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Submitting Workfront Requests from Salesforce Objects

A Pro Workfront Plan is required to use this feature. For more information about the various plans available, see "Workfront Plans."

After installing Workfront for Salesforce, you can submit Workfront requests from Salesforce Opportunities and Accounts. This functionality exists in both the Classic and Lightning Experience frameworks. 

Enabling Submitting Requests from Salesforce to Workfront

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

  • Your system administrator has installed Workfront for Salesforce.
    For more information about installing Workfront for Salesforce, see "Installing Workfront for Salesforce." 
  • Your system administrator has added the Workfront section to your Opportunity and Account page layouts. 
    For more information about adding the Workfront section to a page layout, see "Configuring the Workfront Section for Salesforce Users."
  • You have a Workfront account and you can log in to it from the Workfront section inside your Opportunity or Account.
    Once you log in, you can see the New Requests tab where you can start entering requests. salesforce_new_requests_tab.png

Submitting Workfront Requests from Salesforce

  1. Go to an Opportunity or Account in Salesforce.
  2. Go to the Workfront section.
  3. In the New Requests tab, select a request type in the Select a Request Type drop-down menu. 
    You can see the same request queues that you have access to see in Workfront. 
  4. Start filling out the available fields for your request.
    Submitting a request from Salesforce is identical to submitting a request in the Workfront web application. 
    Continue to follow the steps described in the "Creating a Request in the Web Application" section in "Creating and Submitting Workfront Requests."
  5. Click Submit.

Viewing Workfront Requests

  1. Go to an Opportunity or Account in Salesforce.
  2. Go to the Workfront section.
    NOTE Depending on how your system administrator configured this section, it might have a different name.
  3. Select the Submitted Requests tab.
    You can view all the requests that you or others have submitted from this Opportunity or Account in this tab.
    NOTE Requests that are submitted to this request queue in the web application do not display in this list in Salesforce.
    salesforce_submitted_requests.png
    You can view the following information about the submitted requests:
    • Request Name (in the Subject column)
    • Reference Number
    • Request Type
    • Status
    • Submitted On Date
    • Requested By Name
    • Assigned To Name
      When this information is updated in Workfront, it is also updated in this list. 
  4. (Optional) Click the name of the request to open it in Workfront. 
    Notice the indicator on the details card that signifies that this issue originated in Salesforce and is currently linked to an item in Salesforce. 
    salesforce_link_from_issue.png
  5. (Optional) Click Go to Salesforce to access the Opportunity or Account where the issue originated. 
    NOTE The Go to Salesforce link is visible to all Workfront users who can view the issue. You must have a Salesforce account to be able to go to the Salesforce Opportunity or Account where the issue was logged. 
This article last updated on 2018-10-22 19:26:14 UTC