Latest revision as of 17:39, 23 September 2020

Salesforce

Purpose

The purpose of this Wiki is to document the process of:

Configuring ICI in Salesforce.
Performing Salesforce related configuration in ICI for mapping data entities and saved searches.

It also describes the process of using the Icertis Experience for Salesforce with the standard scenarios.

The document is primarily intended for:

Administrator users who configure Icertis Experience for Salesforce on Salesforce.com.
ICI Administrator Users who work on ICI Side Configuration.
Other users who work with Agreements.

Prerequisites

The user must have an account on Salesforce and ICI.
Icertis CLM must be installed on Salesforce.com from Salesforce AppExchange. It is compatible with Group, Professional, Enterprise, Unlimited, Force.com Developer and Performance Editions.
The user must have admin privileges for ICI and Salesforce in case the user is configuring ICI on Salesforce.

Overview of Icertis Experience for Salesforce

Icertis Experience for Salesforce is a native Salesforce application that allows you to access the full suite of ICI functionality from Salesforce, including the following capabilities:

Manage end-to-end contract lifecycle from the familiar Salesforce platform.
Create Contract Requests with pre-populated data from Salesforce objects.
Track contract progress and status updates within Salesforce.
View contract notifications as part of chatter feed messages.
Automatically transfer and synchronize data between Salesforce objects and ICI.
Map Salesforce objects (standard and custom) with ICI entities.

ICI and Salesforce integration is required to port data from ICI to Salesforce. This integration avoids the need for re-entering the data manually in Salesforce which you have already created in ICI.

To use ICI from within Salesforce:

The ICI sections must be embedded in the Salesforce pages.
After logging on to Salesforce, select ICI in the top right corner of your Salesforce page to use ICI through Salesforce.

Icertis Experience for Salesforce has the following key concepts:

Account is a label for business. It is a company or a business entity, you might already be working with, or one that you hope to work with. In simple words, an Account is an actual business or company.

Opportunity is a pending deal with a monetary value associated with it. It helps to track the pending deals and sales.

Quote is the data showing the proposed prices for the products or services. Quotes can be created by using the data that is saved in the Opportunities and shared with the prospective customers. Every opportunity can have multiple associated quotes linked to it.

After integrating ICI with Salesforce, you can do the following contract management tasks in Salesforce:

Create and edit a Contract Request from an existing Account.
Create and edit a Contract Request from an existing Opportunity.
Create and edit a Contract Request from an existing Quote.
Create and edit a Contract from an Account when a prospective sales lead is qualified and a corresponding account is created.
Create and edit a Contract from an existing Opportunity.
Create and edit a Contract from an existing Quote.

Salesforce Side Configuration

Prerequisites

You must have a Salesforce account.
You must have administrator privileges to install ICI in Salesforce.
You must have ICI administrator privileges to configure ICI in Salesforce.

Compatibility

ICI is compatible with the following editions of Salesforce:

Professional
Enterprise
Unlimited
Developer
Performance

For more information about the different editions of Salesforce, refer to:
https://help.salesforce.com/articleView?id=overview_edition.htm&type=0

Installing ICI in Salesforce

To install ICI in Salesforce:

1. Log on to Salesforce.
2. Open a new browser instance and go to Salesforce AppExchange to download the ICI application.

3. Click Get It Now. This opens a new screen having two options:

Log in to AppExchange: Logon to AppExchange using your Salesforce credentials to proceed with the installation.
I don’t have a login: Install ICI in Salesforce as a guest user.

4. Choose Log into AppExchange. This presents the following options:

Install in production
Install in Sandbox

5. Choose Install in production and select the Terms and Conditions checkbox.

6. Choose one of the applicable options:

Install for Admins only: install ICI for Salesforce Administrators who can install ICI in Salesforce.
Install for All Users: install ICI for all users of Salesforce.
Install for Specific Profiles: install ICI for specific profiles only.

7. Perform Configuring ICI EndPoint.

Creating and Managing the Canvas App

Creating the Canvas App

Follow these steps to create a Canvas App:

1. In Salesforce, under Setup, search for Apps in the Quick Find box and select Apps.

2. In the Connected Apps related list, click New.

3. In the Connected App Name field, type the name of the Canvas App.
4. Accept the default API Name. This is the internal name of the Canvas App and you cannot change the name after saving it.
5. In the Contact Email field, type your valid email address.
6. In the Logo Image URL field, type the Logo URL that you want to provide.
7. In the Icon URL field, type the Icon URL that you want to provide.

8. In the API (Enable OAuth Settings) section select the Enable OAuth Settings field.
9. In the Callback URL field, type your Callback URL.
10. In the Selected OAuth Scopes field, select Full Access.
11. In the Canvas App Settings section, select Force.com Canvas.
12. In the Canvas App URL field, type the application URL that you want to sync with Salesforce. This is the application URL, which is integrated with Salesforce.
13. In the Access Method field, select Signed Request (Post)
14. In the Locations field, select Visualforce Page.

15. Click Save.

Managing the Canvas App

1. In Salesforce, under Setup, search for Connected Apps in the Quick Find box and then select the option for managing Connected Apps.

2. Click the ICI App, and then click Edit.

3. In the Permitted Users field, select Admin approved users are pre-authorized so that other ICI users cannot view the Canvas App until they are provided permissions. Click OK in the
pop-up message that opens.

Note: If you select the All Users may self-authorize option in the Permitted Users field, other ICI users can see the Canvas App, but they would need to approve or deny access to it.

4. Click Save.

Now, define who can access your Canvas App by using profiles and permission sets.
To understand the following example, consider that you want to give access to the System Administrator profile.

1. In the Profiles related list, click Manage Profiles.
2. Select the System Administrator profile and click Save.

Configuring ICI EndPoint

You can perform ICI EndPoint Configuration only after you have installed Salesforce ICI from AppExchange.

Follow these steps to configure ICI EndPoint:

1. Click ICI Configuration in the top navigation bar by logging on to the ICI App in Salesforce on ICI App Home page. ICI EndPoint Configuration page opens.
2. Provide relevant information in the respective fields:

Creating a Field Set

The Field set are fields that have been grouped together for creating the Field Set. For example, Opportunity name, Close Date, Opportunity Owner etc. A user with Administrator privileges can create or edit a Field Set.

To create a Field Set:

1. Click the Settings icon on the Settings page, and then click Setup. The Setup page opens.

2. Click Object Manager. The Object Manager page opens.

3. Enter the entity name in the Quick Find box to search for the entity that you want to create the Field Set. For example, Opportunity.

4. Click an Opportunity from the filtered list. The respective Opportunity page opens.

5. Click Field Sets in the left navigation pane. The Field Sets page opens.

6. Click New on the Field Sets tab. The New Field Set page opens.

7. Enter the description for the following fields on the New Field Set page.

Field Set Label: The name for the Field Set.
Field Set Name: This is auto-populated based on the Field Set label above.
Where is this used? : A brief description of the Salesforce pages where the Field Set will be used, and for what purpose.

8. Drag and drop the Fields from the Quick Find section to the In the Field Set section to add the Fields to the Field Set.

9. Click Save to save the Field Set you created.

Viewing the Fields in Salesforce

The Fields added in the Field Set can be viewed when creating a Contract from Salesforce using an Account, Opportunity or Quote.

To view the Fields:

1. Click Opportunities on the Home page in Salesforce. The Opportunities page opens displaying the list of Opportunities.

2. Click the Opportunity from which you want to create a Contract. The Opportunity Details page opens.

3. Click New Contract in the Icertis Contracts section. The Create page opens displaying the details to be entered for creating the Contract.

4. Select the following on Create page.

Category: Select the Category from this dropdown. For example, Default.
Contract Type Name: Select the Contract Type based on which you want to create the Contract. For example, SFMSA.
Type of Paper: Select Own if you want to use the system generated Template. Select Third Party if you want to upload and use your own Template.

5. Click Next. The Attributes page opens showing the list of Fields added in the Field Set. For example, Opportunity Id, Opportunity Name.

Note: After the Contract is created in Salesforce, it is displayed in ICI along with the Fields added in the Field Set.

Setting up a new Remote Site (whitelisting of ICI instance)

Adding a remote site or whitelisting the ICI domain is an optional step. The Application automatically creates or adds the remote site settings but if the application does not create remote site automatically, follow the steps below to create remote site settings. You can view added remote site by navigating to Setup, Remote Site Settings and search for ICI URL, which you added by following the steps in the earlier section.

You need to add your ICI Application URL in Salesforce for whitelisting. Salesforce can access only whitelisted URLs.
To setup a new remote site:

1. Click Setup in the upper right corner of your page. The Setup page opens.
2. Click Security Controls in the Administer menu in the left pane and then click Remote Site Settings. Alternatively, you can type Remote Site Settings in the Quick Find/Search box. As you type the text, the relevant search result opens. Select Remote Site Settings under Security Controls. The All Remote Sites page opens showing the list of Remote sites.
3. Click New Remote Site. The Remote Site Edit page opens.

After you add the above information on the Remote Site Edit page, you can do the following:

Save the Remote Site you created.
Click Save and New to save the Remote Site you created and open the Remote Site Edit page to continue creating a new Remote Site.
Click Cancel to cancel the process of creating the Remote Site.

Configuring Page Layout

To Enable ICI sections on the added entity (as per the ICI Configuration section) you need to add the ICI custom pages into page layouts. By using the Page Layout Configuration, Admin assigns user access to Contract or Contract Request Related Sections. For example, if you have enabled the ICI Configuration for Opportunity in Salesforce, you need to enable ICI custom pages in Opportunity Layout:

Opportunity (Opportunity Page Layout)

1. You can Edit your existing Page layout (Opportunity Layout) and add two Visualforce pages inside the page layout as follows:

2. On the Opportunity Layout page, click Edit to edit the page layout where you want to add Visualforce pages.

3. In the Opportunity Layout pane, in the left menu, scroll down to select Visualforce Pages. Under Blank Space, drag the page that you want to give access to and drop it in the appropriate area in the opportunity (located on the same page under Opportunity Sample). For example, as you can see in the following screenshot, ICI_Contract Page and ICI_Contract Request Page can be dragged and dropped in the appropriate area in the opportunity.

4. Pages are added in the Icertis Contracts Section.

5. Click Save.

Note: For better visualization, please add inline VF pages with the height of 250px.

Configuring Data Sync

Once the Contract and Contract Request is created from Salesforce, the data is synced to ICI entities. If the Salesforce entity is edited or changed, user need to update mapped fields in ICI. Ideally, this process is automated. The system should automatically sync the data in the background, without user intervention.

To enable this feature in Salesforce, ICI Service User Authentication Token should be configured and create a process in Process Builder for specific entities. Selected entities will have Data sync functionality. To know more about the Process Builder, visit: https://help.salesforce.com/articleView?id=process_overview.htm&type=0

Data Sync (Salesforce to ICI) Configuration

Data sync configuration is divided into two sections:

Configure Service User Authentication Token
Configure Entity Process Builder

Service User Authentication Token

To configure Service User Token in Salesforce, follow these steps:

1. In Salesforce, under Setup, search Installed Packages in the Quick Find box and select Installed Packages.

2. Find IcertisCLM Package and Click Configure. Data Sync Configuration page opens.

3. Only the Admin user can perform the following actions:

Disable DS Interval Flow: Click this checkbox to deactivate the Data Sync Interval Flow. Default value false.
Sync Time Duration: It denotes the sync time duration (in seconds). Default value 10.
ICI Service User Auth Token: It is the Service User Authentication Token. Contact DevOps team to get this token. and it is existed in ICI, if you want this token contact ICI Configurator.

4. Click Save.

Configure Entity Process Builder

Process Builder configuration is an entity-specific configuration. To configure Process Builder in Salesforce, go through the following steps. In this case, the Opportunity entity will be configured.

1. In Salesforce, under Setup, search for Process Builder in the Quick Find box and select Process Builder.

2. On the Process Builder Configuration Page, click New. New Process popup opens.

3. On the New Process popup window, enter Process Name and API Name.
4. Set The process starts when field value to A record changes and click Save.

5. Opp Sync process configuration page opens. Click Add Object, Select Object Name and select when record is created or edited and click Save.

6. Click Add Criteria, enter Criteria Name and select Conditions are met, formula evaluates true or No Criteria and click Save.

7. To configure Immediate Actions, click Add Action, enter the data as per the table below and click Save.

8. Click Activate to complete the process.

Note: You can configure any other Entity following the same process.

ICI Side Configuration

Mapping Data between Salesforce and ICI

Use the Configuration tile in the ICI application to specify the mapping details between Salesforce and ICI by creating Masterdata records for mapping entities.

