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    Step 3: Designing workflows within Salesforce

    Preparing for success

    • You must have at least the following permissions within Nintex Workflow Cloud to complete this step:
    • You must be connected to an existing or trial Nintex Workflow Cloud tenant before you can design workflows

    Accessing the designer

    You can design and edit Nintex workflows using the Nintex Workflow for Salesforce app. Set up a workflow form that starts from Salesforce, a form accessed via web or mobile, or a workflow that starts when a Salesforce record is created or updated.

    The example image shows a discount approval workflow with a Salesforce action open for editing.

    SalesforceApp-DiscountWorkflowEdit_600x326.png

    To set up a Salesforce form

    Follow these steps to set up a workflow start form that shows up in Salesforce. The example image shows a discount approval form available for submission from an opportunity record.

    SalesforceApp-DiscountForm.png

    1. Open the Start event configuration dialog box for a new workflow.
      1. In Lightning, click App Launcher (  ), and then click Nintex Workflow.

      2. On the right of the Nintex Workflow Dashboard tab, click New Workflow.

        The workflow designer is displayed.

        WorkflowDesigner.png

      3. In the workflow designer, click Start event to display its configuration dialog box.
    2. For Connector, select Salesforce.
    3. For Event, select Nintex Workflow for Salesforce form.

      StartEventConfigExample-Salesforce.png

    4. For Connection, select your Salesforce connection.

      Don't have one yet? Follow these steps to create a Salesforce connection
      1. In the drop-down list for Connection, click Add new connection.

        The example image shows Add new connection being selected during start event configuration.

        AddNewConnection-Salesforce.png

        A small "Connection" window appears, prompting you for Connection name and Endpoint Address. (The URL for the connector service, including domain, is indicated above the credential fields.) The example image shows the name "Support Group Salesforce" being entered as the name of the new Salesforce connection.

        AddNewConnection-Salesforce-prompt1.png

        The app validates the information you entered (the uniqueness of the name along with some additional validation).

        If your browser does not have the credentials for the selected connector service stored, then you are prompted for credentials.

        AddNewConnection-Salesforce-prompt2.png

      2. Enter credentials (if prompted).

        Upon successful login, the app prompts you to grant access to Nintex Workflow Cloud.

        AddNewConnection-Salesforce-prompt3.png

      3. Click the option to grant access.

        The "Connection" window closes. Your newly added connection now appears in the Connection field. The example image shows the connection named, Support Group Salesforce, in the start event configuration.

        AddNewConnection-Salesforce-added.png

    5. For Show embedded form on, select the object you want.

      You can type partial names to filter the list. The example image shows opp typed into the text box to limit selections to opportunity-related objects.

      StartEventConfigExample-SalesforceForm-Object.png

      The app generates Start event variables for your selected object and event. The example image shows a start event variable for the opportunity ID.

      StartEventConfigExample-SalesforceForm-Object-var.png

    6. Click Design form to add fields to the form. See Design a form.
    7. To modify Salesforce objects while the workflow is running, drag a Salesforce workflow action onto the canvas and then open it for configuration.

      Example action updating an account to a channel partner type:

      action-sf-update_138x150.png

      Make sure you publish the workflow when you're done.

    To set up a web or mobile form

    Follow these steps to set up a form available from the web or a Nintex Mobile app. The example image below shows a lead generation form on the web.

    SalesforceApp-LeadForm.png

    1. Open the Start event configuration dialog box for a new workflow.
      1. In Lightning, click App Launcher (  ), and then click Nintex Workflow.

      2. On the right of the Nintex Workflow Dashboard tab, click New Workflow.

        The workflow designer is displayed.

        WorkflowDesigner.png

      3. In the workflow designer, click Start event to display its configuration dialog box.
    2. For Connector, select Nintex.
    3. For Event, select Form.

      StartEvent-Designform-Webformselect.png

    4. Click Design form to add fields to the form. See Design a form.
    5. To modify Salesforce objects while the workflow is running, drag a Salesforce workflow action onto the canvas and then open it for configuration.

      Example action updating an account to a channel partner type:

      action-sf-update_138x150.png

      Make sure you publish the workflow when you're done.

    Set up a workflow that starts on record creation or update

    Follow these steps to design a workflow that starts whenever a Salesforce record is created (or updated, depending on your selection).

    1. Open the Start event configuration dialog box for a new workflow.
      1. In Lightning, click App Launcher (  ), and then click Nintex Workflow.

      2. On the right of the Nintex Workflow Dashboard tab, click New Workflow.

        The workflow designer is displayed.

        WorkflowDesigner.png

      3. In the workflow designer, click Start event to display its configuration dialog box.
    2. For Connector, select Salesforce.
    3. For Event, select the event you want.

      The example image shows the update event being selected.

      StartEvent-Salesforce-Update.png

    4. For Connection, select your Salesforce connection.

    5. For Object name, select the object you want.

      You can type partial names to filter the list. The example image shows "opp" typed into the text box to limit selections to opportunity-related objects.

      StartEvent-Salesforce-UpdateOppty.png

    6. Add variables for the fields of interest.

      The example image shows variables available for the Opportunity object in the selected Salesforce org.

      StartEvent-Salesforce-OpptyVars.png

    7. To modify Salesforce objects while the workflow is running, drag a Salesforce workflow action onto the canvas and then open it for configuration.

      Example action updating an account to a channel partner type:

      action-sf-update_138x150.png

      Make sure you publish the workflow when you're done.

    Check for success

    • Where you able to access the designer from within the Nintex Workflow for Salesforce app?
    • Where you able to publish a workflow from within the Nintex Workflow for Salesforce app?
    • Where you able to trigger a Nintex Workflow from within the Salesforce org?
    • Was this article helpful?