💡 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 Integration

Seamlessly Unite Sales and Legal Workflows for Optimal Business Operations with this Step-by-step installation guide.

🚀 Introduction

Integrating SpotDraft with Salesforce delivers immense value by streamlining contract workflows through embedded contract creation, tracking, and execution within Salesforce.

The Installing the core Salesforce Integration guide covers fundamental features like initiating contracts from Salesforce records, uploading third-party contracts, and tracking contract status in Salesforce.

This advanced features guide explores additional capabilities that enhance contract management automation:

• Sync 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.

With advanced functionalities like real-time data sync, field population, and integrated contract creation, you can achieve truly seamless integration between the two platforms.

This guide provides the steps to configure and fully leverage these powerful features, taking your Salesforce-SpotDraft integration to the next level.

💡 Tip: To delve deeper into the integration's core benefits and how to fully utilize it, refer to the Understanding the SalesForce Integration guide.

🔃 Sync Details to Custom SpotDraft Objects on Salesforce

🔎  Overview

The 'Sync Details to Custom SpotDraft Objects on Salesforce' feature is designed to ensure a fluid exchange of key contractual data between SpotDraft and Salesforce. By mirroring crucial milestones and signatory statuses within Salesforce's custom objects, this integration empowers teams to leverage real-time contract data across both platforms, enhancing visibility and control over the entire contract lifecycle.

🌟 Features

• Real-Time Data Sync: Automatically updates Salesforce records with SpotDraft data, ensuring Salesforce objects always reflect the current status of contracts and signatories.
• Enhanced Reporting Capabilities: Supports the creation of dynamic reports and dashboards in Salesforce, utilizing SpotDraft data for comprehensive analytics and actionable insights.
• Custom Object Utilization: Allows the use of SpotDraft's custom Salesforce objects, enabling a tailored approach to data management that aligns with your company's unique processes.

📝 Prerequisites

• Understand Sync Capabilities: Familiarize yourself with the SpotDraft custom objects and fields that will be synchronized with Salesforce. This knowledge is essential to determine if the integration aligns with your intended use cases, such as automation or reporting.

• Generic Settings Connection: Confirm that the generic settings between SpotDraft and Salesforce are already configured and active.

• Salesforce System Administrator Role: The individual with System Administrator access in Salesforce must also have a SpotDraft account, as they will set up the integration.

• 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).

⚙️ Installation & Configuration

As part of the installation and configuration process, you'll need to map SpotDraft data to the corresponding fields within Salesforce. Below is a detailed overview of the SpotDraft custom objects and the fields that are available for sync:

SpotDraft Custom Objects and Fields:

SpotDraft Contract Object Fields:

• Contract Id: Unique identifier for the contract in SpotDraft.
• Contract Link: URL link to the contract in SpotDraft.
• Contract Name: Title or name of the contract.
• Created By: User who created the contract in SpotDraft.
• Last Modified By: User who last modified the contract.
• Opportunity: Associated Salesforce opportunity.
• Owner: Owner of the contract within SpotDraft.
• Status: Current status of the contract (e.g., Draft, Awaiting Signature).

SpotDraft Signatory Object Fields:

• Completed On: Date when the signature process was completed.
• Created By: User who initiated the signatory process.
• Email: Email address of the signatory.
• First Received On: Date when the contract was first sent for signature.
• Last Modified By: User who last modified the signatory details.
• Last Received On: Most recent date the contract was sent for signature.
• Opportunity: Associated Salesforce opportunity.
• Owner: Owner of the signatory process within SpotDraft.
• Signatory Name: Name of the individual required to sign.
• SpotDraft Contract: Link to the associated contract in SpotDraft.
• Status: Current status of the signatory process (e.g., Sent, Completed).

1 - Log in to SpotDraft, navigate to Settings → Integrations → CRM, open the Salesforce card and select Sync To Salesforce from the top menu, then click on Connect button on the Push contract information from SpotDraft to Salesforce option to open the setup wizard.

