Salesforce integration

If your company uses Salesforce, you can connect it to Renewly. Renewly can then copy your contract details, such as value, dates and status, into Salesforce Contract records, so your sales and finance teams see the same information.

Who can set this up

Only workspace owners and admins can connect, view or manage the Salesforce connection. It belongs to the whole workspace. Connecting, changing mappings and syncing require Business or Enterprise and remain included in legacy Pro plans.

After a downgrade, you can still view the connection, mappings and sync log, or disconnect Salesforce.

Connecting to Salesforce

Go to Settings › Integrations and find the Salesforce section.
Click Connect Salesforce.
Log in to your Salesforce account when asked.
Approve Renewly's access to your Salesforce data.
You come back to Renewly, and the section shows Connected with your Salesforce organisation's name.

If you see a message saying this connection is not set up yet, email support@renewly.gg.

Field mappings

A field mapping says which Renewly detail goes into which Salesforce field. When you connect, Renewly sets up these mappings to the standard Salesforce Contract object:

Contract Title to Contract.Name
Contract Value to Contract.Amount (this one works in both directions)
Start Date to Contract.StartDate
End Date to Contract.EndDate
Auto-Renewal to Contract.AutoRenew__c (a custom field)
Renewal Date to Contract.RenewalDate__c (a custom field)
Status to Contract.Status

Click Field Mappings in the Salesforce section to see them. You cannot change the mappings in the app yet. If you need different ones, email support.

Syncing data

Syncing only happens when you click one of the two buttons. Renewly does not sync on a schedule.

Push to Salesforce sends every contract in the workspace to Salesforce. The first push creates a Contract record for each one. Later pushes update those same records. Contracts that Renewly has not finished reading are skipped.
Pull from Salesforce reads back the records Renewly has already pushed and copies the mapped values into Renewly. With the standard mappings, that is only the contract value. It does not bring in new contracts that exist only in Salesforce.

Custom fields in Salesforce

Auto-Renewal and Renewal Date go into custom fields. If your Salesforce organisation does not have them yet, ask your Salesforce administrator to add them to the Contract object:

AutoRenew__c: a checkbox field
RenewalDate__c: a date field

Sync log

Renewly records every sync. Click Sync Log in the Salesforce section to see which contracts were synced, which were skipped and why, any errors, and when it happened. The section also shows the time of the last sync.

Disconnecting

Click Disconnect in the Salesforce section, then confirm. Syncing stops and the field mappings are removed. Records already in Salesforce, and your contracts in Renewly, are not changed.

FAQ

Does syncing delete data?

No. Syncing only creates or updates records. It never deletes contracts in either Renewly or Salesforce.

Can I sync to custom Salesforce objects?

No. Syncing only works with the standard Salesforce Contract object.