DocumentTemplate | Salesforce Contracts

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Important

Parent Type

This type extends the MetadataWithContent metadata type and inherits its content and fullName fields.

File Suffix and Directory Location

DocumentTemplate components have the suffix .dt and are stored in the documentTemplates folder.

Version

DocumentTemplate components are available in API version 59.0 and later.

Fields

Field Name	Description
contextDefinitionName	Field Type string Description Context service definition that describes the relationship between node structures within a context. Available in API version 65.0 and later.
ContextFilterName	Field Type string Description The name of the context filter that extracts records in the Context Service token mapping type. For example, filter Line Items with Total Price greater than 1000 and sort by Quantity in descending order. This is optional and applicable only for context token mapping. Available in API version 66.0 and later.
contextMappingName	Field Type string Description Context service mapping that defines the mapping of attributes and nodes to related objects. Available in API version 65.0 and later.
customClassName	Field Type string Description Custom class to process document template operations and transformations.
defaultFontStyle	Field Type string Description Default font styling applied to the document template content.
documentConversionResourceName	Field Type string Description Conversion resource reference used for transforming document content between formats.
documentGenerationMechanism	Field Type DocumentGenerationMechanism (enumeration of type string) Description Specifies how documents are generated from the template, defining the generation mechanism and processing approach. Valid values are: `ClientSide` `ServerSide` The default value is `ClientSide`.
extractOmniDataTransformName	Field Type string Description Data extraction transform name for OmniStudio integration, enabling extraction of data from various sources for template processing.
fileExtension	Field Type string Description Output file format extension for documents generated from this template.
hasBatchableSection	Field Type boolean Description Indicates whether the template supports batch processing of sections (`true`) or not (`false`). The default value is `false`.
isActive	Field Type boolean Description Indicates whether the template is active and available for document generation (`true`) or not (`false`). The default value is `false`.
isSectionProcessed	Field Type boolean Description Indicates whether sections are processed in the template (`true`) or not (`false`). The default value is `false`.
lastEmbeddedTmplSectionKey	Field Type string Description Last processed section key for embedded template processing, used for tracking template section processing state.
mapperOmniDataTransformName	Field Type string Description Data mapping transform name for OmniStudio integration, enabling mapping of data between different formats and structures. Available in API version 56.0 and later.
masterLabel	Field Type string Description Display label for the template that appears in the user interface.
name	Field Type string Description Internal name used to identify the template within the system.
namespace	Field Type string Description Package namespace for the template used in managed package deployments.
sectionHeaderFontStyle	Field Type string Description Header font styling applied to section headers within the document template.
sectionHeaderFontStyleValue	Field Type string Description Header font values and properties for section header styling configuration.
shouldDisplayUnmappedToken	Field Type boolean Description Indicates whether unmapped tokens must be displayed in the generated document (`true`) or not (`false`). The default value is `false`.
shouldExtractEmbeddedTmplToken	Field Type boolean Description Indicates whether embedded template tokens must be extracted during processing (`true`) or not (`false`). The default value is `false`.
status	Field Type DocumentTemplateStatus (enumeration of type string) Description Template status that indicates the current state and availability of the document template. Valid values are: `Active` `Archived` `Draft`
targetTokenItemObject	Field Type TargetTokenItemObject (enumeration of type string) Description Target item object for token mapping, defining specific item-level token replacement rules and configurations. Valid values are: `OPPORTUNITY_LINE_ITEM` `ORDER_LINE_ITEM` `QUOTE_LINE_ITEM`
targetTokenObject	Field Type TargetTokenObject (enumeration of type string) Description Target object for token mapping, defining the primary object used for token replacement and data binding. Valid values are: `CONTRACT` `OPPORTUNITY` `ORDER` `QUOTE`
tokenList	Field Type string Description List of available tokens that can be used within the template for dynamic content generation.
tokenMappingMethodType	Field Type TokenMappingMethodType (enumeration of type string) Description Token mapping method that defines the approach used for mapping tokens to data values. Valid values are: `ContextService` `CustomClass` `OmniDataTransform` The default value is `ContextService`.
tokenMappingType	Field Type TokenMappingType (enumeration of type string) Description Required. Defines how tokens are mapped within the template, specifying the token mapping strategy and configuration. Valid values are: `JSON` `SalesforceObject`
type	Field Type DocumentTemplateType (enumeration of type string) Description Required. Type of document template, defining the category and intended use case of the template. Valid values are: `HTMLArchive` `Microsoft365Word` `MicrosoftPowerpoint` `MicrosoftWord` `Web`
uniqueName	Field Type string Description Unique ID of the template, ensuring template uniqueness across the organization.
usageType	Field Type DocumentTemplateUsageType (enumeration of type string) Description Defines how the template is used within the system, specifying the usage context and application scenarios. Valid values are: `Contract_Lifecycle_Management` `Revenue_Lifecycle_Management`
versionNumber	Field Type string Description Template version number to track template revisions and changes over time.
xmlRelationshipMetadata	Field Type string Description Relationship metadata in XML format that defines connections and dependencies between template components.

Declarative Metadata Sample Definition

This is an example of a DocumentTemplate component.

1<?xml version="1.0" encoding="UTF-8"?>
2<DocumentTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
3    <customClassName></customClassName>
4    <defaultFontStyle>'Times New Roman', times, serif</defaultFontStyle>
5    <documentConversionResourceName></documentConversionResourceName>
6    <documentGenerationMechanism>ClientSide</documentGenerationMechanism>
7    <type>MicrosoftWord</type>
8    <usageType>Contract_Lifecycle_Management</usageType>
9    <extractOmniDataTransformName>extractorv1</extractOmniDataTransformName>
10    <mapperOmniDataTransformName>mapperv1</mapperOmniDataTransformName>
11    <fileExtension>docx</fileExtension>
12    <hasBatchableSection>false</hasBatchableSection>
13    <isActive>false</isActive>
14    <isSectionProcessed>false</isSectionProcessed>
15    <lastEmbeddedTmplSectionKey></lastEmbeddedTmplSectionKey>
16    <name>Sample</name>
17    <namespace></namespace>
18    <sectionHeaderFontStyle></sectionHeaderFontStyle>
19    <sectionHeaderFontStyleValue></sectionHeaderFontStyleValue>
20    <shouldDisplayUnmappedToken>false</shouldDisplayUnmappedToken>
21    <shouldExtractEmbeddedTmplToken>false</shouldExtractEmbeddedTmplToken>
22    <status>Draft</status>
23    <tokenList></tokenList>
24    <tokenMappingMethodType>OmniDataTransform</tokenMappingMethodType>
25    <tokenMappingType>JSON</tokenMappingType>
26    <targetTokenItemObject>OPPORTUNITY_LINE_ITEM</targetTokenItemObject>
27    <targetTokenObject>CONTRACT</targetTokenObject>
28    <uniqueName>Sample_1</uniqueName>
29    <versionNumber>1</versionNumber>
30    <xmlRelationshipMetadata></xmlRelationshipMetadata>
31    <masterLabel>Sample_1</masterLabel>
32</DocumentTemplate>

This is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3    <types>
4        <members>*</members>
5        <name>DocumentTemplate</name>
6    </types>
7    <version>66.0</version>
8</Package>

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.