A Salesforce Consultant has been asked to identify and extract contract details and clauses from...

Explanation (150–250 words)

Contracts AI in Salesforce Revenue Cloud leverages AI-based document parsing to extract key data elements (clauses, values, terms) from uploaded contract files, such as PDFs. To configure this, an administrator creates a Contract Extraction Template, which determines how AI-extracted data maps into Salesforce fields.

In order to associate the template with an existing context definition (so extracted data aligns with the correct objects and relationships), the consultant must define both:

Attribute Definitions — specify the data elements to extract (e.g., Start Date, Term, Renewal Clause).

Context Mapping — links the extracted attributes to the appropriate fields and nodes within the selected context definition.

Without Attribute and Context mapping, Contracts AI cannot correctly populate contextual Salesforce data structures.

Exact Extract from Salesforce Contracts AI Implementation Guide:

“To use an existing context definition with a contract extraction template, specify attribute definitions and context mappings that associate extracted data with the context nodes.”