In Salesforce Revenue Cloud's Contracts AI functionality, the process of retrieving data such as clauses or contract fields from uploaded documents (e.g., PDFs) relies on Contract Extraction Templates. These templates define which attributes and contextual mappings are used during document extraction. When a new field-such as Payment Method (a custom field)-needs to be retrieved, it must be explicitly added to the extraction template through configuration.
Exact Extract from Salesforce Revenue Cloud Documentation:
"To extract additional custom fields or clauses, users must update the contract extraction template to include attribute and context mappings for each new field. The template defines which contract data points Contracts AI retrieves from the uploaded document."
- Salesforce Subscription Management Implementation Guide (Contracts AI section) The AI prompt template (Option B) controls the tone and structure of the generated summaries, not data extraction parameters. Logging a support case (Option C) is unnecessary, as this configuration is fully managed by the consultant or administrator through template updates.
References:
Salesforce Subscription Management Implementation Guide - Contracts AI Setup Salesforce Revenue Cloud Implementation Guide - Contract Extraction Templates Salesforce Revenue Cloud Consultant Study Guide