Salesforce

Configuration

Setting Up For Field Nation The Instance name is optional but is good to distiguish if you have a specific salesforce name or several Salesforce instances. Instance type should be “test” for a sandbox account and “production” for production accounts. The Object Name is the base object you will use for the integration. This can be a core salesforce object or a custom object. You will have access to all the fields in this object as well as the direct adjacent objects. »

Workflow

Salesforce Setup To create the connection from Salesforce to Field Nation, you will first need to create a workflow rule. This can be called anything but it is best practice to have it be related to the integration like “Send to FN”. The criteria can run off a certain status or you can create a custom checkbox and lable it “Send to FN” and set the criteria to true. »