Skip to content
Submit Support Request
  • There are no suggestions because the search field is empty.

Salesforce/Litify Setup

The Attorney Share/Salesforce integration supports 2-way updates between Attorney Share and Salesforce.

Attorney Share → Salesforce

  • When an attorney is invited to a referral on Attorney Share marketplace, the integration creates a referral in Salesforce
  • When an attorney proposes on a referral on the Attorney Share marketplace, the integration creates a referral in Salesforce

Salesforce → Attorney Share

Ability to send a referral to Attorney Share by entering all the required information and having it posted automatically on the Attorney Share marketplace.


After the referral is posted on the Attorney Share marketplace, any activity on the referral will be reflected in Salesforce:

  • Add a note to the Salesforce referral as the referral moves through the negotiation process
  • After matching with an attorney, the referee attorney has to contact the potential client and sign them
  • If the referee attorney is successful in signing the client, mark the Salesforce referral as Referred / Signed Up
  • If the referee attorney is not successful in signing the client, mark the Salesforce referral as Referred / Declined

The Attorney Share Salesforce integration interacts primarily with a new Attorney Share Referral object that is created in Salesforce.

If you have implemented a custom referral implementation in Salesforce - and are not using an off-the-shelf system such as Litify - this document includes instructions for connecting your implementation with the Attorney Share Referral object.

image (13)
Sending a referral from Salesforce to Attorney Share

 

Installing the Attorney Share Package on your Salesforce Instance

Follow these steps to install the Attorney Share package on your Salesforce instance:

  • Login to your Salesforce instance as a user with administrator privileges

  • Browse to the package installation link and follow the prompts to install the package

  • Choose the option to install for all users. You will see a warning that the package has not yet been submitted to the Salesforce AppExchange for security review and public listing. You will have to acknowledge this before proceeding with the installation. 

image (14)

  • Click Install to complete the installation

Connecting Attorney Share with your Salesforce Instance

 Prerequisite: Get your Salesforce instance url

  • Login to your Salesforce instance

  • Get your Salesforce instance url (note that this is not the same as what you see in the browser url)

    • top menu gear icon → Setup

    • In left menu search for My Domain

    • Get the value of Current My Domain Url; e.g.: astesting22-dev-ed.develop.my.salesforce.com

Connecting the Attorney Share Salesforce Integration

An organization administrator will need to complete the following steps in Attorney Share:

  • Click on the profile picture in the top-right of the screen, and select Firm Settings from the context menu

  • In the left menu, click Integrations

  • Locate the Salesforce integration and click Connect

  • Enter your Salesforce instance url and click Connect. Make sure to enter the Salesforce instance url starting with https://; e.g.: https://astesting22-dev-ed.develop.my.salesforce.com

Connect with Salesforce

  • Login to Salesforce

  • Grant permission to the Attorney Share Salesforce integration

  • On the Integrations page, the Salesforce integration will show as connected

Configuring the Attorney Share Salesforce integration in Salesforce

Please refer to the following video for the integration configuration. 

 Contents
0:00 - Permission Sets
1:24 - Updating Fields To Connect Attorney Share To Your Own Objects
3:00 - Creating Your Own Attorney Share Referral Record Page
4:06 - Configuring Mappings Between Your Objects And Attorney Share
9:39 - Creating Automation From Flow Template To Send Your Object Record To Attorney Share
14:12 - Creating A Flow Action To Send To Attorney Share
14:53 - Adding The Action And The Attorney Share Related List To Your Object Page
16:56 - Configuring The Attorney Share Settings Custom Metadata Record


Upgrading the Attorney Share Integration Salesforce Package

 

If you are a customer who has a previous version of the integration installed and will be upgrading to V1.16, most of the instructions in the above video are still relevant. You can ignore the following sections:

1:24 - Updating Fields To Connect Attorney Share To Your Own Objects
3:00 - Creating Your Own Attorney Share Referral Record Page
14:53 - Adding The Action And The Attorney Share Related List To Your Object Page

This upgrade brings large upgrades to the Permission Sets and to the Send To Attorney Share Flow template that will require you to create a new Flow that makes use of new and enhanced package upgrades.

The only caveat when watching is that when you get to 14:12 - Creating A Flow Action To Send To Attorney Share, instead of creating a brand new Flow Action, simply update your existing Flow Action with the new Flow that you will have just created!