Salesforce Contracts
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Resources
Here’s a list of Salesforce Contracts API resources.
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Clause Library Resources
Manage Salesforce Contracts clause library resources. -
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. -
Context Mapping Extraction Resources
Manage custom mappings used in the extraction flow of documents before their fields are sent for extraction. Use the Extraction Context Mapping resource to map extracted field values to their own set of custom fields relevant to their contract types and business cases. -
Customer Community Resources
Manage document control for Customer Community (CC) users by using Salesforce's Contract Lifecycle Management (CLM). Using CLM, CC users can securely access the most recent contract document versions. Use the Contract Document Version resource to streamline document sharing for external reviews and digital signing, ensuring access is granted only for the latest and relevant contract versions in compliance with the user's account and contract status. -
Design Document Template Resources
Manage Salesforce Contracts with Design Document Template Resources. Create, manage, and maintain contracts associated with opportunities, orders, and quotes throughout the sales cycle. Use this resource to create dynamic documents for various purposes, such as proposals and order documents, enhancing your overall document management workflow. -
External Document Resources
Manage Salesforce Contracts external documents. Users can save external documents. Get information about external document details and update. -
E-signature Resources
Manage Salesforce Contracts e-signature process. Users can view list of documents sent for e-signature and recipients. Update e-signature envelope status, notification settings and get e-signature signer roles.