Overview
Chamelio is an AI-powered legal intelligence platform built exclusively for in-house legal teams that transforms how organizations manage contracts, policies, and legal documentation. The platform captures insights from your existing legal documents and operationalizes them across core workflows from contract review and negotiation to obligation tracking and playbook generation.
Package Details
Package Name: ChamelioAI
Version: V1.0
Purpose: Enable seamless integration between Chamelio and Salesforce for workflow automation and data sync.
Prerequisites
Before installing ChamelioAI, ensure you have:
Salesforce Administrator access and preferably a service account for the connected app
A Chamelio account (sign up at app.chamelio.ai)
API access enabled in your Salesforce org
Lightning Experience enabled
Step 1: Installation Links
Sandbox/Production Installation
[Installation link will be provided by the Chamelio Team per request]
Step 2: Installation Process
Click the appropriate link (Sandbox or Production) above
Log in with your Salesforce admin credentials
On the installation screen, choose "Install for All users" and click Install
Wait for the installation to complete. You'll receive an email confirmation once it's done
Step 3: Connect with Chamelio Application
3.1 Verify Package Installation
After installation, verify the ChamelioAI app appears under App Launcher (9-dot icon).
3.2 Authenticate Salesforce → Chamelio (Outbound)
Go to the Chamelio Admin and click on Authenticate
This will launch the first step of the Authentication process, making a link between your Salesforce Account and Chamelio account and generating an API key for outbound API calls
After clicking the button, you will be redirected to Chamelio website to log in and approve the connection
3.3 Connect Chamelio → Salesforce (Inbound)
To allow Chamelio to update data in real time, we also use Salesforce Connect
Click on the "Connect" button next to the Salesforce App connector
You will be redirected to Salesforce to approve the connection
3.4 Sync the Schema
You are now connected!
To start using the app, go back to the Chamelio settings and Sync the schema
You should use this button every time you've made a schema change in Salesforce that is relevant for the Legal team use cases
Step 4: Add "Generate Contract" Button to Opportunity Record Page
After the package installation, add the Generate Contract Quick Action to your Opportunity Lightning Record Page.
Steps:
Go to Setup → Object Manager → Opportunity
Click Buttons, Links, and Actions
Verify that a Quick Action named "Generate Contract" exists (Type: Lightning Web Component, API Name:
Generate_Contract)Click Page Layouts → open the layout you want to update (e.g., Opportunity Layout)
Drag the Generate Contract button into the Salesforce Mobile and Lightning Experience Actions section
Click Save
Step 5: Post-Installation Verification
After setup:
Open any Opportunity record
You should see the Generate Contract button in the top action bar
Clicking it should open the LWC screen or start the contract generation process
Need Help?
If you encounter any issues during installation or have questions, please contact the Chamelio support team or reach out to your Chamelio representative.