Workfront and Salesforce integrations

Forum|Forum|5 years ago
July 13, 2020
2 replies
1819 views

Has anyone used the Workfront for Salesforce plugin? I was wondering if you could share a typical workflow so I can understand the integrations better (I'm very new to integrations and workfront). Specifically, can we use automatic triggers to trigger a project creation? Also, Is there a way to send an update back into salesforce about the status of the project that the account & sales managers can see since they'll reside in Salesforce and won't have workfront accounts but need to track the progress of their sale?

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NickVa7

Level 9

Hi NaushinWa - your post is likely not relevant any longer, as it's over 3 yrs later. However, for anyone else checking this post in the future, we use Fusion to integrate with Salesforce. We briefly tested the native integration, but it was too limited for our use cases. We have worked wonders with Fusion for our Salesforce integration.

TaraMc2

Level 2

Hi NickVa1, We are getting ready to integrate WF and SF and was wondering if you have typical workflow that you have used? We want external sources to enter requests that will flow through to Workfront and we would need to communicate to the external resources into WF and have it travel through SF.

Thank you in advance

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NickVa7

Level 9

Hi @taramc2 - if you want, we can schedule a call and I can show you what I've built and answer some of your questions?

R

RavindraRa

Level 2

Hi ,

Did you get solution you were looking for ? We have implemented unique solution

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