Salesforce Contracts
jNote: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
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/${contractDocumentVersionId}/content-documents | Get content document details associated with a contract document version. |
| /connect/clm/contract/${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. |