Workflows can be set to have specific interactions with Salesforce.com and Salesforce mobile. Those interactions can be really powerful. But with great power comes great responsibility. That's why we advise you to read the following article before you begin.

Salesforce options

When a workflow is completed and sent from the mobile app to Salesforce, it creates a record it will be linked to.
Example : As a default behavior a new workflow will create an event in Salesforce with the date of its completion and all its questions and answers as comments.

Always create

Every workflow completed with the mobile app will create an entry in the selected object. The created entry is what we call the link record.
You can override this setting to update an existing record instead. To do so you need to have a question with a search component where the user selects the record.

Record name

You can choose to change the root of the name of the created record. It will always be followed by date and time information.

Create note

This option creates a note in Lightning containing all answers. It's automatically linked to the link record when the object allows it. 

Disable chatter post 

By default Zero Keyboard posts on Chatter after updating Salesforce. You can disable this action here. 

Actions

These actions allow you to create or update a record in a standard or a custom object in Salesforce.
Read our article about Salesforce actions to discover how it works.

Note : Multiple creations on the same object will be ignored.

Mobile options

View target

When the information of a workflow has been successfully sent to Salesforce, the user can tap the banner in the app to access this information in Salesforce. You can choose if it shows the information inside ZeroKeyboard or if it should open it in the Salesforce mobile app.

Save & view destination

You can define the specific page you want to be opened after the user saves a workflow. You can use #LINK_RECORD_ID# as dynamic value for created link record. Leaving the field empty defaults the redirect to: /one/one.app#/sObject/#LINK_RECORD_ID#/view.

Force view

If you select this option, when the user hits the Save button, the app will automatically open the Salesforce view of the record. It can be used if you have a specific process for your users to follow in Salesforce.

Salesforce call

You can create a button in Salesforce to directly call a specific template in Zero Keyboard. To do so you will need to use the address we provide here as the target of the button.

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