Vis datatilbakestillingstokenverdiene fra dokumentet og Salesforce-posten side ved side, og avgjør om verdiene må oppdateres for å sikre datanøyaktighet.
| Tilgjengelig i Lightning Experience |
| Tilgjengelig i Professional, Enterprise, Unlimited og Developer Edition |
| Nødvendige brukertillatelser | |
|---|---|
| For å opprette dokumentmal med datarelaterte tokener: | CLM-administrator ELLER CLM-kjøretid OG DocGen Designer |
| For å bruke Dokumentmal med datarelaterte tokener i kontraktsredigering: | DocGen-designer |
Forutsetninger:
Når du har oppdatert feltene, sjekkes dokumentet automatisk inn med en ny versjon. Du kan fortsette å redigere eller gå tilbake til Salesforce for ytterligere handlinger.
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