🎉 Congratulations 🎉 on getting started with the Salesforce & Juro integration, this integration will both save time for your Sales and Ops teams to pre-fill commercial information directly into Juro contracts and keep a single source of truth across both platforms.

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Salesforce & Juro - part 2 - Mapping


Installing the Juro application into your Salesforce instance
The first step is to get the Juro app installed in your Salesforce instance.

1. To install the Juro package on Salesforce, simply open latest release notes and click the installation link:


2. On the top, select “Install for all users”, tick the box next to “Yes, grant access to these third-party web sites” and click “Continue”


Connecting Juro to Salesforce

1. Once the package has been installed, go to your Juro workspace → Settings → Integrations (top right) and select Salesforce:

2. Enter your Salesforce URL (either Sandbox or Production) and click Connect. You will be directed to Salesforce to login with your username and password:

The systems are connected! The next step is to sync your Juro templates and load them into Salesforce to being with field mapping.


Loading Juro templates into Salesforce

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

2. On the top click on the “Templates” tab and make sure “All” is selected:

3. On the right click “Load templates from Juro”:

4. On the next page click “Start Sync”.
5. Upon completion an email notification will be sent to your address.

Voila! You should now be able to see a list of the templates from your Juro dashboard directly in the Salesforce app.

If you have an issue with the sync here are a few things to check:

  • Are Templates published in Juro? Within the Juro platform, go to Templates and publish the relevant templates. 

  • There may be an issue with one template so try syncing just one template at a time. This is done by going into a selected template and then 'Sync Template' in the top right.  This way you can determine which template is not syncing. 

  • One important point to remember: If you make changes to your Juro template(s), you will need to re-sync your templates in Salesforce for the change to be reflected.

Well done 👏 your integration is now set-up, next is adding the Juro Contracts object to your Opportunity pages.


Adding the Juro Contracts object to your Opportunity pages

📑 Creating Juro contracts in Salesforce

You're nearly there! Your templates have been set up and synced with Salesforce and now you will be enabled to create contracts directly from your Salesforce Opportunities. The Juro Contracts object was included in your installation and it just needs to be added to the page layout for Opportunity pages.

1. Connecting Juro to objects

  • Go to the Juro app

  • Open an Opportunity tab in the JURO package (the same can be done at an Account or Quote level as well)

  • Open any Opportunity record

  • Open Settings

  • Click Edit Object

  • Open Page Layouts

  • Click Related Lists

  • Drag and drop Contracts anywhere in Related Lists

  • Click Save

  • Click Yes

2. Getting Juro to appear on an opportunity 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:

  • Go to the Juro app

  • Open Opportunity tab (the same can be done at an Account or Quote level as well)

  • Open any Opportunity record

  • Open Settings

  • Click Edit Page

  • Drag and drop Related List - Single to anywhere in Activity section

  • Set Related List to Contracts

  • Click Save

  • Click Activate

  • Click Close

To create contracts, navigate to any Opportunity, click the arrow next to the Contracts object and 'New.' Select the relevant account and template and click 'Save,' this will create a contract in Juro and upon refresh, the Juro contract link will be shown alongside the status. This contract will show in your Juro workspace

In Salesforce, per contract you will see:

  • Status - contract status, field will be updated when appropriate status when the contract goes through the contract lifecycle e.g. Draft > Sent for signing > Signed by us > Signed by them > Fully signed.

  • Send Counterparty Sign Request - checking this when creating a contract or while editing record and saving will send sign request email automatically to the counterparty. After the email was sent this checkbox will untick. This can also be done from within Juro.

  • Contract Link - this is a link to the contract in the Juro application. To access this link you will need a Juro account.

  • Contract Preview Link - this is a link to a read only version of the contract and does not require a Juro log in.

  • Signed PDF link - this is a link to a pdf of a fully signed contract.

  • Files section - when a contract is fully signed, a pdf of that contract will go automatically into the files section.


💣 You're all set!

Now you have installed the Juro package and object, the next step is to map the fields within each template and test the contract creation flow!

Salesforce & Juro - part 2 - Mapping

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