Skip to main content
Loading...

Help Center

Everything you need to know about using Renewly

Salesforce Integration

Connect Renewly to Salesforce to sync contract data between both platforms. Push extracted contract details to Salesforce or pull existing Salesforce contracts into Renewly.

Enterprise Feature

Salesforce integration is available on Enterprise plans.

Connecting to Salesforce

  1. Go to Settings > Integrations.
  2. Click Connect Salesforce.
  3. Log in to your Salesforce account when prompted.
  4. Authorise Renewly to access your Salesforce data.
  5. You will be redirected back to Renewly with the connection active.

Field Mappings

Renewly maps contract fields to Salesforce Contract object fields. Default mappings are created automatically when you connect:

  • Contract Title to Contract.Name
  • Contract Value to Contract.Amount
  • Start Date to Contract.StartDate
  • End Date to Contract.EndDate
  • Auto-Renewal to Contract.AutoRenew__c (custom field)
  • Renewal Date to Contract.RenewalDate__c (custom field)
  • Status to Contract.Status

You can customise these mappings in the Field Mappings panel under the Salesforce integration section.

Syncing Data

  • Push to Salesforce - Sends contract data from Renewly to Salesforce. Creates new Contract records or updates existing ones.
  • Pull from Salesforce - Imports contract records from Salesforce into Renewly.

You can trigger a sync manually from the integration settings, or enable automatic sync for new contracts.

Custom Fields in Salesforce

Some Renewly fields (like Auto-Renewal and Renewal Date) map to custom fields in Salesforce. If these fields do not exist in your Salesforce org, you will need to create them:

  • AutoRenew__c - Checkbox field on the Contract object
  • RenewalDate__c - Date field on the Contract object

Sync Log

Every sync operation is logged. View the sync history from the integration settings to see which contracts were synced, any errors that occurred, and timestamps.

Disconnecting

Click the disconnect button next to the Salesforce connection. This removes the connection and all field mappings. Existing data in both Salesforce and Renewly is not affected.

FAQ

Does syncing delete data?

No. Syncing only creates or updates records. It never deletes contracts from either platform.

Can I sync to custom Salesforce objects?

Currently, syncing targets the standard Contract object. Custom object support is planned for a future release.