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.

After this you will need to create the outbound message and link it to the workflow rule.

For the outbound message, you only need to send the ID. The Field Nation integration will already have access to all the other fields.

You will also need to set the endpoint URL as the Trigger URL from the Field Nation Settings Page.

Once this is set up you just need to activate the workflow rule.