S-Docs Objects
Use this page as the single reference for object purpose, key relationships, and field definitions. Some fields appear only in one source page. Those fields are still included here for completeness.
S-Docs Core
S-Doc
Represents individual generated S-Doc records and their lifecycle state. It links generated documents to templates, source records, recipients, and distribution outcomes.
Object API Name: SDOC__SDoc__c
Fields
SDoc Name
Name
Auto Number
Name of the S-Doc.
Allow Edit
Allow_Edit
Checkbox
Lets users edit the generated document in the browser.
Apex Job ID
Apex_Job_ID
Text(18)
Apex job ID used to generate this document.
Attachment ID
Attachment_ID
Text(255)
Attachment ID number.
Attachment Name
Attachment_Name
Text(255)
Attachment name.
Auto Create Attachment
Create_Attachment
Checkbox
Creates Salesforce Attachments when the template is generated.
Auto Create File
Create_File
Checkbox
Creates Salesforce Files when the template is generated.
Comment
Comment
Text Area(255)
Comments regarding the S-Doc.
Data
Data
Long Text Area(131000)
HTML for the generated document.
Data Language
Data_Language
Text(255)
Target language used during translation in Save & Preview.
Data Uneditable
Data_Uneditable
Checkbox
Permanently prevents document data from being modified.
Document Format
Document_Format
Text(255)
Format of the generated document.
Document Link
Document_Link
Long Text Area(4096)
Link to the generated document.
Email_Link
Formula (Text)
Link to email the document through S-Docs.
Envelope
Envelope
Lookup(Envelope)
Envelope related to the S-Doc.
LineItemDataXML
LineItemDataXML
Long Text Area(131000)
XML for line item data in the document.
Object ID
ObjectID
Text(255)
Base record ID used for data merge.
Object Type
ObjectType
Text(255)
Object type the S-Doc is related to.
RecordDataXML
RecordDataXML
Long Text Area(32000)
XML string holding all base object merge field values.
SDoc Job
SDJob
Lookup(SDoc Job)
Job record that generated the S-Doc.
Template
SDTemplate
Lookup(SDoc Template)
Template the S-Doc was created from.
Status
Status
Picklist
S-Doc generation status.
Upload New
Upload
Formula (Text)
Link to upload a different document.
Version
Version
Text(255)
S-Doc version.
View
View_Link
Formula (Text)
Link to view the generated file.
S-Doc Template
Stores S-Docs template definitions, rendering settings, delivery options, and merge behavior. It is the design-time source object for generated outputs.
Object API Name: SDOC__SDTemplate__c
Fields
Template Name
Name
Text(80)
The template's name.
Available For Use
Active
Checkbox
Makes the template visible for new document creation.
Enable New Microsoft Template Upload
SDOC__Advanced_Template_Editor__c
Checkbox
Enables the newer Microsoft template upload experience.
Additional Relationship
Base_Related_Object
Picklist
Automatically associates the document with a secondary parent object.
Allow Edit
Allow_Edit
Checkbox
Whether the template can be edited after generation.
Auto Create Attachment
Create_Attachment
Checkbox
Creates Salesforce Attachments for generated documents.
Auto Create File
Create_File
Checkbox
Creates a Salesforce File when an S-Doc is generated.
Description
Description
Text Area(255)
Description of the document template.
Document Category
Document_Category
Picklist
Optional category used to group templates.
E-Sign Vendor
E_Sign_Vendor
Picklist
E-sign vendor used by this template.
Email ReplyTo
Email_ReplyTo
Text Area(255)
Reply-to address.
Email SendTo
Email_Send_To_Long
Long Text Area(2000)
Default Send To address.
Email Subject
Email_Subject
Text Area(255)
Subject used for outbound email.
Google Docs Enabled
GD_Enabled
Checkbox
Enables Google Docs upload.
Google Drive Folder Id
Google_Drive_Folder_Id
Text(255)
Google Drive folder ID for uploads.
Header
Header
Long Text Area(131000)
The template header.
Footer
Footer
Long Text Area(131000)
Contents of the template footer.
Language
Language
Picklist
Language of the template.
Related To Type
Base_Object
Picklist
Primary object the template is used with.
SharePoint Enabled
SP_Enabled
Checkbox
Enables SharePoint integration.
SharePoint Document Library
Share_Point_Document_Library
Text(255)
SharePoint document library name.
SharePoint Folder Name
Share_Point_Folder_Name
Text(255)
Folder name within the SharePoint library.
Tags
Tags
Long Text Area(32000)
Comma-separated dot-notation fields used in the template.
Template CSS
Template_CSS_XML
Long Text Area(64000)
XML for the template CSS.
Template Format
Template_Format
Picklist
Output format of generated documents.
Template XML
Template_XML
Long Text Area(32000)
Static content specific to the template.
Translate Email Settings Data
Translate_Email_Settings_Data
Checkbox
Translates merge fields used in email settings during generation.
TranslationTags
TranslationTags
Long Text Area(32768)
Merge fields that require translation during generation.
Unicode Level
Unicode_Level
Picklist
Unicode enforcement level for international characters.
