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
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.
Step 2: Connect Salesforce to Chamelio
Verify Package Installation
After installation, confirm the ChamelioAI app appears under the App Launcher (the 9-dot icon in Salesforce).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.
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.
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.