This article explains how to link your Salesforce object to a project. There are two ways to do this: you can either link the object to a project manually or automate the process, which will automatically update the object’s link to the project field.

1. Manual Process

You can manually link the object to the project by following these steps:

• Go to a project and navigate to the 'Overview' tab at the top.
• On the right, below the 'Project info' widget, you'll see a Salesforce widget.
• Here, you'll be able to link the Opportunity (object). Once you link the Salesforce object, all the fields defined under that object will start syncing.

2. Automation Process

If you prefer to automate the process of capturing the Salesforce object link in a project field, follow the steps below:

Step 1: Create a Project Field for the Salesforce Object ID

• In Rocketlane, create a project field called ‘Salesforce Object Id’ to store the ID of the object.
• Sync this field with the Salesforce field (opportunity ID/order ID) in the Salesforce field mapping section.

Step 2: Create a Project Field for the Salesforce Object Link

• Create another project field, for example, ‘SFDC Object Link’, to store the Salesforce object link.

Step 3: Create a Global Automation Workflow

• Go to Settings > Automation in Rocketlane to create a global automation workflow.
• Set up the workflow to trigger when a new project is created.

Trigger: When a project is created
Condition: When ‘Salesforce Object Id’ is not empty
Action: Send an HTTPS request to update the project field ‘SFDC Object Link’, where the Salesforce object ID is stored.

Step 4: Set Up the HTTPS Request

1. Go to this link to get the curl request.
2. Enter the API under the Header section:
   • To get the API, go to Settings → API Key, and click Create API to generate a new API key.
3. Enter the field ID that you want to update:
   • To find the field ID, go to Settings → Project Fields, click on the field ‘SFDC Object Link’, and you’ll see the field ID in the URL.
4. Enter the field value you want to update:
   • Type in the static Salesforce URL as the field value. You can refer to the format, e.g., "https://vts.salesforce.com/opportunity/..../view".

Step 5: Paste the Base URL and Curl Request

• Paste the Base URL in the URL field.
• Copy the curl request and paste it into the body of the HTTPS request.

Step 6: Use Smartfill

• In place of the dots (....) in the Salesforce URL, use the 'Smartfill' feature to automatically insert the Opportunity ID stored in the Rocketlane field.
• Type '{{' or 'project' in the URL field, and you'll see a dropdown of all the available fields in Rocketlane.
• Select the ‘Salesforce Object Id’ field and save the automation.

Step 7: Salesforce Sync

• Whenever a Salesforce sync occurs, the Salesforce object link will automatically be updated in the ‘SFDC Object Link’ field.