How to setup approval workflow rule in Salesforce and pass the approval into ClientPoint

Please see below for directions on setting up the workflow rule in Salesforce and connecting this rule to ClientPoint for ClientPoint approval for checkbox approval from an Opportunity in Salesforce into ClientPoint.

For this workflow to work, the ClientPoint managed app must be installed on your Salesforce account. 

Part A: Setup custom field checkbox in Salesforce

1. Log into Salesforce
2. Go to Setup > Object Manager > Opportunity > Fields & Relationships > New
3. Setup a field, the data type is "checkbox"
4. Copy the API field name from Salesforce. 
5. Log into ClientPoint
6. Go to Settings > Advanced Settings > Advanced Configuration > under Create ClientPoint Configuration toggle "Enable proposal approval before sending" to on
7. Select CRM Only and/or Both
8. For "Select CRM" choose Salesforce from the drop-down and in "Add custom field" paste the API field name of the checkbox created in Salesforce for approval.

Part B: Creating a Workflow Rule in Salesforce

1. Log into Salesforce as an Administrator
2. Go to Setup > search "Workflow Rules"
3. Create a new rule > select Opportunity for the object > click Next
4. Name the workflow rule: oppApproveWorkflowRule
5. Set the evaluation criteria to "Created and everytime it is edited"
6. For the Rule Criteria
   • Field = Approve Checkbox
   • Operation = equation
   • Value = True
7. Click "Save and Next"
8. Choose Outbound Message
   Name: oppApproveOutboundMessage
   Endpoint URL: https://https.clientpoint.net/salesforce/workflow-approve
   Check "Send Session ID"
   Chose custom field, select the checkbox created in Part A above in the Opportunity
9. Click "Save"
10. Make sure to activate the rule. 

If workflow stops working, please check to make sure the user assigned to the flow is an active user in Salesforce and ClientPoint. Thank you.