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= Salesforce =
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Salesforce
  
 
== Configuration for allowing user to be redirected to ICM Details page in Salesforce ==
 
== Configuration for allowing user to be redirected to ICM Details page in Salesforce ==
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=== Performing a Search to Save ===
 
=== Performing a Search to Save ===
  
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1.&nbsp;'''Click '''the ''Search&nbsp; [[File:Magnifying search.PNG|25x25px]]&nbsp;''tile on the top right corner on ''My Dashboard'' page. The ''Advanced Search'' page appears.&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;
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1.&nbsp;'''Click '''the ''Search&nbsp; [[File:Magnifying search.PNG|25x25px|Magnifying search.PNG]]&nbsp;''tile on the top right corner on ''My Dashboard'' page. The ''Advanced Search'' page appears.&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;
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<div class="image-green-border">[[File:Working with saved searches.PNG]]<br/> &nbsp;<br/> 3. '''Select''' from these options:&nbsp;</div> <div class="image-green-border">&nbsp;</div>  
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<div class="image-green-border">[[File:Working with saved searches.PNG|RTENOTITLE]]<br/> &nbsp;<br/> 3. '''Select''' from these options:&nbsp;</div> <div class="image-green-border">&nbsp;</div>  
 
*''Metadata'': the search is performed in the metadata of the selected Agreement.&nbsp;  
 
*''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;  
 
*''Full Text'': the search is performed within the contents of the document of the selected Agreement.&nbsp;  
  
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4. After selecting either of the above options, '''click '''the ''Search'' [[File:Magnifying glass with image.jpg|25x25px]]&nbsp; icon. The list of search results appears.&nbsp;
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4. After selecting either of the above options, '''click '''the ''Search'' [[File:Magnifying glass with image.jpg|25x25px|Magnifying glass with image.jpg]]&nbsp; icon. The list of search results appears.&nbsp;
  
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5.&nbsp;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 appear.&nbsp;<br/> 6.&nbsp;&nbsp; &nbsp;A list of these Agreements appears as search result in a tabular format. Enhance your search using wild cards as follows:&nbsp;<br/> ●&nbsp;&nbsp; &nbsp;*...*: Type a search term in between the star characters. It shows existing items which include the respective search term.&nbsp;<br/> ●&nbsp;&nbsp; &nbsp;*...: Prefix * to a search term. It shows existing items which end with this term.&nbsp;<br/> ●&nbsp;&nbsp; &nbsp;...*: Suffix * to a search term. It shows existing items which start with this term.<br/> ●&nbsp;&nbsp; &nbsp;"...": &nbsp;Type a search term in double quotes. It shows existing items which include the search term.&nbsp;<br/> ●&nbsp;&nbsp; &nbsp;...(space)...: Type multiple search terms with a space in between. It shows existing items which include the search terms.
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5.&nbsp;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 appear.&nbsp;<br/> 6. A list of these Agreements appears as search result in a tabular format. Enhance your search using wild cards as follows:&nbsp;
  
