ClauseCatgConfiguration
ContextUseCaseMapping
ContractType
DocumentTemplate
ESignatureConfig
ESignatureEnvelopeConfig
ExternalDocStorageConfig
Flow for Salesforce Contracts
Previous Versions
Represents configuration, which admin makes in setup to specify the drive, path, and named credential to be used for storing documents on external drives.
Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
Important
This type extends Metadata metadata type and inherits fullName field.
ExternalDocStorageConfig components have the suffix .externalDocStorageConfig and are stored in the externalDocStorageConfigs folder.
ExternalDocStorageConfig components are available in API version 57.0 and later.
Type: string
Description: Required.
The path from the root in the external storage where documents are stored.
Type: string
Description: Required.
The ID of the external document storage.
Type: string
Description: Required.
A user-friendly name for ExternalDocStorageConfig, which is defined when the ExternalDocStorageConfig is created.
Type: string
Description: Required.
The Named Credential associated with the External Document Storage Configuration. A named credential can be specified as an endpoint to simplify the setup of authenticated call outs.
Type: string
Description: The record type associated with the Reference object.
Type: StorageDriveType (enumeration of type string)
Description: Required.
The external document storage drive. Possible value is MicrosoftOneDrive
Type: TargetObject (enumeration of type string)
Description: The target object associated with the external document storage. Possible values are All, Contract, DocumentTemplate, Disclosure, or InfoLibraryExternalDocument
The following is an example of a ExternalDocStorageConfig component.
1<?xml version="1.0" encoding="UTF-8"?>
2<ExternalDocStorageConfig
3 xmlns="http://soap.sforce.com/2006/04/metadata">
4 <documentPath>/Salesforce/Contracts/</documentPath>
5 <externalDocStorageIdentifier>ExternalDocIdTest1234</externalDocStorageIdentifier>
6 <masterLabel>Contract_Contract_Lifecycle_Management</masterLabel>
7 <namedCredential>Salesforce</namedCredential>
8 <recordType>ContractLifecycleManagement</recordType>
9 <storageDriveType>MicrosoftOneDrive</storageDriveType>
10 <targetObject>Contract</targetObject>
11</ExternalDocStorageConfig>The following is an example package.xml that references the previous definition.
1<?xml version="1.0" encoding="UTF-8"?>
2<Package
3 xmlns="http://soap.sforce.com/2006/04/metadata">
4 <fullName>ExternalDocStorageConfigObjectPackage</fullName>
5 <types>
6 <members>Contract_Contract_Lifecycle_Management</members>
7 <name>ExternalDocStorageConfig</name>
8 </types>
9 <version>57.0</version>
10</Package>This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.