Loading
Vlocity Contract Lifecycle Management
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Vlocity CLM Interface Implementations

          Vlocity CLM Interface Implementations

          The core of the Vlocity open architecture is the interface and implementation paradigm. An interface is a call out to business logic. The implementation is that business logic. Vlocity CLM uses several interfaces and implementations. Using the interfaces and implementations paradigm, you can change Vlocity CLM business logic. For example, you can control the default document template for any contract type, specify which lines from the parent object appear in the contract, and so on.

          Interface

          Implementations

          Description

          GetConditionalTemplateSectionsInterface

          DefaultGetConditionalTemplateSections

          When applying a template to a contract document, Vlocity CLM can dynamically get conditional sections.

          GetContractSignatureRequiredInterface

          DefaultContractSignatureRequiredImpl

          If a quote has contracts associated with it, determines if an order can be created or if contracts must be signed first.

          GetContractTermInterface

          DefaultGetContractTermImplementation

          GetContractTermFromMatrix

          Implementation

          When a contract is created and the contract term is not specified, dynamically assigns the contract term.

          GetDocumentTemplateListInterface

          DefaultGetTemplateListImplementation

          Enables a user to choose a template to attach to a contract document in the run time user interface.

          GetFrameContractQueryWhereClauseInterface

          DefaultGetFrameContractWhereClause

          Uses a query where clause to find applicable frame contracts to apply to opportunities, orders, and quotes.

          GetItemsListInterface

          DefaultGetItemsImplementation

          GetItemsBasedOnTrack

          AgreementFlag

          When a contract is created for an opportunity, order, or quote, selectively copies the opportunity, order, or quote line items to the contract line items.

          GetProductListInterface

          DefaultGetProductListImplementation

          Gets the list of products to choose as conditions for contract template sections.

          GetUpdateContractListInterface

          DefaultGetUpdateContractListImpl

          Gets the list of contracts to be updated, when an opportunity, order, or quote is updated by adding or removing line items.

          IsContractDocumentEditableInterface

          DefaultIsContractDocumentEditableImpl

          Determines whether a contract document can be changed.

          OpportunityContractFlagRollupInterface

          DefaultOpportunityRollup

          ContractFlag

          Determines when to flag the opportunity as contract- required

          OrderContractFlagRollupInterface

          DefaultOrderItemRollup

          ContractFlag

          Determines when to flag an order as contract-required. If there is no implementation for this interface, the order is not flagged.

          QuoteContractFlagRollupInterface

          DefaultQuoteLineItemRollup

          ContractFlag

          Determines when to flag a quote as contract-required. If there is no implementation for this interface, the quote is not flagged.

          RenewContractBatchJobProcessInterface

          DefaultContractRenewalProcess

          Processes the list of contracts that are ready for renewal.

          RenewContractBatchJobQueryInterface

          DefaultContractRenewalQuery

          Returns the query that gets a list of contracts that are ready for renewal.

           
          Loading
          Salesforce Help | Article