Creating Masterdata records for mapping entities

Creating Client App Cross Reference Mapping

Log on to the ICI application
Click Configuration > Masterdata > Create Masterdata on ICI Dashboard. The Create Masterdata page opens.

Provide relevant information in the respective fields:

Click Next. The Attributes page opens.
Provide relevant information in the respective fields:

Note: You can map a Salesforce standard Contract object to ICI Contract Type. This allows creating a Contract in Salesforce automatically whenever it is created in ICI. You can configure any Salesforce entity to map with the ICI Contract creation.

8. Click Save after entering the details.

Creating Masterdata for mapping the entities

You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between Salesforce and ICI. ICI allows mapping this data from any Salesforce entities like opportunity, account, or quote to a Contract Request or agreement by creating the Masterdata record in ICI.

To create a Masterdata record:

Click Configuration > Masterdata > Create Masterdata on ICI Dashboard. The Create Masterdata page opens.

2. Complete the information in the following sections.

Masterdata Details
Attributes

3. Click Next at the end of Masterdata Details section to go to the Attributes section and complete creating the Masterdata record.

Masterdata Details

1. Select the category from the drop-down list.
2. Select the Contract Type Masterdata that you created earlier. For the purpose of mapping the data between ICI and Salesforce, select Client App Entity Mapping.
3. Click Next. The Attributes page opens.

Attributes

This section shows the attributes that you created when creating the Contract Type Masterdata.

4. Enter the following details in appropriate fields.

5. Click Save to save the Masterdata record and enable mapping between ICI and Salesforce.

Configuration for allowing user to be redirected to ICI Details page in Salesforce

When creating Contracts, Contract Requests and Amendments from Salesforce, Administrators can now configure whether the users should be redirected to the ICI Contract details page or the Salesforce Record page from where creation process was initiated. This can be configured by selecting the Allow Redirect checkbox on the ICI Endpoint Configuration page. By default, the checkbox is unchecked. When checked, the user is redirected to the Salesforce Record page, else to the ICI Contract detail page.

Integrating ICI Tasks with Salesforce

With this release, Salesforce users can now manage ICI tasks from within Salesforce. ICI Administrators can configure ICI task integration with Salesforce so that the tasks created in ICI are pushed to Salesforce. This allows users to view task details with the attributes such as Task Name, Status, Priority, Due Date within Salesforce itself.

Based on configuration, users can receive task notifications in Salesforce for any action taken on agreements, templates, contract requests, clauses or masterdata in ICI.
To integrate ICI Tasks with Salesforce Tasks:

Creating Client App Cross Reference

Click Configuration > Masterdata > Create Masterdata on the Home page. The Masterdata Details tab is displayed.

Select the Category from the drop-down. For example, Default.

Select the Masterdata Contract Type. In order to map ICI entities with entities in Salesforce, you must select Client App Cross Reference from the drop-down.
Click Next. The Attributes tab opens.
Enter the relevant attribute values. Enter ICI Entity Name and Client Entity Name as Task.

Note: The Sync Task Notification attribute will only be visible if Client Name is selected as Salesforce. Similarly, the Task Types Of Contract and Task Notification Actions attributes will only be displayed if Sync Task Notification flag is set to Yes.

When the user takes any of the workflow action selected in the Task Notification Actions field in ICI, the corresponding task gets generated in Salesforce. For example, if Request Review action is taken on an agreement and a user (Reviewer) is selected, then the same task will appear in the Tasks section of Salesforce.

Viewing ICI Tasks in Salesforce

For example, if the agreement is approved in ICI for which Send for Approval action was taken, then the agreement status in ICI changes to Approved and in Salesforce changes to Completed.

Working with Saved Searches

You can use advanced search option to search for existing entities. You can save these searches and pin them as favorites for easy access. Saved searches can be opened for easy access to the search results.

Performing a Search to Save

1. Click the Search icon tile on the top right corner on My Dashboard page. The Advanced Search page opens.
2. In the Please select Entities to Search field, enter or select appropriate entities from the list and type the keywords to search in the Enter Search here field.

3. Select from these options:

4. After selecting either of the above options, click the Search icon. The list of search results opens.

5. To narrow down your search further, navigate to Search For field. Click Select Field and select an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, selecting the field Status displays the number of Agreements that have the Status as Draft, Approved, Terminated, Superseded and so on. If you select the status as Draft (select the checkbox next to Draft), all Agreements in the Draft state are displayed.

6. A list of these Agreements opens as search result in a tabular format. Enhance your search using wild cards as follows:

Saving a Search

If you have the search criteria defined and need same search criteria repeatedly, it is advisable to save the search. For Configuring Saved Search in Salesforce, we need some of the Data Mapping which includes Salesforce Account and Opportunity Id (which is 18 digit of alphanumeric reference value). That means, if you are defining a mapping of Salesforce Opportunity with Contract Request, then in that contract request create a field/attribute which will hold the salesforce Opportunity id, in the same manner you can create for the account id reference. So create these required mapping to start with Saved Search.

For example, after you map data, attribute like Opportunity ID can be mapped in ICI and Salesforce.

To save the search:

1. Click the Save icon. This opens the Save Search window. Set the parameters for this Saved Search.
2. Type a name for the search. Use a name that you can easily associate with this search.

Click Yes to make it a global search, which means all users of the selected Security Groups and Organization units can view it. Select No to save this search locally, which will not be visible to any other person than the person who is creating it.

Note: Only the Administrator can save global searches.

3. Specify the Advanced parameters as follows:

Note: A search defined as a Smart Link cannot be set as a Dashboard tile. For a global search, the administrator needs to create a security group and give access to specific users. Only those users can see that Saved Search in the list and add it as a Dashboard tile.

You can also save your searches and use the saved search Uniform Resource Identifier (URI) in the ICI Endpoint Settings in Salesforce. You can create saved searches for the following fields that are displayed in Salesforce ICI Config Settings > ICI Endpoint Settings:

Following is an example of creating a saved search for Contract Opportunity Search URI:

1. On the upper right corner of your ICI page, click Search icon. The Search page opens.
2. In the Please select Entities to search list, select the entity that you want to search such as Agreement or Contract Request and then type the entity that you want to display in the search text box. The relevant search results open.
3. On the upper right corner of the search results, click Save icon to save your search. The Save Search window is displayed.
4. In the Save search as box, type the name of the saved search as a URI such as SF_OPP_CR for a contract request, or SF_OPP_Contract for a contract request.
Similarly, you can create saved searches for the remaining entities. The entity and field to filter will be different.

Note: For core ICI related configuration, refer to ICI admin guide.
Within Salesforce, ICI will be accessible as per the ICI based User context so if there is anything which you need to control at the user end, please control the user settings from core ICI product.

Updating Saved Search Configuration

With this feature, Salesforce administrator can map any of the entity level attribute for executing the Saved Search, provided it is created in ICI as per the attribute configured in Salesforce.
If you do not configure the attribute in Salesforce, the Saved Search still executes based on the Salesforce record ID.

Configuring Global Search

Previously, there were 2 separate sub-tabs, 1 each for Contracts and Contract Requests, under the ICI tab within Salesforce. The previous Search page when rendered from within an iFrame inside Salesforce, gives the user a perception that they are working outside of Salesforce application.

With the SFDC experience enhancement, the user will have the ability to:

To configure the Global Search tab:

Enabling Single Sign-On

You need to setup single sign-on for Salesforce to work seamlessly with ICI. For more information about setting up single sign-on, refer https://help.salesforce.com/articleView?id=sso_saml.htm&type=0

Multiple Salesforce Instances

With this feature, you can connect multiple Salesforce instances of your organization or organization groups to a single ICI instance. For using this feature, the user needs to create a new `Masterdata record which can be used to define the multiple Salesforce instances. The user needs to add the login details of the configured Salesforce instance machine configuration. Contact Dev Ops team for assistance.

To support Multiple Salesforce instances, you need to add multiple records in Client App Org Reference Contract Type. If the Contract Type is not listed in the system, then it needs to be created.

If the Client Org Reference Contract Type is not already created, create it using the following steps:

To create a Masterdata record:

1. On the My Dashboard page, click Configuration and then click Masterdata. The Masterdata page opens
2. Click Create Masterdata. Provide relevant information in the respective fields and click Next. The Attributes page opens. Provide relevant information in the respective fields:

3. Provide relevant information in the respective fields:

Notes: While creating a new Contract Type, name it as Client Org Reference only. The naming convention must be followed exactly as given. ICI will not recognize and sync Contract Type which is created by any other name.

After adding the Org Reference mapping in Client App Entity mapping and Cross-reference mapping, there will be an extra attribute where the user selects the Org for which that particular mapping is synced.

After the Salesforce instance is configured, you can use that Reference Org to define Client App Entity Mapping and Client App Cross Reference mapping.

If Client App Org Reference Contract Type is not installed, you need to create this Contract type, with exactly the same name and attributes. Refer this link for details.

In this way, Client Org Reference Contract Type can be used for multiple Salesforce instances.

Viewing ICI Dashboard widgets in Salesforce

To view widgets on the Salesforce Home page, the user needs to have Widget Dashboard enabled in ICI Preferences. If the Widget Dashboard is not configured or if there is no data in the widgets, then the No data found message is displayed.

Using Performance Metrices in Salesforce

Click the saved search link on the Performance Metrices widget, for example, Mobile Agreement Search. The Saved Search page is displayed in Salesforce.

Note: Reports under Performance Metrices such as Templates Pending Approval, Agreements Pending Execution and so on will open in a new tab.

Using My Recent Activities in Salesforce

Click a record in the My Recent Activities widget, for example Acme Supplier Contract. The agreement opens in Salesforce.

Note: Any records other than agreements, amendments and contract requests will open in new ICM tab.

Viewing Notifications

1. Go to the Salesforce Home page.

2. Click Show Feed, the notifications will be displayed.

Simplified UX Actions in Grid

The Icertis Experience for Salesforce already provides the capability for Salesforce users to perform agreement-related tasks from within Salesforce. ICI is now improving the user experience such that Salesforce users can perform their tasks more seamlessly by taking actions on agreements with fewer clicks than required earlier.

The user will now be able to view a contract record by double-clicking the row, instead of the earlier option of clicking the View hyperlink. They will be able to take Download, Assemble Contract and Send for Approval actions directly from the Action column of the Contract grid on Salesforce entity forms, without opening the agreement record. These actions will be displayed to the user based on the workflow state of the agreement.

Click on the Opportunities tab. The Opportunity home page opens.
Click on an Opportunity link.
Click the Details tab.
Scroll to the Icertis Contract Intelligence section.
Click an icon in the Action column to Download, Assemble Contract, Request Review: Internal, Request Review: External, Send for Approval or Upload Document.
Double-click the row to view the Agreement.

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Creating a Contract Request from an Account

You can create a Contract Request if your organization does not provide the privileges to create a contract directly.

To create a Contract Request from an account:

1. Log on to Salesforce using your ICI credentials.

2. Select ICI in the top right corner of your Salesforce page to use ICI through Salesforce.

3. Click Account in the top navigation, and click the Account for which you want to create a Contract Request.

4. On the Account Detail page, scroll down to the Icertis Contracts section.

5. Click New Contract Request. The Create Contract Request page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.

6. Select the Category and Request Typebased on the request you are creating and click Next.

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7.Specify the details of the request on the various sections of this page

8. Click Next. The Request Summary page opens. You can also click Save if you want to save the changes and create the request later.

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9. Click Create Request. The Accounts page opens showing the Contract Request you created in Draft state.

10. Click ICI in the top navigation bar and then click Contract Requests. The Contract Request page opens and it shows the list of available requests.

11.Click View next to the Request you created. The Request Details page opens.

12. Use the buttons in the table below to perform a desired action:

Creating a Contract from an Account

The process of creating a contract from ICI in Salesforce is dependent on the workflow that is implemented in your organization.

To create a Contract from an Account:

1. Log on to Salesforce using your ICI credentials.

2. Select ICI in the top right corner of your Salesforce page to use ICI through Salesforce

3. Click Accounts in the top navigation, and click the Account for which you want to create a contract.

4. On the Account Detail page, scroll down to the Icertis Contracts section.
5. ClickNew Contract. This opens the Create Contract page in Salesforce.

'Note': You can set the label of the buttons as required.

5. Complete the details in the sections below and click Next. Contract Type Details. Enter the following information in this section:

Attributes

This section contains the attributes that the primary owner selected while creating the Contract Type for the agreement, which you are creating. You can also save the details at any stage and return to this page to complete the agreement later. The attributes displayed in this section vary based on the Contract Type you select.

Below is the description of some of the attributes.

Template

This section shows the templates that you created for the selected Contract Type. This section opens only if you select Own type of paper to create the agreement. Select the template from the list.

Verify

This is the final step in the agreement creation process. The details in this section open based on the attributes and sections you used to create this agreement.

