Overview
Clause Library maintenance in TechnoMile's Contracts Suite provides you with the ability to import Historical Clauses data for all Clause Types using an Apex Class.
This document lists the steps to be configured so that you are able to successfully import all Historical Clauses data into your Salesforce Clause Library.
Audience
Salesforce Administrators
IT Support
Prerequisites
Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 2024.1 or higher.
Configuring Custom Settings for Importing Historical Clauses
Click the gear icon and select Setup.
Go to Custom Settings using Setup search.
Click Manage against TM_ClauseLibrary_Type_Setting.
Click Edit against a Clause Type such as FAR.
Select the Insert Previous Versions checkbox and click Save.
Scheduling Apex Class
You can set the scheduler as per your non-working hours to update Historical Clauses data.
NOTE
The Apex Class scheduled in this section enables automatic Clauses data fetching from the TechnoMile Clause Repository into your Salesforce Clause Library, as per the specified time interval.
Go to Apex Classes using Setup search.
Click Schedule Apex.
Enter a Job Name and click the lookup icon to select an Apex Class.
Select TM_ClauseLibrarySchedulePreviousVerClass for a one-time run.
Select Start and End dates, Preferred Start Time, and click Save.
IMPORTANT
Note that this Apex Class pulls in Historical Clauses data for all the identified Clause Types into your Salesforce Clause Library. However, it must NOT be run more than once for a specific Clause Type.
Apex Class is scheduled to import Historical Clauses.