WeDid: Salesforce and WorkflowMax Integration
May 29, 2014 /
Posted in We Did
Challenges
Customer uses Salesforce to track sales opportunities and WorkflowMax as their project management. Opportunities that are ready to start work need to be created into WorklowMax as jobs along with the related clients. Once the job is completed, the details need to be updated back to Salesforce opportunity for closure
Solution:
| Purpose | To automate the creation of a WorkflowMax Client and Job from a Salesforce Opportunity & Account. To update the Salesforce Opportunity from the WorkflowMax Job. |
| Applications | WorkflowMax Salesforce.com CRM |
| Versions | WorkflowMax Salesforce |
| Tool | Talend |
| Information | Salesforce Account > WorkflowMax Client Salesforce Opportunity > WorkflowMax Job WorkflowMax Job > Salesforce Opportunity |
| Data Formats | XML |
| Volumes | ~20/day |
| Process | When an Opportunity is in ‘Submitted’ stage in Salesforce, a job is automatically created in WorkflowMax. The associated SF account is created as the client in WorkflowMax. |
| Schedule | Daily |
| Complexity | Simple |