Run your workflows straight from Salesforce
Launch, track, and complete Manifestly workflows from any Salesforce record — Accounts, Contacts, Leads, and Opportunities — without leaving your CRM. Runs link back to the record, so status flows both ways.
Installed from the Salesforce App Launcher · works with any edition that supports AppExchange packages.
Your CRM knows when work should start. Let Manifestly run it.
A deal moves to Negotiation, a case is opened, a new account is created — each one kicks off a repeatable process. Connect Salesforce to Manifestly and the right workflow launches on the right record, with progress the whole team can see.
- Someone remembers to start the process by hand
- Status lives in a separate tool from the record
- CRM and process drift out of sync
- A button or field change launches the run
- Progress shows right on the record
- Record ID links the two — updates flow both ways
Connected in four steps
Connect your account
Install the package from the App Launcher, open the Manifestly Setup tab, and paste your API token. A green icon confirms you're connected.
Add a launch button
Pick a record type, choose the workflow it should start, and name the button. Add the buttonsContainer component to the page layout and it appears on the record.
Launch & sync
Click the button and a run is created in Manifestly, with its external ID set to the Salesforce record ID — the link that lets updates flow back.
Automate the rest
Set field-change triggers to start runs on their own, and turn on webhooks so run activity posts back into Salesforce to drive your Flows.
A launch button on any record
Put a Start Workflow button on the objects your team works from. Clicking it creates a run and passes the record's title along, so the run is already labeled with the account, lead, or deal it belongs to.
- The record title is passed into the run as data.
- Add the current user to the run by matching their email.
- Assign additional people from the workflow's department.
One record, one run, kept in step
When a run is created from a record, Manifestly stores the Salesforce record ID as the run's external ID. That shared key is what lets the two stay aligned — so a run started in Salesforce is the same run Manifestly can update back on the record.
- Record data flows into the run at launch.
- Run and step progress can post back to Salesforce.
- The record ID prevents duplicate or mismatched runs.
Start runs automatically on a field change
No click required. Set a trigger to watch a field, and when it changes to the value you choose, Manifestly starts the workflow on that record — so the process fires the moment the CRM says it should.
- Watch any field on the supported objects.
- Fire on an exact value — a stage, a status, a type.
- Assign participants just like a button-launched run.
See the run history on the record
Every run launched from a record is logged in its Notes & Attachments, so anyone opening the account or opportunity can see which processes ran, and when — without leaving Salesforce.
- A running record of what was started from each object.
- Standard-object tabs surface buttons and history in one place.
Push run activity back into Salesforce
Turn on webhooks and Manifestly writes run and step activity into your org as records — ready to trigger Flows, update fields, or advance a stage. Set it up once with a Salesforce Site and its Guest User, granted the Manifestly Webhook Permission.
- Creates Run and WorkflowStep records in Salesforce.
- Use those records to drive Flows and downstream automations.
- Schedule the ClearOldDataBatch job to clear records older than a month.
# Manifestly posts run activity to your Salesforce Site
POST https://your-domain.my.salesforce-sites.com
/services/apexrest/Manifestly/create
# → creates Run and WorkflowStep records in your org,
# ready to trigger your Flows and automationsProcesses teams run from Salesforce
Deal to onboarding
An Opportunity hits Closed Won and kicks off customer onboarding.
Stage change → the onboarding run starts on the account automatically.
Case handling
A support Case opens and a standardized resolution workflow launches.
Progress shows on the record so the whole team sees where it stands.
Lead qualification
A new Lead triggers a consistent qualification and follow-up run.
Nothing slips — every lead gets the same steps, tracked back on the record.
Salesforce integration, answered
Security, governance, and rollout support—without heavy implementation.
SSO & Access Control
Streamline login and manage permissions so the right people can run and update SOPs.
Workflow Versioning
Improve SOPs without losing control—track changes and roll out updates consistently.
Reporting & Audit Readiness
Get visibility across teams with dashboards and exportable history for reviews and audits.
Trusted by organizations big and small for their recurring workflows
Run Your Workflows From Salesforce Records
With Manifestly, your team will Never Miss a Thing.