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What does your integration of Salesforce with Workfront look like?


Level 3

We are in the process of integrating our Salesforce with Workfront using Fusion.

How did you integrate them? What does the process flow look like? Start campaign in Salesforce and trigger a new Program in Workfront? Or vice-versa (start Program in Workfront and trigger new Campaign in Salesforce)? Where does the campaign originate?

We plan to have multi-factor campaigns (emails, Webex, direct mail, etc.) that will all need to be tracked as the materials are being created and approved (in WF) as well as being tracked for analytics (in SF).

What information do you pass back and forth?

  • WF Program = SF Campaign
  • WF Project = SF Campaign Tactic (?)

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