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Last Updated: 2026-02-20
Setup Considerations: Salesforce Connector for Contract Lifecycle Management and Contract Intelligence

Setup Considerations: Salesforce Connector for Contract Lifecycle Management and Contract Intelligence

You can use this topic to help make decisions when planning your configuration and use of the Salesforce Connector. It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

The Salesforce Connector for CLM and CI provides a seamless two-way connection between Salesforce Sales Cloud and Contract Management and Document Intelligence. This integration includes an installable Managed Package for Salesforce and supports metadata synchronization configured from Contract Management and Document Intelligence.
Contracts transfer from Salesforce to Contract Management and Document Intelligence for AI-powered data extraction. The extracted information then synchronizes back to Salesforce. This enables Salesforce to serve as a central hub for managing, searching, and reporting on contract data.
Key capabilities include:
  • Legacy Document Import:
     Import existing Salesforce documents in Contract Intelligence for centralized contract management.
  • Real-time Document Syncing:
     Automatically synchronize new documents from Salesforce to Contract Management and Document Intelligence, ensuring up-to-date contract data.
  • CLM Workflow Integration:
     Utilize Contract Lifecycle Management (CLM) workflows directly within Salesforce to submit intake forms, create tickets, and manage the contract lifecycle.
  • Two-way Data Syncing:
     Maintain synchronization between Salesforce and Contract Management and Document Intelligence data through configurable field mappings and automated updates.
  • Extend Contract Management and Document Intelligence Data:
     Populate other Salesforce objects with Contract Management and Document Intelligence data using tools such as Flow Builder.
  • E-signature Integration:
     Enable e-signatures directly within Salesforce using existing DocuSign or AdobeSign integrations configured in Contract Lifecycle Management.

Business Benefits

  • Access, review, and edit any Salesforce contract directly within the Contract Management and Document Intelligence platform, regardless of when it was uploaded
  • Eliminate time wasted searching for documents and Salesforce data, allowing your team to focus on closing deals.
  • Initiate contract processes directly from Salesforce for a seamless transition between lead management and contract management.
  • Leverage Contract Lifecycle Management specialized tools for smart template creation and integrated e-signatures.
  • Natural language processing algorithms automatically identify key terms and provisions, saving you hours of manual review.

Use Cases

The Salesforce Connector for CLM and CI enables organizations to:
  • Generate sales contracts efficiently from pre-approved templates.
  • Streamline contract collaboration by negotiating terms with customers directly within Salesforce, tracking all changes and revisions centrally.
  • Accelerate sales cycles by executing contracts electronically with integrated e-signatures.
  • Centralize contract storage by maintaining a secure and organized repository for all sales contracts within Salesforce for easy access and searchability.
  • Gain valuable contract insights by extracting key data such as pricing, renewal dates, and obligations to inform sales strategies and track performance.
  • Monitor sales performance by generating reports on contract data and tracking key metrics, such as deal cycle times and contract values.
  • Proactively manage renewals by tracking upcoming contract renewals and automating the renewal process.
  • Ensure sales compliance by centralizing and standardizing contract processes.

Questions to Consider

Question
Consideration
What Salesforce edition are you using?
The Salesforce Connector for CLM and CI is compatible with Enterprise and Unlimited editions.
Do you have a dedicated Salesforce service account for installation and setup?
This account ensures continuity and prevents disruptions due to user account changes.
What is your existing data structure for contracts in Salesforce?
This will influence the necessary steps for syncing contracts and metadata with Contract Intelligence.
Are there any custom objects or fields related to contracts in Salesforce?
You will need to map these to corresponding fields in Contract Intelligence.
How do you want to handle legacy contracts already stored in Salesforce?
You can perform a legacy export to bring these into Contract Intelligence.
What specific contract types and data fields do you want to sync between Salesforce and Contract Management and Document Intelligence?
You will need to configure sync criteria and field mappings.

Recommendations

  • Create a user account with administrator permissions in Contract Management and Document Intelligence and use this account to set up the API key.
  • Disable debug logs after the integration is fully operational.
  • Use the latest version of the Managed Package, as updated versions are automatically pushed to your Salesforce organization.
  • When configuring the Managed Package E-signature Integration for use directly from Salesforce, ensure the configured account matches the Contract Management and Document Intelligence account for the Salesforce API key.
  • Test the Managed Package in a sandbox environment before deploying to production. To simulate production, connect your Salesforce sandbox to your production Contract Management and Document Intelligence client, which allows testing with live workflows and data.

Requirements

  • You must have Salesforce Enterprise or Unlimited Edition to install the Salesforce Connector for CLM and CI.
  • Create a system or integration user in Salesforce to schedule Apex jobs to avoid disruptions if a user's account is deactivated. Schedule Apex jobs to run at least once daily.
  • To prevent connection errors, you must populate the
    First Name
     and
    Last Name
     fields in the Salesforce system account.
  • Configure API access and set up the integration to enable synchronization between Contract Management and Document Intelligence and Salesforce. See Set Up Two-Way Connection Between Salesforce and Contract Management and Document Intelligence. You must ensure the
    API Enabled
     check box is selected for the integration account.

Limitations

Copying managed package data from production to a sandbox (e.g., via a refresh) is not supported.

Security

  • Contract Management and Document Intelligence is SOC 2 Type II certified, conducts regular penetration testing, runs a worldwide bug bounty program, and maintains an up-to-date disaster recovery plan.
  • The Salesforce Connector for CLM and CI runs on the AppExchange infrastructure and has passed Salesforce's security review.
  • Data in transit between Salesforce and Contract Management and Document Intelligence is encrypted with TLS 1.2+.
Domain
Considerations
Connected App and IP Restrictions
The Managed Package uses a Connected App (OAuth) for secure two-way communication between Salesforce and Contract Management and Document Intelligence. Workday recommends
Relax IP Restrictions
 in the Connected App's settings.
API Key Authentication
The Managed Package uses a Contract Management and Document Intelligence API key (stored in Salesforce as a Named Credential) to communicate with Contract Management and Document Intelligence. This API key determines the Contract Management and Document Intelligence user associated with all Salesforce-initiated API actions.
Salesforce System Account for Integration
The integration user in Salesforce requires these system permissions:
  • Access Libraries
  • Apex REST Services
  • API Enabled
  • Manage Custom Permissions
  • Manage Public Documents
  • Modify Metadata Through API Functions
  • View All Data
  • View Developer Name
  • View Setup and Configuration
Also:
  • Evisort Admin Permission Set
  • Evisort Custom Metadata Field Permission Set
  • Enforce Content Permission

Reporting

You can create custom reports in Salesforce using the Evisort object and its related fields. This enables you to track key contract metrics, such as:
  • Contract Value
  • Contract Type
  • Renewal Dates
  • Key Obligations
  • Compliance Status

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.