User Choice Definitions
User_Choice_Definitions
Long Text Area(131072)
Metadata for runtime prompts in the template.
Version History Keep Limit
Version_History_Keep_Limit
Picklist
Limits the number of versions kept in Version History.
S-Doc Job
Tracks document generation jobs, execution parameters, status, and output artifacts. It is the primary runtime queue and history object for S-Docs processing.
Object API Name: SDOC__SDJob__c
Fields
SDJob Number
Name
Auto Number
Label that shows the S-Doc Job number.
Account
Account
Lookup(Account)
Account associated with the job.
Incl. Attachments with Email
Aid
Text(255)
Comma-delimited Salesforce Attachment IDs included in outbound email.
Apex Job ID
Apex_Job_ID
Text(255)
ID of the Apex job.
Attempts
Attempts
Text(255)
Retry attempts, excluding the initial attempt.
Auto_Upload
Auto_Upload
Checkbox
Whether a document uploads automatically to a target.
Batch Group ID
Batch_Group_ID
Text(255)
Shared batch group ID for jobs inserted together.
Batch Number
Batch_Number
Number(18, 0)
Batch number within the batch group.
Contact
Contact
Lookup(Contact)
Contact related to the S-Doc job.
Data Uneditable
Data_Uneditable
Checkbox
Permanently prevents document data from being modified.
Incl. Documents with Email
Did
Text(255)
Comma-delimited Salesforce Document IDs included in outbound email.
Doclist
Doclist
Text(255)
Comma-delimited list of template IDs or names to generate.
EmailURL
EmailURL
Text Area(255)
Opens the S-Docs email page.
Email From
Email_From
Text(255)
Email address used as the sender.
Email Params
Email_Params
Text(255)
Advanced email parameters for the process.
Incl. Files with Email
Fid
Text(255)
Comma-delimited file IDs included in outbound email.
Finish Pending Docs
Finish_Pending_Docs
Checkbox
Controls generation flow for pending documents.
Include All Related Files
Include_All_Related_Files
Checkbox
Queries and selects all files related to the base object.
JobURL
JobURL
Text Area(255)
URL for the job.
Job Chained From
Job_Chained_From
Lookup(SDoc Job)
Prior job in a batch generation chain.
Lead
Lead
Lookup(Lead)
Lead related to the job.
LineItemDataXML
LineItemDataXML
Long Text Area(131072)
All related-list values for the base object.
NetworkId
NetworkId
Text(255)
ID of the current Experience Cloud site.
Num Partitions
Num_Partitions
Number(4, 0)
Total partitions created for concurrent job splitters.
Object API Name
ObjApiName
Text(255)
API name of the object used by the job.
ObjSortValFieldsForSDoc
ObjSortValFieldsForSDoc
Text(255)
Fields used to generate sort values for S-Docs.
ObjSortValNum
ObjSortValNum
Number(14, 4)
Sort number assigned during processing.
ObjSortVal
ObjSortVal
Text(255)
Sorting value from the base object record.
Object ID
Oid
Text(255) (External ID)
15- or 18-character Salesforce ID of the record.
Partition Number
Partition_Number
Number(18, 0)
Partition number currently being processed.
Position In Batch
Position_In_Batch
Number(18, 0)
Position of the job within its batch.
Process Job Splitters Concurrently
Process_Job_Splitters_Concurrently
Checkbox
Enables parallel processing of job splitters.
RecordData2XML
RecordData2XML
Long Text Area(131000)
Overflow data from split S-Doc jobs.
RecordDataXML
RecordDataXML
Long Text Area(32000)
Data file for the split S-Doc job.
Run As User
RunAs
Text(255)
Salesforce login of the user who generates or emails docs.
SDCreate3 Parameters
SDCreate3_Parameters
Long Text Area(400)
Additional configuration for document generation.
SDoc1 View
SDoc1_View
Formula (Text)
Link to view the first generated document.
SDoc1
SDoc1
Lookup(SDoc)
First generated S-Doc.
SDoc2 View
SDoc2_View
Formula (Text)
Link to view the second generated document.
SDoc2
SDoc2
Lookup(SDoc)
Second generated S-Doc.
S-Sign Envelope ID
SSign_Envelope_ID
Text(18)
ID of the S-Sign envelope.
SSign First Signer URL
SSign_First_Signer_URL
Long Text Area(1000)
Signing URL for the first signer.
SSign Language
SSign_Language
Text(255)
Language used to generate the S-Sign link.
Send Email
SendEmail
Text(255)
"0" disables email. "1" auto-emails generated docs.
Start Job
Start
Checkbox
Must be true for the job to begin processing.
Status Details
Status_Details
Long Text Area(32768)
Detailed job stage and error information.
Status Link
Status_Link
Formula (Text)
Visual completion state and generated document links.
Status
Status
Text(255)
Completion percentage from 0 to 100.
Task ID
TaskID
Text(255)
Deprecated.
Task Subject
Task_Subject
Text(255)
Deprecated.
Type
Type
Text(255)
Deprecated.
