Assign permission set groups
The Oneflow for Salesforce application comes with the permission set groups:
- One for the administrator
- One for the users.
The user who installs the application must assign the Oneflow administrator permission set to themselves or the person who will administrate the application.
Any user that will only use the application and not configure it should be assigned the Oneflow user permission set groups.
You can assign individual Oneflow permission sets. However, we do not recommend assigning them as this might make the application fail or work incorrectly.
Access Oneflow Configuration
Once you've installed the Oneflow application in Salesforce and assigned the permission set group to the administrator, you can access the Oneflow Configuration tab.
- To get started, navigate to Oneflow Configuration.
In Oneflow Configuration, navigate to the Getting Started page.
On the Oneflow Configuration page, follow these steps:
The first step is to provide your Oneflow user email.
You can skip this step if your Oneflow user mail matches the email connected to your Salesforce account. If it doesn't match, you must add a Oneflow email field to the user page layout.
Authenticate with the API key generated in Oneflow.
When you click the link inside the bullet point, the Oneflow application will open in a new window, where you will log in with your Oneflow credentials.
Once logged in, you will be redirected to the Extension page inside Oneflow to retrieve your API token for Salesforce.
To get the API token, enable the Salesforce extension.
Copy the token and securely save it to use in Salesforce.
Authorize Oneflow in Salesforce. This step is needed for the Oneflow application to communicate back to Salesforce.
In Oneflow, click the Authenticate with Salesforce button, redirecting you to Salesforce for verification.
Make sure that you are authenticating using the correct salesforce URL. If installing the app on a sandbox environment, click Authenticate with sandbox.
Assign Oneflow licenses to users in Salesforce.
Oneflow requires customers to have a license for each Oneflow user to use Oneflow integration. For new users, Oneflow provides a 14 days trial license.
Assign Oneflow permission sets to users in Salesforce. This step is required for granting user permission to use the Oneflow package. We have created Permission set groups for the Oneflow administrators and users. Read more in the Permission sets article.
Enable permission to run flows in Salesforce to allow users to create contracts. Read more in the Permission sets article.
The Additional Configurations step is optional. In the Configuration tab, you can allow the creation of more contracts inside of one Opportunity and more. Click the Configuration tab to see the options on the left-hand side.
Configure participant data fields
- Set up participant data fields.
While creating a contract from the Oneflow widget, users choose participants of the contract. These participants may belong to any Salesforce object, depending on your configuration in the Salesforce flow.
You can set up participant data fields. Participant data fields configuration helps you to decide how many of the participants' data fields from Salesforce should be synced to Oneflow.
Using data fields associated with your participants in the contract body is possible. On a technical level, the first selected participant from the Oneflow widget has an index of 0, corresponding to 1 in the Participants Data Fields UI.
Configure data fields
- Set up data fields.
On the technical level, our data fields feature relies on Salesforce flows with default flows that the user can modify.
The Oneflow application can work with data fields inside Salesforce. Administrators can configure which data fields should be synced between Oneflow and Salesforce upon creating Oneflow contracts or updated values in either Salesforce or Oneflow.
Select with which Salesforce object the data should be synced and the desired data fields to be synced. If you want to sync this object's data field to Oneflow, you should specify at least one ("1") instance of the object to be synced. Once you specify the number, you will see data fields related to the object listed in the window.
- You will also be able to set up if the field should sync data from Salesforce to Oneflow, from Oneflow to Salesforce, or both.
- The Salesforce to Oneflow checkbox allows syncing a Salesforce field to Oneflow. Once the configuration is done, the selected Salesforce fields will be synced to Oneflow. They will be available for users to map inside the Salesforce template in Oneflow or in any contract created from that template.
- The Oneflow to Salesforce checkbox allows you to fetch updated values from a Oneflow contract back to the selected Salesforce field via a button on the Oneflow lightning component.
- Optionally, you can Add Oneflow Contracts Lightning component to Salesforce.
- Inside the Lightning App Builder in Salesforce, you can choose in which object you want to place the Oneflow widget.
Following this, you can drag the component to any desired location on the Salesforce object. You can find the Oneflow objects under Custom - Managed.