Installing and configuring the “Contractbook app” package in Salesforce

This package is necessary when using the “Flow is completed” trigger in Automation Builder.

After installing and configuring the package in your Salesforce organization, you will be able to use the following:

• A flow called “Create contract in Contractbook”.
• The flow can be added as a “quick action” to standard Salesforce objects: Opportunity, Account, Contact, Order,  Quote, or Quote CPQ.
• Once set up, the primary user can create a contract by selecting a predefined automation in Contractbook.
  • Optionally, files can be attached.

• The lightning web component called “Contractbook contracts” shows all contracts created from a particular Salesforce record, indicating their status and creation date.

Steps for installing and configuring the package:

• Install the package in your Salesforce organization by following this link.
• Make sure to select “Install for all users.”

Please note that it has to be the same Salesforce organization as the one you connected to Contractbook using the “Connect” button in the Integrations tab.

• Create and use an API key from Contractbook

• • Profile Settings - Contractbook’s API - Add 
    • Copy the generated API access key value:
      • The name should identify the integration. For instance, you can call it "Salesforce".
      • The Callback URL can be left blank:

• Go to Setup in Salesforce and then choose Security - Named Credentials:

• Open the Contractbook Named credential:

• Search for External Credential, and click on Contractbook External Credentials:

• In the “Principals” section, find “Contractbook API” and choose Edit from the Actions menu:

• Under Edit Principal - “Authentication Parameters,” follow these steps:

• • Click on "Add" and use "apikey” for the "Name".
  • Then paste the API access key you have generated in your Contractbook account under Step 2 into “Value”:

• • Click Save to confirm.

• Set up user’s permissions:
  • The “Contractbook App” package includes the “Contractbook User” permission set. Make sure to assign this permission set to each user (or group of users) who should have access to the “Create contracts in Contractbook” flow.

• • The user profile of the primary user who will use the flow must have at least Read permissions for the “User External Credentials” setting.

• • Users who will use the flow must have the “Flow user” option checked in the User settings.

• Add the “Create contract in Contractbook” quick action to the page layout for every object type from which a contract should be created.
  • You can do it under the “Edit Page” settings.
  • Please note that this quick action is installed as part of the package only for standard objects: Opportunity, Account, Contact, and Order.
  • If you need to add the quick action for the Quote object, follow the instructions below.

• Add the “Contractbook Contracts” widget to the page layout for every object type from which a contract should be created.

Why don’t I see the “Create contract in Contractbook” quick action?

The Contractbook package pre-creates the Quick Action only for the following objects: Opportunity, Account, Contact, and Order.

If you are looking to add the button to Quote or Quote (CPQ), you need to configure the Quick Action manually:

• Go to Setup > Object Manager.
• Find “Quote”.
• In the sidebar, click “Buttons, Links, and Actions.”
• Click New action.
• For "Action Type," pick “Flow.”
• For “Flow”, select "Execute Contractbook Automation."
• In Label, type in the name you want to see on the button, for example, “Create contract in Contractbook”
• Leave the rest as is and confirm by clicking Save.

Now, you will have the quick action available in your page layout settings.

If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.