You can perform the following actions on this page:

Click Previous to go back and make any changes to the agreement. Click Next to return to this section after making the required changes.
Click Create to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner.
Click Create and Publish to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark opens on the agreement in all states until it is approved by the designated approver.
Click Create and Send for Approval to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement.

Click Discard to stop the agreement creation process. A discarded agreement is no longer available in ICI. You can discard the agreement from any section while creating the agreement. After the Agreement is created in Salesforce, it is available in ICI in the Draft state. You can send the agreement for approval through Salesforce, however, the approve and reject actions on the agreement can only happen through ICI.

Adding Amendment to a Contract

After the Contract is executed, it cannot be edited. However, the primary owner can add an amendment to the Contract that is in the Executed state only.
Amendments are added to a Contract due to following reasons:

Payment terms of the Contract have changed.
Scope of work in the Contract has changed.
The terms and conditions of the Contract have changed due to the introduction of the new regulation.

To add an amendment to a Contract:
1. Log on to Salesforce with your credentials.
2. Click ICI in the top navigation. The ICI page showing the list of Contracts and Contract Requests opens.
3. Select and open the Contract that is in the Executed state. The Contract page opens.
4. Click Add Amendment on the Contract page. The Add Amendment page opens.
5. Make the required changes to the Contract on the Initial Attributes tab and click Next.
6. Click Create. The Amendment moves to the Draft state and opens the Amendment Details page.

7. You can perform the following actions on the Amendment Details page:'

After adding an Amendment, it goes through the similar flow of Agreement from Draft till execution.

Creating a Contract Request from an Opportunity

You can create a Contract Request if your organization does not provide the privileges to create a contract from ICI in Salesforce. To create a Contract Request from an Opportunity:
1. Log onto Salesforce using your ICI credentials.
2. Select ICI in the top right corner of your Salesforce page to use ICI through Salesforce.
3. Click Opportunities in the top navigation, and click the Opportunity for which you want to create a Contract Request.

4. On the Opportunity Detail page, scroll down to the Icertis Contracts section.
5. Click New Contract Request. The Create Contract Request page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
6. The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract Request from an Account.

Creating a Contract from an Opportunity

The process of creating a contract from ICI in Salesforce is dependent on the workflow implemented in your organization.

To create a Contract from an Opportunity:

1. Log on to Salesforce using your ICI credentials.
2. Select ICI in the top right corner of your Salesforce page to use ICI through Salesforce.
3. Click Opportunities in the top navigation, and click the Opportunity for which you want to create a contract.

4. On the Opportunity Detail page, scroll down to the Icertis Contracts section.
5. ClickNew Contract. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.

The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract from an Account.

Creating a Contract Request from a Quote

You can create a Contract Request if your organization does not provide the privileges to create a contract from ICI in Salesforce.

To create a Contract Request from a Quote:

1. Log on to Salesforce using your ICI credentials.
2. Select ICI in the top right corner of your Salesforce page to use ICI through Salesforce.

3. ClickQuotes in the top navigation, and click the Quotes for which you want to create a Contract Request.

4. On the Quote Detail page, scroll down to the Icertis Contracts section.
5. ClickNew Contract Request. The Create Contract Request page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
6. The rest of the process to create a Contract Request from a Quote is same as Creating a Contract Request from an Account.

Creating a Contract from a Quote

The process of creating a contract from ICI in Salesforce is dependent on the workflow implemented in your organization.

To create a Contract from a Quote:

1. Log on to Salesforce using your ICI credentials.
2. Select ICI in the top right corner of your Salesforce page to use ICI through Salesforce.
3. ClickQuotes in the top navigation, and clickthe Quotesfor which you want to create a contract.

4. On the Quote Detail page, scroll down to the Icertis Contracts section.
5. ClickNew Contract. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.

The rest of the process to create a Contract from a quote is the same as Creating a Contract from an Account.

Configuring Auto-creation of Contracts and Tasks in Salesforce

With this release, the contract creation process has been automated based on Opportunity or Quote status, thus increasing the productivity of Salesforce users.
Salesforce Administrators can now:

Configure the Opportunity or Quote status which can automatically trigger the contract creation.
Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.
Define the Type of Paper to be used as Own or Third Party.
Configure automated contract creation or automated task creation to initiate the contract creation process:
- For auto creation of contracts, the ICI Experience for Salesforce will determine the dependencies for the contract. For example, if the opportunity is for an extension, the existing master agreement for the account will be identified and an appropriate contract type such as an order form will be selected and associated with it.
- For auto creation of tasks, Salesforce users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created.

Configuring Logs

1. Go to the ICI Configuration tab in Salesforce. The ICI Endpoint Configuration page opens.

2. Enter Duration for logs in days, for example 60.0 days. The number of days for which the logs will be preserved can be defined here.

3. Set the Logging Level:
a. "Log Error: Only errors will be logged.
b. "Log Info: Only information will be logged, for example request and response.
c. "Log Always: Errors and information will be logged.

@@ Line 6: / Line 6: @@
 The purpose of this Wiki is to document the process of:
-*Configuring ICM in Salesforce.
+*Configuring ICI in Salesforce.
-*Performing Salesforce related configuration in ICM for mapping data entities and saved searches.
+*Performing Salesforce related configuration in ICI for mapping data entities and saved searches.
 It also describes the process of using the Icertis Experience for Salesforce&nbsp;with the standard scenarios.
@@ Line 14: / Line 14: @@
 *Administrator users who configure Icertis Experience for Salesforce&nbsp;on Salesforce.com.
-*ICM Administrator Users who work on ICM Side Configuration.
+*ICI Administrator Users who work on ICI Side Configuration.
 *Other users who work with Agreements.
 '''Prerequisites'''
-*The user must have an account on Salesforce and ICM.
+*The user must have an account on Salesforce and ICI.
 *Icertis CLM must be installed on Salesforce.com from Salesforce AppExchange. It is compatible with Group, Professional, Enterprise, Unlimited, Force.com Developer and Performance Editions.
-*The user must have admin privileges for ICM and Salesforce in case the user is configuring ICM on Salesforce.&nbsp;
+*The user must have admin privileges for ICI and Salesforce in case the user is configuring ICI on Salesforce.&nbsp;
 == Overview of Icertis Experience for Salesforce&nbsp; ==
-Icertis Experience for Salesforce is a native Salesforce application that allows you to access the full suite of ICM functionality from Salesforce, including the following capabilities:
+Icertis Experience for Salesforce is a native Salesforce application that allows you to access the full suite of ICI functionality from Salesforce, including the following capabilities:
 *Manage end-to-end contract lifecycle from the familiar Salesforce platform.
@@ Line 31: / Line 31: @@
 *Track contract progress and status updates within Salesforce.
 *View contract notifications as part of chatter feed messages.
-*Automatically transfer and synchronize data between Salesforce objects and ICM.
+*Automatically transfer and synchronize data between Salesforce objects and ICI.
-*Map Salesforce objects (standard and custom) with ICM entities.
+*Map Salesforce objects (standard and custom) with ICI entities.
 <div class="image-green-border">[[File:Overview of ICM Salesforce.PNG|720px|RTENOTITLE]]</div>
-ICM and Salesforce integration is required to port data from ICM to Salesforce. This integration avoids the need for re-entering the data manually in Salesforce which you have already created in ICM.&nbsp;
+ICI and Salesforce integration is required to port data from ICI to Salesforce. This integration avoids the need for re-entering the data manually in Salesforce which you have already created in ICI.&nbsp;
-To use ICM from within Salesforce:
+To use ICI from within Salesforce:
-*The ICM sections must be embedded in the Salesforce pages.
+*The ICI sections must be embedded in the Salesforce pages.
-*After logging on to Salesforce, select ICM in the top right corner of your Salesforce page to use ICM through Salesforce.
+*After logging on to Salesforce, select ICI in the top right corner of your Salesforce page to use ICI through Salesforce.
 Icertis Experience for&nbsp;Salesforce has the following key concepts:
@@ Line 49: / Line 49: @@
 *''Quote'' is the data showing the proposed prices for the products or services. Quotes can be created by using the data that is saved in the Opportunities and shared with the prospective customers. Every opportunity can have multiple associated quotes linked to it.
 <div class="image-green-border">[[File:Overview of ICM Salesforce4.PNG|720px|RTENOTITLE]]</div>
-After integrating ICM with Salesforce, you can do the following contract management tasks in Salesforce:
+After integrating ICI with Salesforce, you can do the following contract management tasks in Salesforce:
 *Create and edit a Contract Request from an existing Account.
@@ Line 63: / Line 63: @@
 *You must have a Salesforce account.&nbsp;
-*You must have administrator privileges to install ICM in Salesforce.
+*You must have administrator privileges to install ICI in Salesforce.
-*You must have ICM administrator privileges to configure ICM in Salesforce.
+*You must have ICI administrator privileges to configure ICI in Salesforce.
 === Compatibility ===
-ICM is compatible with the following editions of Salesforce:
+ICI is compatible with the following editions of Salesforce:
 *Professional
@@ Line 78: / Line 78: @@
 For more information about the different editions of Salesforce, refer to:&nbsp;<br/> [https://help.salesforce.com/articleView?id=overview_edition.htm&type=0 https://help.salesforce.com/articleView?id=overview_edition.htm&type=0]&nbsp;
-=== Installing ICM in Salesforce ===
+=== Installing ICI in Salesforce ===
-To install ICM in Salesforce:
+To install ICI in Salesforce:
-.&nbsp;Log on to Salesforce.<br/> 2.&nbsp;Open a new browser instance and go to Salesforce AppExchange to download the ICM application.
+.&nbsp;Log on to Salesforce.<br/> 2.&nbsp;Open a new browser instance and go to Salesforce AppExchange to download the ICI application.
 <div class="image-green-border">[[File:Installing ICM in Salesforce.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Click''' ''Get It'' Now. This opens a new screen having two options:</div>
 *Log in to AppExchange: '''Logon''' to AppExchange using your Salesforce credentials to proceed with the installation.
-*I don’t have a login: '''Install''' ICM in Salesforce as a guest user.
+*I don’t have a login: '''Install''' ICI in Salesforce as a guest user.
 <div class="image-green-border">[[File:Installing ICM in Salesforce2.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 4. '''Choose&nbsp;'''''Log into AppExchange''. This presents the following options:</div>
 *Install in production
 *Install in Sandbox
 <div class="image-green-border">[[File:Installing ICM in Salesforce3.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Choose''' ''Install in production'' and '''select''' the ''Terms and Conditions'' checkbox.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Installing ICM in Salesforce4.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 6. '''Choose '''one of the applicable options:</div>
-*Install for Admins only: install ICM for Salesforce Administrators who can install ICM in Salesforce.
+*Install for Admins only: install ICI for Salesforce Administrators who can install ICI in Salesforce.
-*Install for All Users: install ICM for all users of Salesforce.
+*Install for All Users: install ICI for all users of Salesforce.
-*Install for Specific Profiles: install ICM for specific profiles only.
+*Install for Specific Profiles: install ICI for specific profiles only.
-<div class="image-green-border">7. Perform Configuring ICM EndPoint.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">7. Perform Configuring ICI EndPoint.</div> <div class="image-green-border">&nbsp;</div>
 === Creating and Managing the Canvas App ===
@@ Line 103: / Line 103: @@
 <div class="image-green-border">[[File:Creating and Managing the Canvas App.PNG|320px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;In the ''Connected Apps related'' list, '''click '''New.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating and Managing the Canvas App2.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;In the ''Connected App Name'' field, '''type '''the name of the Canvas App.<br/> 4. Accept the default API Name. This is the internal name of the Canvas App and you cannot change the name after saving it.<br/> 5. In the ''Contact Email'' field, '''type''' your valid email address.<br/> 6.&nbsp;In the ''Logo Image URL'' field, '''type''' the ''Logo URL'' that you want to provide.<br/> 7.&nbsp;In the ''Icon URL'' field, '''type''' the ''Icon URL'' that you want to provide.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating and Managing the Canvas App3.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp;In the ''API'' (''Enable OAuth Settings'') section '''select '''the ''Enable OAuth Settings'' field.<br/> 9. In the ''Callback'' URL field, '''type''' your ''Callback'' ''URL''.&nbsp;<br/> 10. In the ''Selected OAuth Scopes'' field, '''select''' ''Full Access''.<br/> 11. In the ''Canvas App Settings'' section, '''select '''''Force.com Canvas''.<br/> 12. In the ''Canvas App URL'' field, '''type''' the application URL that you want to sync with Salesforce. This is the application URL, which is integrated with Salesforce.<br/> 13. In the ''Access Method'' field, '''select''' ''Signed Request'' (Post)<br/> 14. In the ''Locations'' field, '''select''' ''Visualforce'' Page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating and Managing the Canvas App4.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">15.&nbsp;'''Click''' ''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Managing the Canvas App'''</div>
 .&nbsp;In ''Salesforce'', under ''Setup'', '''search''' for ''Connected Apps'' in the ''Quick Find'' box and then '''select''' the option for managing ''Connected Apps''.&nbsp;
-<div class="image-green-border">[[File:Managing the Canvas App.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click '''the ''ICM App'', and then '''click''' ''Edit''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Managing the Canvas App2.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;In the ''Permitted Users'' field, '''select''' ''Admin approved users are pre-authorized'' so that other ICM users cannot view the Canvas App until they are provided permissions. '''Click '''''OK'' in the<br/> pop-up message that opens.&nbsp;</div> <div class="image-green-border">&nbsp; <div class="note-box">'''Note''': If you select the ''All Users may self-authorize'' option in the ''Permitted Users'' field, other ICM users can see the Canvas App, but they would need to approve or deny access to it.&nbsp;</div>
+<div class="image-green-border">[[File:Managing the Canvas App.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click '''the ''ICI App'', and then '''click''' ''Edit''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Managing the Canvas App2.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;In the ''Permitted Users'' field, '''select''' ''Admin approved users are pre-authorized'' so that other ICI users cannot view the Canvas App until they are provided permissions. '''Click '''''OK'' in the<br/> pop-up message that opens.&nbsp;</div> <div class="image-green-border">&nbsp; <div class="note-box">'''Note''': If you select the ''All Users may self-authorize'' option in the ''Permitted Users'' field, other ICI users can see the Canvas App, but they would need to approve or deny access to it.&nbsp;</div>
 [[File:Managing the Canvas App3.PNG|720px|RTENOTITLE]]
 . '''Click''' ''Save''.
 </div> <div class="image-green-border">Now, define who can access your Canvas App by using profiles and permission sets.&nbsp;<br/> To understand the following example, consider that you want to give access to the System Administrator profile.&nbsp;</div> <div class="image-green-border"><br/> 1. In the ''Profiles ''related list, '''click''' ''Manage Profiles''.&nbsp;<br/> 2.&nbsp;'''Select '''the ''System Administrator'' profile and '''click''' Save.</div> <div class="image-green-border">&nbsp;</div>
-=== Configuring ICM EndPoint ===
+=== Configuring ICI EndPoint ===
-You can perform ICM EndPoint Configuration only after you have installed Salesforce ICM from AppExchange.&nbsp;
+You can perform ICI EndPoint Configuration only after you have installed Salesforce ICI from AppExchange.&nbsp;
-<div class="image-green-border">[[File:Configuring ICM EndPoint 1.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Follow these steps to configure ICM EndPoint:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1. '''Click''' ''ICM Configuration'' in the top navigation bar by logging on to the ICM App in Salesforce on ICM App Home page. ''ICM EndPoint Configuration'' page opens.<br/> 2. Provide relevant information in the respective fields:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Table 1 1.PNG|RTENOTITLE]][[File:Table 1 2.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Configuring ICM EndPoint 1.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Follow these steps to configure ICI EndPoint:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1. '''Click''' ''ICI Configuration'' in the top navigation bar by logging on to the ICI App in Salesforce on ICI App Home page. ''ICI EndPoint Configuration'' page opens.<br/> 2. Provide relevant information in the respective fields:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Table 1 1.PNG|RTENOTITLE]]</div> <div class="image-green-border">[[File:Table 1 2.PNG|RTENOTITLE]]</div>
 === Creating a Field Set&nbsp; ===
@@ Line 149: / Line 149: @@
 <div class="image-green-border">[[File:View FieldSet 2.png|720px|RTENOTITLE]]</div>
 .&nbsp;'''Click''' ''New Contract'' in the ''Icertis Contracts'' section. The ''Create'' page opens displaying the details to be entered for creating the Contract.
-<div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">4.&nbsp;'''Select&nbsp;'''the following on&nbsp;''Create&nbsp;''page.&nbsp;</div>
-.&nbsp;'''Select&nbsp;'''the following on&nbsp;''Create&nbsp;''page.&nbsp;
 *''Category:&nbsp;'''''Select&nbsp;'''the Category from this dropdown. For example,&nbsp;''Default.&nbsp;''
 *''Contract Type Name:&nbsp;'''''Select&nbsp;'''the Contract Type based on which you want to create the Contract. For example,&nbsp;''SFMSA.&nbsp;''
@@ Line 158: / Line 156: @@
 .&nbsp;'''Click''' ''Next''. The ''Attributes'' page opens showing the list of Fields added in the Field Set. For example, ''Opportunity Id'', ''Opportunity Name''.
 <div class="image-green-border">[[File:View FieldSet 5.png|360px|RTENOTITLE]]</div>
-'''Note''':&nbsp;After the Contract is created in Salesforce, it is displayed in ICM along with the Fields added in the Field Set.
+'''Note''':&nbsp;After the Contract is created in Salesforce, it is displayed in ICI along with the Fields added in the Field Set.
-<div class="image-green-border">[[File:View FieldSet 6.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:View FieldSet 6.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
-=== Setting up a new Remote Site (whitelisting of ICM instance) ===
+=== Setting up a new Remote Site (whitelisting of ICI instance) ===
-Adding a remote site or whitelisting the ICM domain is an optional step. The Application automatically creates or adds the remote site settings but if the application does not create remote site automatically, follow the steps below to create remote site settings. You can view added remote site by navigating to ''Setup'', ''Remote Site Settings'' and search for ''ICM URL'', which you added by following the steps in the earlier section.
+Adding a remote site or whitelisting the ICI domain is an optional step. The Application automatically creates or adds the remote site settings but if the application does not create remote site automatically, follow the steps below to create remote site settings. You can view added remote site by navigating to ''Setup'', ''Remote Site Settings'' and search for ''ICI URL'', which you added by following the steps in the earlier section.
-<div class="image-green-border">You need to add your ICM Application URL in Salesforce for whitelisting. Salesforce can access only whitelisted URLs.&nbsp;<br/> To setup a new remote site:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1. '''Click '''''Setup ''in the upper right corner of your page. The ''Setup'' page&nbsp;opens.&nbsp;<br/> 2. '''Click '''''Security Controls'' in the ''Administer'' menu in the left pane and then '''click''' ''Remote Site Settings''. Alternatively, you can '''type '''''Remote Site Settings'' in the ''Quick Find/Search box''. As you type the text, the relevant search result opens. '''Select''' ''Remote Site Settings'' under ''Security Controls''. The ''All Remote Sites'' page opens showing the list of Remote sites.<br/> 3. '''Click '''''New Remote Site''. The ''Remote Site Edit ''page opens.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">You need to add your ICI Application URL in Salesforce for whitelisting. Salesforce can access only whitelisted URLs.&nbsp;<br/> To setup a new remote site:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1. '''Click '''''Setup ''in the upper right corner of your page. The ''Setup'' page&nbsp;opens.&nbsp;<br/> 2. '''Click '''''Security Controls'' in the ''Administer'' menu in the left pane and then '''click''' ''Remote Site Settings''. Alternatively, you can '''type '''''Remote Site Settings'' in the ''Quick Find/Search box''. As you type the text, the relevant search result opens. '''Select''' ''Remote Site Settings'' under ''Security Controls''. The ''All Remote Sites'' page opens showing the list of Remote sites.<br/> 3. '''Click '''''New Remote Site''. The ''Remote Site Edit ''page opens.</div> <div class="image-green-border">&nbsp;</div>
 [[File:Table 2.PNG|RTENOTITLE]]
@@ Line 176: / Line 174: @@
 === Configuring Page Layout ===
-To Enable ICM sections on the added entity (as per the ''ICM Configuration'' section) you need to add the ICM custom pages into page layouts. By using the ''Page Layout Configuration'', Admin assigns user access to Contract or Contract Request Related Sections. For example, if you have enabled the ICM Configuration for Opportunity in Salesforce, you need to enable ICM custom pages in '''Opportunity Layout''':
+To Enable ICI sections on the added entity (as per the ''ICI Configuration'' section) you need to add the ICI custom pages into page layouts. By using the ''Page Layout Configuration'', Admin assigns user access to Contract or Contract Request Related Sections. For example, if you have enabled the ICI Configuration for Opportunity in Salesforce, you need to enable ICI custom pages in '''Opportunity Layout''':
 Opportunity (Opportunity Page Layout)
@@ Line 183: / Line 181: @@
 .&nbsp; On the ''Opportunity Layout'' page, '''click''' ''Edit'' to edit the page layout where you want to add ''Visualforce'' pages.&nbsp;
-<div class="image-green-border">[[File:Configuring Page Layout new.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;In the ''Opportunity Layout'' pane, in the left menu, scroll down to select ''Visualforce Pages''. &nbsp;Under ''Blank Space'', drag the page that you want to give access to and drop it in the appropriate area in the opportunity (located on the same page under ''Opportunity Sample''). For example, as you can see in the following screenshot, ''ICM_Contract Page'' and ''ICM_Contract Request Page'' can be dragged and dropped in the appropriate area in the opportunity.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configuring Page Layout new2.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Pages are added in the ''Icertis Contracts'' Section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configuring Page Layout new3.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Click '''''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': For better visualization, please add inline VF pages with the height of 250px.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Configuring Page Layout new.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;In the ''Opportunity Layout'' pane, in the left menu, scroll down to select ''Visualforce Pages''. &nbsp;Under ''Blank Space'', drag the page that you want to give access to and drop it in the appropriate area in the opportunity (located on the same page under ''Opportunity Sample''). For example, as you can see in the following screenshot, ''ICI_Contract Page'' and ''ICI_Contract Request Page'' can be dragged and dropped in the appropriate area in the opportunity.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configuring Page Layout new2.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Pages are added in the ''Icertis Contracts'' Section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configuring Page Layout new3.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Click '''''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': For better visualization, please add inline VF pages with the height of 250px.</div> <div class="image-green-border">&nbsp;</div>
 === Configuring Data Sync ===
-Once the Contract and Contract Request is created from Salesforce, the data is synced to ICM entities. If the Salesforce entity is edited or changed, user need to update mapped fields in ICM. Ideally, this process is automated. The system should automatically sync the data in the background, without user intervention.
+Once the Contract and Contract Request is created from Salesforce, the data is synced to ICI entities. If the Salesforce entity is edited or changed, user need to update mapped fields in ICI. Ideally, this process is automated. The system should automatically sync the data in the background, without user intervention.
-To enable this feature in Salesforce, ''ICM Service User Authentication Token'' should be configured and create a process in ''Process Builder'' for specific entities. &nbsp;Selected entities will have Data sync functionality. To know more about the ''Process Builder'', visit: [https://help.salesforce.com/articleView?id=process_overview.htm&type=0 https://help.salesforce.com/articleView?id=process_overview.htm&type=0&nbsp;]
+To enable this feature in Salesforce, ''ICI Service User Authentication Token'' should be configured and create a process in ''Process Builder'' for specific entities. &nbsp;Selected entities will have Data sync functionality. To know more about the ''Process Builder'', visit: [https://help.salesforce.com/articleView?id=process_overview.htm&type=0 https://help.salesforce.com/articleView?id=process_overview.htm&type=0&nbsp;]
-=== Data Sync (Salesforce to ICM) Configuration ===
+=== Data Sync (Salesforce to ICI) Configuration ===
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Data sync configuration is divided into two sections:</div>
 *Configure Service User Authentication Token
@@ Line 203: / Line 201: @@
 *''Disable DS Interval Flow'': '''Click''' this checkbox to deactivate the Data Sync Interval Flow. Default value false.&nbsp;
 *''Sync Time Duration'': &nbsp;It denotes the sync time duration (in seconds). Default value 10.
-*''ICM Service User Auth Token'': It is the Service User Authentication Token. Contact DevOps team to get this token. and it is existed in ICM, if you want this token contact ICM Configurator.
+*''ICI Service User Auth Token'': It is the Service User Authentication Token. Contact DevOps team to get this token. and it is existed in ICI, if you want this token contact ICI Configurator.
 . '''Click''' ''Save''.
@@ Line 213: / Line 211: @@
 . In Salesforce, under ''Setup'', '''search '''for ''Process Builder'' in the ''Quick Find'' box and '''select''' ''Process Builder''.
 <div class="image-green-border">[[File:Configure Entity Process Builder.PNG|320px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. On the ''Process Builder Configuration Page'', '''click''' ''New''. ''New Process'' popup opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configure Entity Process Builder1.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border"><br/> 3. On the New Process popup window, '''enter '''Process Name and API Name.<br/> 4.&nbsp;'''Set '''The process starts when field value to ''A record changes'' and '''click''' Save.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configure Entity Process Builder2.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 5.&nbsp;''Opp Sync process configuration'' page opens. '''Click '''''Add Object'', '''Select '''''Object Name'' and '''select '''''when record is created or edited'' and '''click '''''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configure Entity Process Builder3.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border"><br/> 6.&nbsp;'''Click''' ''Add Criteria'', '''enter''' ''Criteria Name'' and '''select''' ''Conditions are met'', ''formula evaluates true'' or ''No Criteria'' and '''click''' Save.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configure Entity Process Builder4.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 7.&nbsp;To configure ''Immediate Actions'', '''click '''''Add Action'', '''enter''' the data as per the table below and '''click '''''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Table 3.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configure Entity Process Builder6.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp;'''Click''' ''Activate'' to complete the process.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configure Entity Process Builder7.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;You can configure any other Entity following the same process.</div> <div class="image-green-border">&nbsp;</div>
-== ICM Side Configuration ==
+== ICI Side Configuration ==
-=== Mapping Data between Salesforce and ICM ===
+=== Mapping Data between Salesforce and ICI ===
-Use the ''Configuration ''tile in the ICM application to specify the mapping details between Salesforce and ICM by creating Masterdata records for mapping entities.
+Use the ''Configuration ''tile in the ICI application to specify the mapping details between Salesforce and ICI by creating Masterdata records for mapping entities.
 === Creating Masterdata records for mapping entities ===
@@ Line 223: / Line 221: @@
 '''Creating Client App Cross Reference Mapping'''
-. '''Log on '''to the ICM application.<br/> 2. '''Click''' ''Configuration'' on ICM Dashboard. The Configuration page opens.
+#'''Log on '''to the ICI application
-<div class="image-green-border">[[File:Creating Masterdata records for mapping entities.PNG|720px|RTENOTITLE]]</div>
+#'''Click''' ''Configuration >&nbsp;Masterdata >&nbsp;Create Masterdata&nbsp;''on ICI Dashboard. The ''Create Masterdata ''page opens.
-.&nbsp;'''Click '''''Masterdata ''on the ''Configuration ''page. The ''Masterdata ''page opens.&nbsp;
+<div class="image-green-border">[[File:7.12 Salesforce ICM 01.PNG|720px|7.12 Salesforce ICM 01.PNG]]</div> <ol start="3">
-<div class="image-green-border">[[File:Creating Masterdata records for mapping entities1.PNG|720px|RTENOTITLE]]</div>
+<li>Provide relevant information in the respective fields:</li>
-<br/> 4. '''Click''' ''Create Masterdata''. ''Create Masterdata ''page opens.
+</ol>
-<div class="image-green-border">[[File:Creating Masterdata records for mapping entities2.PNG|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Creating Masterdata records for mapping entities3.PNG|720px|RTENOTITLE]]</div> <ol start="4">
-. Provide relevant information in the respective fields:
+<li>'''Click''' ''Next''. The ''Attributes ''page opens.</li>
-<div class="image-green-border">[[File:Creating Masterdata records for mapping entities3.PNG|720px|RTENOTITLE]]</div>
+<li>Provide relevant information in the respective fields:</li>
-.&nbsp;'''Click''' ''Next''. The ''Attributes ''page opens.
+</ol>
-<div class="image-green-border">[[File:Creating Masterdata records for mapping entities4.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. Provide relevant information in the respective fields:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Table 4.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:&nbsp;'''You can map a Salesforce standard Contract object to ICM Contract Type. This allows creating a Contract in Salesforce automatically whenever it is created in ICM. You can configure any Salesforce entity to map with the ICM Contract creation.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp;'''Click '''''Save'' after entering the details.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Table 4.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:&nbsp;'''You can map a Salesforce standard Contract object to ICI Contract Type. This allows creating a Contract in Salesforce automatically whenever it is created in ICI. You can configure any Salesforce entity to map with the ICI Contract creation.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp;'''Click '''''Save'' after entering the details.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 === Creating Masterdata for mapping the entities ===
-You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between Salesforce and ICM. ICM allows mapping this data from any Salesforce entities like opportunity, account, or quote to a Contract Request or agreement by creating the Masterdata record in ICM.&nbsp;<br/> <br/> To create a Masterdata record:
+You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between Salesforce and ICI. ICI allows mapping this data from any Salesforce entities like opportunity, account, or quote to a Contract Request or agreement by creating the Masterdata record in ICI.&nbsp;<br/> <br/> To create a Masterdata record:
-. '''Click''' ''Configuration'' on My Dashboard. The ''Configuration'' page opens.&nbsp;
+#'''Click''' ''Configuration >&nbsp;Masterdata >&nbsp;Create Masterdata&nbsp;''on ICI Dashboard. The ''Create Masterdata'' page opens.
-<div class="image-green-border">[[File:Creating Masterdata for mapping the entities.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' ''Masterdata'' on the Configuration page. The Masterdata page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities1.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 3.&nbsp;'''Click '''''Create Masterdata'' on the Masterdata page. The ''Create Masterdata'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities2.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 4. Complete the information in the following sections.&nbsp;</div>
+<div class="image-green-border">[[File:7.12 Salesforce ICM 01.PNG|720px|7.12 Salesforce ICM 01.PNG]]</div> <div class="image-green-border"><br/> &nbsp;<br/> 2. Complete the information in the following sections.&nbsp;</div>
 *''Masterdata Details''
 *''Attributes''
-<div class="image-green-border">5.&nbsp;'''Click '''''Next'' at the end of ''Masterdata Details'' section to go to the ''Attributes ''section and complete creating the Masterdata record.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Masterdata Details'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1. '''Select '''the category from the drop-down list.&nbsp;<br/> 2. '''Select''' the Contract Type Masterdata that you created earlier. For the purpose of mapping the data between ICM and Salesforce, '''select '''''Client App Entity Mapping''.<br/> 3.&nbsp;'''Click '''''Next''. The ''Attributes'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities3 new.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Attributes'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This section shows the attributes that you created when creating the Contract Type Masterdata.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities4 new.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Enter the following details in appropriate fields.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">3.&nbsp;'''Click '''''Next'' at the end of ''Masterdata Details'' section to go to the ''Attributes ''section and complete creating the Masterdata record.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Masterdata Details'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1. '''Select '''the category from the drop-down list.&nbsp;<br/> 2. '''Select''' the Contract Type Masterdata that you created earlier. For the purpose of mapping the data between ICI and Salesforce, '''select '''''Client App Entity Mapping''.<br/> 3.&nbsp;'''Click '''''Next''. The ''Attributes'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Attributes'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This section shows the attributes that you created when creating the Contract Type Masterdata.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities4 new.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Enter the following details in appropriate fields.</div> <div class="image-green-border">&nbsp;</div>
 [[File:Table5 1.PNG|720px|RTENOTITLE]][[File:Table5 2.PNG|720px|RTENOTITLE]]
-.&nbsp;'''Click '''''Save'' to save the Masterdata record and enable mapping between ICM and Salesforce.
+.&nbsp;'''Click '''''Save'' to save the Masterdata record and enable mapping between ICI and Salesforce.
-== Configuration for allowing user to be redirected to ICM Details page in Salesforce ==
+&nbsp;
+== Configuration for allowing user to be redirected to ICI Details page in Salesforce ==
+When creating Contracts, Contract Requests and Amendments from Salesforce, Administrators can now configure whether the users should be redirected to the ICI Contract details page or the Salesforce Record page from where creation process was initiated.&nbsp;This can be configured by selecting the Allow Redirect checkbox on the ICI Endpoint Configuration page. By default, the checkbox is unchecked. When checked, the user is redirected to the Salesforce Record page, else to the ICI Contract detail page.
+&nbsp;
+== Integrating ICI Tasks with Salesforce&nbsp; ==
+With this release, Salesforce users can now manage ICI tasks from within Salesforce. ICI Administrators can configure ICI task integration with Salesforce so that the tasks created in ICI are pushed to Salesforce. This allows users to view task details with the attributes such as ''Task Name'', ''Status'', ''Priority'', ''Due Date'' within Salesforce itself.
+Based on configuration, users can receive task notifications in Salesforce for any action taken on agreements, templates, contract requests, clauses or masterdata in ICI.&nbsp;<br/> To integrate ICI Tasks with Salesforce Tasks:
+=== Creating Client App Cross Reference ===
+#'''Click''' ''Configuration > Masterdata > Create Masterdata'' on the Home page. The ''Masterdata Details'' tab is displayed.
+<div class="image-green-border">[[File:7.12 Salesforce Tasks 1.png|720px|7.12 Salesforce Tasks 1.png]]</div> <ol start="2">
+<li>'''Select''' the ''Category ''from the drop-down. For example, ''Default''.</li>
+</ol>
+<div class="image-green-border">[[File:7.12 Salesforce Tasks 2.png|720px|7.12 Salesforce Tasks 2.png]]</div> <ol start="3">
+<li>'''Select '''the ''Masterdata Contract Type''. In order to map ICI entities with entities in Salesforce, you must select ''Client App Cross Reference'' from the drop-down.</li>
+<li>'''Click''' ''Next''. The ''Attributes ''tab opens.</li>
+<li>'''Enter '''the relevant attribute values. Enter ''ICI Entity Name'' and ''Client Entity Name'' as ''Task''.</li>
+</ol>
+<div class="image-green-border">[[File:7.12 Salesforce Tasks 3.png|720px|7.12 Salesforce Tasks 3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="note-box">'''Note''': The Sync Task Notification attribute will only be visible if ''Client Name'' is selected as ''Salesforce''. Similarly, the ''Task Types Of Contract'' and ''Task Notification Actions'' attributes will only be displayed if ''Sync Task Notification'' flag is set to ''Yes''.</div>
+When the user takes any of the workflow action selected in the ''Task Notification Actions'' field in ICI, the corresponding task gets generated in Salesforce. For example, if ''Request Review'' action is taken on an agreement and a user (Reviewer) is selected, then the same task will appear in the Tasks section of Salesforce.
-When creating Contracts, Contract Requests and Amendments from Salesforce, Administrators can now configure whether the users should be redirected to the ICM Contract details page or the Salesforce Record page from where creation process was initiated.&nbsp;This can be configured by selecting the Allow Redirect checkbox on the ICM Endpoint Configuration page. By default, the checkbox is unchecked. When checked, the user is redirected to the Salesforce Record page, else to the ICM Contract detail page.
+=== Viewing ICI Tasks in Salesforce ===
+[[File:7.12 Salesforce Tasks 4.png|720px|7.12 Salesforce Tasks 4.png]]
+For example, if the agreement is approved in ICI for which ''Send for Approval'' action was taken, then the agreement status in ICI changes to ''Approved'' and in Salesforce changes to ''Completed''.</div>
 == Working with Saved Searches ==
@@ Line 258: / Line 284: @@
 .&nbsp;'''Click '''the ''Search&nbsp;''icon''&nbsp;''tile on the top right corner on ''My Dashboard'' page. The ''Advanced Search'' page opens.&nbsp;<br/> 2.&nbsp;In the ''Please select Entities to Search'' field, '''enter''' or '''select''' appropriate entities from the list and '''type''' the keywords to search in the ''Enter Search here'' field.&nbsp;
 <div class="image-green-border">[[File:Working with saved searches.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 3. '''Select''' from these options:&nbsp;</div>
-*''Metadata'': the search is performed in the metadata of the selected Agreement.&nbsp;
-*''Full Text'': the search is performed within the contents of the document of the selected Agreement.&nbsp;
 . After selecting either of the above options, '''click '''the ''Search''&nbsp;icon. The list of search results opens.&nbsp;
@@ Line 266: / Line 289: @@
 . A list of these Agreements opens as search result in a tabular format. Enhance your search using wild cards as follows:
-*Type a search term in between the star characters *...*. It shows existing items which include the respective search term.
-*Type *...Prefix* to a search term. It shows existing items which end with this term.
-*Type *...Suffix* to a search term. It shows existing items which start with this term.
-*Type a search term in double quotes "...". It shows existing items which include the search term.&nbsp;
-*Type ...(space)... multiple search terms with space in between. It shows existing items which include the search terms.
 &nbsp;
@@ Line 279: / Line 296: @@
 If you have the search criteria defined and need same search criteria repeatedly, it is advisable to '''save '''the search. For Configuring Saved Search in Salesforce, we need some of the Data Mapping which includes Salesforce Account and Opportunity Id (which is 18 digit of alphanumeric reference value). That means, if you are defining a mapping of Salesforce Opportunity with Contract Request, then in that contract request create a field/attribute which will hold the salesforce Opportunity id, in the same manner you can create for the account id reference. So create these required mapping to start with Saved Search.
-For example, after you map data, attribute like Opportunity ID can be mapped in ICM and Salesforce.
+For example, after you map data, attribute like Opportunity ID can be mapped in ICI and Salesforce.
-<div class="image-green-border">[[File:Working with saved searches2.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Working with saved searches3.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.12 Salesforce ICM 02.PNG|720px|7.12 Salesforce ICM 02.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Working with saved searches3.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 To '''save''' the search:
@@ Line 286: / Line 303: @@
 <div class="note-box">'''Note''': Only the Administrator can save global searches.</div>
 .&nbsp;'''Specify''' the Advanced parameters as follows:
-<div class="image-green-border">[[File:Working with saved searches5.PNG|720px|RTENOTITLE]]<br/> &nbsp;</div> <div class="note-box">'''Note''':&nbsp;A search defined as a Smart Link cannot be set as a Dashboard tile.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; For a global search, the administrator needs to create a security group and give access to specific users. Only those users can see that Saved Search in the list and add it as a Dashboard tile.</div>
+<div class="image-green-border">[[File:Working with saved searches5.PNG|720px|RTENOTITLE]]<br/> &nbsp;</div> <div class="note-box">'''Note''':&nbsp;A search defined as a Smart Link cannot be set as a Dashboard tile.&nbsp;For a global search, the administrator needs to create a security group and give access to specific users. Only those users can see that Saved Search in the list and add it as a Dashboard tile.</div>
-You can also save your searches and use the saved search Uniform Resource Identifier (URI) in the ICM Endpoint Settings in Salesforce. You can create saved searches for the following fields that are displayed&nbsp;in ''Salesforce ICM Config Settings > ICM Endpoint Settings'':&nbsp;
+You can also save your searches and use the saved search Uniform Resource Identifier (URI) in the ICI Endpoint Settings in Salesforce. You can create saved searches for the following fields that are displayed&nbsp;in ''Salesforce ICI Config Settings > ICI Endpoint Settings'':&nbsp;
 <div class="image-green-border">[[File:Working with saved searches4.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 Following is an example of creating a saved search for Contract Opportunity Search URI:&nbsp;
-. On the upper right corner of your ICM page, '''click'''&nbsp;''Search'' icon. The Search page opens.&nbsp;<br/> 2.&nbsp;In the ''Please select Entities to search'' list, select the entity that you want to search such as Agreement or Contract Request and then '''type '''the entity that you want to display in the search text box. The relevant search results open.&nbsp;<br/> 3.&nbsp;On the upper right corner of the search results, click ''Save''&nbsp;icon to save your search. The Save Search window is displayed. &nbsp;<br/> 4. In the Save search as box, type the name of the saved search as a URI such as SF_OPP_CR for a contract request, or SF_OPP_Contract for a contract request. &nbsp;<br/> Similarly, you can create&nbsp;saved searches for the remaining entities. The entity and field to filter will be different.
+. On the upper right corner of your ICI page, '''click'''&nbsp;''Search'' icon. The Search page opens.&nbsp;<br/> 2.&nbsp;In the ''Please select Entities to search'' list, select the entity that you want to search such as Agreement or Contract Request and then '''type '''the entity that you want to display in the search text box. The relevant search results open.&nbsp;<br/> 3.&nbsp;On the upper right corner of the search results, click ''Save''&nbsp;icon to save your search. The Save Search window is displayed. &nbsp;<br/> 4. In the Save search as box, type the name of the saved search as a URI such as SF_OPP_CR for a contract request, or SF_OPP_Contract for a contract request. &nbsp;<br/> Similarly, you can create&nbsp;saved searches for the remaining entities. The entity and field to filter will be different.
-<div class="note-box">'''Note''':&nbsp;For core ICM related configuration, refer to ICM admin guide.&nbsp;<br/> Within Salesforce, ICM will be accessible as per the ICM based User context so if there is anything which you need to control at the user end, please control the user settings from core ICM product.</div>
+<div class="note-box">'''Note''':&nbsp;For core ICI related configuration, refer to ICI admin guide.&nbsp;<br/> Within Salesforce, ICI will be accessible as per the ICI based User context so if there is anything which you need to control at the user end, please control the user settings from core ICI product.</div>
 == Updating Saved Search Configuration&nbsp; ==
-With&nbsp;this feature, Salesforce administrator can map any of the entity level attribute for executing the Saved Search, provided it is created in ICM as per the attribute configured in Salesforce.&nbsp;<br/> If you do not configure the attribute in Salesforce, the Saved Search still executes based on the Salesforce record ID.&nbsp;
+With&nbsp;this feature, Salesforce administrator can map any of the entity level attribute for executing the Saved Search, provided it is created in ICI as per the attribute configured in Salesforce.&nbsp;<br/> If you do not configure the attribute in Salesforce, the Saved Search still executes based on the Salesforce record ID.&nbsp;
+&nbsp;
+== Configuring Global Search&nbsp; ==
+Previously, there were 2 separate sub-tabs, 1 each for Contracts and Contract Requests, under the ICI tab within Salesforce. The previous Search page when rendered from within an iFrame inside Salesforce, gives the user a perception that they are working outside of Salesforce application.
+With the SFDC experience enhancement, the user will have the ability to:
+&nbsp;To configure the Global Search tab:
+<div class="image-green-border">[[File:Salesforce Global Search Configuration 1.png|720px|Salesforce Global Search Configuration 1.png]]</div> <div class="image-green-border">[[File:Salesforce Global Search Configuration 2.png|720px|Salesforce Global Search Configuration 2.png]]</div> <div class="image-green-border">[[File:Salesforce Global Search Configuration 3.png|720px|Salesforce Global Search Configuration 3.png]]</div>
 == Enabling Single Sign-On ==
-You need to setup single sign-on for Salesforce to work seamlessly with ICM. For more information about setting up single sign-on, refer [https://help.salesforce.com/articleView?id=sso_saml.htm&type=0 https://help.salesforce.com/articleView?id=sso_saml.htm&type=0]
+You need to setup single sign-on for Salesforce to work seamlessly with ICI. For more information about setting up single sign-on, refer [https://help.salesforce.com/articleView?id=sso_saml.htm&type=0 https://help.salesforce.com/articleView?id=sso_saml.htm&type=0]
+&nbsp;
 == Multiple Salesforce Instances ==
-With this feature, you can connect multiple Salesforce instances of your organization or organization groups to a single ICM instance. For using this feature, the user needs to create a new `Masterdata record which can be used to define the multiple Salesforce instances. The user needs to add the login details of the configured Salesforce instance machine configuration. Contact Dev Ops team for assistance.<br/> <br/> To support Multiple Salesforce instances, you need to add multiple records in Client App Org Reference Contract Type. If the Contract Type is not listed in the system, then it needs to be created.&nbsp;<br/> <br/> If the Client Org Reference Contract Type is not already created, create it using the following steps:&nbsp;<br/> <br/> To create a Masterdata record:&nbsp;<br/> <br/> 1.&nbsp;On the ''My Dashboard'' page, '''click '''''Configuration ''and then '''click''' ''Masterdata''. The Masterdata page opens<br/> 2.&nbsp;'''Click '''''Create Masterdata''. Provide relevant information in the respective fields and '''click '''''Next''. The ''Attributes'' page opens. Provide relevant information in the respective fields:
+With this feature, you can connect multiple Salesforce instances of your organization or organization groups to a single ICI instance. For using this feature, the user needs to create a new `Masterdata record which can be used to define the multiple Salesforce instances. The user needs to add the login details of the configured Salesforce instance machine configuration. Contact Dev Ops team for assistance.<br/> <br/> To support Multiple Salesforce instances, you need to add multiple records in Client App Org Reference Contract Type. If the Contract Type is not listed in the system, then it needs to be created.&nbsp;<br/> <br/> If the Client Org Reference Contract Type is not already created, create it using the following steps:&nbsp;<br/> <br/> To create a Masterdata record:&nbsp;<br/> <br/> 1.&nbsp;On the ''My Dashboard'' page, '''click '''''Configuration ''and then '''click''' ''Masterdata''. The Masterdata page opens<br/> 2.&nbsp;'''Click '''''Create Masterdata''. Provide relevant information in the respective fields and '''click '''''Next''. The ''Attributes'' page opens. Provide relevant information in the respective fields:
 <div class="image-green-border">[[File:Multiple Salesforce Instances1.PNG|720px|RTENOTITLE]]</div>
 .&nbsp;Provide relevant information in the respective fields:&nbsp;
-<div class="image-green-border">[[File:Table 6.PNG|720px|RTENOTITLE]]</div> <div class="note-box">'''Notes''':&nbsp;While creating a new Contract Type, name it as Client Org Reference only. The naming convention must be followed exactly as given. ICM will not recognize and sync Contract Type which is created by any other name.<br/> &nbsp;<br/> After adding the Org Reference mapping in Client App Entity mapping and Cross-reference mapping, there will be an extra attribute where the user selects the Org for which that particular mapping is synced.<br/> <br/> After the Salesforce instance is configured, you can use that Reference Org to define Client App Entity Mapping and Client App Cross Reference mapping.<br/> <br/> If Client App Org Reference Contract Type is not installed, you need to create this Contract type, with exactly the same name and attributes. Refer this link for details.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">In this way, Client Org Reference Contract Type can be used for multiple Salesforce instances.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Table 6.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Notes''':&nbsp;While creating a new Contract Type, name it as Client Org Reference only. The naming convention must be followed exactly as given. ICI will not recognize and sync Contract Type which is created by any other name.<br/> &nbsp;<br/> After adding the Org Reference mapping in Client App Entity mapping and Cross-reference mapping, there will be an extra attribute where the user selects the Org for which that particular mapping is synced.<br/> <br/> After the Salesforce instance is configured, you can use that Reference Org to define Client App Entity Mapping and Client App Cross Reference mapping.<br/> <br/> If Client App Org Reference Contract Type is not installed, you need to create this Contract type, with exactly the same name and attributes. Refer this link for details.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">In this way, Client Org Reference Contract Type can be used for multiple Salesforce instances.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-=== Creating a Contract Request from an Account&nbsp; ===
+=== Viewing ICI Dashboard widgets in Salesforce&nbsp; ===
-You can create a Contract Request if your organization does not provide the privileges to create a contract directly.&nbsp;
+To view widgets on the Salesforce Home page, the user needs to have Widget Dashboard enabled in ICI ''Preferences''. If the Widget Dashboard is not configured or if there is no data in the widgets, then the ''No data found'' message is displayed.
-<div class="image-green-border">[[File:Creating a Contract Request from an Account.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To create a Contract Request from an account:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1.&nbsp;'''Log on''' to Salesforce using your ICM credentials.<br/> 2.&nbsp;'''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3.&nbsp;'''Click''' ''Account'' in the top navigation, and '''click''' the ''Account'' for which you want to create a Contract Request.<br/> 4.&nbsp;On the ''Account Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click '''''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account2.PNG|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:7.14-View ICI Dashboard Widgets in Salesforce.png|720px|7.14-View ICI Dashboard Widgets in Salesforce.png]]</div> <div class="image-green-border">&nbsp;</div>
-.&nbsp;'''Select '''the ''Category'' and ''Request Type'' based on the request you are creating and '''click''' ''Next''.
+'''Using Performance Metrices in Salesforce&nbsp;'''
-<div class="image-green-border">[[File:Creating a Contract Request from an Account3.PNG|360px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
-.&nbsp;'''Specify '''the details of the request on the various sections of this page.&nbsp;
-<div class="image-green-border">[[File:Table 7.PNG|720px|RTENOTITLE]]</div>
-.&nbsp;'''Click '''''Next''. The ''Request Summary'' page opens. You can also '''click''' ''Save'' if you want to save the changes and create the request later.
-<div class="image-green-border">[[File:Creating a Contract Request from an Account5.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
-. '''Click''' ''Create Request''. The Accounts page opens showing the Contract Request you created in ''Draft ''state.<br/> 10. '''Click''' ''ICM'' in the top navigation bar and then click ''Contract Requests''. The Contract Request page opens and it shows the list of available requests.<br/> 11. '''Click''' ''View ''next to the Request you created. The ''Request Details'' page opens.
-<div class="image-green-border">[[File:Creating a Contract Request from an Account6.PNG|720px|RTENOTITLE]]</div>
-. Use the buttons in the table below to perform a desired action:
+'''Click''' the saved search link on the Performance Metrices widget, for example, ''Mobile Agreement Search''. The Saved Search page is displayed in Salesforce.
+<div class="image-green-border">[[File:7.14-Using Performance Metrices in Salesforce.png|720px|7.14-Using Performance Metrices in Salesforce.png]]</div>
 &nbsp;
-<div class="image-green-border">[[File:Table 8.PNG|720px|RTENOTITLE]]</div>
+<div class="note-box">'''Note''':&nbsp;Reports under Performance Metrices such as Templates Pending Approval, Agreements Pending Execution and so on will open in a new tab.</div>
 &nbsp;
+'''Using My Recent Activities in Salesforce&nbsp;'''
+'''Click''' a record in the My Recent Activities widget, for example ''Acme Supplier Contract''. The agreement opens in Salesforce.
+<div class="image-green-border">[[File:7.14-Using My Recent Activities in Salesforce.png|720px|7.14-Using My Recent Activities in Salesforce.png]]</div>
+&nbsp;
+<div class="note-box">'''Note''': Any records other than agreements, amendments and contract requests will open in new ICM tab.&nbsp;&nbsp;</div>
+&nbsp;
+'''Viewing Notifications&nbsp;'''
+.&nbsp;'''Go&nbsp;to&nbsp;'''the Salesforce&nbsp;''Home&nbsp;''page.&nbsp;
+<div class="image-green-border">[[File:7.14- Viewing Notifications in Salesforce.png|720px|7.14- Viewing Notifications in Salesforce.png]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' ''Show Feed'', the notifications will be displayed.</div> <div class="image-green-border">[[File:7.14- Viewing Notifications in Salesforce1.png|720px|7.14- Viewing Notifications in Salesforce1.png]]</div>
+&nbsp;
+=== Simplified UX Actions in Grid ===
+<div class="image-green-border">
+The Icertis Experience for Salesforce already provides the capability for Salesforce users to perform agreement-related tasks from within Salesforce. ICI is now improving the user experience such that Salesforce users can perform their tasks more seamlessly by taking actions on agreements with fewer clicks than required earlier.
+The user will now be able to view a contract record by double-clicking the row, instead of the earlier option of clicking the ''View'' hyperlink. They will be able to take ''Download, Assemble Contract'' and ''Send for Approval'' actions directly from the ''Action'' column of the Contract grid on Salesforce entity forms, without opening the agreement record. These actions will be displayed to the user based on the workflow state of the agreement.
+#'''Click''' on the ''Opportunities'' tab. The ''Opportunity'' home page opens.
+#'''Click''' on an ''Opportunity ''link.
+#'''Click '''the ''Details'' tab.
+#'''Scroll''' to the ''Icertis Contract Intelligence'' section.
+#'''Click''' an icon in the ''Action'' column to ''Download, Assemble Contract'', ''Request Review: Internal'', ''Request Review: External'', ''Send for Approval'' or ''Upload Document.''
+#Double-click'''&nbsp;'''the row to view the Agreement'''.'''
+'''&nbsp; ''' <div class="image-green-border">''''''[[File:7.12 Salesforce UX Actions.png|720px|7.12 Salesforce UX Actions.png]]'''''''</div> '''&nbsp; '''
+=== Creating a Contract Request from an Account ===
+You can create a Contract Request if your organization does not provide the privileges to create a contract directly.&nbsp;
+<div class="image-green-border">[[File:Creating a Contract Request from an Account.PNG|720px|RTENOTITLE]]</div>
+&nbsp;
+To create a Contract Request from an account:
+.&nbsp;'''Log on''' ''to Salesforce using your ICI credentials.''
+.&nbsp;'''Select''' ICI in the top right corner of your Salesforce page to use ICI through Salesforce.
+.&nbsp;'''Click''' ''Account'' in the top navigation, and click the Account for which you want to create a Contract Request.
+.&nbsp;On the ''Account Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;
+.&nbsp;'''Click'''&nbsp;''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request. <div class="image-green-border">[[File:Creating a Contract Request from an Account2.PNG|720px|RTENOTITLE]]</div>
+.&nbsp;Select the ''Category'' and Request Typebased on the request you are creating and click Next.
+<div class="image-green-border">[[File:Creating a Contract Request from an Account3.PNG|360px|RTENOTITLE]]'</div>
+.''Specify'' the details of the request on the various sections of this page
+&nbsp; <div class="image-green-border">[[File:Table 7.PNG|720px|RTENOTITLE]]</div> &nbsp;&nbsp;
+.&nbsp;'''Click''' ''Next''. The ''Request Summary'' page opens. You can also click ''Save'' if you want to save the changes and create the request later.
+&nbsp; <div class="image-green-border">[[File:Creating a Contract Request from an Account5.PNG|720px|RTENOTITLE]]'</div>
+.&nbsp;'''Click''' ''Create Request''. The ''Accounts'' page opens showing the Contract Request you created in ''Draft'' state.
+. '''Click''' ''ICI'' in the top navigation bar and then click ''Contract Requests''. The Contract Request page opens and it shows the list of available requests.
+.'''Click''' ''View'' next to the Request you created. The ''Request Details'' page opens.
+&nbsp;
+<div class="image-green-border">[[File:Creating a Contract Request from an Account6.PNG|720px|RTENOTITLE]]</div>
+. Use the buttons in the table below to perform a desired action:
+&nbsp; <div class="image-green-border">[[File:Table 8.PNG|720px|RTENOTITLE]]</div> &nbsp;</div>
 === Creating a Contract from an Account ===
-The process of creating a contract from ICM in Salesforce is dependent on the workflow that is implemented in your organization.&nbsp;
+The process of creating a contract from ICI in Salesforce is dependent on the workflow that is implemented in your organization.&nbsp;
-<div class="image-green-border">[[File:Creating a Contract Request from an Account.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Creating a Contract Request from an Account.PNG|RTENOTITLE]]</div>
 To create a Contract from an Account:
-.&nbsp;'''Log on''' to Salesforce using your ICM credentials.<br/> 2.&nbsp;'''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce<br/> 3.&nbsp;'''Click''' ''Accounts'' in the top navigation, and '''click''' the ''Account'' for which you want to create a contract.
+.&nbsp;'''Log on''' to Salesforce using your ICI credentials.
-<div class="image-green-border">[[File:Creating a Contract from an Account1 new.PNG|720px|RTENOTITLE]]</div>
-.&nbsp;On the ''Account Detail'' page, scroll down to the ''Icertis Contracts'' section.<br/> '''Click''' ''New Contract''. This opens the ''Create Contract'' page in Salesforce.&nbsp;
-<div class="note-box">'''Note''': You can set the label of the buttons as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account2.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
-.&nbsp;Complete the details in the sections below and '''click''' ''Next''.
-'''Contract Type Details'''
+.&nbsp;'''Select''' ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce
-Enter the following information in this section:
