Adobe Workfront for Salesforce overview

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

You can install Adobe Workfront for Salesforce to allow your Salesforce users to submit Workfront requests and automatically create projects without ever leaving Salesforce.

As a Workfront administrator, you can download and configure Workfront for Salesforce. Then, you can share it will all other Salesforce users.

For more information about installing Workfront for Salesforce, see Install Adobe Workfront for Salesforce.
For more information about configuring the Workfront section in Salesforce for all users, see Configure the Adobe Workfront section for Salesforce users.

Access requirements

You must have the following access to use the functionality described in this article:

Adobe Workfront plan*
Pro or higher
Adobe Workfront license*
Plan

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Workfront for Salesforce

You can do the following when using Workfront for Salesforce:

  • Manually create new Workfront requests from Salesforce within an Opportunity or an Account.

    For more information about creating Workfront requests from Salesforce, see Submit Adobe Workfront requests from Salesforce objects.

  • Automatically trigger the creation of projects in Workfront when certain criteria are met in Salesforce. Your Salesforce system administrator must configure triggers for creating projects from Salesforce.

    For more information about creating Workfront projects from Salesforce, see Create Adobe Workfront projects from Salesforce objects.

Consider the following when working with Workfront for Salesforce:

  • We support both the Salesforce Classic and Lightning Experience frameworks.

  • Items can be created only from Salesforce in to Workfront.

  • You can view some information about the Workfront items in Salesforce.

    This information cannot be customized.

    For a list of Workfront fields that you can view from Salesforce, see Submit Adobe Workfront requests from Salesforce objects and Create Adobe Workfront projects from Salesforce objects.

  • You can directly access items linked to Salesforce by clicking the Go to Salesforce link from Workfront.

    You cannot view any information about the Salesforce items in Workfront, but you have a link to the Salesforce item from Workfront to review it in Salesforce.

    The Go to Salesforce link displays in the following areas:

    • The Details section of a project or and issue

    • The header of a project or an issue.

      Your system or group administrator must add the Integrations field to your Layout Template to view the Go to Salesforce link in the project or issue header.

    • The Summary panel of an issue when selecting the issue in a list, after clicking Open Summary in the list’s toolbar.

      note note
      NOTE
      The Go to Salesforce link is visible to all Workfront users who can view the project or the issue. You must have a Salesforce account to be able to go to the Salesforce Opportunity or Account where the issue was logged.
  • Updating fields on one item in one application does not update any information on linked items in the other application.

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