From ICIHelp7.15
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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. 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. | 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. 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. | ||
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== Purpose == | == Purpose == | ||
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The purpose of this guide is to document the process of: | The purpose of this guide is to document the process of: | ||
| − | *Configuring ICM in Salesforce. | + | * |
| + | Configuring ICM in Salesforce. | ||
| + | |||
*Performing Salesforce related configuration in ICM for mapping data entities and saved searches. | *Performing Salesforce related configuration in ICM for mapping data entities and saved searches. | ||
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*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. | *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. | *The user must have admin privileges for ICM and Salesforce in case the user is configuring ICM on Salesforce. | ||
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| + | == Overview of ICM Salesforce Connector == | ||
| + | |||
| + | ICM Salesforce Connector is a native Salesforce application that allows you to access the full suite of ICM 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 ICM. | ||
| + | *Map Salesforce objects (standard and custom) with ICM entities. | ||
| | ||
'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Configuration|Configuration]] | [[Integrations|Integrations]] | [[Icertis_Adapter_for_Coupa_Integration|Icertis Adapter for Coupa Integration]] | [[Using_Adobe_Sign|Using Adobe Sign]] | [[Using_DocuSign|Using DocuSign]] | '''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Configuration|Configuration]] | [[Integrations|Integrations]] | [[Icertis_Adapter_for_Coupa_Integration|Icertis Adapter for Coupa Integration]] | [[Using_Adobe_Sign|Using Adobe Sign]] | [[Using_DocuSign|Using DocuSign]] | ||
Revision as of 10:30, 27 May 2019
Contents
Salesforce
Configuration for allowing user to be redirected to ICM 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 ICM 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 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.
Purpose
The purpose of this guide is to document the process of:
Configuring ICM in Salesforce.
- Performing Salesforce related configuration in ICM for mapping data entities and saved searches.
The guide also describes the process of using the ICM Salesforce connector for standard scenarios.
The document is primarily intended for:
- Administrator users who configure Icertis Salesforce Connector on Salesforce.com.
- ICM Administrator Users who work on ICM Side Configuration.
- Other users who work with Agreements.
Prerequisites
- The user must have an account on Salesforce and ICM.
- 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.
Overview of ICM Salesforce Connector
ICM Salesforce Connector is a native Salesforce application that allows you to access the full suite of ICM 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 ICM.
- Map Salesforce objects (standard and custom) with ICM entities.
Related Topics: Agreement Management | Configuration | Integrations | Icertis Adapter for Coupa Integration | Using Adobe Sign | Using DocuSign