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**...*: Type a search term in between the star characters. It shows existing items which include the respective search term.&nbsp;  
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configuration|Configuration]]&nbsp;| [[Integrations|Integrations]] |&nbsp;[[Icertis_Adapter_for_Coupa_Integration|Icertis Adapter for Coupa Integration]]&nbsp;| [[Using_Adobe_Sign|Using Adobe Sign]]&nbsp;|&nbsp;[[Using_DocuSign|Using DocuSign]]</div>
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**...: Prefix * to a search term. It shows existing items which end with this term.&nbsp;
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*...*: Suffix * to a search term. It shows existing items which start with this term.
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*"...": &nbsp;Type a search term in double quotes. It shows existing items which include the search term.&nbsp;
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*...(space)...: Type multiple search terms with space in between. It shows existing items which include the search terms.
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=== Saving a Search ===
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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.<br/> <br/> For example, after you map data, attribute like Opportunity ID can be mapped in ICM and Salesforce.
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<div class="image-green-border">[[File:Working with saved searches2.PNG]]</div> <div class="image-green-border">[[File:Working with saved searches3.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To '''save''' the search:</div> <div class="image-green-border">&nbsp; <div class="image-green-border">1.&nbsp;'''Click''' the ''Save''&nbsp;[[File:Saved button image.jpg]] &nbsp;icon. This opens the ''Save Search'' dialog box. Set the parameters for this Saved Search.&nbsp;</div>
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2. '''Type''' a name for the search. Use a name that you can easily associate with this search.&nbsp;<br/> '''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.
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<div class="note-box">'''Note''': Only the Administrator can save global searches.</div>
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3.&nbsp;'''Specify''' the Advanced parameters as follows:&nbsp;
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<div class="image-green-border">[[File:Working with saved searches5.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><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;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> <div class="image-green-border">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 appear in ''Salesforce ICM Config Settings > ICM Endpoint Settings'':&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Working with saved searches4.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Following is an example of creating a saved search for Contract Opportunity Search URI:&nbsp;</div> <div class="image-green-border"><br/> 1. On the upper right corner of your ICM page, '''click''' [[File:Magnifying search.PNG|25x25px]]&nbsp;. The Search page appears.&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 appear.&nbsp;<br/> 3.&nbsp;On the upper right corner of the search results, click&nbsp;[[File:Saved button image.jpg]]&nbsp; &nbsp;to save your search. The Save Search dialog box appears. &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. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><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>
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== <br/> Updating Saved Search Configuration&nbsp; ==
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With 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;
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</div>
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== Enabling Single Sign-On ==
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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]
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== Multiple Salesforce Instances ==
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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/> To create a Masterdata record:&nbsp;<br/> 1.&nbsp;On the ''My Dashboard'' page, '''click '''''Configuration ''and then '''click''' ''Masterdata''. The Masterdata page appears<br/> 2.&nbsp;'''Click '''''Create Masterdata''. Provide relevant information in the respective fields and '''click '''''Next''. The ''Attributes'' page appears. Provide relevant information in the respective fields:
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<div class="image-green-border">&nbsp;[[File:Multiple Salesforce Instances1.PNG]]</div>
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3.&nbsp;Provide relevant information in the respective fields:&nbsp;
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[[File:Multiple Salesforce Instances2.PNG]]
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<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; &nbsp;&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/> &nbsp;<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>
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=== Creating a Contract Request from an Account ===
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can create a Contract Request if your organization does not provide the privileges to create a contract directly.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account.PNG]]</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 appears 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]]</div> <div class="image-green-border">&nbsp;<br/> 6.&nbsp;'''Select '''the ''Category'' and ''Request Type'' based on the request you are creating and '''click''' ''Next''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account3.PNG]]<br/> &nbsp;<br/> 7.&nbsp;'''Specify '''the details of the request on the various sections of this page.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account4.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp;&nbsp; &nbsp;'''Click '''''Next''. The ''Request Summary'' page appears. You can also '''click''' ''Save'' if you want to save the changes and create the request later.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account5.PNG]]<br/> &nbsp;<br/> 9. '''Click''' ''Create Request''. The Accounts page appears 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 appears and it shows the list of available requests.<br/> 11. '''Click''' ''View ''next to the Request you created. The ''Request Details'' page appears.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account6.PNG]]</div> <div class="image-green-border"><br/> 12. Use the buttons in the table below to perform a desired action:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account7.PNG]]</div> <div class="image-green-border"><br/> [[File:Creating a Contract Request from an Account8.PNG]]</div> <div class="image-green-border">&nbsp;</div>
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== Creating a Contract from an Account ==
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The process of creating a contract from ICM in Salesforce is dependent on the workflow that is implemented in your organization.&nbsp;
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[[File:Creating a Contract Request from an Account.PNG]]<br/> &nbsp;<br/> To create a Contract from an Account:
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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'' ''Accounts'' in the top navigation, and '''click''' the ''Account'' for which you want to create a contract.
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[[File:Creating a Contract Request from an opportunity.PNG]]<br/> &nbsp;<br/> 4.&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;<br/> '''Note''': You can set the label of the buttons as required.
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[[File:Creating a Contract Request from an Account2.PNG]]<br/> &nbsp;<br/> 5.&nbsp;Complete the details in the sections below and '''click''' ''Next''.
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'''Contract Type Details'''
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Enter the following information in this section:
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[[File:Creating a contract from an account6.PNG]]
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'''Attributes'''
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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.
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<div class="image-green-border">[[File:Creating a Contract from an Account3.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Below is the description of some of the attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Account9.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Template'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This section shows the templates that you created for the selected Contract Type. This section appears only if you select Own type of paper to create the agreement. Select the template from the list.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract from an Account4.PNG]]</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 appear 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]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can perform the following actions on this page:&nbsp;</div>
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*'''Click '''''Previous'' to go back and make any changes to the agreement. '''Click '''''Next'' to return to this section after making the required changes.
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*'''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.
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*'''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 appears on the agreement in all states until it is approved by the designated approver.
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*'''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.
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*'''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.
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<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> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configuration|Configuration]]&nbsp;| [[Integrations|Integrations]] |&nbsp;[[Icertis_Adapter_for_Coupa_Integration|Icertis Adapter for Coupa Integration]]&nbsp;| [[Using_Adobe_Sign|Using Adobe Sign]]&nbsp;|&nbsp;[[Using_DocuSign|Using DocuSign]]</div>

Revision as of 04:58, 29 May 2019

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.
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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. 

To use ICM from within Salesforce:

  • The ICM 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.

ICM Salesforce contains 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 the actual business or company.
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  • Opportunity is a pending deal with a monetary value associated with it. It helps to track the pending deals and sales.
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  • 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.

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After integrating ICM 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 ICM in Salesforce.
  • You must have ICM administrator privileges to configure ICM in Salesforce.

Compatibility

ICM 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  

https://help.salesforce.com/articleView?id=overview_edition.htm&type=0 ]

Installing ICM in Salesforce

To install ICM in Salesforce:

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

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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 ICM in Salesforce as a guest user.
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4. Choose Log into AppExchange. This presents the following options:
  • Install in production
  • Install in Sandbox

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5. Choose Install in production and select the Terms and Conditions checkbox.
 
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6. Choose one of the applicable options:
  • Install for Admins only: install ICM for Salesforce Administrators who can install ICM in Salesforce.
  • Install for All Users: install ICM for all users of Salesforce.
  • Install for Specific Profiles: install ICM for specific profiles only.
7. Perform Configuring ICM 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.

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

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2. Click the ICM App, and then click Edit.
 
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3. 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
pop-up message that appears. 
 
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. 

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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 ICM EndPoint

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

RTENOTITLE
 
Follow these steps to configure ICM EndPoint:
 
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 appears.
2. Provide relevant information in the respective fields:
 
ICM URL This field is auto-populated on the ICM Endpoint Configuration page when you create a canvas application through Salesforce ICM. Note that depending on the ICM API URL, you will have to change this URL. Typically, API URL follows below convention,
https://sfdcdev-api.icertis.com
Canvas App Name Resource URI     This field is auto-populated on the ICM Endpoint Configuration page when you create the canvas application through Salesforce ICM. You can also add or edit the Canvas App Name manually from the ICM Endpoint Configuration page
Resource URI     This field is auto-populated when you create the canvas application through Salesforce. You must create a Saved Search in ICM for the Resource URI value to get displayed in Salesforce 
Enable Reverse Integration Select this check box to enable reverse integration. This causes the data created in ICM to be displayed in the Salesforce entities (from where the contract creation process was initiated)
Enable Quick Contract Select this checkbox to enable creating the Contract for all Salesforce entities with a single click from Salesforce.
Enable Iframe If the Iframe is disabled from the IDP, then select this checkbox to enable the Iframe in Salesforce to open the ICM page in Salesforce in a new tab for creating new Agreements and Requests.
Entity Name Select the entity name from the drop-down. The Entity Name denotes the Salesforce entities that are synced with ICM. 
Contract Saved Search URI This denotes the Saved Search created in ICM to map the data between ICM and Salesforce. It is the Contract Saved Search for the corresponding Salesforce entity.
CT Saved Search Field Select the field name which filters the Contracts based on the Saved Search in ICM.
CR Saved Search URI     This denotes the Saved Search created in ICM to map the data between ICM and Salesforce. It is the Contract Request Saved Search for the corresponding Salesforce entity.
CR Saved Search Field Select the field name, which filters the Contract Requests based on the Saved Search in ICM. 
Related Entities Click the Related Entities textbox corresponding to the Account or Opportunity in Salesforce. The Related Entities dialog box appears. Select the Related Entities records as Associations to the ICM Agreement through Salesforce. You can also configure the conditions by clicking the Add Condition button on the Related Entities window for that specific Related Entity. The entities in this field are auto-populated based on the entity name you selected earlier.
Button Label This is the Text, which will appear as Button Label on UI.
Button Type This button type can be Contract or Contract Request. It is a read-only field, jut to specify the button type.
Active     This checkbox Shows Enable state for the button, if it is unchecked then Button will be hidden from UI.
Conditional Visibility This text area will define the conditional visibility criteria of the button.

