Create Salesforce Lead via Nintex Workflow

Document created by eharris04 Employee on May 9, 2016Last modified by frank.field@nintex.com on Jun 30, 2016
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Use the SFDC Connector for Nintex workflow to start building workflows that can tie it all together.

 

 

AuthorBrad Orluk
Long DescriptionKeep 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,Salesforce.com.
Dependencies
  1. A Salesforce.com developer account – Since it’s not a good idea to experiment within your organizations production SFDC environment I would highly recommend signing up for a free dev account (by clicking here!) so that you can test the SFDC Connector without the fear of causing any issues with your live data. As this developer instance will be empty you may want to bring some records over to perform a more detailed test but that won’t be necessary at this point.
  2. The Salesforce Field Reference Guide – This document describes all of the SFDC objects and each of their corresponding fields. Click here to get it! This is very important as you will need to know which fields to map SharePoint columns to inside of SFDC.
  3. An Office 365 tenant with a site that has the Nintex Workflow for Office 365 app added to it. If you haven’t done this, log into your O365 tenant, click on the cog and Add an App, visit the SharePoint Store, search for Nintex and Add the Nintex Workflow app and trust it.
  4. Add the Salesforce.com Connector trial to the Nintex Workflow designer via the store. If you’re not sure how to do this, click here to watch a quick video made by my favorite Nintex Expert, Vadim Tabakman, that walks you through the process.
Support InfoBrad Orluk - Let’s build a Nintex workflow that integrates with Salesforce.com! | Brad’s Blatherskite Blog
Compatibility

Nintex Workflow O365

Platform

Office 365

Screenshots

Building the workflow: Step by Step

  • Go to your O365 tenant and navigate to the site where you’ve added the Nintex apps. Create a SharePoint Custom List with several columns;

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

  • Now let’s open the Nintex Workflow designer.
  • Inside of the designer we’re going to place two actions on the canvas; Salesforce create record and Update item.

SFDC WF 2014-08-20_9-34-49

  • Now we can open the Salesforce create record action and begin configuring it.

**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.

 

Fig. 1Fig. 1Fig. 2Fig. 2Fig. 3Fig. 3

  • In the Salesforce create record action we’re going to configure it as follows:

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
Fields –
These are the SFDC fields we would like to populate with metadata from SharePoint. Add all of the fields we mentioned earlier:

SFDC Field

SharePoint Column

LastName{Current Item:Last Name}
FirstName{Current Item:First Name}
Email{Current Item:Email}
Description{Current Item:Description}
Company{Current Item:Company}

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’SFDC create 2014-08-20_11-09-36

Now go ahead and save the action.

  • Open the Update List item action and configure it as follows:

https://bradorluk.files.wordpress.com/2014/08/sfdc-update-item-2014-08-20_11-07-19.jpg

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
RecordID – Select the RecordURL variable

SFDC Update Item 2014-08-20_11-07-19Go ahead and save the action.

  • Open the workflow settings, give your new workflow a name and then configure the workflow to start automatically when a new item is created.
  • Now publish the workflow!

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.

 

SFDC SP Item 2014-08-20_11-16-21

Our record in SharePoint Online

Our new lead in SFDC

Our new lead in SFDC

That’s it! You’ve created your first workflow that integrates SharePoint Online with Salesforce.com thanks 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.

Additional Information

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!

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