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Set Up Salesforce Contract Document Indexing in Data Cloud for Manual Contract Search Set Up
Configure Salesforce CRM connector to stream contract documents and metadata into Data Cloud. This configuration enables AI-powered semantic search through vector embeddings that interpret natural language queries and return relevant results.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Performance editions. |
| User Permissions Needed | |
|---|---|
| To set up contract document indexing: | Data Cloud Architect [Home Org] OR Data Cloud One [Companion Org] AND CLM Admin User AND Contracts AI User |
Create a Data Stream
- In Data Cloud, go to Data Streams, and click New.
- Select Salesforce CRM, and click Next.
- Click View Objects.
- Select Content Document, Content Version, Contract Document Version, and Contract Document Version Content Document objects.
- Click Next.
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For each object, set Other as the object category.
Some field labels exceed the 40-character limit and aren’t supported during data stream creation. You can replace the recommended labels with custom labels that are under 40 characters.
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Update field labels to keep them to less than 40 characters.
Object Original Field Label Recommended Field Label ContentDocument Prevent others from sharing and unsharing Stop others from sharing and unsharing ContentVersion Prevent others from sharing and unsharing Stop others from sharing and unsharing ContractDocumentVersion N/A N/A ContractDocVerContentDoc Contract Document Version Content Document ID CDV Content Document ID Related Contract Document Version Content Document ID Related CDV Content Document ID To move between objects and update field labels, click the object names in the left panel.
- Click the Edit icon next to the field name, change the label, and click Apply.
- Click Next, and then click Deploy.
Review and Configure Data Streams
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Click a data stream.
Each stream corresponds to one Data Lake Object (DLO).
- In the Data Mapping section, click Start.
- In the Data Model entities section, click Select Objects.
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Search for the corresponding Data Model Object (DMO), and click the Add icon next to
it.
Data lake object (dlo) Data model object (dmo) ContentDocument Content Document ContractDocumentVersion Contract Document Version ContractDocVerContentDoc Contract Doc Version Content Doc -
Click Done.
The source DLO fields appear on the left, and the target DMO fields appear on the right.
- Search for the field in the DLO.
- Search for the corresponding field in the DMO.
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To create the mapping, click the DLO field, and then click the matching DMO field.
Map these fields between each DLO and its corresponding DMO.
ContentDocument to Content Document:
DLO field DMO field Latest Published Version ID Latest Published Version Publish Status Content Document Publish Status Size Content Size ContractDocumentVersion to Contract Document Version:
DLO field DMO field Contract ID Contract Status Contract Document Version Status Version Number Version Number ContractDocVerContentDoc to Contract Doc Version Content Doc:
DLO field DMO field ContentDocument ID Content Document Contract Document Version ID Contract Document Version CDV Content Document ID Contract Doc Version Content Doc ID For ContentVersion DLO and Content Document Version DMO, mapping happens automatically.
- Click Save & Close.
- Similarly, configure the other data streams.
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