Once the Installation steps have been followed, a System Administrator user can follow these steps to configure your LawVu app for Salesforce.

In this article :


Add the Integration to the Opportunity page

1. Open the Setup screen

2. In the “Object Manager” tab, use the Quick Find to find the “Opportunity” object.

3. Open the “Opportunity” object, then open the “Lightning Record Pages” tab:

4. Open the relevant record page(s) and click “Edit” before proceeding with the next steps.

5. From the left-hand sidebar, drag and drop the “LawVu Contracts” component to any place in the page you want (we suggest to use a wide section in order for all fields and buttons to be rendered correctly):

6. Configure the component as required (we suggest using the defaults to begin with):

7. Save the page and activate when ready.

If required, set the Lightning Page’s Org Default, App Default or Other Assignments.


Add the Permission Set to the Users that will use the component

1. From the Setup screen, navigate to “Permission Sets”:

2. Open the “LawVu User Access” permission set

3. Click “Manage Assignments

4. Click “Add Assignments

5. Select the Users that need access to the component and click “Assign

6. Click “Done”.

The Users should have access to the component now without seeing any error.

Note: if a given user doesn’t have the Permission Set assigned, when they open an Opportunity, they will see the following message.

You can use the Component Visibility settings on the Page to hide the entire component for certain users/profiles as needed:


Field Mapping - system admins

1. Search for the App in the App Launcher:

2. To default the field values when creating new LawVu Contracts, choose the corresponding Salesforce field for each using the mapping interface

Note: Opportunity fields will all be listed in the right-hand selector, but if you want to map to a field on a related object, you can choose “Custom” and enter the relationship path (e.g. “Opportunity.Account.Name”) corresponding with the relevant field.


Lightning component - standard users

All users with access to the Opportunity lightning page and who have been granted the LawVu User Access permission set will see the LawVu Lightning Component as shown below

In this default state, you can see the Opportunity is not linked to a contract in LawVu.
In this state, there are two options:

1) Create a new LawVu contract from the opportunity; or

2) Link the opportunity to an existing LawVu contract

Check this article on more information about how to do this.

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