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Salesforce Integration

CRM

Integrate CaseDocker with Salesforce to sync contract data, case information, and legal workflows directly within your CRM platform.

Who this is for

For legal, contract, and operations teams evaluating how Salesforce can connect with CaseDocker to reduce manual updates and improve workflow visibility.

What It Does

The Salesforce integration enables bi-directional sync between CaseDocker and Salesforce, allowing legal teams to access contract and case information directly from Salesforce records. This integration automates data updates, triggers legal workflows based on Salesforce events, and provides a unified view of customer legal matters.

Real workflows

  • Keep Salesforce records, documents, and CaseDocker workflows aligned without duplicate entry.
  • Give legal, contract, and operations teams one place to track integration-driven work.
  • Reduce handoffs by routing crm activity into the right CaseDocker cases, contracts, and tasks.

Supported integrations

  • Salesforce connects with CaseDocker through the approved integration method for this customer environment.
  • Related CaseDocker workflows can include contracts, cases, notices, compliance, eSigning, documents, and reporting.
  • Connected systems are scoped during onboarding by object type, field mapping, permission model, and sync direction.

Implementation prerequisites

  1. Provide Salesforce API Access

    Share Salesforce connected app client ID/secret (or grant OAuth access). The CaseDocker team will complete the connection—no AppExchange install required.

  2. Configure API Credentials

    Generate API credentials in CaseDocker admin panel and configure OAuth connection in Salesforce connected apps.

  3. Map Data Fields

    Define field mappings between Salesforce objects (Accounts, Opportunities, Cases) and CaseDocker entities (Contracts, Cases, Matters).

  4. Configure Sync Rules

    Set up sync rules for automated data synchronization, including frequency, direction, and trigger conditions.

  5. Test & Activate

    Run test syncs to verify data mapping, then activate the integration for production use.

Security architecture

  • Salesforce access can be scoped to approved users, objects, folders, and API permissions.
  • Field mappings and sync rules are configured during onboarding so sensitive legal data moves only where it is needed.
  • Integration activity stays tied to CaseDocker workflows, document history, and operational audit trails.

Required Permissions

  • Read/Write access to Salesforce Account, Contact, Opportunity objects
  • Read/Write access to CaseDocker contracts, cases, and documents
  • Access to Salesforce API for real-time sync
  • User authentication via OAuth 2.0

Frequently asked technical questions

Data sync can be configured as real-time (event-based), scheduled (hourly/daily), or on-demand based on your requirements.

Yes, custom fields can be mapped during the integration setup process. Both standard and custom fields are supported.

Conflict resolution rules can be configured to prioritize updates from either system, or require manual review for conflicts.

The integration requires Salesforce Professional edition or higher with API access enabled.

Related Use Cases

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Plan your Salesforce integration

Share your systems, workflow goals, and security requirements. CaseDocker will map the integration path and show the handoffs it can remove.

Schedule an integration demo
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