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Contract Intelligence (Standalone)

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Contract Intelligence (Standalone)

Integrations and Connectors

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Salesforce Connector File Fetch

The Contract Intelligence (Standalone) support team will work with you to connect Contract Intelligence to Salesforce to fetch files, helping you follow these steps to set up the connector within your portal.

  1. Enter your Salesforce public and secret keys.
  2. Choose who will have access to the incoming documents from this connector and decide whether the incoming documents are extracted or store-only.
  3. Establish the connection by clicking Connect.


Administrator Guide
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Contract Intelligence (Standalone)

March 13, 2025