Prerequisite

Before going on Step 3, make sure you have define which data you want to map between the two softwares.

Salesforce administrators :

1. Widget installation (15 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)

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)

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)

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

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

This Permission Set should be granted to any user who should be able to create and generate projects on Tomorro from Salesforce.

🔌 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.

Tomorro admins & Salesforce Operations Specialist :

2. Triggers setup

✍️ 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

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"

Step 1: Name your workflow (will be visible after the setup as above)

Step 2: Authenticate on your Salesforce admin account

Step 3: Choose your contract type and the default template

The default template will be applicable only if Salesforce language field (step 5) is empty or false.

Step 4: Choose the Salesforce object, status name and value triggering the workflow.

Example below, each time a new opportunity stage will be at "Proposal/Price Quote", the workflow will be triggered.

Nb : Do not forget to look at the API name, not the labels!

Step 5 (optional): At the creation of the workflow above, a new field will be created in your Salesforce selected object "TomorroTemplateLanguage__c".

This field will allow sales to create the contract in the language they want!

The field is created automatically, 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.

Admin setup, to go further

If you want to delete picklist options, be free! If you want to rename labels, be free!
If you don't see the field in your Lightning page edition, check "Field-Level Security" and make it visible
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 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 → 🇹🇼

3. Mapping setup

Map smart fields

Connect on Tomorro > Integration page first tab > open the Salesforce integration page.

1st column : Tomorro smart field

You will find here all your Tomorro fields, you can select any field.

2nd column : Salesforce field

The data here needs to always begin from the object you have plugged the widget (opportunity here).

You can then retrieve the path to the fields you want, directly in this object or in nested ones.

Nb: If no values are proposed, do not forget to connect to Salesforce before (top right).

Specific case : Map selector options

Connect on Tomorro > Dynamic components > Smart fields

To make these verifications easier, we have implemented a feature that allows you to verify the mapping directly from the application and iterate more easily.

This feature is already available, and you can test it using the “Validate mapping” button added at the bottom of the mapping page.

It should help you quickly identify potential issues and validate the configuration as you update it.

Map dynamic tables (only if needed)

⚠️ Prerequisite : Dynamic tables need to be setup on a template on Tomorro before

From the App Launcher, search for Tomorro Configuration.

Then Dynamic Object Mapping - Configuration

Click on new
- Select your Tomorro’s dynamic table in Tomorro’s Custom Object name
  - Here “Products”
- Select the Salesforce Parent Object Name
  - Where the flow is initiated in Salesforce
- Select the Salesforce Child Object Name
  - Which Salesforce item you want to map into Tomorro’s Dynamic Tables

Then map all the smart fields you want to map

Other settings (optional)

From Salesforce to Tomorro : Synchronize contacts

Connect on Tomorro > Integration page second tab

For the process to be as swift as possible for your Sales team, you can map your Salesforce contact to your Tomorro ones.

You can map the participants and also the signatories (internal and counterparty for each fields)

Here is a mapping example to better understand:

1st box - Salesforce path to the role object

Where the contact or the user are stored in Salesforce object ?
Ex : Opportunity.OpportunityContactRole
- Opportunity : Object where the contract is created
- OpportunityContactRole : Object where the contact or user object is stored

2nd box - Salesforce path to the email field

Where is the email stored in Salesforce object (contact, user or custom)?
Ex : Contact.Email or User.Email or CustomContact__c.Email

3rd box - Salesforce path to the role field

Allow you to make filter and not select everyone
Ex : Role, Region__c

4th box - Salesforce role name

Output of the filter setted up in the fird box
Ex : Decision Maker (only contact with this role wiil be added)

Nb : "Salesforce role name" (4th field) need to be API name -> View details:

From Tomorro to Salesforce : Synchronize smart fields

In order to set it up, you just have to go on Tomorro’s integration page third tab.

You can then choose for each smart field, which side you want the sync to operate.

Salesforce > Tomorro
Tomorro > Salesforce
Both ways

Warning !

Some Salesforce fields cannot be sync back for Tomorro by nature, read-only, their value is computed by Salesforce itself.

No matter what value Tomorro (or any other system) writes to them, Salesforce will immediately overwrite it with its own calculation.

Exemples : Formula fields, UUID...

From Tomorro to Salesforce : Retrieve signed PDFs

In order to set it up, you just have to go on Tomorro’s integration page third tab.

Use Tomorro contract record in Salesforce

For every contract created in Tomorro, a corresponding record is automatically created in Salesforce (leeway__LewayContract__c).

This record gives you a complete, native view of the contract directly inside Salesforce, no manual sync required, and serves as the foundation for any automation you want to build around your contracts (flows, validation rules, reports, dashboards...).

Out of the box, the record includes:

Contract Identifiers : ID, Name, URL
Contract details : Creator, Contract type name...
Lifecycle fields : Contract status, Negotiation stage, Creation date...
Parties : Counterparty name, Related Object type...

Because this is a Salesforce custom object, the page layout is fully configurable like any other Salesforce object: you can add or remove fields, reorder sections, add related lists, create custom buttons, and tailor different layouts per profile or record type to match how your teams work.

💡 Tip: because the record is created automatically the moment a contract is created in Tomorro, you can trigger Salesforce Flows on contract creation (e.g. notify the AE, update the Opportunity stage, push data to a downstream system) without writing a single line of code.

Keep track of Tomorro activity

Step 1: Create a flow Setup > Flow > New Flow

Step 2: Configure the flow

Two platform events for Tomorro are available:

Tomorro ContractCreation: When a new contract is created from your Salesforce instance to Tomorro (either automatically with trigger or manually), you can set up actions in a flow.
Tomorro ContractCreationError: When a contract creation failed, you can set up another action. Automatic creation is now extendable.

Step 3: Add additional actions

You can add action as sending an email when a creation failed or update some other data in your Salesforce instance when the contract is successfully created.

Step 4: Save and activate your flow

Don’t forget to save and activate your flow. You can easily deactivate it whenever you need.

All users :

Connect your account

Disclaimers ⚠️ :

This step is mandatory only if you set up the manual generation
This step needs to be done by every single user (cannot be done at an admin level)

1 - Tomorro : Getting your Tomorro API key

In order to connect your Tomorro account to Salesforce, you need to get your API key. Connect to Tomorro > Go to My account > Integration > Click "Manage integration" on the API banner

Then click on "Generate an API key" if you haven't generated one at the moment. And copy it.

2 - Salesforce : Go to the page where the Tomorro widget is installed

For this, they need to go to the Opportunity page (or Case, Account if you have installed the application on these pages). All users should now see the Tomorro component on this page.

On Salesforce, paste the API key, and click "Start using Tomorro".

Salesforce - Admin Installation & Setup