Salesforce Docs Portal

LifeScienceDocumentTemplate

Stores the template name and general information about the template.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AvailableObjectType

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Required. Determines where the template is shown for document generation.
  • Possible values:
    • Account
    • AccountPlan
    • Call

Description

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Document template description.

DocumentRecordTypeId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Required. Record Type used for LifeScienceDocument records created from this template. This field is a relationship field.
  • Relationship Name: DocumentRecordType
  • Refers To: RecordType

DocumentTemplateId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Required. This field is unique within your organization. This field is a relationship field.
  • Relationship Name: DocumentTemplate
  • Refers To: DocumentTemplate

FilterTypes

  • Type: multipicklist
  • Properties: Create, Filter, Nillable, Update
  • Description: Targets the document template to specific accounts or segments.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last viewed this record or list view.

    If this value is null, and LastReferenceDate is not null, the user accessed this record or list view indirectly.

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Required. The name of the Life Science document template.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the owner or creator of this object. This field is a polymorphic relationship field.
  • Relationship Name: Owner
  • Refers To: Group, User

SignatureType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Signature type for a template.
  • Possible values:
    • Electronic
    • Physical

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: An external ID from the source system for data integrations.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the source system for data integrations.