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Setting up a new Remote Site (whitelisting of ICM 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.
 
You need to add your ICM 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 appears. 
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 appears. Select Remote Site Settings under Security Controls. The All Remote Sites page appears showing the list of Remote sites.
3. Click New Remote Site. The Remote Site Edit page appears.
 
Field Description
Remote Site Name  Type the Remote Site Name. Adding a Remote Site Name allows tracking the external sites added in Salesforce. 
Remote Site URL     Type the Remote Site URL. Adding a Remote Site URL allows accessing external sites from Salesforce.
Disable Protocol Security Select this checkbox to allow s-controls to access the remote site regardless of HTTP or HTTPS session security. S-Controls allow adding the functionality of your application to your Salesforce organization.
Description  Type the description for the remote site. The description should typically contain relevant important information that helps in finding the remote site from the list easily. 
Active     Select the checkbox to make the remote site active in Salesforce as soon as you create it. 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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.

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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:

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. 

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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, ICM_Contract Page and ICM_Contract Request Page can be dragged and dropped in the appropriate area in the opportunity.
 
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4. Pages are added in the Icertis Contracts Section.
 
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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 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.

To enable this feature in Salesforce, ICM 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 ICM) 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.

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

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.

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2.    On the Process Builder Configuration Page, click New. New Process popup appears.
 
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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.
 
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5.    Opp Sync process configuration page appears. Click Add Object, Select Object Name and select when record is created or edited and click Save.
 
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6.    Click Add Criteria, enter Criteria Name and select Conditions are met, formula evaluates true or No Criteria and click Save.
 
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7.    To configure Immediate Actions, click Add Action, enter the data as per the table below and click Save.
 

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8. Click Activate to complete the process.

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

ICM Side Configuration

Mapping Data between Salesforce and ICM

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

Creating Masterdata records for mapping entities

Creating Client App Cross Reference Mapping

1. Log on to the ICM application.
2. Click Configuration on ICM Dashboard. The Configuration page appears.

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3. Click Masterdata on the Configuration page. The Masterdata page appears. 

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4. Click Create Masterdata. Create Masterdata page appears.

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5. Provide relevant information in the respective fields:

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6. Click Next. The Attributes page appears.

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7. Provide relevant information in the respective fields:
 

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Note: 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. 
 
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 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. 

To create a Masterdata record:

1. Click Configuration on My Dashboard. The Configuration page appears. 

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2. Click Masterdata on the Configuration page. The Masterdata page appears. 
 
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3. Click Create Masterdata on the Masterdata page. The Create Masterdata page appears.
 
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4. Complete the information in the following sections. 
  • Masterdata Details
  • Attributes
5.    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 ICM and Salesforce, select Client App Entity Mapping.
3. Click Next. The Attributes page appears. 
 
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Attributes
 
This section shows the attributes that you created when creating the Contract Type Masterdata. 
 
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4. Enter the following details in appropriate fields.
 

Creating Masterdata for mapping the entities5.PNG

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

Working with Saved Searches

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

Performing a Search to Save

1. Click the Search  Magnifying search.PNG tile on the top right corner on My Dashboard page. The Advanced Search page appears. 
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. 

