Configure Salesforce in approval workflows | Zoho Creator Help

Configure Salesforce in approval process

  1. Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more
  2. Add a new approver to the workflow. Read more
  3. Navigate to the required approval block in the approval workflow.
  4. Click the  Add New Action icon. The Add New Action window will slide in from the right.

  5. Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.
  6. Choose  Salesforce from the Service list. 
  7. Choose Add New Connection from the Connection drop-down field.
  8. Enter a connection name and click Authorize.
  9. The browser will open the Salesforce login page in a new tab. Specify the Username and Password of your Salesforce account and click Log In.
     
  10. Click Allow to authenticate Zoho Creator to access your Salesforce account.
  11. Upon successful authentication, Choose the Salesforce module that you want to push the data to.
  12. Based on the selection made in the Module field, Zoho Creator lists the mandatory and other fields
    • Mandatory fields - These are the required fields in the chosen Salesforce module that must be mapped to a corresponding field in Zoho Creator. The drop-down lists the fields on your Creator form. Select the required field.  

      Note:   The mandatory fields vary based on the selected service and module.

    • Other fields - You can map fields in the chosen Salesforce module to the fields in your Zoho Creator form. This is optional. Click Add icon to map more fields.
  13. Click Save.
  14. Click Done in the top-right corner of the screen.



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