Uses File Master
Uses_File_Master
Checkbox
Monitors and resolves file creation issues when enabled.
S-Doc Relationship
Defines relationship mappings used by S-Docs to traverse related data during generation. It models parent, child, and cross-object joins for template merge contexts.
Object API Name: SDOC__SDRelationship__c
Fields
Sdoc Relationship Name
Name
Auto Number
The name of the S-Doc relationship.
SDoc
SDoc
Master-Detail(SDoc)
The S-Doc tied to this relationship.
Account
Account
Lookup(Account)
Account associated with this relationship.
Asset
Asset
Lookup(Asset)
Asset associated with this relationship.
Case
Case
Lookup(Case)
Case associated with this relationship.
Contact
Contact
Lookup(Contact)
Contact associated with this relationship.
Contract
Contract
Lookup(Contract)
Contract associated with this relationship.
Doc Created By
Created
Formula (Text)
User who created the relationship record.
Comments
Document_Comment
Formula (Text)
Comments regarding the document.
Doc Created On
Document_Created_On
Formula (Date/Time)
Date the document was created.
Name
Document_Name
Formula (Text)
Name of the document.
Doc Number
Document_Number
Formula (Text)
Document number.
Status
Document_Status
Formula (Text)
Document status or completion percentage.
Category
Document_Type
Formula (Text)
Type of the document.
Edit
Edit_Link
Formula (Text)
Link to the edit page for the related document.
Email_Link
Formula (Text)
Link to the email page for the related document.
Lead
Lead
Lookup(Lead)
Lead associated with this relationship.
Opportunity
Opportunity
Lookup(Opportunity)
Opportunity associated with this relationship.
Product2
Product2
Lookup(Product)
Product2 associated with this relationship.
Product
Product
Lookup(Product)
Product associated with this relationship.
Comment
SDoc_Rel_Comment
Text Area(255)
Comment regarding the S-Doc relationship.
Doc Link
SDoc_Rel_GD_Link
Text(255)
URL link to the Google Doc.
Doc Link Status
SDoc_Rel_GD_Status_Text
Text(255)
Google Doc status text.
Doc Link Status (Deprecated)
SDoc_Rel_GD_Status
Picklist
Legacy Google Doc status field.
Status
SDoc_Rel_Status
Picklist
Status of the S-Doc relationship.
Solution
Solution
Lookup(Solution)
Solution associated with this relationship.
Upload New
Upload
Formula (Text)
Link to upload a new file.
View
View_Link
Formula (Text)
Link to view the document.
License
sfLma_u_License
Lookup(License)
Deprecated.
Professional Services
Professional_Services
Lookup(Professional Services)
Deprecated.
PS Deliverable
PS_Deliverable
Lookup(PS Deliverable)
Deprecated.
PS Project Changes
PS_Project_Changes
Lookup(PS Project Changes)
Deprecated.
PS Project Items
PS_Project_Items
Lookup(PS Project Items)
Deprecated.
PS Resource Time
PS_Resource_Time
Lookup(PS Resource Time)
Deprecated.
S-Doc Action
Defines executable action records used in S-Docs automation flows. It stores action type, parameters, and template linkage.
Object API Name: SDOC__SDAction__c
Fields
Action Name
Name
Text(80)
Name of the action.
Apex_Class
Apex_Class
Text Area(255)
The Apex class implemented for this action.
Description
Description
Text Area(255)
Short description of the action.
Parameters
Parameters
Long Text Area(32768)
JSON string of parameters used for execution.
Template
Template
Master-Detail(SDoc Template)
Template the configured action executes after generation.
SDocsSettings (Custom Settings)
Holds org-level and package-level S-Docs configuration settings. These fields control defaults, feature behavior, and operational settings.
Object API Name: SDOC__SDocsSettings__c
Fields
Allow Templates With Error to Generate
SDOC__Allow_Templates_With_Error_to_Generate__c
Checkbox
Allows generation from templates that contain errors.
Concurrent Master Wait Time
SDOC__Concurrent_Master_Wait_Time__c
Number
Wait time used for concurrent master processing.
Disable Contact Record Queries For Email
SDOC__Disable_Contact_Record_Queries_For_Email__c
Checkbox
Disables contact record queries during email operations.
Disable SDJob Get Content For Data
SDOC__Disable_SDJob_Get_Content_For_Data__c
Checkbox
Disables SDJob get-content behavior for data retrieval.
Don't Run SDTemplate Trigger
SDOC__Dont_Run_SDTemplate_Trigger__c
Checkbox
Prevents the SDTemplate trigger from running.
Enable Create Salesforce Task Feature
SDOC__Enable_Create_Salesforce_Task_Feature__c
Checkbox
Enables Salesforce Task creation features.
LogLevel
SDOC__LogLevel__c
Text
Package log level.
Log Enabled Users
SDOC__Log_Enabled_Users__c
Text Area
Users for whom logging is enabled.
Log Expiration Date
SDOC__Log_Expiration_Date__c
Date/Time
Expiration date for logs.
Platform Encryption Enabled
SDOC__Platform_Encryption_Enabled__c