Set Up Scheduled Jobs

Your batch jobs must be configured to use an account with Salesforce System Administrator access and these custom permission sets:

Evisort Admin

permission set.

Evisort Metadata Custom Field Permission

permission set.

Select the check box

Custom Log Send Diagnostic Data

. See Enable Custom Log Send Diagnostic Data.

You must set up scheduled jobs to keep Salesforce and Contract Intelligence in sync for field and provision updates. By automating these processes, you ensure that both Contract Intelligence users and Salesforce users have access to the most current contract information, including AI-extracted fields and provisions.

This task involves scheduling Apex Classes as jobs, also called Apex batch jobs.

In Salesforce, access Setup >

Scheduled Jobs

Click

Schedule Apex

Schedule the

Import Custom Field and Provision Definitions

job.

This job imports any new or deleted definitions for custom fields and provisions from Contract Intelligence. It also re-validates any object field mappings to check for any deleted or renamed Contract Intelligence fields. This job requires the Modify All Data
permission because it modifies the data structures within the Salesforce Connector schema.

Field	Value
Job Name	Suggested Name: Import Custom Field and Provision Definitions
Apex Class	CustomFieldSyncSchedulable (namespace: evisort)
Frequency	Daily

Schedule the

Import Document Field and Provision Values

job:

This job imports updates to active fields and provisions for linked Salesforce documents in Contract Intelligence and stores those values in the Salesforce Connector Evisort objects.

It pulls document metadata from Contract Intelligence and creates/updates corresponding Evisort__c records in Salesforce.

Field	Value
Job Name	Suggested Name: Import Document Field and Provision Values
Apex Class	DocumentSyncSchedulable (namespace: evisort)
Frequency	Minimum: Daily Best Practice: Hourly If you can run this job more frequently, end users will be able to see AI data more quickly.

Field and provision values are only imported if they are marked

Active

Schedule the

Export Object Fields to Contract Intelligence Documents

job:

This job exports Object fields values to the linked Contract Intelligence document. This occurs when a document is first linked and also whenever the field values change.

Field	Value
Job Name	Suggested Name: Export Object Fields to Contract Intelligence Documents
Apex Class	EvisortMetadataSyncBatchV2 (namespace: evisort)
Frequency	Minimum: Daily Best Practice: Hourly

When using Salesforce simple scheduling, send the end date far into the future (100 years). This prevents the job from eventually stopping, ensuring data continues to synchronize with Contract Intelligence.