Salesforce Package Components

PactSafe Request Custom Object

API Name: pactsafe1__PactSafeRequest__c
The primary Salesforce custom object you'll interface with is the PactSafeRequest__c custom object. This custom object will not only store information about the PactSafe Contracts being sent from Salesforce but also be used for relating to your Salesforce objects. For example, a common use case is sending Contracts from an Opportunity object. The PactSafeRequest__c will capture information about the Request, such as the following: status, the opportunity it's related to, and additional metadata that's also stored in PactSafe.

Listed below are fields you'll find on the custom object. Note: some fields are omitted as some may be unused. Please reach out to support for more information if needed.

Field Label

Field Name

Description

Account

pactsafe1__Account__c

The Account ID if related to an Account.

Complete

pactsafe1__Complete__c

Whether the PactSafe Request has been completed or not.

Completed Time

pactsafe1__CompletedTime__c

The time when of when the Request was completed.

Contact

pactsafe1__Contact__c

The Contact ID if related to a Contact.

Created By

CreatedById

The Salesforce user who created the PactSafe Request.

Description

pactsafe1__Description__c

The description of the PactSafe Request.

Expired

pactsafe1__Expired__c

Marked whether the Request has been expired or not.

Opportunity

pactsafe1__Opportunity__c

The Opportunity ID if related to an Opportunity.

PactSafe Request Id

pactsafe1__PactSafeRequestId__c

The ID of the PactSafe Request, which is auto-generated upon creation from PactSafe.

PactSafe Request Name

name

The name of the PactSafe Request.

Request Link

pactsafe1__Request_Link__c

A link to the PactSafe Request in the PactSafe web app.

Sent Time

pactsafe1__SentTime__c

The time the PactSafe Request was sent.

Signing Order

pactsafe1__SigningOrder__c

If signing order was turned in or not.

Status

pactsafe1__Status__c

Updated to reflect the current status of the PactSafe request.

PactSafeRequest Visualforce Page

API Name: pactsafe1__PactSafeRequest
This Visualforce page handles loading the PactSafe app into your Salesforce instance.

Note: additional components may be included in the package that may be undocumented intentionally as they may be for other uses.


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