Follow the Setup wizard to:

1. Authenticate your Salesforce account.

1.1 - You can click on Next on the Authenticate your Salesforce account as that was done when the ‘Generic Settings’ were configured. 

2. API names for custom objects.

Note. Most customers can proceed with the pre-populated default API names for the SpotDraft Contract and Signatory objects, which are tailored for immediate use.

2.1 - Ensure the API names match your setup and click on Next.

For custom configurations:

2.2 - If you have custom objects set up in Salesforce and wish to use them, replace the pre-populated API names with those of your custom objects.

2.3 - Click on Next.

3. Map Contract Object fields.

3.1 - Click on Add a new mapping such that all SpotDraft Fields (right column) have a mapping row for the Contract Object in Salesforce.

3.2 - Select the corresponding Salesforce field for each mapping row.

3.3 - Click on Next.

4. Map Signatory Object fields.

4.1 - Click Add a new mapping such that all SpotDraft Fields (right column) have a mapping row for the Signatory Object in Salesforce.

4.2 - Select the corresponding Salesforce field for each mapping row.

4.3 - Click on Finish.

5. After finalising the wizard by clicking on Finish, you will be directed back to the Salesforce Integration page. A confirmation message stating Installed Successfully will appear.

5.1 - To complete the process, simply click on Connect button.

🎉 Congratulations. The synchronization of SpotDraft details to your Salesforce custom objects is now configured. You're all set to automate and report with up-to-date contract and signatory data directly within Salesforce!

✅ Verification

1. Create a Test Contract in SpotDraft: Start by creating a dummy contract within SpotDraft. Ensure that it populates some if not all of the fields that are mapped to sync with Salesforce.
2. Change Status: Update the status in SpotDraft for the test contract. This should trigger an update in the corresponding 'Contract Status' field within the Salesforce custom object.
   
3. Check Salesforce for Updates: Go to the custom 'SpotDraft Contract' and 'SpotDraft Signatory' objects in Salesforce. Verify that the changes made in SpotDraft are reflected in the Salesforce fields.
4. Confirm Data Integrity: Ensure that the data in Salesforce matches exactly with what's in SpotDraft, indicating that the sync is not only working but also accurate.
5. Test Automations (if any): If you have set up any Salesforce automations based on the synced data, such as workflow rules or process builders, trigger these to confirm they execute as intended when the SpotDraft data updates.
6. Review Salesforce Reports: If you have reports that utilize the SpotDraft custom object data, run these to ensure that the synced data is being included correctly.

💬 FAQs

• What information will be synced from SpotDraft to Salesforce with this integration?

  This integration syncs key contract details and signatory information, such as contract status, contract link, signatory name, and the status of the signing process from SpotDraft to the corresponding custom objects in Salesforce.

• Can I choose which fields to sync between SpotDraft and Salesforce?

  Yes, during the setup process, you can select the specific fields you want to sync between SpotDraft and Salesforce custom objects.

• Will the integration affect my existing Salesforce workflows?

  The integration may trigger actions in existing workflows if they are set up to respond to changes in the fields that are being synced. It's important to review your workflow rules to ensure they align with the new integration.

• What should I do if I notice that the data isn't syncing properly?

  Verify that the API names and field mappings have been entered correctly in the integration settings. If issues persist, contact SpotDraft support for assistance.

• Can I use this integration for custom reports and dashboards in Salesforce?

  Absolutely. The synced data from SpotDraft can be utilized in Salesforce to create custom reports and dashboards, providing insights into contract management metrics.

• Is it possible to sync data to standard Salesforce objects instead of custom ones?

  The default setup is designed to sync with custom objects created by the SpotDraft app. However, if you prefer to use standard Salesforce objects, you may need to perform custom mappings and configurations.

• How often does the data sync between SpotDraft and Salesforce occur?

