The Salesforce playbook for legal and compliance teams.
Legal and compliance teams sit at the intersection of risk management and business velocity. We build the technology that lets legal teams scale their work, contract automation, regulatory tracking, e-signature integration, and AI-assisted contract review, without sacrificing the rigor that matters.
- 12 chapters
- 5 day-to-day workflows
- 4 products in depth
- 7,280 words
What's inside.
Written by our Salesforce consultants for legal and compliance teams. Read it start to finish or go straight to the chapter you need.
Salesforce for legal and compliance teams: where it pays off
6 patterns that work for legal and compliance teams, and the platforms we connect.
The problems Salesforce has to solve
The 6 problems a design has to solve, and 4 methods we use on them.
A week in Salesforce: the workflows that matter
5 day-to-day workflows to test any design or demo against.
The Salesforce products, in depth
Salesforce Revenue Cloud / CPQ, Salesforce Service Cloud, Salesforce Experience Cloud, Salesforce Data 360 (Data Cloud): capabilities, when each fits, and buyer questions.
How to roll it out
4 first decisions, plus step-by-step rollout plans for the main products.
The systems to connect
18 systems legal and compliance teams most often connect to Salesforce.
Compliance and governance
6 obligations to design for from the start.
What to measure
11 measures, with a baseline worksheet.
Mistakes to avoid
The errors we are most often called in to fix, and what to do instead.
Questions teams ask
5 questions legal and compliance teams ask before and after go-live.
Results from our projects
6 results from Abstrakt Solutions projects.
Next steps
Free assessments and how to reach a consultant.
Two of the workflows inside.
What legal and compliance teams actually do in Salesforce when it is set up well. The playbook covers 5, plus rollout plans, metrics and mistakes to avoid.
Get the full playbook →- Non-standard terms approvalWhen a rep changes payment terms, liability caps or discount levels on a quote in Revenue Cloud, an approval process routes it to the right attorney based on the clause and deal size. Legal reviews the request with full deal context, approves or comments on the record, and the reasoning stays attached for future renewals.
- Legal request intake queueBusiness teams submit NDA, vendor review and policy questions through a form that creates a case in Service Cloud. Omni-Channel assigns each request to available legal staff by type, and requesters check status on the case instead of emailing. Legal ops can see volume by department and request type for staffing conversations.
Who wrote it.
Abstrakt Solutions is a Salesforce Select partner based in St. Louis, with 108 Salesforce certifications and a 4.95 out of 5 rating from 92 reviews on Salesforce AgentExchange (formerly AppExchange).
