Pull Salesforce Contracts for AI-Linked Review

Use our read-only connection to analyze contracts from opportunities and accounts directly within the Jarel workspace, without manual exports or tool-switching.

Jarel integrates directly with Salesforce, the customer relationship management system. This integration allows legal teams to pull relevant contract and matter data into Jarel for analysis. These documents can be reviewed with findings linked directly to Salesforce opportunities or accounts. Your team can analyze contracts without switching tools.

Configure a Read-Only Connection

The integration is a one-way, read-only sync from Salesforce to Jarel, configured through your workspace settings. It allows you to pull contract documents and associated matter details linked to opportunities or accounts without altering your Salesforce data.

Analyze Contracts from Salesforce Opportunities

Jarel analyzes sales contracts pulled directly from Salesforce opportunities. The analysis identifies key clauses, risks, and obligations. These source-linked findings are available in Jarel for your team to review and act upon.

Connect Analysis to Accounts and Matters

FAQ

Common questions

How does Jarel secure my Salesforce data?

Jarel is built with security as a core principle. For detailed, up-to-date information on our security practices, encryption standards, and data privacy compliance, please visit our security page at jarel.se/security.

Where is my data processed and stored with this integration?

Jarel's primary data centers are located in the EU. Data pulled from Salesforce is processed and stored within the EU, in line with GDPR requirements and our commitment to data residency.

What is the setup process for this integration?

You can connect Jarel to your Salesforce instance through the integrations settings in your Jarel workspace. The process uses a standard authorization flow to grant Jarel read-only access to specified data.

Can Jarel modify or write data back to Salesforce?

No. The integration is strictly read-only. Jarel pulls data on-demand for analysis but does not modify, delete, or create any records in Salesforce. We do not cache or store your Salesforce data beyond an active analysis session.

What Salesforce configurations are compatible?

Jarel connects to Salesforce using standard APIs, ensuring broad compatibility. The integration is tested with standard objects like Account, Opportunity, and their related documents. For questions about highly customized configurations, please contact our support team.

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Jarel Salesforce Integration for Analyzing Contracts & Matters

Pull Salesforce Contracts for AI-Linked Review

Configure a Read-Only Connection

Analyze Contracts from Salesforce Opportunities

Connect Analysis to Accounts and Matters

Common questions

How does Jarel secure my Salesforce data?

Where is my data processed and stored with this integration?

What is the setup process for this integration?

Can Jarel modify or write data back to Salesforce?

What Salesforce configurations are compatible?

Meet your first agent

Support Due Diligence with Document Analysis

Review Clause Patterns Across Documents

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