DiliTrust Salesforce Integration – Installation & Setup Guide

Modified on Thu, 12 Feb at 3:03 PM

This guide helps you install and configure the DiliTrust integration for Salesforce so you can generate, manage, and synchronize contracts directly from Salesforce. It’s written for non-technical users and Salesforce administrators who want a smooth, reliable setup ✅

☕ What Is This Feature?

The Hyperlex Salesforce Integration allows you to:

Generate contracts directly from Salesforce records (Opportunities, Contracts, etc.)
Send data automatically to DiliTrust for document creation
Receive contract status updates back into Salesforce
Keep your CRM and CLM perfectly in sync ⚡

Once installed, users can create contracts in just a few clicks—without leaving Salesforce ✨

✋ Before You Start

Make sure you have the following before proceeding:

Salesforce System Administrator access
Access to your Salesforce Production or Sandbox environment
Your DiliTrust account credentials

⚠️ If you are unsure about admin access, contact your Salesforce administrator before continuing.

✈️ Step 1 – Install the DiliTrust Package

Follow these steps to install the Hyperlex package in Salesforce:

Log in to Salesforce as a System Administrator
Open the following link in your browser:

If prompted, log in again
Select Install for All Users
Approve permissions and confirm installation

⏳ Installation time may vary depending on Salesforce server load. You’ll receive a confirmation email once it’s complete.

✍ Step 2 – Configure Hyperlex Settings

After installation, you need to connect Salesforce to Hyperlex.

Update Custom Settings

Go to Setup
Navigate to Develop → Custom Settings
Open HyperlexCustomSettings
Click Manage → Edit

Enter the following URL:

https://clm-app-eu.dilitrust.com/crm/salesforce?payload=

Click Save ✅

✌ Step 3 – Enable Contract Creation Buttons

To allow users to create contracts, action buttons must be added to Salesforce pages.

Opportunities: already configured automatically ⭐
Contracts and Addendums: manual setup required

When configuring the button:

Button label can be customized
Component must be set to Hyperlexsf:HyperlexContratV2

Once added, users will see a Create Contract button directly on records ✨

☝ Step 4 – Link Contracts and Addendums

To display related DiliTrust contracts in Salesforce:

Add a Lookup field to link Hyperlex Contracts → Contracts
Add a Lookup field to link Hyperlex Contracts → Addendums

This ensures full visibility of generated contracts from Salesforce records ☕

⚖️ Step 5 – Configure Contract Templates

DiliTrust templates must be linked to Salesforce objects so users see the right contracts.

Create a Document Type for each contract
Select the main Salesforce object (Opportunity, Contract, or Addendum)
Activate Status Change Triggers for automation

❓Tip: This controls which templates appear when users click “Create Contract”.

✍ Step 6 – Configure Fields Mapping

Name: Field Name
Doc Type 1: Choose the related doc type from the list
Hyperlex: Attribute ID
Mapping Type: SF -> Hyperlex
Active: Yes
Salesforce: Field Id
Currency: Keep it as it is

And do that for all the fields you want to map for each document type.

⛳ Step 7 – Enable Status Sync (Callback)

To keep contract statuses synchronized:

Enter your Salesforce callback URL in Hyperlex
Provide API credentials securely

Example callback URL:

https://client.my.salesforce.com/services/apexrest/hyperlexsf/HyperlexToSalesforceX/

This allows Hyperlex to update Salesforce automatically when a contract changes status ⚡

⭐ Benefits for End Users

Create contracts in a few clicks—no manual copying ✂️
Always see the latest contract status in Salesforce
Work faster with fewer errors
No need to leave Salesforce to manage contracts ✨

❓ Common Questions

Do I need technical knowledge?
No. Once installed, everyday users simply click a button to create contracts.

Can I use this in Sandbox?
Yes—but you must uninstall the package before reinstalling or upgrading.

What happens if something fails?
Your admin can review logs and settings. DiliTrust support can also assist ❤️

✊ Need Help?

If you have questions or need assistance:

Contact your Salesforce administrator
Reach out to DiliTrust Support via your customer portal

You’re now ready to create contracts faster and smarter with DiliTrust and Salesforce ✨