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3. Select from these options: 
 
  • Metadata: the search is performed in the metadata of the selected Agreement. 
  • Full Text: the search is performed within the contents of the document of the selected Agreement. 

4. After selecting either of the above options, click the Search Magnifying glass with image.jpg  icon. The list of search results appears. 

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 appear. 
6. A list of these Agreements appears 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. 
    • ...: Prefix * to a search term. It shows existing items which end with this term. 
  • ...*: 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. 
  • ...(space)...: Type multiple search terms with space in between. It shows existing items which include the search terms.

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 ICM and Salesforce.

Working with saved searches2.PNG
Working with saved searches3.PNG
 
To save the search:
 
1. Click the Save Saved button image.jpg  icon. This opens the Save Search dialog box. 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: 

Working with saved searches5.PNG
 
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 ICM Endpoint Settings in Salesforce. You can create saved searches for the following fields that appear in Salesforce ICM Config Settings > ICM Endpoint Settings: 
 
Working with saved searches4.PNG
 
Following is an example of creating a saved search for Contract Opportunity Search URI: 

1. On the upper right corner of your ICM page, click Magnifying search.PNG . The Search page appears. 
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 appear. 
3. On the upper right corner of the search results, click Saved button image.jpg   to save your search. The Save Search dialog box appears.  
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 ICM related configuration, refer to ICM admin guide. 
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.


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 ICM 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. 

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

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.

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 appears
2. Click Create Masterdata. Provide relevant information in the respective fields and click Next. The Attributes page appears. Provide relevant information in the respective fields:

 Multiple Salesforce Instances1.PNG

3. Provide relevant information in the respective fields: 

Multiple Salesforce Instances2.PNG

Notes: 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.
    
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. 
 

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. 
 
Creating a Contract Request from an Account.PNG
 
To create a Contract Request from an account:
 
1. Log on to Salesforce using your ICM credentials.
2. Select ICM in the top right corner of your Salesforce page to use ICM 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 appears in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
 
Creating a Contract Request from an Account2.PNG
 
6. Select the Category and Request Type based on the request you are creating and click Next.
 
Creating a Contract Request from an Account3.PNG
 
7. Specify the details of the request on the various sections of this page. 
 
Creating a Contract Request from an Account4.PNG
 
8.    Click Next. The Request Summary page appears. You can also click Save if you want to save the changes and create the request later.
 
Creating a Contract Request from an Account5.PNG
 
9. Click Create Request. The Accounts page appears showing the Contract Request you created in Draft state.
10. Click ICM in the top navigation bar and then click Contract Requests. The Contract Request page appears and it shows the list of available requests.
11. Click View next to the Request you created. The Request Details page appears.
 
Creating a Contract Request from an Account6.PNG

12. Use the buttons in the table below to perform a desired action:
 
Creating a Contract Request from an Account7.PNG

Creating a Contract Request from an Account8.PNG
 

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. 

Creating a Contract Request from an Account.PNG
 
To create a Contract from an Account:

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

Creating a Contract Request from an opportunity.PNG
 
4. On the Account Detail page, scroll down to the Icertis Contracts section.
Click New Contract. This opens the Create Contract page in Salesforce. 
Note: You can set the label of the buttons as required.

Creating a Contract Request from an Account2.PNG
 
5. Complete the details in the sections below and click Next.

Contract Type Details

Enter the following information in this section:

Creating a contract from an account6.PNG

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.

Creating a Contract from an Account3.PNG
 
Below is the description of some of the attributes.
 
Creating a Contract Request from an Account9.PNG
 
Template
 
This section shows the templates that you created for the selected Contract Type. This section appears only if you select Own type of paper to create the agreement. Select the template from the list.
 
Creating a Contract from an Account4.PNG
 
Verify
 
This is the final step in the agreement creation process. The details in this section appear based on the attributes and sections you used to create this agreement. 
 
Creating a Contract from an Account5.PNG
 
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 appears 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.
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.
 
 
 
 
 
Related Topics: Agreement Management |  Configuration | Integrations | Icertis Adapter for Coupa Integration | Using Adobe Sign | Using DocuSign
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