  Data synchronization happens in real-time. Any updates in SpotDraft will be immediately reflected in the corresponding Salesforce fields, given the integration is properly configured.

🔃 Sync SpotDraft Contract Metadata details to Salesforce Fields

🔎 Overview

Elevate your CRM's functionality by syncing both standard and custom Contract Metadata sections from SpotDraft into Salesforce. This integration empowers you to tailor Salesforce records with a wealth of contract details, providing a holistic view that encompasses all unique aspects of your business contracts. With the flexibility to create and synchronize custom Contract Metadata sections, your Salesforce platform becomes a dynamic hub that not only tracks customer interactions but also mirrors the intricate data of your contractual landscape.

💡 Tip: This Integration will sync Contract Metadatas from SpotDraft to Salesforce, to sync data the other way i.e Salesforce to SpotDraft, review the Salesforce Record To Contract Metadatas Sync Integration.

📝 Prerequisites

• Salesforce Objects: This integration works with the following Salesforce Objects: Opportunity, Account, Contract and Quote, ensure the data to synchronize is associated with one of these objects.

• Contract Type setup with Contract Metadata's: Choose the Contract Type to integrate with Salesforce and ensure it has Contract Metadatas set up in SpotDraft.

• Data Synchronization Plan:
  • Identify the specific Contract Metadata data you wish to synchronize.
  • Determine the corresponding Salesforce fields for synchronization.
  • Ensure each mapped field has the same data type in both SpotDraft and Salesforce.

• Generic Settings Connection: Confirm that the generic settings between SpotDraft and Salesforce are already configured and active.

• Salesforce System Administrator Role: The individual with System Administrator access in Salesforce must also have a SpotDraft account, as they will set up the integration. Their email address for both accounts should be identical. (If the Salesforce System Admin needs a SpotDraft account, please follow this guide to create one).

⚙️ Installation & Configuration

1 - Log into SpotDraft, navigate to 'Settings' → 'Integrations' → ‘CRM’, open the Salesforce card and select ‘Sync To Salesforce’ from the top menu, then hit the ‘Add Integration’ button on the ‘Contract Metadatas sync to Salesforce’ option to open the setup wizard.

Follow the Setup wizard to:

1. Authenticate your Salesforce account.

1.1 - You can simply click on Next on the Authenticate your Salesforce account as that was done when the Generic Settings were configured.

2. Set the Salesforce Object that the rest of the configuration will apply to

2.1 - Select the Salesforce object e.g. Opportunity.

2.2 - Click on Next.

💡 Note: if the Object is Quote the default Quote API name has been set. Change this if needed for your Salesforce setup.

3. Set the SpotDraft Contract Type that the rest of the configuration will apply to

3.1 - Select the Contract Type that relates to the mapping you completed in the prerequisites e.g. CPQ.

3.2 - Hit Next.

4. Map Contract Metadatas

This step is where we will apply the mapping that was completed in the prerequisites e.g. CPQ.

💡 Tip: If the mapping sheet was created some time ago, it’s a good idea to review it and ensure it’s still accurate.

4.1 - Hit Add a new mapping such that all SpotDraft Fields (Contract Metadatas) that need to be synchronized with Salesforce have a mapping row.

💡 Note: Some of the values in the SpotDraft Fields column **may appear to be the same with just different suffixes, if this is the case, only create a mapping row for the ones that have the suffix > Value.

4.2 - Select the corresponding Salesforce fields for each mapping row based on the mapping sheet.

4.3 - Click on Next

5. Name and describe the integration for easy identification and management.

💡 Tip: To make it simple to identify the different Contract Types’ configurations, prefix the ‘Name’ with the name of the Contract Type e.g. CPQ, NDA etc..

5.1 - Enter the Name.

5.2 - Enter the Description.

5.3 - Click on Finish.

6. After finalizing the wizard by clicking on Finish you will be directed back to the Salesforce Integration page. A confirmation message stating Installed Successfully will appear.

