

Figure 90: Integrate Tab and Services Option

1. On the Builder platform, open the relevant environment.
2. Click the Integrate tab (1).
3. Click the Services option (2).

Result:

The Services screen appears:

Figure 91: Update Integration

4. Click the update integration you created in Step 1: Creating an Integration - Adding a New Step (3).

Result:

The following screen appears:

Figure 92: + Add new Input

5. Click the Add a new Input button (4).

Result:

A new input line (5) appears:

Figure 93: New Input Line

6. Enter the Input Name (6).
7. Select the Input Type (7) - File.

Step 2: Configure the Update Integration

(See Figure 94 to Figure 96)

To configure the update integration, perform the following steps:

Figure 94: Update Integration

1. Click the update integration you created in Step 1: Creating an Integration - Adding a New Step (1).
2. Scroll down to the Files to Upload section.

Figure 95: + Add File Button

3. Click the + Add File button (2).

Result:

A new file selector (3) appears:

Figure 96: File to Upload

4. Select the source - Model (4).
5. Select the input, for example, inputs.File (5).

NOTE

In your Salesforce environment, files that were uploaded through the digital process are located under Notes & Attachments:

Step 3: Services Screen Deployment

To publish the changes made in Steps 1 and 2, return to the Services screen, click the Deploy button, and select the appropriate environment.

Step 4: Workflow Manager Configuration

(See Figure 97 to Figure 100)

To configure the Workflow Manager, perform the following steps:

Figure 97: Configure

1. Click the Configure button (1) of the update integration.

Result:

The Service Lookup window appears:

Figure 98: Service Lookup Window

2. Select the source of the file - Model (2).
3. Set the Model data item (3).
4. Click the OK button (4).

Result:

The Workflow Manager screen appears:

Figure 99: Deployment Process

5. Click the Deploy button (5) and select the appropriate environment (6).
6. Wait until the deployment process is over as indicated by the indicator (7).

Figure 100: Deployment successful

Step 5: Sending an EasySend Link from Salesforce

(See Figure 101)

From your Salesforce environment, access an account (1). Click the EasySend Link button (2) and follow the instructions on the screen. Once the digital process is submitted, relevant data according to the configurations made in Steps 1 to 5 is updated and inserted inside Salesforce (account, case, and attachments).

Figure 101: Salesforce Account