Map Intake Forms from Salesforce to Contract Lifecycle Management
- InstallSalesforce Connector for CLM and CIpackage. See Set Up Salesforce Connector for Contract Lifecycle Management and Contract Intelligence
- Set Up Two-Way Connection Between Salesforce and Contract Management and Document Intelligence. See Set Up Two-Way Connection Between Salesforce and Contract Management and Document Intelligence
- Set up intake forms in Salesforce. See Set Up Intake Forms Button for Contract Lifecycle Management Workflow
This task explains how to create workflow tickets directly from Salesforce, enabling you to manage contracts and related tasks seamlessly.
- On your Salesforce instance, navigate to the Evisort Admin app and clickMap Intake Formsfrom the left panel.
- Click thePull from Evisortbutton to refresh the list of workflows.
- If this is the first time you are mapping this workflow, clickMap New Intake Form. Otherwise, click the arrow next to the workflow and selectEdit.
- From the drop-down, select aSalesforce Objectto provide fields as inputs for the Evisort ticket.
- For each of the destination Contract Lifecycle Management (CLM) Workflow fields, choose a source Salesforce field.If the Workflow has not changed from the CLM side, you can edit the form and save updates. If the Workflow has changed from the CLM side, you must delete the mapping and recreate it.