How to use our Salesforce integration

ContractSafe seamlessly integrates with your existing systems.

If your ContractSafe account has access to our integration with Salesforce. It provides an easy way to get all your contracts (and related data!) from Salesforce into your ContractSafe account.
You can decide what contracts and data are pushed to ContractSafe via this integration and when they are pushed. This article covers how you can use this integration and how to set it up.

Below is a video showing our Salesforce integration in action. You'll see how you can click on a button in Salesforce and send certain contracts and related documents to your ContractSafe account. 

 

 

Summary: How do you set up this integration? Below are step-by-step instructions. Here's a high-level summary:

• Enter your Salesforce account credentials in ContractSafe and turn on the integration feature.
• Enter your ContractSafe credentials in your Salesforce account to complete the link between the accounts. 
• You're now ready to send contracts and data through the integration. Your Salesforce administrator will need to configure your Salesforce account to identify (1) what contracts and data to send to ContractSafe and (2) what will trigger this (manually pressing a button or a rules-based trigger). 
• That's it! Once implemented, your team will have an easy way to get all your contracts and data into your ContractSafe account with all your other contracts. 

Details: Here are the detailed steps to setup the integration. 

1. You'll need your Salesforce account Security Token and login credentials.

2. In your ContractSafe account, select Settings and then Security & Integrations. 

 

Turn on the Salesforce integration and enter your Salesforce information in the relevant fields. 

 

3. In your Salesforce account, add app.contractsafe.com as a new Remote Site.

4. Add the following code to Apex Classes (set the correct URL first).

 

Here's the code for copying:

 

global class ContractSafeWS {

   webservice static void sendtoCS(String contractId, String useremail) {

    

   HttpRequest req = new HttpRequest();

       HttpResponse res = new HttpResponse();

       Http http = new Http();

       //salesforce/2e0702e65992437a984819a9463b5549/sfc/

       req.setEndpoint(‘https://app.contractsafe.com/salesforce/YOUR CONTRACTSAFE.com TOKEN/sfc/');

       req.setMethod('POST');

       //req.setBody('sfobjectID='+EncodingUtil.urlEncode(contractId, 'UTF-8'));

       req.setBody('{"sfobjectID":"'+ contractId +'","user":"' + useremail + '"}');

      // req.setCompressed(true); // otherwise we hit a limit of 32000

       try {

           res = http.send(req);

       } catch(System.CalloutException e) {

           System.debug('Callout error: '+ e);

           System.debug(res.toString());

       }

   }

}

 

 

5. Add the code for the export button to the contracts page layout. [Note: This is one potential implementation with a button that pushes contracts and certain data to ContractSafe. You have the flexibility to tailor this for your needs, including creating a rules-based trigger for sending contracts and data.]

 

 

Here's the JavaScript code for copying:

{!RequireScript("/soap/ajax/34.0/connection.js")}

{!RequireScript("/soap/ajax/34.0/apex.js")}

function success() {

//{!User.Username}

var uname = "{!User.Username}"

   // Indicate success

alert('{!Contract.ContractNumber}' + ' has been exported')

}

function error() {

   // Indicate failure

alert('f')

}

sforce.connection.sessionId = "{!$Api.Session_ID}";

sforce.apex.execute("ContractSafeWS", "sendtoCS", { contractId: "{!Contract.Id}" ,useremail:"{!User.Username}"}, { onSuccess: success, onFailure: error })

 

6.  The following fields can currently be mapped:

Contract Start Date —> Start Date

Contract Term (months)  —> End Date

Owner Expiration Notice —>     Reminder

Special Terms —> Notes

Description —> Notes

SalesForce User —> Posted by

The document is pulled from the Contract Object.

This will be upgraded soon to allow for further mappings.

 

To learn more about integration options for your plan, contact your CSM or support@contractsafe.