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Quick summary
This guide walks you through installing the Ironclad Contract Lifecycle Management app directly from Salesforce AppExchange into your Salesforce sandbox environment. Following these steps connects Ironclad's CLM integration to your Salesforce org so your team can manage contracts without leaving the platform.
Steps
- Go to Salesforce AppExchange and search for Ironclad - Contract Lifecycle Management.
- On the app listing page, click the Try It Free button.
- Select the Try in Sandbox option to continue.
- Enter your contact information and click Continue to Installation.
- Log in and prepare to install the application in your Salesforce environment.
- Click Use Custom Domain to add your Salesforce domain.
- Enter your Salesforce domain and click Continue.
- Choose who you are installing the app for and click Install.
- If prompted, approve Third Party Access and click Continue.
- Verify the installation by navigating to Settings > Advanced Setup > Installed Packages.
