Once the project is created it is automatically linked to the opportunity or the account where it was generated. You cannot create multiple triggers based on the same conditions. There is no limit to how many triggers you can have. This includes Salesforce users who do not have a Workfront account. You must be a Salesforce and a Workfront system administrator to configure triggers.Īfter you configure the triggers, anyone who updates the Stage of an Opportunity or the Type of an AccountĬan trigger the creation of a Workfront project. Triggers can be configured only after you have installed Workfront for Salesforce.įor information about installing Workfront for Salesforce, see Install Adobe Workfront for Salesforce.Ĭonsider the following when configuring triggers to automatically create Workfront projects when Salesforce items are created or updated: The Stage of an Opportunity is updated.Understanding the Automatic Creation of ProjectsĪs the Salesforce system administrator, you can define triggers that can automatically create projects in Workfront when the following things happen in Salesforce: Understanding the Automatic Creation of Projects.You have a Workfront account and you can log in to it from the Workfront section inside your Opportunity or AccountĬonfiguring the Creation of Workfront Projects from Salesforce

Your Workfront administrator has added the Workfront section to your Opportunity and Accountįor more information about adding the Workfront section to a page layout, see Configure the Adobe Workfront section for Salesforce users. Your Workfront administrator has installed Workfront for Salesforce.įor more information about installing Workfront for Salesforce, see Install Adobe Workfront for Salesforce

To submit a Workfront request from a Salesforce Opportunity or AccountĮnsure that you have the following in your environment:

*To find out what plan, license type, or access you have, contact your Workfront administrator. You must have the following access to use the functionality described in this article: Adobe Workfront plan* Create Adobe Workfront projects from Salesforce objectsĪfter installing Adobe Workfront for Salesforce, you can define triggers that create Workfront projects when certain criteria are met on Salesforce Opportunities and Accounts.

Workfront salesforce integration