6.1 - To complete the process, simply click on Connect button.

🎉 Fantastic work! You've successfully configured the integration. Now, your Salesforce records will automatically update with the latest contract details from SpotDraft, keeping everyone on the same page effortlessly!

💡 Note: To set up the integration for a different Contract Type, follow the same process again.

✅ Verification

1. Create a Test Contract in SpotDraft: Begin by creating a dummy contract in SpotDraft and populate some if not all, of its Contract Metadatas that are mapped to sync with Salesforce.
2. Update Contract Metadatas: In SpotDraft, modify one or more of the Contract Metadatas in the test contract.
   
3. Check Salesforce Records: Verify if the changes in Contract Metadatas reflect accurately in the corresponding Salesforce fields.
   
   
4. Test Automations (if any): If Salesforce automations depend on these fields, check if they trigger as expected after the sync.
5. Review Salesforce Reports: If you have reports that utilize these fields, run these to ensure that the synced data is being included correctly.

💬 FAQs

• Which Salesforce objects can be synced with SpotDraft Contract Metadatas?

  You can sync Contract Metadatas with the Account, Opportunity, Contract, and Quote objects in Salesforce.

• Q: Can custom Contract Metadata sections be synced to Salesforce?

  Yes, both custom and standard sections like 'Lifecycle' and 'General' can be synced with Salesforce, allowing for a fully tailored data transfer.

• How frequently does the data sync from SpotDraft to Salesforce?

  The data synchronization occurs in real time. Any changes made in SpotDraft Contract Metadatas are instantly reflected in the linked Salesforce fields.

• Q: Is there a limit to the number of Contract Metadatas that can be synced?

  There's no set limit on the number of Contract Metadatas you can sync, but it's important to ensure that your Salesforce setup can accommodate the data structure you plan to use.

• Q: Can the sync be configured to work bi-directionally?

  This specific integration is designed for one-way sync from SpotDraft to Salesforce. For bidirectional capabilities, consider setting up both Sync to Salesforce and Salesforce Record To Contract Metadatas Sync integrations.

🔃 Salesforce Record To SpotDraft Contract Metadata's Sync

🔎 Overview

This integration harnesses the core 'Lifecycle' and 'General' Contract Metadata sections in SpotDraft, ensuring they are automatically updated with the latest changes from Salesforce. By focusing on these fundamental areas, the integration maintains the integrity and accuracy of your primary contract data. It enables a seamless flow of critical information from your CRM into SpotDraft, reinforcing the foundational elements that are pivotal to contract administration and oversight.

💡 Tip: This Integration will sync Contract Metadatas from Salesforce to SpotDraft, to sync data the other way, review the Sync Contract Metadata details to Salesforce Fields Integration.

📝 Prerequisites

• Salesforce Objects: This integration works with Salesforce Objects: Opportunity & Account, ensure the data to synchronize is associated with one of these objects.

• Contract Type setup with Contract Metadatas: Choose the Contract Type to integrate with Salesforce and ensure it has Contract Metadatas set up in SpotDraft.

• Data Synchronization Plan:

  • Identify the specific Contract Metadata data you wish to synchronize.

  • Determine the corresponding Salesforce fields for synchronization.

• Ensure each mapped field has the same data type in both SpotDraft and Salesforce.
• Generic Settings Connection: Confirm that the generic settings between SpotDraft and Salesforce are already configured and active.
• Salesforce System Administrator Role:
  • The individual with System Administrator access in Salesforce must also have a SpotDraft account, as they will set up the integration.
  • Their email address for both accounts should be identical. (If the Salesforce System Admin needs a SpotDraft account, please follow this guide to create one).

⚙️ Installation & Configuration

Step 1 - Log into SpotDraft, navigate to Settings → Integrations → CRM, open the Salesforce card and select Sync To Salesforce from the top menu, then hit the ‘Add Integration’ button on the Contract Metadatas sync to Salesforce option to open the setup wizard.

