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Last Updated: 2026-03-13
Set Up Two-Way Connection Between Salesforce and Contract Management and Document Intelligence

Set Up Two-Way Connection Between Salesforce and Contract Management and Document Intelligence

By connecting Salesforce to Contract Management and Document Intelligence and enabling Contract Management and Document Intelligence to call Salesforce APIs, you can establish a two-way connection to share workflow tickets, documents, and document metadata.
Contract Management and Document Intelligence API keys don’t expire, but Workday recommends that you periodically replace your API keys to maintain optimal security.
    In Workday CLM & CI
  1. Sign in with the Salesforce Connector admin account and set up an API key in Contract Management and Document Intelligence.
    2. In Salesforce
  2. On the
    Post-install Script
     page, for the first time, go to the section
    Evisort Admin App - Create Named Credential
    .
  3. Click
    Go To Salesforce Setup
    .
  4. Click
    New Legacy Named Credential
     from the drop down.
  5. Create a new item named
    Evisort
    .
  6. Complete the task:
    Option
    Description
    Label
    Evisort
    Name
    Evisort
    The Name must exactly match this text.
    URL
    https://api.evisort.com/
    The URL must exactly match this text.
    Certificate
    Leave blank
    Identity Type
    Named Principal
    Authentication Protocol
    Password Authentication
    Username
    EVISORT-API-KEY
    Password
    Paste the Workday CLM & CI API Key created in previous step
    Generate Authorization Header
    False
    Allow Merge Fields in HTTP Header
    True
    Allow Merge Fields in HTTP Body
    False
    Outbound Network Connection
    Leave blank.
  7. On the
    Post-install Script
     page, after refreshing the page, go to the section
    Evisort Admin App - Create Named Credential
    .
  8. Click
    Check Validation
     to test the connection to Workday CLM & CI.
    9. In Workday CLM & CI
  9. Sign in with the Salesforce Connector admin account, and connect to Salesforce through OAuth.
    1. Access the
      Integrations
       tab in the Admin Console.
    2. Access the Salesforce integration from the
      CRM/Sales
       tab and click
      Connect a Salesforce Account
       to add the Salesforce organization and grant permission to Contract Management and Document Intelligence.
Set up the intake form for Contract Lifecycle Management workflow.