Configuring the Creation of Workfront Projects from Salesforce
Understanding the Automatic Creation of Projects
As the Salesforce system administrator, you can define triggers that can automatically create projects in Workfront when the following things happen in Salesforce:
- The Stage of an Opportunity is updated.
- The Type of an Account
is updated.
Triggers can be configured only after you have installed Workfront for Salesforce.
For information about installing Workfront for Salesforce, see Install Adobe Workfront for Salesforce.
Consider the following when configuring triggers to automatically create Workfront projects when Salesforce items are created or updated:
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You must be a Salesforce and a Workfront system administrator to configure triggers.
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After you configure the triggers, anyone who updates the Stage of an Opportunity or the Type of an Account
can trigger the creation of a Workfront project. This includes Salesforce users who do not have a Workfront account. -
There is no limit to how many triggers you can have.
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You cannot create multiple triggers based on the same conditions. Triggers are unique by default.
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Once the project is created it is automatically linked to the opportunity or the account where it was generated. Once established, this link cannot be broken.
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One opportunity or account can be linked to multiple projects in Workfront when a triggered condition has been met multiple times in the life of the opportunity or the account.
For example, if you define more then one Stage for an Opportunity to trigger a Project, a project is created for every defined stage that the opportunity reaches, for the life of that opportunity. Also, if you update the Stage of an Opportunity from one defined stage to another, and then update it back to the defined stage, a second project is created for the second time you update the Stage field to the same defined stage.
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One project in Workfront can be linked only to one opportunity or one account in Salesforce at any given time, but not to both at the same time.