TMF651 Resource Mappings

Before using the TMF651 resource mappings, refer the following.

  • Required Platform license: Contract Management.
  • Required Addon: ContractManagementAddon, DocGenDesigner.
  • Enable Salesforce Contracts on the org.
  • Required Org permissions: ContractMgmt, DocGen, and CommsCloud.
  • The TMF resource AgreementSpecification is mapped to DocumentTemplate entity. This requires OrgPerm - DocGen and addon license DocGenDesigner.
  • Following additional fields are used on the core Contract entity by enabling the ContractMgmt OrgPerm.
    • ContractType
    • PreviousContract
    • ParentContract
    • name
  • The name in AgreementSpecification is unique. Two records with same name are stored with different version.
  • The version in AgreementSpecification is auto-populated with increasing count for each unique name and is available in the GET method. The POST method does not support version.
  • POST Method:
    • The relatedParty in AgreementSpecification is the owner. Only one relatedParty is supported in POST method.
    • The relatedParty in AgreementSpecification must be an existing user in the system. The user license must be Salesforce.
    • The type field Salesforce entity DocumentTemplate must have a picklist value of Web.
    • The TokenMappingType field in Salesforce entity DocumentTemplate must have a picklist value of JSON.
    • Validation only checks if the attachment and relatedParty (user) exists in the system.
    • The API user must have CLM Admin User and PSL Contract Life Cycle Management User permission set.
    • The lifecycleStatus value in the response is always Draft.
  • Two or more AgreementSpecification cannot have same attachment.
  • Attribute selection and filter is supported for first level attribute name.
  • Filtering on the name is only with ‘Full word’. Prefix search is not supported.
  • Attribute selection is supported for valid fields. In case invalid fields are provided then a list of all items with identifier is displayed.
  • The attachment is patchable attribute. Non-patchable attributes are sent in the payload are ignored.
TMF FieldTMF typeTMF Definition
property
Is Mandatory as per TMForum?Is SupportedSupported Methods
property
SF Definition
property
SF mapping
hrefStringReference of the agreement specificationNoYesNot supported in PATCH, DELETE payloads. This is present in GET, POST response.URI of the DocumentTemplate-
idStringUnique identifier of the agreement specificationNoYesNot supported in PATCH, DELETE payloads. This is present in GET, POST response.Unique identifier of the Salesforce DocumentTemplate recordSF id
lifecycleStatusStringIndicates the current lifecycle statusNoYesPicklist. This will have value of 'Draft' after POST.

Supported in GET, POST payloads.
Specifies the status of the document templateStatus
nameStringName of the agreement specificationYesYesSupported in GET, POST payloads.Name of the DocumentTemplateName
@typeStringType of TMF resourceNoYesNot supported in GET, POST, PATCH, DELETE payloads. This is present in POST response.Type of the TMF Entity e.g. AgreementSpecification-
attachmentListAn attachment by value or by reference. An attachment complements the description of an element, for example through a document, a video, a pictureYesYesMinimum one attachment is required.

Supported in GET, POST, PATCH payloads.
Specifies the Content Document associated with DocumentTemplateContent Document Entity
relatedPartyListRelated Entity reference. A related party defines party or party role linked to a specific entityNoYesSupported in GET, POST payloads.Owner of the DocumentTemplateUser
TMF FieldTMF typeTMF Definition
property
Is Mandatory as per TMForum?Is Supported?Supported MethodsSF DefinitionSF mapping
attachmentTypeStringAttachment type such as video, picture.NoYesSupported in GET responseType of the ContentDocumentFileType
hrefStringURI for this AttachmentNoNoSupported in GET responseURI of the ContentDocument
idStringUnique identifier for this particular attachmentYesYesSupported in GET, POST, PATCH payloads.Id of the ContentDocumentSF id
mimeTypeStringAttachment mime type such as extension file for video, picture and document.NoYesSupported in GET responseSpecifies the mimetype of the ContentDocumentFileExtension
nameStringThe name of the attachmentNoYesSupported in GET, POST payloads.Title of the ContentDocumentTitle
TMF FieldTMF typeTMF Definition
property
Is Mandatory as per TMForum?Is Supported?Supported MethodsSF mapping
idStringUnique identifier of a related entityNoYes
Supported in GET, POST payloads.
SF id of the user
nameStringReference of the related entity.NoYesSupported in GET, POST payloads.name of the User