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Documentation Index

Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Chamelio AI package for Salesforce lets you generate contracts directly from Opportunities, sync legal data in real-time, and surface legal intelligence within Salesforce.

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Prerequisites

Before installing:
  • Salesforce Administrator access (a service account is recommended for the connected app)
  • A Chamelio account with Admin permission
  • API access enabled in your Salesforce org
  • Lightning Experience enabled

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Step 1: Install the Package

The installation link is provided by the Chamelio team on request (separate links for Sandbox and Production).
1

Request the installation link

Contact the Chamelio team to receive the appropriate installation link for your org (Sandbox or Production).
2

Open the installation link

Click the link and log in with Salesforce admin credentials.
3

Install for all users

Select “Install for All Users” and click Install.
4

Wait for confirmation

Installation may take a few minutes. A confirmation email is sent when complete.

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Step 2: Connect Salesforce to Chamelio

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Verify Package Installation

After installation, confirm the ChamelioAI app appears under the App Launcher (the 9-dot icon in Salesforce).

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Authenticate Salesforce → Chamelio (Outbound)

1

Go to Chamelio Admin

In the ChamelioAI app in Salesforce, go to the Admin section and click Authenticate.
2

Approve the connection

You will be redirected to Chamelio to log in and approve the connection. This creates the link between your Salesforce and Chamelio accounts.

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Connect Chamelio → Salesforce (Inbound)

1

Go to Chamelio Integrations

In Chamelio, navigate to Settings > Integrations.
2

Connect the Salesforce App connector

Click “Connect” next to Salesforce. You will be redirected to Salesforce to approve the connection.
3

Sync the schema

Back in Chamelio Settings, click “Sync Schema”. Repeat this step whenever you make Salesforce schema changes relevant to legal use cases.

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Step 3: Add the “Generate Contract” Button to Opportunity

1

Navigate to Object Manager

In Salesforce Setup, go to Object Manager > Opportunity.
2

Verify the Quick Action exists

Click Buttons, Links, and Actions and confirm Generate Contract is listed (Type: Lightning Web Component, API Name: Generate_Contract).
3

Add to Page Layout

Click Page Layouts, open the layout to update (e.g., Opportunity Layout), and drag the Generate Contract button into the Salesforce Mobile and Lightning Experience Actions section.
4

Save

Click Save.

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Verification

Open any Opportunity record. The Generate Contract button should appear in the top action bar. Clicking it opens the contract generation screen. Contact support@chamelio.ai if you encounter issues during installation.