Use the SFDC Connector for Nintex workflow to start building workflows that can tie it all together.
|Long Description||Keep in mind, the initial SFDC Connector actions revolve around CRUD operations with SFDC’s CRM and Social (Chatter) platform. That said, I won’t get into how you could leverage each individual action. Instead, I will give you some tips on what you’ll need to get started down the path of being a SFDC / Nintex integration guru by pointing you in the direction of some must have resources and then walking through how to create a basic workflow that will capture a individuals contact details (generated on an iPad via the Nintex Mobile App at a SharePoint event perhaps!), store it in a SharePoint list and then have Nintex Workflow create a Lead that your sales team can nurture into a sale using their favorite CRM,.|
|Support Info||Brad Orluk - Let’s build a Nintex workflow that integrates with Salesforce.com! | Brad’s Blatherskite Blog|
Nintex Workflow O365
Building the workflow: Step by Step
FirstName – Single line of text
LastName – Single line of text
Email – Single line of text
Description – Multiple lines of text
RecordID – Single line of text
RecordURL – Single line of text
**Before we get into the fields and data to map, you’ll notice is that you will need to specify an email address of an authorizing user. This will allow the action to communicate with your SFDC instance. Be aware that this will send this user an email from Nintex Live requesting access to the SFDC tenant (in a similar way of how one would authorize a 3rd party app to access a Twitter or Facebook account) the first time you run the workflow. If the user has the appropriate permissions in SFDC (this should be your account in the developer environment) they can ahead and select allow the app to access SFDC as seen in the figures below.
Environment – Production
Authorizing User – Email address of our SFDC dev account
Create – This is the type of SFDC object we would like to create (refer to the Salesforce Field Reference Guide for a complete list).
In this example we’ll create a Lead
Lastly, we want to capture the ID and URL of the new SFDC record so that we can refer to it later, perhaps to access it directly or to integrate with via another workflow later.So next to Record ID let’s add a text variable called ‘RecordID’ and next to Record URL let’s create another text variable called ‘RecordURL’
Now go ahead and save the action.
Target List – Current Item
List Item Properties – Select both the RecordID and RecordURL columns
RecordID – On the insert reference bar on the right hand panel, expand Workflow Variables and select RecordID
Now let’s run the workflow!
Go ahead and create a new item on the list. Populate the fields and save it. The workflow will run and in a short amount of time you will have a new lead inside of your SFDC instance and the SharePoint item will have the SFDC record’s ID and URL added to it.
That’s it! You’ve created your first workflow that integrates SharePoint Online withthanks to the magic of Nintex! In the future I’ll work on visiting the other SFDC actions that can pull data and tie into the social aspects (Chatter) of the platform.
|I hope this post helps get you started on your journey of integrating SharePoint and SFDC. Feel free to let me know what you think and go ahead and share your experiences in the comments below!|