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A little less blogging here and a little more there!

So now that Nintex has moved our Connect community site over to Jive and there are facilities for blog posts, I’ve been putting new content up over there. I will continue to place content here on occasion but the bulk of my focus will be over there. So keep your eyes peeled in both sites for new content. Oh and where exactly can I find this site you may ask? You can access the all new Nintex Connect via the link below!

Here’s a couple of things I’ve got my fingerprints on:

Oh and I’ll be at SPS:TC this upcoming weekend so make sure you drop by my session on driving SharePoint adoption with workflow and forms or stop by the SDG booth and say hello!

SharePoint Saturday Twin Cities Minneapolis, MN 11/22/14

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Let’s build a Nintex workflow that integrates with SalesForce.com!

Now that everyone has become acquainted with the new SFDC Connector for Nintex workflow we can discuss what you need to actually start building workflows that can tie it all together.

Keep in mind, the initial SFDC Connector actions revolve around CRUD operations with SFDC’s CRM and Social (Chatter) platform. That said, I won’t get into how you could leverage each individual action. Instead, I will give you some tips on what you’ll need to get started down the path of being a SFDC / Nintex integration guru by pointing you in the direction of some must have resources and then walking through how to create a basic workflow that will capture a individuals contact details (generated on an iPad via the Nintex Mobile App at a SharePoint event perhaps!), store it in a SharePoint list and then have Nintex Workflow create a Lead that your sales team can nurture into a sale using their favorite CRM, SalesForce.com.

Now, as my favorite PBS artist, Bob Ross, would say, let’s get crazy.

Prerequisites

  1. A SalesForce.com developer account – Since it’s not a good idea to experiment within your organizations production SFDC environment I would highly recommend signing up for a free dev account (by clicking here!) so that you can test the SFDC Connector without the fear of causing any issues with your live data. As this developer instance will be empty you may want to bring some records over to perform a more detailed test but that won’t be necessary at this point.
  2. The Salesforce Field Reference Guide – This document describes all of the SFDC objects and each of their corresponding fields. Click here to get it! This is very important as you will need to know which fields to map SharePoint columns to inside of SFDC.
  3. An Office 365 tenant with a site that has the Nintex Workflow for Office 365 app added to it. If you haven’t done this, log into your O365 tenant, click on the cog and Add an App, visit the SharePoint Store, search for Nintex and Add the Nintex Workflow app and trust it.
  4. Add the SalesForce.com Connector trial to the Nintex Workflow designer via the store. If you’re not sure how to do this, click here to watch a quick video made by my favorite Nintex Expert, Vadim Tabakman, that walks you through the process.

Now, let’s get to it!

Building the workflow: Step by Step

  • Go to your O365 tenant and navigate to the site where you’ve added the Nintex apps. Create a SharePoint Custom List with several columns;

FirstName – Single line of text
LastName – Single line of text
Email – Single line of text
Description – Multiple lines of text
RecordID – Single line of text
RecordURL – Single line of text

  • Now let’s open the Nintex Workflow designer.
  • Inside of the designer we’re going to place two actions on the canvas; Salesforce create record and Update item.

SFDC WF 2014-08-20_9-34-49

  • Now we can open the Salesforce create record action and begin configuring it.

**Before we get into the fields and data to map, you’ll notice is that you will need to specify an email address of an authorizing user. This will allow the action to communicate with your SFDC instance. Be aware that this will send this user an email from Nintex Live requesting access to the SFDC tenant (in a similar way of how one would authorize a 3rd party app to access a Twitter or Facebook account) the first time you run the workflow. If the user has the appropriate permissions in SFDC (this should be your account in the developer environment) they can ahead and select allow the app to access SFDC as seen in the figures below.

Fig. 1

Fig. 1

Fig. 2

Fig. 2

Fig. 3

Fig. 3

  • In the Salesforce create record action we’re going to configure it as follows:

Environment – Production
Authorizing User – Email address of our SFDC dev account
Create – This is the type of SFDC object we would like to create (refer to the Salesforce Field Reference Guide for a complete list). In this example we’ll create a Lead
Fields – 
These are the SFDC fields we would like to populate with metadata from SharePoint. Add all of the fields we mentioned earlier:

SFDC Field

SharePoint Column

LastName {Current Item:Last Name}
‌FirstName‌ {Current Item:First Name}
Email {Current Item:Email}
Description {Current Item:Description}
Company {Current Item:Company}

Lastly, we want to capture the ID and URL of the new SFDC record so that we can refer to it later, perhaps to access it directly or to integrate with via another workflow later.