Follow the Setup wizard to:

1. Authenticate your Salesforce account.

1.1 - Click on New authentication.

1.2 - Set the authentication name then click the Create button.

💡 Note: You can change the Instance to Sandbox if you use a sandbox environment and prefer to create the integration on Sandbox before Production.

1.3 - Hit Allow to enable SpotDraft to integrate with Salesforce

Note. Tray.io is used by SpotDraft for this integration. Auth scopes can be reduced as per the need.

Note. A success message will appear on SpotDraft confirming authentication between SpotDraft & Salesforce is complete

1.4 - Click on Next.

2. Set the Salesforce Object that the rest of the configuration will apply to

2.1 - Select the Salesforce object e.g. Opportunity.

2.2 - Click on Next.

3. Set the SpotDraft Contract Type that the rest of the configuration will apply to

3.1 - Select the Contract Type that relates to the mapping you completed in the prerequisites e.g. CPQ.

3.2 - Click on Next.

4. Map Contract Metadatas

This step is where we will apply the mapping that was completed in the prerequisites e.g. CPQ.

💡 Tip: If the mapping sheet was created some time ago, it’s a good idea to review it and ensure it’s still accurate.

4.1 - Hit Add a new mapping such that all SpotDraft KPs (Contract Metadatas) that need to be synchronized with Salesforce have a mapping row.

💡 Note: Some of the values in the SpotDraft KPs column **may appear to be the same with just different suffixes, if this is the case, only create a mapping row for the ones that have the suffix > Value

4.2 - Select the corresponding Salesforce fields for each mapping row based on the mapping sheet.

4.3 - Click on Next

5. Name and describe the integration for easy identification and management.

💡 Tip: To make it simple to identify the different Contract Types’ configurations, prefix the ‘Name’ with the name of the Contract Type e.g. CPQ, NDA etc..

5.1 - Enter the Name.

5.2 - Enter the Description.

5.3 - Hit Finish.

6. After finalizing the wizard by hitting Finish you will be directed back to the Salesforce Integration page. A confirmation message stating 'Installed Successfully' will appear.

6.1 - To complete the process, simply hit the Connect button.

🎉 Great job! The integration setup is complete. SpotDraft will now reflect real-time changes from Salesforce, ensuring your contracts are always aligned with the latest CRM insights.

💡 Note. To set up the integration for a different Contract Type, follow the same process again.

✅ Verification

1. Create a Test Record in Salesforce: Set up a test record in Salesforce, linked to a contract type in SpotDraft, ensuring that it includes fields mapped to the contract type’s Contract Metadatas.
   
2. Update Salesforce Record: Modify one or more of the mapped fields in this Salesforce record.
3. Check SpotDraft Contract: Verify if the updates from Salesforce accurately reflect in the corresponding contract’s Contract Metadatas in SpotDraft.
   
4. Multiple Record Testing: If possible, repeat the process with several records to ensure consistent sync functionality.

💬 FAQs

• Which Salesforce objects can be used in the sync with SpotDraft?

  The sync can be configured with standard Salesforce objects, including Account and Opportunity.

• Can I sync custom Contract Metadata sections from Salesforce to SpotDraft?

  No, the current integration supports syncing only the standard 'Lifecycle' and 'General' Contract Metadata sections. Custom sections are not supported in this direction of sync.

• How does this integration handle updates in Salesforce?

  When changes are made to mapped fields in Salesforce, the integration automatically updates the corresponding Contract Metadatas in SpotDraft, ensuring contract data remains current.

• What happens if there's a conflict between data in Salesforce and SpotDraft?

  In case of a conflict, the latest update made in Salesforce will overwrite the existing data in SpotDraft’s Contract Metadatas, based on the integration settings.

• Can I filter which Salesforce updates are synced to SpotDraft?

  Yes, you can configure the integration to sync specific fields or conditions, allowing you to filter relevant updates that need to be reflected in SpotDraft.

