Clause Library Configuration Guide

Change Summary

Overview

Clause Library maintenance in TechnoMile's Contracts Suite provides you with a variety of options to update the Clauses present in 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 2024.2 or higher.

Assigning Permission Sets

1. Login to your Salesforce account.

2. Click the gear icon and select Setup.
   

3. Go to Permission Sets using the search box in Setup.
   

4. Scroll down and click Contracts Full Access.
   

5. Click Manage Assignments.
   

6. Click Add Assignment.
   

7. Select a user and click Next.
   

8. Click Assign.
   Permission Set is assigned to the selected user.

9. Click Done.
   

10. Similarly, assign the Contracts Suite Admin Permission Set to users who will be managing your Salesforce Clause Library.
    

11. Similarly, assign the Subcontracts Full Access Permission Set to your users.
    

Configuring Custom Settings for Importing Historic Clauses

1. Go to Custom Settings using the search box in Setup.

2. Click the Manage link against TM_ClauseLibrary_Type_Setting.
   

3. Click Edit against a Clause Type such as FAR.
   

4. Select the Insert Previous Versions checkbox and click Save.
   

Configuring ICI

Ensure that you follow and perform all the steps listed in the Contracts OOTB Suite on Salesforce guide to configure the following:

• TM ICI Setting

• Wage Determination Setting

• Clause Library Setting

Importing Clause Library File into Salesforce using Data Loader

1. Download the ClauseLibraryTypeSetting.csv file onto your system from SharePoint.

2. Ensure that you follow and perform all the steps listed in the Contracts OOTB Suite on Salesforce guide to import all Clause Library records.

Editing Clauses Page Layouts

Adding Buttons and Fields

1. Go to Clauses Object Manager.
   

2. Go to Page Layouts and click to open Clauses Layout.

   

3. Go to Mobile & Lightning Actions, drag-and-drop the Check for Updates button into the Salesforce Mobile and Lightning Experience Actions section, and click Save.
   

4. Go to Fields, drag-and-drop the following fields into the Information section, and click Save.

   • Alternate Text

   • Clause Summary

   • Clause Type Name
     

5. Go to Search Layouts for Salesforce Classic and click Edit against List View.
   

6. Select and move the Mass Update button from Available Buttons to Selected Buttons using the Add arrow button and click Save.
   Buttons and fields are added.

7. Go to Clauses using App Launcher.
   List View of Clauses opens, note that the Mass Update button is visible in this view.

8. Click to open a Clause record.
   Clause record page opens, note that the Check For Updates button and the Clause Type Name, Alternate Text, and Clause Summary fields are visible on this page.
   

Scheduling Apex Class

You can set the scheduler as per your non-working hours to update Clauses data.

Notes:

• 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.

• Clause Library Type Setting is a must for scheduling Apex Classes.

1. Go to Apex Classes using the search box in Setup.

2. Click Schedule Apex.
   

3. Enter Job Name and click the lookup icon to select an Apex Class.
   

4. Select TM_ClauseLibraryScheduleClass.
   

5. Choose Frequency options, as per your requirements.

6. Select Start and End dates, Preferred Start Time, and click Save.
   Apex Class is scheduled.

   NOTE

   A scheduled Apex Class runs at the Preferred Start Time and updates your Salesforce Clause Library from the TechnoMile Clause Repository, as per the specified time interval.

   

7. Similarly, schedule the TM_ClauseLibrarySchedulePreviousVerClass Apex Class for a one-time run.

   IMPORTANT

   Note that this Apex Class pulls in historic 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.

   

Cron Expression to Schedule Apex Class

1. Click the gear icon and select Developer Console.
   

2. Press the Ctrl+E keys.

3. Copy and paste the following Code into the Enter Apex Code window:
   TM_TOMA.TM_ClauseLibraryScheduleClass sch = new TM_TOMA.TM_ClauseLibraryScheduleClass();
   //parse to cron expression
   String nextFireTime = '0 0 12 1 1/1 ? *';
   String jobID = System.schedule('TM_TOMA__TM_ClauseLibraryScheduleClass',nextFireTime,sch);
   

4. Highlight the Code pasted in the previous step and click Execute Highlighted.
   Apex Class is scheduled to run monthly.
   To run the Apex Class every 2 months copy and paste the following Code into the Enter Apex Code window:

   TM_TOMA.TM_ClauseLibraryScheduleClass sch = new TM_TOMA.TM_ClauseLibraryScheduleClass();

   //parse to cron expression

   String nextFireTime = '0 0 12 1 1/2 ? *';

   String jobID = System.schedule('TM_TOMA__TM_ClauseLibraryScheduleClass',nextFireTime,sch);
   

   To run the Apex Class every 3 months copy and paste the following Code into the Enter Apex Code window:

   TM_TOMA.TM_ClauseLibraryScheduleClass sch = new TM_TOMA.TM_ClauseLibraryScheduleClass();

   //parse to cron expression

   String nextFireTime = '0 0 12 1 1/3 ? *';

   String jobID = System.schedule('TM_TOMA__TM_ClauseLibraryScheduleClass',nextFireTime,sch);