Salesforce Advanced Installation

Last updated: March 27, 2026

đź’ˇ In this article: Discover an in-depth guide to syncing data between Salesforce and SpotDraft. This comprehensive guide will walk you through the process of integrating and configuring the sync, enabling seamless data exchange between the two platforms for enhanced collaboration and efficiency within your organization.

🔧 Installing the advanced Salesforce IntegrationSeamlessly Unite Sales and Legal Workflows for Optimal Business Operations with this Step-by-step installation guide.Installing the core Salesforce IntegrationSync Details to Custom SpotDraft Objects on Salesforce - Seamlessly Sync Contract data and Signatory Updates from SpotDraft to Salesforce, Powering Data-Driven Decisions, Reporting, and Automation.Sync Contract Metadata details from SpotDraft to Salesforce Fields- Seamlessly synchronize crucial contract key data from SpotDraft to Salesforce, ensuring your CRM reflects the latest contract developments.Salesforce Record To SpotDraft Contract Metadatas Sync - Automatically update SpotDraft’s Contract Metadatas with the latest Salesforce field changes, maintaining contract accuracy and relevance.Create from Salesforce - Initiate Contracts in SpotDraft directly from Salesforce Opportunities for Streamlined Contract Creation.

âš™ Advanced Settings - Questionnaire Editing

After completing the initial integration setup, you can configure whether users are allowed to manually edit questionnaire responses when creating contracts from Salesforce.

Understanding the Setting:

  • Set to No (default): Users cannot modify questionnaire responses. The system automatically uses default values or mapped Salesforce field values configured during setup.

  • Set to Yes: Users can manually edit questionnaire responses before finalizing the contract, allowing them to override mapped values when needed.

To modify this setting:

  1. Navigate to Settings → Integrations → CRM

  2. Open the Salesforce card and select the relevant integration

  3. Click Continue Configuring

  4. Select the Salesforce object (e.g., Opportunity)

  5. Click the kebab menu icon (⋮) next to the object → Configure

  6. Open Advanced Settings

  7. Set “Allow users to manually edit the questionnaire” to Yes or No based on your requirements

  8. Click Save and Complete Configuration

Note: Only users with Admin permissions can modify this setting. If users report being unable to edit questionnaire responses during contract creation from Salesforce, verify this setting is configured appropriately for your workflow needs.

Understand Sync Capabilities:SpotDraft custom objects and fieldsGeneric Settings Connection:Salesforce System Administrator Role:The email addresses for both accounts should be identical. (If the Salesforce System Admin needs a SpotDraft account, please follow this guide to create one).