DocumentClause

Represents a clause that can be associated with multiple documents.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

DocumentClause is available for users with the ClauseManagement user permission set licenses. Salesforce Org must have a ClauseManagement platform license to access this object.

Fields

Field Details
Content
Type
textarea
Properties
Create, Nillable, Update
Description
Represents the HTML content of the document clause.
Description
Type
textarea
Properties
Create, Nillable, Update
Description
Represents the summary of the document clause.
DocumentClauseSetId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Represents the ID of Document Clause Group associated with Document Clause.
This field is a relationship field.
Relationship Name
DocumentClauseSet
Relationship Type
Lookup
Refers To
DocumentClauseSet
Format
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the format for the clause such as Rich Text.
Possible values are:
  • Non_Formatted—Non Formatted
  • Rich_Text—Rich Text
The default value is Non_Formatted.
IsAlternateClause
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the Document Clause is main or alternate.
The default value is false.
Language
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Specifies the language of the document clause.
Possible values are:
  • da—Danish
  • de—German
  • en_US—English
  • es—Spanish
  • es_MX—Spanish (Mexico)
  • fi—Finnish
  • fr—French
  • it—Italian
  • ja—Japanese
  • ko—Korean
  • nl_NL—Dutch
  • no—Norwegian
  • pt_BR—Portuguese (Brazil)
  • ru—Russian
  • sv—Swedish
  • th—Thai
  • zh_CN—Chinese (Simplified)
  • zh_TW—Chinese (Traditional)
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Specifies the name of the document template clause.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user that owns this record.
This field is a polymorphic relationship field.
Relationship Name
Owner
Refers To
Group, User
Status
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
Specifies the status of the clause such as Draft, Active, Archived.
Possible values are:
  • AI_Drafted—This value is available in API version 60.0 and later.
  • Active
  • Archived
  • Draft
  • In_Approval
  • Review_Requested
The default value is Draft.
Version
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The version number of the document clause.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

DocumentClauseChangeEvent
Change events are available for the object.
DocumentClauseFeed
Feed tracking is available for the object.
DocumentClauseHistory
History is available for tracked fields of the object.
DocumentClauseOwnerSharingRule
Sharing rules are available for the object.
DocumentClauseShare
Sharing is available for the object.