Introduction to the Ironclad Salesforce Integration

Our integration with Salesforce makes it easy for you to seamlessly incorporate Ironclad into your existing Salesforce workflows. Contracts generated in Ironclad automatically populate in Salesforce. Also, you can configure any contract metadata fields you need for automatic export to Salesforce. This course will help you understand the basic configuration skills you'll need to get the Salesforce integration up and running in no time.

Audience: Ironclad Admins who are responsible for configuring the Ironclad-side components related to the Salesforce integration. Technical Admins who are responsible for Salesforce administration and configuration should enroll in Configuring the Ironclad Salesforce Integration (Technical Admins).

Time commitment: 11 minutes

By the end of the course, you’ll be able to:

• Understand how the Ironclad Salesforce integration works at the high level
• Configure Workflow sync, Workflow Launch, and Record Sync