Salesforce Contracts

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Salesforce Contracts
Salesforce Contracts Standard Objects
Apex Reference
Salesforce Contracts Resources
REST Reference
Resources
Clause Library Resources
CLM Resources
Content Link Load (POST)
Check In Contract Document Version
Check Out Contract Document Version
Content Document Details (GET, DELETE, PATCH)
Contracts (PATCH, POST)
Contract Actions
Contract Document Version Template
Details of Contract Document Versions
Document Generation Process
Document Template
List of Contract Actions
Lock Document Version
Unlock Document Version
Context Mapping Extraction Resources
Customer Community Resources
Design Document Template Resources
External Document Resources
E-signature Resources
Request Bodies
Response Bodies
Salesforce Contracts Metadata API Types
PDF

Contract Document Version Template

Change the template in a contract document version.
Resource
/connect/clm/contract-document-version/${contractDocumentVersionId}
Available version
56.0
HTTP methods
PATCH
Example for PATCH
https://yourInstance.salesforce.com/services/data/v56.0/connect/clm/contract-document-version/${contractDocumentVersionId}
Request body for PATCH
JSON example
{
  "templateId": "2dtxx000000004rAAA",
  "isExternalReviewImport": false,
  "externalReviewType": "OnlineMicrosoft365"
}
Properties
Name Type Description Required or Optional Available Version
external​Review​Type String Type of external review. Possible values are:
  • OnlineMicrosoft365
  • OfflineMicrosoftWord
 Optional 60.0
isExternal​Review​Import Boolean Indicates whether the checkout is for an external review import (true) or not (false). Optional 59.0
pdf​Document​Id String ID for Contract PDF document. Optional 56.0
templateId String Template ID with key prefix 2dt used to generate document. Required 56.0
word​Document​Id String ID for Contract word document. Optional 56.0
Response body for PATCH
Document Generate Representation