• Can the sync be configured to work bidirectionally?

  This specific integration is designed for one-way sync from Salesforce to SpotDraft. For bidirectional capabilities, consider setting up both Sync to SpotDraft and Sync Contract Metadata details to Salesforce Fields integrations.

🔨 Create From Salesforce

🔎 Overview

Empower SpotDraft users to initiate and create template contracts by pulling Salesforce Opportunities into SpotDraft. This feature streamlines the contract creation process, allowing users to leverage Salesforce data without needing to switch platforms.

📝 Prerequisites

• Salesforce Opportunities: Ensure you have Opportunities setup in your Salesforce instance.

• Generic Settings Connection: Confirm that the generic settings between SpotDraft and Salesforce are already configured and active.

• Salesforce System Administrator Role: The individual with System Administrator access in Salesforce must also have a SpotDraft account, as they will set up the integration. Their email address for both accounts should be identical. (If the Salesforce System Admin needs a SpotDraft account, please follow this guide to create one).

• Mapping Sheet: A mapping sheet is essential for automating the flow of data between Salesforce and SpotDraft:

  • Select Contract Templates: Determine which SpotDraft contract template requires integration with Salesforce (e.g., CPQ, NDA).
  • Request Mapping Sheet: For the selected template, ask your SpotDraft representative for a corresponding mapping sheet.
  • Map Salesforce Fields: On the provided mapping sheet, enter the matching Salesforce fields next to the SpotDraft fields. Create custom Salesforce fields if necessary.

• Review with SpotDraft: Collaborate with your SpotDraft representative to confirm the accuracy of the mapping sheets.

• Keep Mapping Sheets Accessible: Retain the completed mapping sheets for reference during the integration setup.

💡 Note: Repeat this process for each SpotDraft contract template you plan to integrate with Salesforce. This ensures that each template's unique data needs are met and properly mapped for seamless integration.

⚒️ Installation & Configuration

Step 1 - Log into SpotDraft, navigate to Settings → Integrations → CRM, open the Salesforce card and select Create From Salesforce from the top menu, then hit the Add Integration button to open the setup wizard.

Follow the Setup wizard to:

1. Authenticate your Salesforce account.

1.1 - You can simply click Next on the Authenticate your Salesforce account as that was done when the Generic Settings were configured.

2. Set the SpotDraft Contract Template that the rest of the configuration will apply to.

2.1 - Select the Contract Template e.g. CPQ.

2.2 - If you hold the Entity information in Salesforce, select the field where you hold this e.g. Account ID.

2.3 - Click on Next.

3. Counterparty details.

On this wizard page, you'll link Salesforce fields to SpotDraft to ensure contracts are associated with the correct counterparties. The right column already contains default mappings for creating contracts from an 'Opportunity'.

3.1 - Verify the pre-filled Account Name mapping. This should match the field in Salesforce that contains the counterparty’s name. If required, amend the mapping.

3.2 - Set the Point of Contact POC field. The typical mapping for this is Contact ID.

Note: If you want to map to a different POC, ensure it is a Lookup field.

3.3 - Verify the pre-filled Contact mapping. This should match the field in Salesforce that contains the POC’s First name, Last name and Email. If required, amend the mapping.

3.4 - Click on Next.

4. Select Review Fields.

This configuration step enhances the contract creation process by displaying key Salesforce data in SpotDraft, allowing for a final review before finalizing the contract.

4.1 - Simply hit Next if you don’t plan to use this feature or prefer to configure it at a later date.

4.2 - For each Salesforce Opportunity or Account field that should be shown, add it by using the Add a new mapping feature to create a mapping row. Select the Salesforce field and provide a label for it.

4.3 - For each Salesforce Lookup field that should be shown, add it by using the Add a new mapping feature to create a mapping row. Select the Salesforce field and provide a label for it.

4.4 - Click on Next.

