Salesforce integration · Coming soon

Coming soon: Contract management directly from the opportunity.

From closing to signing — without your team leaving Salesforce.

Coming soon: The Salesforce integration is in preparation and not yet available. This page describes the planned scope. Enquire now to be put on the pilot list. Available today: HubSpot integration, e-mail intake, API keys and the MCP server for ChatGPT and Claude.

Treasure Contracts complements your Salesforce processes: Every incoming contract matter can be reviewed against confirmed rules directly on the opportunity. Risky deviations are routed to Legal with context, results and approvals are documented in an auditable manner. Sales is meant to keep working in Salesforce.

Enquire now Integration in detail

Building blocks for Salesforce teams

Everyone

contract matter
can be reviewed

CRM

Test directly
at the opportunity

Legal

Risky deviations
specifically routed

Audit

Check and approval
documented

Ambient integration

Three Salesforce docking points

Treasure works where your sales team works today — Opportunity, Flow and Contract Object.

Opportunity → Contract

Start a contract draft from released account, contact and product data with just one click - without having to transfer it manually again.

Integrated initial review

Salesforce Flows can have every incoming contract matter reviewed against confirmed rules. Sales does not need to request the review separately from Legal.

Routing, Audit & Contract Object

Risky deviations go to Legal with context. Status, check and approval are documented in an auditable manner and selected data is written back to the contract object.

From opportunity to signature

This means that the contract process remains visible on the opportunity.

Planned process: draft, AI review, redline, approval, signature — triggered from Salesforce, according to your rules.

Redlining

Treasure highlights critical clauses directly in the contract.

Changes

Formulations are prepared according to confirmed rules.

approval

The responsible role releases the contract internally.

Ready for signature

Ready to close - the contract can go out.

Shipping

The contract goes to the signatories for e-signature.

Deal closed

Signed and documented in the audit trail.

This is how a Salesforce opportunity runs through Treasure

From “Closed Won” to Signature

Planned process in five steps between Salesforce and Treasure.

Opportunity stage triggers

in Salesforce

Data flows

Field mapping

Rules review

in Treasure

Approval flow

Salesforce native

Back to account

Contract Object

Step 1 of 5

Opportunity stage triggers

Once the opportunity moves to the Negotiation/Review stage, Salesforce automatically requests a contract draft from Treasure.

Triggers

Step 2 of 5

Data flows

Account, primary contact, product line items, pricing, term: everything from Salesforce directly into the contract template. Standard and custom fields.

Sync

Step 3 of 5

Rules review

Treasure checks every incoming contract matter against the confirmed standards and shows whether a position is in the corridor or needs to be routed to Legal as a risky deviation.

Review

Step 4 of 5

Approval flow

Standard Salesforce Approval Process or Custom Flow — risky deviations are routed with context to Legal or other appropriate people. The examination and decision end up in audit trail.

Approval

Step 5 of 5

Back to account

Signed contract, contract ID and selected contract data (e.g. term and termination provisions) are to be stored in the Salesforce Contract Object. Review and approval are documented in the audit trail.

Sync Back

Two ways in

Get to know Salesforce + Treasure.

The integration is in preparation. Enquire now and we will get in touch as soon as pilot places open. For Treasure: 4 weeks unconditional right of withdrawal with full refund.

Recommended

Live demo with the founding team

30 minutes: Treasure live on your own contract. We discuss the planned Salesforce scope using your opportunity fields.

Book a demo →

Salesforce pilot list

Join the pilot list

We will let you know as soon as the Salesforce integration is available for pilot customers.

Enquire now →

Reply by email

FAQ

Frequently asked questions

We already use Salesforce CLM / another CLM — do we still need Treasure?

Treasure does not replace your system of record, but supports the steps before signing: drafting from opportunity data, checking against confirmed rules and approval routing. It runs in or alongside your existing system.

Does our sales department need to learn a new tool?

The goal of the planned integration: your sales team keeps working in Salesforce and sees review result and status on the opportunity. Your legal department maintains rules and approvals in Treasure.

Is our data leaving Salesforce or the EU?

The plan is for Treasure to read only the Salesforce fields you release. Treasure processes data in EU data centres (AWS Frankfurt; AI via EU regions of AWS, Google and Microsoft). The provider is the German company boutiq ai GmbH, based near Munich. No training on customer data, ISO 27001 certified information security, designed for the requirements of § 43e BRAO and § 203 StGB (our own assessment).

Why not just ChatGPT for the contract draft?

An AI model alone is not a contract process. Treasure adds Salesforce integration, confirmed company rules and comprehensible documentation of assessment and approval.

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