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Last Updated: 2025-10-17
Set Up Salesforce Connector for Contract Lifecycle Management and Contract Intelligence

Set Up Salesforce Connector for Contract Lifecycle Management and Contract Intelligence

  • Ensure your Salesforce organization meets these requirements:
    • Use the Enterprise or Unlimited editions of Salesforce. You can verify your Salesforce edition in the
      Company Information
      section in
      Setup
      .
    • Use Salesforce Sales Cloud.
  • Sign in to Salesforce with an administrator account and create a dedicated Salesforce service account specifically for installing and managing the Managed Package. This practice ensures continuity and prevents disruptions due to user account changes or deactivations.
  • Sign in to Contract Management and Document Intelligence with administrator access and create a dedicated administrator account for the Salesforce Connector. Sign out and then sign in with the new account.
The Salesforce Connector for CLM and CI integration establishes a two-way synchronization between Salesforce and Contract Management and Document Intelligence. It allows documents to flow from Salesforce into Contract Management and Document Intelligence. The document intelligence fields and provisions return to Salesforce. Salesforce can then serve as the system of record for searching and reporting on sales contract data.
  1. In the Salesforce AppExchange, access the
    Evisort Contract Intelligence for Salesforce
    .
  2. Complete the package installation in Salesforce:
    1. During the installation, select
      Install for Admins Only
       when asked to grant access to users.
    2. If an
      Approve Third Party Access
      screen pops up, select
      Continue
       to proceed.
    3. If installation takes longer than expected, click
      Done
       and wait for an email confirmation.
  3. Click on the App Launcher and access the
    Evisort Admin
     app.
  4. Select
    Post-install Script
     from the left-hand menu.
    This page guides you through required and optional configuration steps. Green checkmarks dynamically reflect the successful completion of each configuration step, providing visual confirmation of your progress.
  5. On the
    Post-install Script
     page, click
    Go To Log Settings
     and enable both
    Enable Logging
     and
    Log to System Debug
    .
  6. On the
    Post-install Script
     page, click
    Go To Evisort Admin Permission Set
     and assign the
    Evisort Admin
     Permission Set to system administrators.
  7. On the
    Post-install Script
     page, click
    Go To Evisort Admin Permission Set
     and assign the
    Evisort User Permission Set
     to end users.
    New Salesforce users won’t automatically receive these Permission Sets. As you onboard new users, return to this screen and repeat these steps.
  8. On the
    Post-install Script
     page, click
    Create Metadata Field Permission Set
     and then wait or refresh the page so the button updates.
  9. Click
    Go To Metadata Custom Field Permission Set
     and assign the
    Evisort Metadata Custom Field Permission
     Permission Set to both system administrators and end users.
Set Up Two-Way Connection Between Salesforce and Contract Management and Document Intelligence