So next to Record ID let’s add a text variable called ‘RecordID’ and next to Record URL let’s create another text variable called ‘RecordURL’

SFDC create 2014-08-20_11-09-36

Now go ahead and save the action.

  • Open the Update List item action and configure it as follows:

Target List – Current Item
List Item Properties – Select both the RecordID and RecordURL columns
RecordID – On the insert reference bar on the right hand panel, expand Workflow Variables and select RecordID
RecordID – Select the RecordURL variable

SFDC Update Item 2014-08-20_11-07-19

Go ahead and save the action.

  • Open the workflow settings, give your new workflow a name and then configure the workflow to start automatically when a new item is created.
  • Now publish the workflow!

Now let’s run the workflow!

Go ahead and create a new item on the list. Populate the fields and save it. The workflow will run and in a short amount of time you will have a new lead inside of your SFDC instance and the SharePoint item will have the SFDC record’s ID and URL added to it.

SFDC SP Item 2014-08-20_11-16-21

Our record in SharePoint Online

Our new lead in SFDC

Our new lead in SFDC

That’s it! You’ve created your first workflow that integrates SharePoint Online with Salesforce.com thanks to the magic of Nintex! In the future I’ll work on visiting the other SFDC actions that can pull data and tie into the social aspects (Chatter) of the platform.

I hope this post helps get you started on your journey of integrating SharePoint and SFDC. Feel free to let me know what you think and go ahead and share your experiences in the comments below!

 

Getting Started with Nintex’s Salesforce.com Connector!

As I had mentioned in my last post, Nintex unveiled a slew of new Nintex Live actions (DocuSign, SalesForce.com, Dynamics

Nintex bridges the gap!

Nintex bridges the gap!

CRM) for Nintex Workflow last month. Whether you’re new to SalesForce.com (which I will refer to as SFDC going forward so that my fingers don’t go numb and / or bleed due to typing out SalesForce.com a gazillion times), like me, or it’s old hat to you, you may be interested in how you can now integrate your SharePoint content and other LOB data with SFDC easily with Nintex Workflow. The new SFDC Connector consists of 11 new actions and, coming later (Q3 ’14) this year, bidirectional mechanism for starting Nintex workflows from activities inside of SFDC!

In this post I’ll cover:

  • The SFDC actions

  • How you can get them

In my next post, I will point out some helpful resources in your journey toward SFDC & Nintex bliss as well as how the actions are actually configured and used in your workflows.

The SFDC Actions

Here is the complete list of the new actions in the SFDC Connector pack:

Action

Description

 SFDC create record  Create a record (standard or custom object). This could be used to add a new account to your SFDC instance.
 SFDC delete record  Delete a record (standard or custom object).
 SFDC query record  Query a record (standard or custom object).
 SFDC retrieve record  Retrieve a record (standard or custom object). This would allow for all of an accounts details (e.g. name, account number, address, phone, etc.) to be pulled in one fell swoop to a dictionary.
 SFDC update record  Update a record (standard or custom object). Could be used to update specific fields (a new phone number perhaps) for an account.
 Chatter post file  Attach a file to a post on Salesforce Chatter.
 Chatter post link  Post a link to Salesforce Chatter.
 Chatter post message  Post a message to Salesforce Chatter.
 Chatter post poll  Use this action to post a polls to Salesforce Chatter to conduct a survey. The poll appears in a feed posts, and allows people to cast a vote on a specific question.
 Chatter search feeds  Search for feeds in the Authorizing user’s Salesforce Chatter network.
 Chatter send invite  Send an invitation to users who do not have a Salesforce license to join the Authorizing user’s Salesforce Chatter network. Invitations are limited to users that have an email address within your allowed domains, and “Allow Co-worker Invitations” must be enabled for your organization.

How can I get them?

You will need to add the SFDC Connector via the Nintex Live Store. You can trial the SFDC Connector (and all of the above actions) for 30 days via your Nintex Workflow for O365 designer right now. My counterpart, the amazing and handsome Vadim Tabakman, was kind enough to put together a quick video on how to add them. Check it out!

That’s all for now, but stay tuned!  The step by step SFDC action walk-through will be posted shortly!