DiliTrust CLM – Salesforce Integration Guide

The DiliTrust CLM ↔ Salesforce integration allows your teams to generate, manage, and track contracts directly within Salesforce. By connecting your CRM to DiliTrust CLM, you can use Salesforce data to pre-fill contracts, monitor their status, and centralize information without switching platforms.

☝ Prerequisites

Before you start, please ensure you have:

• ✅ A Salesforce System Administrator account.
• ✅ An internal Salesforce expert to assist with setup.
• ✅ Support from DiliTrust technical teams for IDs, tokens, and backend activation.

⭐ Step 1 – Install the Package in Salesforce

1.1 Uninstall a previous package

• Go to Setup → Platform Tools → Apps → Packaging → Installed Packages.
• Click Uninstall and choose Do not save a copy.
• Confirm uninstallation.
• ⚠️ Remember: delete the “Hyperlex Contract” button from Deals before reinstalling.

1.2 Install the new package

Use the correct link depending on your environment:

• Sandbox/Staging: Install Package (Sandbox)
• Production:
  • Install Package (Prod – EU1)
  • Install Package (Prod – EU2)

Select Install for All Users and complete installation. You will receive an email once it’s done.

⭐ Step 2 – Configure the CLM URL

Set the environment URL in Salesforce to connect to DiliTrust CLM:

• Go to Setup → Develop → Custom Settings.
• Click Manage → Newand enter the correct URL:
  • Staging: https://staging-app.hyperlex.fr/crm/salesforce?payload=
  • Production EU1: https://app.hyperlex.fr/crm/salesforce?payload=
  • Production EU2: https://clm-app-eu.dilitrust.com/crm/salesforce?payload=

⭐ Step 3 – Add the Hyperlex Contract Button

The Hyperlex Contract button should automatically appear on the Deal page layout. If not:

• Go to Setup → Edit Page.
• Select the Highlight Panel.
• Click Add Actions and search for “Hyperlex Contract”.
• Add it to the Deal screen layout.

⭐ Step 4 – Configure the Callback

To enable two-way communication between Salesforce and CLM:

• Callback URL: https://[your-instance].my.salesforce.com/services/apexrest/hyperlexsf/HyperlexToSalesforce
• API Token: Use your Salesforce Admin login in the format login:password.
• In some cases, you may also need a Salesforce Security Token and to enable the “API User” option.

⭐ Step 5 – Define Contract Data & Templates

5.1 Create or use templates in CLM

In DiliTrust CLM, set up templates that match the types of contracts you want to generate from Salesforce. Templates must contain all the required fields.

5.2 Configure document types in Salesforce

• Go to the Hyperlex Config page.
• Click New → Doc Type.
• Enter:
  • Name: any descriptive label.
  • Hyperlex: the ID of the document type (provided by DiliTrust).
• Check the boxes Active and Change Deal Status Trigger.

5.3 Create field mappings

• On the Related tab, click New → Fields Mapping.
• Enter:
  • Name: any label.
  • Hyperlex: the ID of the CLM field.
  • Salesforce: the API name of the Salesforce field.
  • Mapping Type: Salesforce → Hyperlex.
  • Check Active.

? Tip: To find Salesforce API names, go to Setup → Object Manager → Fields.

5.4 Set up status mappings (callback)

Configure triggers so that Salesforce Deals update automatically when contract status changes in CLM.

• Click New → Status Transcode.
• Enter:
  • Name: any label.
  • Hyperlex: contract status ID (provided by DiliTrust).
  • Salesforce: the Deal stage to map (e.g., “Closed Won”).

⭐ Step 6 – Generate a Contract from Salesforce

Once everything is set up:

• On any Deal page, click the Hyperlex Contract button.
• Select the contract type and name the new contract.
• Click Create Contract.
• You’ll be redirected to DiliTrust CLM, where the contract form is automatically pre-filled with Salesforce data.
• Back in Salesforce, a new card will appear on the Deal, showing the contract details and live status. Click the document link to open it in CLM.

❓ FAQs

Do I need a CLM account to generate contracts?

Yes. Every Salesforce user generating contracts must have a valid DiliTrust CLM account.

Can Salesforce stages update automatically when a contract is signed?

Yes ✅. Using status mappings, you can automatically move a Deal to “Closed Won” when the contract is signed in CLM.

Is the integration secure?

Yes. Authentication is done with admin credentials (and a Salesforce Security Token if required). Only authorized data is exchanged between the systems.

⚡ Summary

The DiliTrust CLM ↔ Salesforce integration streamlines contract generation and tracking. Your teams gain efficiency, visibility, and confidence by working with a single source of truth—without leaving Salesforce.