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/$CONTRACT_DOCUMENT_VERSION_ID/checkIn | Check in a contract document version using contract document version ID. |
/connect/clm/contract-document-version/$CONTRACT_DOCUMENT_VERSION_ID/checkout | Check out a contract document version for modification. |
/connect/clm/contract-document-version/$CONTRACT_DOCUMENT_VERSION_ID/content-documents | Get content document details associated with a contract document version. |
/connect/clm/contract/$CONTRACT_ID | 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/$CONTRACT_ID/contract-document-version | Get and create contract document versions. |
/connect/clm/document-generation-process/status | Get the status of document generation process for a given contract document version ID. |
/connect/clm/document-template | Get the list of configured templates for a usage type. |
/connect/clm/contract/$CONTRACT_ID/contract-actions | Get the list of actions possible for a particular contract. |
/connect/clm/contract-document-version/$CONTRACT_DOCUMENT_VERSION_ID/lock | Lock an active contract document version for modification. |
/connect/clm/contract-document-version/$CONTRACT_DOCUMENT_VERSION_ID/unlock | Unlock latest contract document version. |
/connect/clm/contract-document-version/$CONTRACT_DOCUMENT_VERSION_ID | Change the template in a contract document version. |
Check In Contract Document Version
Check in a contract document version using contract document version ID.
Check Out Contract Document Version
Check out a contract document version for modification.
Content Document Details (GET, DELETE, PATCH)
Get content document details associated with a contract document version. Delete content document details associated with a contract document version. Update the content document details associated with a contract document version.
Update and create contracts using the object ID.
Execute possible actions for a contract based on the status. Actions can trigger work flows and change the status for a contract.
Contract Document Risk Analysis
Start an asynchronous risk analysis for a contract document version, or get the status and results of the most recent risk analysis run.
Contract Document Version Template
Change the template in a contract document version.
Details of Contract Document Versions
Get and create contract document versions.
Get the status of document generation process for a given contract document version ID.
Get the list of configured templates for a usage type.
Get the list of actions possible for a particular contract.
Lock an active contract document version for modification.
Unlock latest contract document version.
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