Concept: Salesforce Document Sync Criteria

The Salesforce Connector for CI and CLM uses a capture-all
synchronization architecture for files to ensure data integrity. Rather than monitoring UI components, the connector monitors underlying data objects to maintain a complete audit trail of all file-related activities.

Contract Management uses

Universal Triggers

to monitor these Salesforce data objects to identify new or updated files:

ContentVersion

: Captures new file uploads and actual file content.

ContentDocumentLink

: Identifies when an existing file links to a new record, such as an Opportunity or Account.

Legacy Attachment

: Monitors the older Salesforce Attachment object for legacy data.

In Salesforce Lightning, Salesforce captures files uploaded via the

Notes & Attachments

related list by monitoring the

ContentVersion

record. Since Contract Management monitors this record directly, your files are captured regardless of which related list or UI component is used for the upload.

Global Sync Criteria

At the highest level, the connector uses a global setting to determine the baseline behavior for all file discoveries.

When you select the Sync All check box in the

Evisort_Status__c

setting, Salesforce syncs every valid file the connector discovers, regardless of other defined criteria. When the check box isn’t selected, Salesforce only processes files that explicitly match defined export filters and object-specific settings. See Create Custom Object Filters for the Salesforce Connector

Duplicate Prevention

The connector uses 2 layers of protection to ensure workspace data remains clean:

Intelligent Bypass Logic

: When Salesforce captures a file during the initial upload (via the ContentVersion trigger), it automatically ignores subsequent linking events for that file.

Sync Status Verification

: The connector skips documents that already contain an Evisort ID in the Evisort__c field.

Requirements

For a document to be eligible for automated synchronization, it must meet this criteria:

Option	Description
Supported Formats	PDF Word (.doc, .docx)
File Size	Maximum of 5MB per file.
Parent Linkage	For Lightning Orgs, Salesforce uses the ContentDocumentLink object to find the parent record and evaluate your filters. For Classic Orgs (legacy), Salesforce evaluates the filter directly against the record the attachment is inserted to.