+.&nbsp;'''Click''' ''Accounts'' in the top navigation, and click the ''Account'' for which you want to create a contract.
+<div class="image-green-border">[[File:Creating a Contract from an Account1 new.PNG|720px|RTENOTITLE]]</div>
+.&nbsp;On the ''Account Detail'' page, scroll down to the ''Icertis Contracts'' section.<br/> 5.&nbsp;'''Click'''''New Contract''. This opens the ''Create Contract'' page in Salesforce.
+<div class="note-box">'''Note'''''': '''You can set the label of the buttons as required.</div>
+<br/> &nbsp;
+<div class="image-green-border">[[File:Creating a Contract Request from an Account2.PNG|720px|RTENOTITLE]]</div>
+.&nbsp;Complete the details in the sections below and '''click''' ''Next''. Contract Type Details. Enter the following information in this section:
 <div class="image-green-border">[[File:Table 9.PNG|720px|RTENOTITLE]]</div>
 '''Attributes'''
 This section contains the attributes that the primary owner selected while creating the Contract Type for the agreement, which you are creating. You can also save the details at any stage and return to this page to complete the agreement later. The attributes displayed in this section vary based on the Contract Type you select.
+&nbsp;
 <div class="image-green-border">[[File:Creating a Contract from an Account3.PNG|360px|RTENOTITLE]]</div>
-Below is the description of some of the attributes.
+&nbsp;Below is the description of some of the attributes.
 <div class="image-green-border">[[File:Creating a Contract Request from an Account9.PNG|720px|RTENOTITLE]]</div>
-'''Template'''
+&nbsp;
-This section shows the templates that you created for the selected Contract Type. This section opens only if you select Own type of paper to create the agreement. Select the template from the list.
+&nbsp;'''Template'''
-<div class="image-green-border">[[File:Creating a Contract from an Account4.PNG|360px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Verify'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This is the final step in the agreement creation process. The details in this section open based on the attributes and sections you used to create this agreement.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract from an Account5.PNG|720px|RTENOTITLE]]</div>
-You can perform the following actions on this page:&nbsp;
-*'''Click '''''Previous'' to go back and make any changes to the agreement. '''Click '''''Next'' to return to this section after making the required changes.
+&nbsp;This section shows the templates that you created for the selected Contract Type. This section opens only if you select Own type of paper to create the agreement. Select the template from the list.
-*'''Click '''''Create'' to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner.
+<div class="image-green-border">[[File:Creating a Contract from an Account4.PNG|360px|RTENOTITLE]]</div>
+&nbsp;
+&nbsp;'''Verify'''
+&nbsp;This is the final step in the agreement creation process. The details in this section open based on the attributes and sections you used to create this agreement.&nbsp;
+<div class="image-green-border">[[File:Creating a Contract from an Account5.PNG|720px|RTENOTITLE]]</div>
+&nbsp; You can perform the following actions on this page:&nbsp;
+*'''Click''' ''Previous'' to go back and make any changes to the agreement. '''Click''' ''Next'' to return to this section after making the required changes.
+*'''Click''' ''Create'' to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner.
 *'''Click''' ''Create and Publish'' to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark opens on the agreement in all states until it is approved by the designated approver.
 *'''Click''' ''Create and Send for Approval'' to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement.
-*'''Click''' ''Discard'' to stop the agreement creation process. A discarded agreement is no longer available in ICM. You can discard the agreement from any section while creating the agreement.
-<div class="image-green-border">After the Agreement is created in Salesforce, it is available in ICM in the Draft state. You can send the agreement for approval through Salesforce, however, the approve and reject actions on the agreement can only happen through ICM.</div>
+*'''Click''' ''Discard'' to stop the agreement creation process. A discarded agreement is no longer available in ICI. You can discard the agreement from any section while creating the agreement. After the Agreement is created in Salesforce, it is available in ICI in the Draft state. You can send the agreement for approval through Salesforce, however, the approve and reject actions on the agreement can only happen through ICI.
-&nbsp;
 === Adding Amendment to a Contract ===
@@ Line 369: / Line 462: @@
 *The terms and conditions of the Contract have changed due to the introduction of the new regulation.
-To add an amendment to a Contract:
+To add an amendment to a Contract:<br/> 1.&nbsp;'''Log on''' to Salesforce with your credentials.<br/> 2.&nbsp;'''Click''' ''ICI'' in the top navigation. The ''ICI'' page showing the list of Contracts and Contract Requests opens.&nbsp;<br/> 3.&nbsp;Select and open the Contract that is in the &nbsp;''Executed'' state. The ''Contract'' page opens.<br/> 4.&nbsp;'''Click''' ''Add Amendment'' on the ''Contract'' page. The ''Add Amendment'' page opens.<br/> 5.&nbsp;Make the required changes to the Contract on the ''Initial Attributes'' tab and click ''Next''.&nbsp;<br/> 6.&nbsp;Click ''Create''. The ''Amendment'' moves to the ''Draft'' state and opens the ''Amendment Details'' page.
-.&nbsp;'''Log on''' to Salesforce with your credentials.<br/> 2.&nbsp;'''Click''' ''ICM'' in the top navigation. The ''ICM'' page showing the list of Contracts and Contract Requests opens.&nbsp;<br/> 3.&nbsp;'''Select '''and open the Contract that is in the&nbsp;''Executed'' state. The ''Contract'' page opens.<br/> 4.&nbsp;'''Click''' ''Add Amendment'' on the ''Contract'' page. The ''Add Amendment'' page opens.<br/> 5.&nbsp;'''Make''' the required changes to the Contract on the ''Initial Attributes'' tab and '''click''' ''Next''.&nbsp;<br/> 6.&nbsp;'''Click''' ''Create''. The ''Amendment'' moves to the ''Draft'' state and opens the ''Amendment Details'' page.<br/> 7.&nbsp;You can perform the following actions on the ''Amendment Details'' page:
+.&nbsp;You can perform the following actions on the ''Amendment Details'' page:'
 <div class="image-green-border">[[File:Adding Amendment to a Contract.PNG|720px|RTENOTITLE]]</div>
 After adding an Amendment, it goes through the similar flow of Agreement from Draft till execution.&nbsp;
@@ Line 377: / Line 470: @@
 === Creating a Contract Request from an Opportunity ===
-You can create a Contract Request if your organization does not provide the privileges to create a contract from ICM in Salesforce.&nbsp;
+You can create a Contract Request if your organization does not provide the privileges to create a contract from ICI in Salesforce.&nbsp;To create a Contract Request from an Opportunity:&nbsp;<br/> 1. Log onto Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;Select ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.<br/> 3.&nbsp;Click ''Opportunities'' in the top navigation, and click the ''Opportunity '' for which you want to create a Contract Request.
+<div class="image-green-border">[[File:Creating a Contract Request from an opportunity.PNG|720px|RTENOTITLE]]</div>
+.&nbsp;On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.<br/> 5.&nbsp;''Click New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6.&nbsp;The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract Request from an Account.
-To create a Contract Request from an Opportunity:&nbsp;
+&nbsp;
-. '''Log on''' to Salesforce using your ICM credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3.&nbsp;'''Click''' ''Opportunities'' in the top navigation, and '''click''' the ''Opportunity ''for which you want to create a Contract Request.
-<div class="image-green-border">[[File:Creating a Contract Request from an opportunity.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
-.&nbsp;On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.<br/> 5.&nbsp;'''Click '''''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6.&nbsp;The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract Request from an Account.
 === Creating a Contract from an Opportunity ===
-The process of creating a contract from ICM in Salesforce is dependent on the workflow implemented in your organization.&nbsp;
+The process of creating a contract from ICI in Salesforce is dependent on the workflow implemented in your organization.&nbsp;
-To create a Contract from an Opportunity:&nbsp;<br/> <br/> 1.&nbsp;'''Log on''' to Salesforce using your ICM credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3.&nbsp;'''Click''' ''Opportunities'' in the top navigation, and click the Opportunity for which you want to create a contract.
+To create a Contract from an Opportunity:&nbsp;<br/> <br/> 1.&nbsp;'''Log on''' to Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.<br/> 3.&nbsp;'''Click''' ''Opportunities'' in the top navigation, and '''click''' the Opportunity for which you want to create a contract.
 <div class="image-green-border">[[File:Creating a Contract from an opportunity.PNG|720px|RTENOTITLE]]</div>
-.&nbsp;On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click''' ''New Contract''. The ''Create Contract'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract from an Account.&nbsp;
+.&nbsp;On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click'''''New Contract''. The ''Create Contract'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract from an Account.&nbsp;
+&nbsp;
 === Creating a Contract Request from a Quote ===
-You can create a Contract Request if your organization does not provide the privileges to create a contract from ICM in Salesforce.&nbsp;<br/> <br/> To create a Contract Request from a Quote:<br/> <br/> 1.&nbsp;'''Log on''' to Salesforce using your ICM credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3.&nbsp;'''Click''' Quotes in the top navigation, and '''click '''the Quotes for which you want to create a Contract Request.
+You can create a Contract Request if your organization does not provide the privileges to create a contract from ICI in Salesforce.&nbsp;<br/> <br/> To create a Contract Request from a Quote:<br/> <br/> 1.&nbsp;'''Log on''' to Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.
+.&nbsp;'''Click'''''Quotes'' in the top navigation, and '''click''' the Quotes for which you want to create a Contract Request.
 <div class="image-green-border">[[File:Creating a Contract Request from a Quote.PNG|720px|RTENOTITLE]]</div>
-.&nbsp;On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click''' ''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6.&nbsp;The rest of the process to create a Contract Request from a Quote is same as Creating a Contract Request from an Account.
+.&nbsp;On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click'''''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6.&nbsp;The rest of the process to create a Contract Request from a Quote is same as Creating a Contract Request from an Account.
+&nbsp;
 === Creating a Contract from a Quote ===
-The process of creating a contract from ICM in Salesforce is dependent on the workflow implemented in your organization.&nbsp;
+The process of creating a contract from ICI in Salesforce is dependent on the workflow implemented in your organization.&nbsp;
-To create a Contract from a Quote:<br/> &nbsp;<br/> 1.&nbsp;'''Log on''' to Salesforce using your ICM credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3.&nbsp;'''Click''' ''Quotes'' in the top navigation, and '''click''' the Quotes for which you want to create a contract.
+To create a Contract from a Quote:<br/> &nbsp;<br/> 1.&nbsp;'''Log on''' to Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.<br/> 3.&nbsp;'''Click'''''Quotes'' in the top navigation, and '''click'''''the ''Quotes''for which you want to create a contract''.
 <div class="image-green-border">[[File:Creating a Contract Request from a Quote.PNG|720px|RTENOTITLE]]</div>
-.&nbsp;On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click''' ''New Contract''. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract from a quote is the same as Creating a Contract from an Account.&nbsp;&nbsp;
+.&nbsp;On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click'''''New Contract''. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract from a quote is the same as Creating a Contract from an Account.&nbsp;&nbsp;
-== Mapping between Template Variables for Amendments and SFDC fields ==
+&nbsp;
-The ICM-Salesforce adapter already supports the use of variables defined at the template level to store data as part of the agreement and sync it with Salesforce, thus avoiding data duplication and redundancy in the process.
+=== Configuring Auto-creation of Contracts and Tasks in Salesforce ===
-With this release, ICM has extended support to use template variables for storing data as part of amendments by allowing to map a list of ICM amendment template variables to Salesforce object attributes.
+With this release, the contract creation process has been automated based on Opportunity or Quote status, thus increasing the productivity of Salesforce users.<br/> Salesforce Administrators can now:
-The following integrations are supported:
+*Configure the Opportunity or Quote status which can automatically trigger the contract creation.
+*Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.
+*Define the Type of Paper to be used as Own or Third Party.
+*Configure automated contract creation or automated task creation to initiate the contract creation process:&nbsp;
+**For auto creation of contracts, the ICI Experience for Salesforce will determine the dependencies for the contract. For example, if the opportunity is for an extension, the existing master agreement for the account will be identified and an appropriate contract type such as an order form will be selected and associated with it.
+**For auto creation of tasks, Salesforce users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created.&nbsp;
-*Forward Integration: Pre-populates the values in ICM template variables for amendments initiated through Salesforce
+==== Configuring Logs ====
-*Forward Data Sync: Automatically synchronizes object (Opportunity/Accounts) attribute values updated in Salesforce with template variables in ICM
-*Reverse Data Sync: Automatically synchronizes template variable values updated in ICM with Salesforce object attributes
-Mapping amendment template variables with Salesforce object attributes requires creating a masterdata record for the Masterdata Contract Type. This allows ICM to map the variables with any Salesforce object such as Opportunity, Accounts, Quotes, etc.
+. Go to&nbsp;the ''ICI Configuration'' tab in Salesforce. The ''ICI Endpoint Configuration'' page opens.
-To create a masterdata record:
+. Enter ''Duration for logs in days'', for example 60.0 days. The number of days for which the logs will be preserved can be defined here.
+<div class="image-green-border">[[File:7.12 Salesforce Auto Contract 1.png|720px|7.12 Salesforce Auto Contract 1.png]]</div>
-. '''Click''' ''Configuration.'' The ''Configuration'' page opens.
+. Set the ''Logging Level'':<br/> a. "Log Error'': Only errors will be logged.''<br/> b. "Log Info'': Only information will be logged, for example request and response.''<br/> c. "Log Always'': Errors and information will be logged.''
-<div class="image-green-border">[[File:7.10 Workday Adapter Enhancements for Amendment 1.png|720px]]&nbsp;&nbsp;</div>
-. '''Click''' ''Masterdata. ''The ''Masterdata'' page opens.
-<div class="image-green-border">[[File:7.10 Workday Adapter Enhancements for Amendment 2.png|720px]]</div>
-. '''Click''' ''Create Masterdata. ''The ''Create Masterdata'' page opens.
-<div class="image-green-border">[[File:7.10 Workday Adapter Enhancements for Amendment 3.png|720px]]</div>
-This page contains the following tabs:
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 4.png|720px]]</div>
-=== Masterdata Details ===
-. '''Select&nbsp;'''the ''Category'' from the drop-down. For example, ''Default''.
-. '''Select'''&nbsp;the Masterdata Contract Type.
-<div class="note-box">'''Note: '''In order to map the data between ICM and Salesforce,&nbsp;you must select&nbsp;''Client App Entity Mapping'' from the drop-down.</div>
-. '''Click&nbsp;'''''Next. ''The ''Attributes''&nbsp;page opens.
-=== Attributes ===
-. '''Enter''' the relevant attribute values.
-<div class="image-green-border">2. '''Click''' ''Save'' to save the Masterdata record and enable mapping between ICM and Salesforce.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 5.PNG|720px]]</div>
-Provide relevant attribute values in the respective fields:
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 6.PNG|720px]]</div>
-The ''Client App Entity Mapping'' created is displayed as shown in the screenshot below:
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 7.png|720px]]</div>
-== Synchronizing Amendment Template Variables between Salesforce and ICM ==
-In the above example, since the ''Data Flow Type'' has been set from ''Client to ICM'', therefore, to synchronize template variables from Salesforce to ICM, follow the steps below:
-. '''Log on''' to Salesforce.
-. '''Click'''&nbsp;''Opportunities''&nbsp;on the&nbsp;''Home''&nbsp;page in Salesforce. The&nbsp;''Opportunities''&nbsp;page opens displaying the list of Opportunities.
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 8.png|720px]]</div>
-. '''Click'''&nbsp;the&nbsp;''Opportunity''''&nbsp;Name ''from which you want to create the amendment. The&nbsp;''Opportunity Detail''&nbsp;page opens.
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 9.png|720px]]</div>
-. '''Click''' ''Create Amendment'' at the ''Icertis Contracts'' section. The ''Amend'' page opens.
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 10.png|720px]]</div>
-. '''Click '''''Next.''
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 11.png|720px]]</div>
-. '''Click '''''Next'''''.'''
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 12.png|720px]]</div>
-. '''Select '''a template and '''click '''''Next.''
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 13.PNG|720px]]</div>
-. In this example, since the ''Data Flow Type'' has been set as ''Client to ICM, ''all the template variables in ICM are auto populated from the Salesforce Opportunity, as shown in the screenshot below. '''Click'''''Next.''
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 14.png|720px]]</div>
-. '''Click''' ''Next.''
-.&nbsp;'''Click '''''Create'' to create the amendment as shown in the screenshot below:
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 15.png|720px]]</div>
-. '''Open''' the Salesforce ''Opportunity Detail'' page. If you update the Salesforce object attribute for which you have enabled the mapping, that attribute will synchronize with the amendment template variable in ICM. For example, '''modify''' the attribute values for ''Term'' and ''Percent'', and '''click''' ''Save''.
-<div class="image-green-border">[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 16.png|720px]]</div>
-. '''Edit''' the amendment created in step 10 to view the updated template variables in ICM. The attributes modified in Salesforce in Step 11 will automatically synchronize with the ICM amendment template variables.
-[[File:7.10 Mapping Amendment Template Variables in ICM and Salesforce 17.png|720px]]
-Similarly, this integration also enables to automatically synchronize template variable values updated in ICM with Salesforce object attributes.
-&nbsp;
-&nbsp;
-<div class="image-green-border">'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configuration|Configuration]]&nbsp;| [[Integrations|Integrations]]&nbsp;</div>

