Signature Capture Key Objects

Set up and capture signatures during business processes such as orders, contracts, or daily reports, by Using Signature Capture objects.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

The image shows the objects that manage signatures.

Object	API Name	Description
Account	Account	Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer.
Advanced Order	cgcloud__Order__c	Header details of an order that contains references to a visit, customer, order, and delivery date.
Approval Code	cgcloud__Approval_Code__c	Use approval codes for DSD for warehouse checkers or cashiers to authenticate critical business transactions from the user such as inventory check-out or cash-check-in.
Signature	cgcloud__Signature__c	Signature of a user and its attributes such as the name of the signatory, order, tour, and user. Use this object to associate a signature with a signature template and signature flow step.
Signature Attribute	cgcloud__Signature_Attribute__c	Attribute and attribute value for a signature. For example, Name, Customer Id, and Amount are the attributes that appear with a signature during order-taking and order review.
Signature Flow Step	cgcloud__Signature_Flow_Step__c	Sequence of required signatures associated with a signature template.
Signature Template	cgcloud__Signature_Template__c	Template to create and define the general characteristics of a signature such as description, location, attribute set (shown while capturing or reviewing a signature in an order or invoice), and sales org.
Tour	cgcloud__Tour__c	Tour details such as the date of the tour, tour notes, vehicle, and route details. You can create a tour from a route (van-sales tour) or independently.
User	User	Specific business roles for a sales org. Users conduct retail activities based on the defined role (for example: sales rep or supervisor).