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Connecting Salesforce & Juro: Set-up
Connecting Salesforce & Juro: Set-up

Complete the first steps to connect Juro with Salesforce, including installing the Juro app, adding contract objects and loading templates.

Jeremy Huitson avatar
Written by Jeremy Huitson
Updated over a week ago

Introduction πŸ‘‹

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.

πŸ’‘ NB: Juro's Negotiation flow cannot be activated for any contracts generated from Salesforce.

Step 1️⃣ Installing the Juro application into your Salesforce instance

To install the Juro package on Salesforce:

  1. Open our latest release notes and click the installation link

    πŸ’‘ NOTE: As of March 2024, we are currently using v1.70

  2. Select Install for all users

  3. 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, Permission Sets and JURO

  2. Click Manage assignments

  3. Click Add assignment

  4. Select the users from the list (you can select all users if preferred)

  5. Click Specify expiration date and then Save.

Step 2️⃣ Connecting Juro to Salesforce

Once the Salesforce package has been installed:

  1. Go to the Juro workspace you want to set up the integration for: you can connect multiple workspaces to one Salesforce instance

  2. Go to Settings, then Integrations (only Organisation Admins can see this tab so if you can't, please check your access levels on Juro)

  3. Select the Salesforce option under Available integrations

  4. 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.

    NOTE πŸ’‘: If this tile says Get in touch please contact the Juro Support Team to enable the integration for your workspace

  5. Repeat the above steps for as many workspace as needed.

Step 3️⃣ Loading Juro templates into Salesforce

With the two apps now connected, it's time to load your Juro templates into Salesforce. First, ensure your templates have been published in Juro - you can learn more about this here.
Once this is confirmed:

  1. In Salesforce, go to the App launcher in Salesforce (top left) and select Juro

  2. Along the top bar, click on the Templates tab and select All

  3. On the right, click Load templates from Juro - this will load templates from all connected workspaces

  4. On the next page, click Start Sync. An email notification will then be sent to you to let you know when the sync is complete.

Next, it's time to add the Juro Contracts object to your chosen pages.

Adding the Juro Contracts object to your pages πŸ–‡οΈ

The Juro Contracts object is included in the installed package and needs to be added to the page layout so that members can generate contracts directly from the relevant pages, e.g. Account/Opportunity.
This process can be completed by following the steps below ⬇️

Step 1️⃣ Adding Juro Contracts to the relevant page πŸ€”

To add a Juro contract to a page:

  1. On Salesforce, open Settings and select Edit Object

  2. Open Page Layouts

  3. Select Related Lists

  4. Drag and drop Contracts anywhere in Related Lists

  5. Click Save and then Yes.

Step 2️⃣ Getting Juro to appear on a chosen page πŸ§™

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. In Salesforce, Go to Settings and select Edit Page

  2. Drag and drop Related List - Single to anywhere in the Activity section

  3. Set Related List to Contracts

  4. Click Save, and then Activate and Close.

Creating contracts using the Juro Contracts object 🌐

To create contracts using the Juro Contracts object:

  1. Navigate to the chosen page

  2. Click the arrow next to the Contracts object

  3. Select New

  4. Select the relevant Account and Template

    πŸ’‘ NOTE: templates will only show in this dropdown once the required fields for the template have been mapped

  5. Click Save.

In Salesforce you will see the following for each contract:

  • πŸ“ˆ 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
    β€‹πŸ’‘ 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.

  • πŸ“© 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

  • πŸ‘€ 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

  • πŸ“ Files section: when a contract is fully signed, a PDF of that contract will be added to the Files section.

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.

πŸ’β€β™‚οΈ 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 πŸš€

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