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Installing Workfront for Salesforce

Workfront for Salesforce will be available soon.
To install the app before it becomes available in the Salesforce AppExchange, see "Install Workfront for Salesforce before It Becomes Available in the Salesforce AppExchange Marketplace."

As a Salesforce and Workfront system administrator, you can install Workfront for Salesforce to allow your Salesforce users to submit Workfront requests and automatically create projects without ever leaving Salesforce. 

For a general understanding about what you can expect by installing Workfront for Salesforce, see "Understanding Workfront for Salesforce."

Prerequisites for Installing and Using Workfront for Salesforce

  • You must have a Salesforce instance with access to a system administrator account in order to install the app.
  • You must have a Workfront instance with access to a system administrator account in order to configure the integration.
  • Salesforce users must have a Workfront account in order to be able to
    • Create Workfront requests from Salesforce or
    • View Workfront requests or projects in Salesforce.

Installing Workfront for Salesforce

You must be a Salesforce and a Workfront system administrator to install and configure Workfront for Salesforce. 

The following subsections describe how to install Workfront for your Salesforce Production environment. You can follow the same steps to install Workfront for your Salesforce Sandbox environment. 

Installing Workfront for Salesforce before It Becomes Available in the AppExchange Marketplace

Workfront for Salesforce will be available in the Salesforce AppExchange soon.

To install the app before it's available:

  1. In your Production environment, go to https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0X000000ovVh.
    In your Sandbox environment, go to https://test.salesforce.com/packaging/installPackage.apexp?p0=04t0X000000ovVh
    A new browser tab opens.
  2. Check the Yes, grant access to these third-party web sites box.
    salesforce_grant_access.png
    A loading screen displays, and the installation might take a while.
  3. Click Done when the installation completes. 
  4. Navigate to Setup>Security Controls>Remote Site Settings.
  5. (Conditional) If you do not see your Workfront URL listed in the All Remote Sites list, click New Remote Site.
  6. Specify the Remote Site Name.
    For example, Workfront.
  7. Specify the Remote Site URL
    For example, <your domain>.my.workfront.com.
  8. Click Save.
    The Workfront app is now installed on your Salesforce instance and the WorkfrontOpportunities and WorkfrontAccounts Visualforce Pages have been created in your environment. 
    Salesforce users can use the app once you add the Workfront section to their Opportunity or Account page layouts. 
    For information about configuring the Workfront section for users, see "Configuring the Workfront Section for Salesforce Users."

Installing Workfront for Salesforce in the Salesforce Classic Framework

  1. Log in to Salesforce as a system administrator.
  2. Navigate to Setup.
  3. In the Build section, click AppExchange Marketplace.
  4. In the Search AppExchange Apps ... box, type Workfront.
  5. Click the app when you find it, then click Get It Now.
  6. Click Install in Production to install the Workfront app in your Salesforce Production environment. (recommended)
  7. Select the I have read and agree to the terms and conditions field after you have read and agreed with the terms and conditions.
  8. Click Confirm and Install.
  9. Select Install for All Users (recommended), then click Install
  10. (Conditional) If asked if you want to approve a third party access, you must select Yes, grant access to these third-party web sites, then click Continue.  
  11. Click Done when the installation completes. 
    The Workfront app is listed under Installed Packages
    salesforce_classic_Installed_Packages.png
  12. Navigate to Setup>Security Controls>Remote Site Settings.
  13. (Conditional) If you do not see your Workfront URL listed in the All Remote Sites list, click New Remote Site.
    salesforce_remote_site_edit.png
  14. Specify the Remote Site Name.
    For example, Workfront.
  15. Specify the Remote Site URL
    For example, <your domain>.my.workfront.com.
  16. Click Save.
    The Workfront app is now installed on your Salesforce instance and the WorkfrontOpportunities and WorkfrontAccounts Visualforce Pages have been created in your environment. 
    Salesforce users cannot yet use the app until you add the Workfront section to their Opportunity or Account page layouts. 
    For information about configuring the Workfront section for users, see "Configuring the Workfront Section for Salesforce Users."

Installing Workfront for Salesforce in the Salesforce Lightning Experience Framework

  1. Log in to Salesforce as a system administrator.
  2. Click the Setup icon, then click Setup.
  3. In the PLATFORM TOOLS section, expand Apps.
  4. Click AppExchange Marketplace.
  5. In the Search AppExchange Apps ... box, type Workfront.
  6. Click the app when you find it, then click Get It Now.
  7. Click Open Login Screen.
    You must sign in with your system administrator account for Salesforce.
  8. Click Allow.
  9. In the Install in This Org box, click Install Here to install Workfront in your Salesforce Production environment. (recommended)
  10. Select the I have read and agree to the terms and conditions field after you have read and agreed with the terms and conditions.
  11. Click Confirm and Install.
  12. Select Install for All Users (recommended), then click Install
  13. (Conditional) If asked if you want to approve a third party access, you must select Yes, grant access to these third-party web sites, then click Continue.  
  14. Click Done when the installation completes. 
    The Workfront app is listed under Installed Packagessalesforce_lightning_Installed_packages.png
  15. Navigate to Setup.
  16. In the SETTINGS section, expand Security. 
  17. Click Remote Site Settings.
  18. (Conditional) If you do not see your Workfront URL listed in the All Remote Sites list, click New Remote Site.
    Salesforce_remote_site_settings_lightning.png
  19. Specify the Remote Site Name.
    For example, Workfront.
  20. Specify the Remote Site URL
    For example, <your domain>.my.workfront.com.
  21. Click Save.
    The Workfront app is now installed on your Salesforce instance, and the Workfront component is now added to your environment. 
    Salesforce users can use the Workfront app once you add the Workfront section to their Opportunity or Account page layouts. 
    For information about configuring the Workfront section for users, see "Configuring the Workfront Section for Salesforce Users." 
This article last updated on 2018-08-16 13:39:17 UTC