5. Map Contract data.

The mapping sheet will detail all of the Contract Template’s questions and have them mapped to Salesforce fields.

💡 Tip: If the mapping sheet was created some time ago, it’s a good idea to review it and ensure it’s still accurate.

5.1 - Hit Add a new mapping such that all SpotDraft Fields (other than those whose ‘Type’ is ‘Lookup(...)) have a mapping row.

💡 Note: Some of the values in the SpotDraft fields column **may appear to be the same with just different suffixes, if this is the case, only create a mapping row for the ones that have the suffix > Value

5.2 - Select the corresponding Salesforce fields for each mapping row based on the mapping sheet.

5.3 - Click on Next.

6. Map Contract Data - Advanced

This is the final mapping step, where the remaining unmapped fields which should only be Salesforce Lookup fields are mapped.

5.1 - Review your mapping sheet if all fields have been mapped, click on Next to skip this step.

5.2 - For each lookup field, click Add a new mapping. Enter the concatenated Field Names using dot notation in the mapping interface.

5.3 - Select the corresponding SpotDraft Contract field to be mapped.

5.4 - Click on Next.

💡 Note. Here is an example of how to enter the Lookup field (left column) using the Salesforce field  Opportunity Owner.

Primary Object:

The Data Type defines the secondary object i.e. User.

Secondary Object:

Ensuring to retain the type case, we concatenate the Field Names of both objects i.e. OwnerId.Name and enter it into the Lookup Field (left Column).

7. Map Duration Fields.

For any contract template questions that have the SpotDraft Data Type set to Duration in the mapping sheet, we need to define the duration’s unit e.g. Days, Weeks, etc.

7.1 - Check your mapping sheet for the SpotDraft questions whose Type is Duration.

7.2 - If there are none, click on Next.

7.3 - If there are some, hit Add a new mapping such that all Duration field types have a mapping row.

7.4 - Set the duration unit for each mapping row.

7.5 - Click on Next.

8. Map Currency Fields

For any contract template questions that have the SpotDraft Data Type set to ‘Currency’ in the mapping sheet, we need to define which currency e.g. USD, GBP etc..

Note: The default currency is USD.

8.1 - If the currency is USD or if there are no currency type fields, simply click on Next.

8.2 - Check your mapping sheet for the SpotDraft questions whose Type is Currency.

8.3 - Click on Add a new mapping such that all Currency field types have a mapping row.

8.4 - Set the Currency for each mapping row e.g. Pound Sterling.

8.5 - Click on Next.

9. Name and describe the integration for easy identification and management.

💡 Tip: To make it simple to identify the different Contract Templates’ configurations, prefix the ‘Name’ with the name of the Contract template e.g. CPQ, NDA etc..

9.1 - Enter the Name & Description.

9.2 - Click on Next.

10. Finalize Integration with Webhook URL

This last step provides you with the webhook URL.

10.1 - Hit the Copy icon to the right of the Webhook URL.

10.2 - Paste the Webhook into a secure document or note-taking app where you can easily retrieve it later.

10.3 - Click on Finish.

11. After finalizing the wizard by hitting Finish' you will be directed back to the Salesforce Integration page. A confirmation message stating Installed Successfully will appear.

11.1 - To complete the process, simply hit the Connect button.

🎉 Congratulations. You can now Create Contracts in SpotDraft automatically pulling in Salesforce data!

Note. To set up a different Contract template, follow the same process again.

✅ Verification

1. Initiate Template Contract Creation:

1.1 - Navigate to SpotDraft and hit New from the side menu, select Template Contract and select the template configured with the Salesforce integration e.g. CPQ.

2. Fetch Contract Information:

2.1 - On the right side menu within the contract template, locate the Fetch contract information feature.

2.2 - Click on the Select From Salesforce button to open the list of Opportunities from Salesforce.

