Hi @Erin_Till ,
In the current IC Managed Package for Salesforce.com, a vital piece of information is missing from the Ironclad Workflow Object record in SFDC and it is the Ironclad IC Number.
In the workflow record created in SFDC, the unique identifier which is returned as part of the integration is the 20+ character long Workflow ID. While this will work for driving the integration, it is impossible for a User to take note and refer to Workflow records using this long character string.
- I am sure it is the Usability aspect which is the reason you have a shorter and a User friendly Ironclad ID in the form of the IC-###.
In our current implementation, I had to build out an integration recipe to capture this information from the WF record in Ironclad to the WF record in SFDC. I am sure not every consumer of the platform will have access to integration tools to manage this data update and would appreciate having this as part of the package.
- I suggest when you do integrate it, push it into the Name field on the SFDC Ironclad Workflow object.
- If the above is not possible then when you do create a field for it in SFDC, make it Unique and Indexed.
It would be very helpful and effective to have the manage package to provide the IC Number on the SFDC record as well.
Kind Regards,
Swarna.
