0. Widget installation (One Time - 15 min)
0. Widget installation (One Time - 15 min)
⚙️ Install and configure the widget (3 min)
⚙️ Install and configure the widget (3 min)
Go to the installation URL :
Trailblazer.me connection is on (= one account for all Salesforce destinations, such as AppExchange) ➡️
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GVJStUAP
Define for which users you want this application to be installed :
Our recommendation here is to install it for Admins Only or Specific Profiles if all admins cannot access to the widget configuration.
🗒️ Configure your page layout (3 min)
🗒️ Configure your page layout (3 min)
Once the installation is completed, define where you want the Tomorro component to be displayed.
You can add it on Opportunity, Account or Case pages.
Here, we will show how to install it for the Opportunity page, but you can follow the same step to add it to the Account page:
Go to Set up > Object Manager > Opportunity > Lighting Record Pages
Select the Page Layout you want to edit and click on "Edit".
On the Lighting App Builder, search for the Component "Tomorro - Create and track contract" and drag and drop it where you want it to be displayed in your page. Then click on "Save".
✔️ Check API Settings (3 min)
✔️ Check API Settings (3 min)
1 - Custom settings (Setup > Custom code > Custom settings)
At the "Default Organisation Level Value" check if
App url = https://app.tomorro.com
Api url = https://api.tomorro.com
If not : create a new one (always use green box and not red one) ⚠️
2 - Remote Site settings (Setup > Security > Remote site settings)
At the "Tomorro" line check if
Remote site url = https://api.tomorro.com
and not https://api.gotomorro.com ⚠️
3 - Admin users installing the widget
Make sure that admin users installing the widget have the "Approve Uninstalled Connected Apps" permission in their profile.
👨👩👧👧 Configure the permissions rights (3 min)
👨👩👧👧 Configure the permissions rights (3 min)
In order to enable people using Tomorro within Salesforce, you have to give them permissions.
For this go to the Setup page > Permissions sets
Tomorro Admin
Tomorro Admin
This permission set should be granted to any person that need to configure the Tomorro application within Salesforce.
Click on Tomorro Admin in the list of Permissions sets.
Then click on Manage Assignment > Add Assignment and select users who should access the Tomorro configuration.
Do not set up any expiration date.
Tomorro user
Tomorro user
This Permission Set should be granted to any user who should be able to create and generate contracts on Tomorro from Salesforce.
🔌 Connect Salesforce from Tomorro (3 min)
🔌 Connect Salesforce from Tomorro (3 min)
Go on Tomorro and connect to Salesforce by using the green button.
Do not forget to check "use sandbow instance" if you want to connect to your Salesforce sandbox environement.
1. Trigger setup
✍️ Setup manual generation
✍️ Setup manual generation
In Salesforce, from the App Launcher, search for Tomorro Configuration.
First, choose which action users can make: Start a negotiation, Store a signed document or both
Then, choose if you want to automatically upload 'notes & attachments' files into Tomorro's contract annexes.
⚙️ Setup automatic generation
⚙️ Setup automatic generation
Go to Tomorro, "Automatic contract creation" tab, then click on "New workflow".
Important to know:
The admin account creating the workflow will be the creator of each new Tomorro's contract generated from this workflow.
Moreover, the setup is adding the Salesforce object owner (if existing) by default on each new Tomorro's contract generated from this workflow.
You can also add other members directly by default from Tomorro's contract type setup or from Salesforce by mapping contacts (view section below).
Nb: Each 'integration' is designed for 1 contract type and 1 trigger value in Salesforce, so be free to create multiple ones for each of you usecases.
Ex :
One for 'NDA' contract type at Status = New partner
One for 'General Terms' contract type at Status = "Proposal/Price quote"
The field "TomorroTemplateLanguage__c" will allow sales to create the contract in the language they want!
DO NOT DELETE IT
The field is created automatically. If you want to use it, you just have to add it in the Lightning page of your object.
Good to know for users:
The field needs to be at the right value before triggering the workflow
If a value is set, but there is no such template language associated in Tomorro, the default language (step 3) will take over.
Good to know for admins:
If you want to delete picklist options, be free! If you want to rename labels, be free!
If you want to automate this field (formula field), you'll need to delete the first one and create a new one as such:
Field detail
Field detail
Field Label: As you want
Field Name: TomorroTemplateLanguage
API Name: TomorroTemplateLanguage__c
Values Labels: As you want
Values (API Name):
tomorro_at→ 🇦🇹tomorro_bg→ 🇧🇬tomorro_br→ 🇧🇷tomorro_cz→ 🇨🇿tomorro_de→ 🇩🇪tomorro_dk→ 🇩🇰tomorro_ee→ 🇪🇪tomorro_es→ 🇪🇸tomorro_fi→ 🇫🇮tomorro_fr→ 🇫🇷tomorro_gb→ 🇬🇧tomorro_gr→ 🇬🇷tomorro_hi→ 🇮🇳tomorro_hr→ 🇭🇷tomorro_hu→ 🇭🇺tomorro_id→ 🇮🇩tomorro_ie→ 🇮🇪tomorro_is→ 🇮🇸tomorro_it→ 🇮🇹tomorro_jp→ 🇯🇵tomorro_lt→ 🇱🇹tomorro_lv→ 🇱🇻tomorro_nl→ 🇳🇱tomorro_no→ 🇳🇴tomorro_pl→ 🇵🇱tomorro_pt→ 🇵🇹tomorro_ro→ 🇷🇴tomorro_rs→ 🇷🇸tomorro_ru→ 🇷🇺tomorro_se→ 🇸🇪tomorro_si→ 🇸🇮tomorro_sk→ 🇸🇰tomorro_th→ 🇹🇭tomorro_tj→ 🇹🇯tomorro_uk→ 🇺🇦tomorro_us→ 🇺🇸tomorro_uz→ 🇺🇿tomorro_vi→ 🇻🇳tomorro_zh-cn→ 🇨🇳tomorro_zh-tw→ 🇹🇼
2. Configuration
Table of contents:
Tomorro :
Slide 07 - 1st tab: Map smartfields
Slide 33 - 2nd tab: Map contacts
Slide 49 - 3rd tab: Settings
Slide 56 - 4th tab: Automatic trigger configuration
Salesforce :
Slide 60 - Authentication via API Key
Slide 61 - LineItems (dynamic tables) configuration
Slide 80 - Manual trigger configuration
Slide 85 - Salesforce contract record
Ressources:
Direct link to share to users for authentication. ia API key: https://help.tomorro.com/en/articles/15450150-salesforce-users-connect-my-tomorro-account-to-salesforce
Full demo: