Contents 🚀
Introduction 👋
The Juro ⛓️ Salesforce integration will reduce time spent by your Sales & Ops teams pre-filling commercial information into Juro contracts, and keep a single source of truth across both platforms.
Follow the steps below to get the integration set up. For more information on mapping fields, check out our dedicated article here.
💡 NOTE: To set up the Juro <> Salesforce integration, you must have Juro Org Admin privileges and Salesforce Admin permissions. |
💡 NOTE: The Negotiation flow can now be activated for any contracts generated from Salesforce! For more information, please click here.
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Step 1️⃣ Installing the Juro app in Salesforce
To install the Juro package on Salesforce:
Open our latest release notes and click the installation link
💡 NOTE: As of June 2024, we are currently using v 1.72
Select Install for all users
Click Continue.
The package must be installed for all users.
During the upgrade process, you need to assign the JURO permission set to users to give them access to the relevant contract objects. If this wasn’t done during the upgrade:
1. Go to Setup > Users > Permission Sets and then JURO
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2. Click Manage Assignments.
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3. Click Add assignment and select the relevant users from the list and click Next in the bottom right-hand corner.
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You can select all users by checking the box to the left of Full name column.
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4. You can, if preferred, set an expiry date for these permissions which will be revoked on the selected date. If you select the No expiration date, the permissions will need to be revoked manually.
Once you've completed this step, click Assign.
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Once you've installed the Salesforce package and assigned Juro permissions to your users, it's time to connect the two platforms 🔗
Step 2️⃣ Connecting Juro to Salesforce
NOTE 💡: If the Salesforce panel in Juro says Get in touch please contact the Juro Support Team to enable the integration for your workspace.
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To connect the Juro Salesforce integration:
1. Go to the Integrations section of AUTOMATIONS tab in the Juro workspace you'd like to connect the integration for and click the Salesforce panel. |
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You can connect multiple workspaces to one Salesforce instance by repeating the below steps.
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💡 NOTE: While connecting multiple workspaces to one Salesforce instance is possible, only one Juro environment can be connected to a Salesforce instance at a time.
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2. Enter your Salesforce URL (either Sandbox or Production) and click Connect. You'll be directed to Salesforce to log in with your username and password.
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Once logged in, Salesforce will prompt you to allow access to Juro. To do this, click Allow.
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Step 3️⃣ Adding the Juro Contracts object to your pages 🖇️
The Juro Contracts object is included in the installed package and must be added to the page layout so members can generate contracts directly from the relevant pages, e.g. Account/Opportunity.
Adding Juro Contracts to the relevant page 🤔
To add a Juro contract to a page:
1. On Salesforce, open Setup and select Edit Object.
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2. Open Page Layouts and drag and drop the Contract field anywhere into Related Lists.
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3. Click Save and then Yes.
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Getting Juro to appear on a chosen page 🧙
Often our customers will want to see a list of Juro contracts appear on their relevant opportunity, account or quote pages. To achieve this:
1. From the relevant page (for example, an Opportunity) open Setup and select Edit Page.
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2. Drag and drop Related List - Single to anywhere in the Activity section
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3. In the Page sidebar, click the Related List field and select Juro Contracts
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Then click Save and return to your main page.
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Step 4️⃣ Loading Juro templates into Salesforce
With the two apps now connected, it's time to load your Juro templates into Salesforce.
First, publish your templates in Juro - you can learn more about this here. Once this is done:
1. In Salesforce, go to the App launcher in Salesforce and select Juro.
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2. Click Templates and under LIST VIEWS, select All
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3. Click Load templates from Juro.
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You'll be redirected to a page summarising the workspaces from which your published templates will be loaded. To start this process, click Start sync.
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An email notification will then be sent to you to let you know when the sync is complete.
Now, it's time to add the Juro Contracts object to your chosen pages.
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Contract statuses 🚉
In Salesforce you will see the following for each contract:
📈 Status: the Juro status of the contract, this field will be updated to the appropriate status as the contract moves through the contract lifecycle, which is:
Draft > Sent for Approval > Approved > Sent for signing > Signed by us > Signed by them > Fully signed
💡 NOTE: If a signing order is set, the status will remain as Sent for Signing until all parties have signed, at which stage it will update to Fully Signed.
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📩 Send Signing Request: clicking this gives you the option to send a signing request email to the counterparty
🐚 Editable Contract (Juro) link: this is an internal link to the contract in Juro. Only logged-in Juro members can access this link.
👀 Draft Link: this can be added to your layout (a video on this here). It's a link to a read-only version of the contract and does not require a Juro log-in but the link itself must be enabled on the Juro side.
📁 Files section: when a contract is fully signed, a PDF of that contract will be added to the Files section.
Enabling the Juro iframe on your Salesforce layout 🖼️
Juro's iframe component can be added to any object with a lookup relation from the JuroContract__c object. To enable the iframe:
1. Go to any object record, click Settings and select Edit page.
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2. In the LAB (Lightning App Builder), you can optionally add a new tab for the component by selecting a layout component and clicking Add Tab and naming your tab.
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3. In the Components sidebar, search for the Search for the JURO Contract iFrame component.
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4. Drag the component from the component list onto the page. Additional component options can be configured by selecting the component and changing the component LAB options.
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Click Save in the top-right. If this is the first time the page is modified, you will be prompted to activate the page layout. Here, among other options, you can assign the layout as an org default.
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Once your mapping is completed, on the Record page, the latest contract linked to the record will be visible under the Contract tab.
Summary 🌃
Now you have installed the Juro package and objects, it's time to map your fields within each template and test your contract creation flow.
You can read more about this in our dedicated article on mapping in Salesforce.
💁♂️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀
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