SpotDraft’s Salesforce integration is purpose-built to support the complexities of modern sales and legal operations. Whether you're operating across multiple Salesforce organizations or navigating a sandbox-to-production workflow, our multi-org support ensures your contract lifecycle management remains connected, streamlined, and entirely within your control.
Seamless Multi-Org Contract Creation
With SpotDraft, your workspace can be connected to multiple Salesforce organizations, allowing teams across geographies, business units, or sandbox environments to generate contracts without friction.
Common use cases:
- Sandbox testing before production rollout: Build and test your integration setup confidently in a Salesforce Sandbox before going live.
- Multiple Salesforce orgs across geographies or teams: Whether your teams are structured by region, function, or business entity, contracts from any Salesforce org can be created and managed centrally in SpotDraft.
All contracts, no matter which Salesforce organization they originate from, are housed in the same SpotDraft repository. This provides your legal, finance, and operations teams with a comprehensive view of all ongoing agreements in one place.
Reverse Sync to One or More Salesforce Orgs
SpotDraft's powerful reverse sync functionality provides the flexibility to push contract data and files back to any connected Salesforce organization, based on triggers and conditions defined by your team.
While syncing back to the originating Salesforce org is the most common use case, SpotDraft also supports cross-org syncs, which is ideal for phased migrations or hybrid workflows.
Example scenario: Salesforce org migration
Suppose your company is migrating from a legacy Salesforce org (Salesforce Legacy) to a new one (Salesforce New). Your finance team now operates on the New org, while sales continues to use the Legacy org.
Here’s how SpotDraft supports this hybrid environment:
- A sales rep closes a deal with Acme Inc on the Legacy org.
- SpotDraft creates the contract and seamlessly syncs the relevant metadata and files to the New Salesforce org so the finance and legal teams can take action without missing a beat.
Your team controls exactly what data gets pushed, when, and under what conditions. For instance:
- Push metadata to Salesforce when a contract is sent for signature.
- Upload the signed contract PDF to Salesforce once all parties have signed.
- Sync custom fields only when specific lifecycle stages are reached.
- Create an Account in the New org corresponding to the Account created in the Legacy org.
This level of flexibility ensures your CRM remains a source of truth, no matter how your organization is structured or evolves.
Intuitive, Self-Serve Configuration
We believe powerful integrations shouldn't require a complex setup. Our integration UI is simple, guided, and built for business users. Anyone with a basic understanding of Salesforce and a brief training on SpotDraft’s workflows and templates can configure the integration with minimal support.
From selecting templates to setting up field mappings and defining sync conditions, the experience is designed to put control in your hands while reducing reliance on technical resources.
Why Customers Love It
- Centrally manage contracts created from multiple Salesforce orgs
- Test confidently with sandbox support before going live
- Run parallel teams or phased migrations with multi-org contract creation and reverse sync
- Self-serve setup with a user-friendly interface
- Highly customizable sync triggers and field mappings
If your organization spans multiple Salesforce instances or is undergoing an org migration, SpotDraft’s multi-org integration is built to help you stay agile, without compromising on visibility, control, or ease of use.