Salesforce Contracts
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CLM Resources
Manage Salesforce Contracts CLM resources. Check in and check out a contract document.
Get and delete content document details. Execute actions for a contract based on the status.
Update and create contracts. Get and create contract document versions. Get the status of
document generation process. Get the list of configured templates for a usage type. Get a list
of actions possible for a particular contract. Lock and unlock an active contract document
version. Change a template in a contract document version.
Available resources are:
| Resource | Description |
|---|---|
| /connect/clm/contract-document-version/${contractDocumentVersionId}/checkIn | Check in a contract document version using contract document version ID. |
| /connect/clm/contract-document-version/${contractDocumentVersionId}/checkout | Check out a contract document version for modification. |
| /connect/clm/contract-document-version/${contractDocumentVersionId}/content-documents | Get and delete content document details. |
| /connect/clm/contract/${contractId} | Execute possible actions for a contract based on the status. Actions can trigger work flows and change the status for a contract. |
| /connect/clm/contract | Update and create contracts using the object ID. |
| /connect/clm/contract/${contractId}/contract-document-version | Get and create contract document versions. |
| /connect/clm/document-generation-process/status | Get the status of document generation process for a given contract document version ID. |
| /connect/clm/document-template | Get the list of configured templates for a usage type. |
| /connect/clm/contract/${contractId}/contract-actions | Get the list of actions possible for a particular contract. |
| /connect/clm/contract-document-version/${contractDocumentVersionId}/lock | Lock an active contract document version for modification. |
| /connect/clm/contract-document-version/${contractDocumentVersionId}/unlock | Unlock latest contract document version. |
| /connect/clm/contract-document-version/${contractDocumentVersionId} | Change the template in a contract document version. |