Documentation

{{docApp.title}}

{{docApp.description}}

INDEX

Documentation Library

Search for information on Hornbill Documentation.

{{docApp.searchError}}

{{docApp.searchResultFilteredItems.length}} results for "{{docApp.currentResultsSearchText}}" in {{docApp.searchFilterBySpecificBookTitle}}

Have questions about this site?


What is this site?

  • This website is Hornbill's new product documentation website and is currently under development.
  • It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
  • Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
  • Please feel free to have a look around at any time.

Why has Hornbill created this site?

  • Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
  • Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
  • We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
  • We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
  • We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.

What will this site be good for?

  • Community contribution will be facilitated, encouraged, and most welcome.
  • High quality documentation, will be kept up to date as rapidly as our products evolve.
  • Real-time content search and discovery.
  • Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
  • Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
  • Documentation available in browser as well as printable/viewable as PDF on demand.
  • Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
  • Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.

What is the timeline for this site?

  • We have taken the decision to publish and make available early, there is very little content at this time.
  • As and when we have completed/usable documentation, it will be published here.
  • We have a host of additional features we wish to add over time, so please watch this space.
  • We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
  • The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.

{{docApp.libraryHomeViewProduct.title || docApp.libraryHomeViewProduct.id}}

{{docApp.libraryHomeViewProduct.description}}

  1. {{book.title}}

{{group.title || group.id}}

{{group.description}}

  1. {{book.title}}

{{group.title}}

SalesForce

Salesforce is a CRM software and enterprise cloud ecosystem. Hornbill's integration with SalesForce enable you to Create, Update, and Manage Accounts, Cases, Contacts and Users in Salesforce from Hornbill workflows.
This is a Premium Integration.

Cloud Automations

Accounts

OperationDescription
Account Create Creates a Salesforce Account.
Account Delete Deletes a Salesforce Account.
Account Get Retrieves informatipn about a Salesforce Account.
Account Query Looks-up tyhe ID of a Salesforce Account from its name.
Account Update Updates a Salesforce Account.

Cases

OperationDescription
Case Add Comment Creates a comment against a Salesforce Case.
Case Create Creates a Salesforce Case.
Case Delete Deletes a Salesforce Case.
Case Get Retrieves information about a Salesforce Case.
Case Update Updates a Salesforce Case.

Contacts

OperationDescription
Contact Create Creates a Salesforce Contact.
Contact Delete Deletes a Salesforce Contact.
Contact Get Retrieves information about a Salesforce Contact.
Contact Update Updates a Salesforce Contact.

Contracts

OperationDescription
Contract Create Creates a Salesforce Contract.
Contract Delete Deletes a Salesforce Contract.
Contract Get Retrieves information about a Salesforce Contract.
Contract Update Updates a Salesforce Contract.

Users

OperationDescription
User Create Creates a Salesforce User.
User Delete Deletes a Salesforce User.
User Get Retrieves information about a Salesforce User.
User Update Updates a Salesforce User.
In This Document