Assign permission set groups
The Oneflow for Salesforce application comes with two permission set groups:
- One for the administrator
- One for the users
The user installing the application must assign the Oneflow administrator permission set group 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 group.
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NOTE We strongly recommend assigning Permission Set Groups rather than individual permission sets to ensure correct application functionality. |
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.
Configure Oneflow
On the Oneflow Configuration page, follow these steps:
- The first step is to provide your Oneflow user email.
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NOTE You can skip this step if your Oneflow user email 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 log in with your Oneflow credentials. Once logged in, you will be redirected to the Extension page inside Oneflow Marketplace 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 to be redirected to Salesforce for verification.
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NOTE 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.
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NOTE 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 administrators and users. Read more in the Permission sets article.
- Enable permission to run flows in Salesforce to allow you 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.
Configure participant data fields
Set up participant data fields
- While creating a contract from the Oneflow widget, you can 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 to decide how many of the participants’ data fields from Salesforce should be synced to Oneflow.
- You can use data fields associated with your participants in the contract body.
- 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
1. Set up data fields
- The data fields feature in Oneflow relies on default Salesforce flows which can be modified.
- Administrators can select which data fields to sync between Oneflow and Salesforce, whether when creating contracts or updating values in either system.
2. Select Salesforce Object and Data Fields
- Choose the Salesforce object you wish to sync (i.e. Opportunity) and the data fields to be synced.
- You need to specify at least one instance of the object to sync. Once you specify a number, you will see data fields related to the object listed in the window.
3. Set a Sync Direction
- Using the checkboxes, for each field, configure sync from Salesforce to Oneflow, Oneflow to Salesforce, or both (two-way sync).
4. Optional - Add Oneflow Contracts Lightning Component
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In Salesforce’s Lightning App Builder, choose the object page where you want to place the Oneflow widget (i.e. Opportunity Record Page).
- You can find the Oneflow objects listed under Custom - Managed. Drag the component to the desired location on the Salesforce object’s page.
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NOTE If date fields are not updating correctly between Salesforce and Oneflow, it may be due to a mismatch in the date formats configured in the two systems. To ensure accurate synchronization, both Salesforce and Oneflow should use the same date format. While different separators (e.g., DD/MM/YYYY vs. DD-MM-YYYY) are typically supported, a difference in the format order (e.g., DD/MM/YYYY vs. MM/DD/YYYY) can cause incorrect data synchronization. |