Integration Overview

Integrating WorkRails with Salesforce.com is a simple process that requires little effort and maintenance to setup. The requirements below highlight how WorkRails and Salesforce.com integrate with one another.

We also have an AppExchange Package that can be leveraged to help speed up the process.

Requirements

When your company implements WorkRails, we work with your Salesforce.com Administrator to setup the following points of Integration:

  • A WorkRails API user record, which serves as the integration user between your Salesforce.com environment and the WorkRails platform.

Note: WorkRails only requires one dedicated API user record in your Production environment. For Sandbox environments we request that your WorkRails Implementation and Customer Success team members get access with System Administrator profiles to assist with the integration.

  • A Connected App, that allows the aforementioned WorkRails API user to interact with the objects you want to leverage. This takes about 5 minutes and doesn't require any code.

  • A VisualForce page that serves as the container for rendering your WorkRails catalog within Salesforce.com. This typically only has a few lines of markup.

  • And lastly, a Custom Tab and Lightning Action which provides direct access to the aforementioned VisualForce page.

We help out with every step of the process (including the VisualForce page markup), and in general we're able to get everything squared away with your Salesforce.com Administrator over a brief call.

Access Management

When integrating with Salesforce.com and Salesforce.com Communities, many of our clients find it's easiest for WorkRails to leverage Salesforce.com as the Identity Provider. This is done by virtue of the Users table in Salesforce, and requires no additional steps or effort to configure.

For 3rd party access use cases like partner portals, or when Salesforce isn't the primary Identity Provider, please see the Access Management section in the left hand pane.