This article aims to explain the integration process between Contractbook and Salesforce via Automation Builder’s trigger: "Flow is completed."
This integration enables you and your team to create and monitor contracts directly from Salesforce. Firstly, you, as an admin user, need to configure automation in Contractbook, which you or your team members can run by clicking a button inside Salesforce.
Once the automation is configured, it fetches the data from a particular Salesforce object and places it into a contract, as pre-defined during the configuration phase.
The process has two perspectives:
- The perspective of the Admin user - setting the integration.
- The perspective of the Primary user of Salesforce - who benefits from the integration in their day-to-day work.
- The primary user should be understood as a Sales representative, AE, or any employee of a commercial team in an organization who uses Salesforce.
- Primary users can create contracts in Contractbook triggered from Salesforce, following the journey pre-defined for them by the admin user.
What does a Salesforce Admin user need to do to configure the integration?
If you are a Salesforce Admin user trying to configure the integration so that your team can start creating contracts from Salesforce, you need to do the following:
- Connect Contractbook and Salesforce using OAuth flow.
With this step, you authorize Contractbook to perform API requests to your Salesforce instance. - Install and configure Contractbook package in your Salesforce organisation.
In this step, you install custom components in your Salesforce organization that allow users to create contracts directly from Salesforce. - Configure the automation in Contractbook.
In this step, you map the data between Salesforce and Contractbook.
Once it is done, you can further define the next steps of the flow that will be executed once a contract is created from Salesforce.
How the primary user can use the integration?
Click here to learn more about the contract creation process for any of your primary users in Salesforce.
If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.