Salesforce integration

Connect your Salesforce account to import contracts and monitor contract status, signatures, and completion dates. Setup is in Admin (or Settings) → Salesforce.

Connect Your Salesforce Account

1. In the Salesforce panel you’ll see:
   • Import contracts from Salesforce
   • Monitor contract status, signatures, and completion dates
   • Analysis includes risk assessment, key dates, and obligations
2. Click Connect Salesforce Account. You’ll go through Salesforce’s OAuth (or login) flow to authorize the app.
3. After a successful connection, the panel shows Salesforce connected successfully! and may display account information (name, email, user ID, contracts found). The panel also explains what happens next: contracts will be automatically imported and analyzed, and documents are processed securely and privately.

After connection

• Use Sync Contracts in the panel to sync (or re-sync) contracts from Salesforce. When sync completes, you’ll see a message like Synced X of Y contracts from Salesforce! and the panel may show Sync Complete!
• Imported contracts appear in your contracts list. You can open them from Contract Views or contract detail.
• Use Disconnect to remove the Salesforce connection. Already-imported contracts remain in the app.