Contents 🚀
Introduction 👋
In our latest Salesforce package, we've added a new function: the ability to send contracts created in Salesforce through Juro's Negotiation Flow!
In addition to being able to use all of the normal functionality of the Negotiation Flow, counterparty changes accepted by you in Juro will passed back to and reflected in your Salesforce environment.
💡 NB: Action is required by all Admins of Juro's Salesforce package to avoid disruption to your contract workflows.
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What's available? 🎁
Turning on the Create new versions option for your template enables all features of Juro's Negotiation flow for contracts created in Salesforce using this template.
Counterparty changes that you accept in Juro pass into your Salesforce environment. When data is changed in either Salesforce or your counterparty's version, the updates are stored and presented to you upon receiving the document so you can decide which changes to accept or reject.
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What do I need to do? 💻
To use this feature, you'll need to ensure you're using the latest version of our Salesforce (v.1 74) package, which you can do by clicking the button below:
💁♀️ 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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