New and Changed Salesforce Contracts Connect APIs

Document Template (GET, PATCH, POST)

Retrieve a list of document templates in the document generation

Make a GET request to the new /connect/docgen/document-templates?offset=${offset}&limit=${limit}&searchString=&{searchString} resource.

New response body: Document Template List

Update document template in the document generation

Make a PATCH request to the new /connect/docgen/document-templates?documentTemplateId=${documentTemplateId}

New request body: Document Template Update Input

New response body: Document Template

Create or update document templates in the document generation

Make a POST request to the new /connect/docgen/document-templates?documentTemplateId=${documentTemplateId}&action=${action}

New request body: Document Template Request

New response body: Document Template

Content Document Details (PATCH)

Update the content document details associated with a contract document version

Make a PATCH request to the new /connect/clm/contract-document-version/${contractDocumentVersionId}/content-document?contentDocumentId= {contenDocumentId}&share=true/false

New response body: Generic Output

Contract Document Version for Customer Community User (GET)

Get the latest details of a contract document version based on a contract ID

Make a GET request to the new /connect/clm/cc/contract/${contractId}/contract-document-version

New response body: Contract Document Version CC Response

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Template Input

This request body has these new properties.

• external​Review​Type

• isExternal​Review​Import

See Also

Salesforce Contracts Developer Documentation