A Salesforce Consultant has been asked to identify and extract contract details and clauses from a PDF that holds the information of a historical signed contract. The consultant will use Contracts AI to achieve this requirement. A prerequisite to using Contracts AI is to set up a contract extraction template. When creating a contract extraction template, which template details does the consultant need to fill in to allow the selection of an existing context definition?

A contract extraction template in Salesforce Contracts AI acts as a blueprint that defines the extraction logic for a specific type of document. Its core purpose is to link a document's context (the type of contract, such as an MSA or NDA) with the specific data points (attributes) to be extracted from it. Therefore, the consultant must define the attributes to be extracted (Attribute Definition) and associate the template with the appropriate document context (Context Mapping). This combination establishes the fundamental scope of what the AI should look for and in what kind of document, which is a prerequisite for any subsequent field mapping.

A. Record Type and Field Mapping: Record Type is a feature of the target Salesforce object, not a primary configuration detail of the extraction template itself. The template's logic is independent of the target record's type.

B. Attribute Definition and Field Mapping: This option is incomplete. While defining attributes and mapping them to fields is essential, it omits the crucial step of linking the template to a Context Definition, which tells the AI what kind of document to analyze.

1. Salesforce Help Documentation, "Create a Contract Extraction Template": This document outlines the components of a contract extraction template. It states, "A contract extraction template is a blueprint for extracting information from a contract. It contains the context definition, attribute definitions, and field mappings." This confirms that the context and attributes are core components. The question forces a choice of the two most fundamental elements that define the template's scope, which are the context and the attributes within that context.

Source: Salesforce Help, Salesforce Contracts AI, "Create a Contract Extraction Template".

2. Salesforce Contracts AI Implementation Guide (PDF): The guide details the setup process, which involves creating Context Definitions and Attribute Definitions as foundational elements before they are brought together in a Contract Extraction Template. The template's primary function is to associate a selected Context Definition with a set of Attribute Definitions.

Source: Salesforce Contracts AI Implementation Guide, Section: "Set Up Contract Extraction", p. 5-7. (Note: Page numbers may vary by guide version). The guide emphasizes the relationship: Context Definition -> Attribute Definition -> Template.