Contents

Salesforce[edit]

Purpose[edit]

Overview of Icertis Experience for Salesforce [edit]

Salesforce Side Configuration[edit]

Prerequisites[edit]

Compatibility[edit]

Installing ICM in Salesforce[edit]

Creating and Managing the Canvas App[edit]

Configuring ICM EndPoint[edit]

Creating a Field Set [edit]

Viewing the Fields in Salesforce[edit]

Setting up a new Remote Site (whitelisting of ICM instance)[edit]

Configuring Page Layout[edit]

Configuring Data Sync[edit]

Data Sync (Salesforce to ICM) Configuration[edit]

Service User Authentication Token[edit]

Configure Entity Process Builder[edit]

ICM Side Configuration[edit]

Mapping Data between Salesforce and ICM[edit]

Creating Masterdata records for mapping entities[edit]

Creating Masterdata for mapping the entities[edit]

Configuration for allowing user to be redirected to ICM Details page in Salesforce[edit]

Working with Saved Searches[edit]

Performing a Search to Save[edit]

Saving a Search[edit]

Updating Saved Search Configuration [edit]

Enabling Single Sign-On[edit]

Multiple Salesforce Instances[edit]

Creating a Contract Request from an Account [edit]

Creating a Contract from an Account[edit]

Adding Amendment to a Contract[edit]

Creating a Contract Request from an Opportunity[edit]

Creating a Contract from an Opportunity[edit]

Creating a Contract Request from a Quote[edit]

Creating a Contract from a Quote[edit]

Mapping between Template Variables for Amendments and SFDC fields[edit]

Masterdata Details[edit]

Attributes[edit]

Synchronizing Amendment Template Variables between Salesforce and ICM[edit]