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.
The Account ID if related to an Account.
Whether the PactSafe Request has been completed or not.
The time when of when the Request was completed.
The Contact ID if related to a Contact.
The Salesforce user who created the PactSafe Request.
The description of the PactSafe Request.
Marked whether the Request has been expired or not.
The Opportunity ID if related to an Opportunity.
PactSafe Request Id
The ID of the PactSafe Request, which is auto-generated upon creation from PactSafe.
PactSafe Request Name
The name of the PactSafe Request.
A link to the PactSafe Request in the PactSafe web app.
The time the PactSafe Request was sent.
If signing order was turned in or not.
Updated to reflect the current status of the PactSafe request.
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.
Updated 12 months ago