3. Select the Source

Note: This page is only displayed if you have used SpotDraft’s other integrations

3.1 - Select Salesforce

3.2 - Click on Next

4. Select an Opportunity:

4.1 - Search for and select the desired Opportunity from the list.

4.2 - Click on Next.

5. Review and Fetch Contract Details:

5.1 - Examine the contract details displayed, including any additional fields you configured to be visible during the integration setup.

5.2 - Ensure that all relevant Salesforce Opportunity data appears correctly in the designated fields.

5.3 - Hit the Fetch Contract Information button to create the contract record in SpotDraft.

The system will automatically pull in all the mapped data from Salesforce into the SpotDraft contract.

6. Manage the Contract as usual in SpotDraft.

🎉 Congratulations. The Integration has been successfully verified. You can now use it to create contracts in SpotDraft automatically pulling in Salesforce data.

💬 FAQs

• Q: Does the 'Create From Salesforce' integration allow for bidirectional data sync between SpotDraft and Salesforce?

  The 'Create From Salesforce' integration is designed for one-way data flow, enabling you to pull information from Salesforce Opportunities into SpotDraft. To push data updates back to Salesforce, you can utilize our 'Sync To Salesforce' integrations for comprehensive data management.

• Q: Can I use the 'Create From Salesforce' integration to pull data from Salesforce objects other than Opportunities?

  No. Currently, the 'Create From Salesforce' integration is optimized for pulling records specifically from the Opportunity object. We're continually enhancing our integrations, so look out for updates that may expand this functionality.

• Q: Is it possible to customize which Opportunity fields are pulled into the SpotDraft contract?

  Yes, you have the flexibility to configure which fields from the Opportunity object are pulled into your SpotDraft contract template during the setup process. This ensures that the contract reflects the most relevant and current Opportunity data.

• Q: How can I ensure that the data pulled from Salesforce is up-to-date when creating a contract in SpotDraft?

  The integration pulls real-time data from the Salesforce Opportunity fields when you initiate contract creation in SpotDraft. As long as the Salesforce records are current, the data in SpotDraft will be updated accordingly.

• Q: Will the 'Create From Salesforce' integration affect existing workflows within my Salesforce environment?

  The integration is designed to complement and streamline your contract creation process without disrupting existing Salesforce workflows. It simplifies the contract creation process by leveraging existing Opportunity data.

🏁 Conclusion

Congratulations on successfully integrating advanced features into your Salesforce and SpotDraft setup! Whether you've implemented one or several of these enhancements, each adds significant value to your contract management and sales processes. Your business is now better equipped with sophisticated tools that cater to specific needs, ranging from detailed data synchronization to streamlined contract creation directly from Salesforce.

By adopting these advanced capabilities, you've enabled more efficient, automated, and data-rich interactions between your sales and legal workflows. This flexibility ensures that your business can adapt and utilize the features that best match your operational requirements.

👋 Remember, should you encounter any challenges or require further assistance, our team is always ready to support you. We're committed to ensuring your continued success with this powerful integration.

📚 Additional Resources

• Understanding the Salesforce Integration: A guide focused on the value of the Salesforce and SpotDraft integration, perfect for business users and prospects. It includes practical examples demonstrating the integration's benefits.
• SpotDraft-Salesforce Integration Guide: Begin your integration journey with our foundational guide, essential before advancing to more complex features. It outlines key steps and fundamental functionalities for integrating SpotDraft with Salesforce, including contract initiation, automated data pre-population, and real-time tracking within Salesforce. This guide is a prerequisite, providing the necessary groundwork for understanding and implementing the advanced integration features detailed in this guide.
• SpotDraft Contract Metadatas: A guide focused on SpotDraft’s Contract Metadatas feature.
• Engaging Your Customer Success Manager for Maximum Value: Discover how to leverage your CSM's expertise to get the most out of your SpotDraft subscription.
• Integration Guides for HubSpot and Zoho: Explore our guides for integrating SpotDraft with HubSpot and Zoho, providing insights into other CRM integrations available.