Product Area: Salesforce integration

 Impact of Change: Enhanced Salesforce Integration for Third-Party Contracts

 Roles Impacted: Anyone using the Salesforce integration, primarily for Third-Party use case with intake forms.

Details

We’re excited to announce a key improvement to our Salesforce integration!

Previously, our system could only auto-populate information for template-based workflows, leaving users to manually fill in details when working with third-party contracts. With this update, intake forms for third-party contracts can now be auto-populated directly from Salesforce, just like our template contracts. The setup process mirrors the template setup, ensuring no additional learning or context is required.

How to Enable:This will be available out of the box to anyone using the revamped Salesforce integration (Note: This is not supported on the legacy integration).

Relevant Resources: Help Center Documentation