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0
votes
1answer
21 views

how to remove the time stamp in a contract end date in an email template

I Would like to have a Date Format in an email template for the contract end date.Based on the requirement im using the enddate in an html email template but its displaying the date and time ,but we ...
0
votes
0answers
20 views

how to send email to Account Owner from contract object in Batch Class

Can any one help me out . How to send an email to Account Owner from contract object in Batch Class.Im using templateid ,in target object im giving the contact id ,in whatid im sending the Account ...
0
votes
1answer
38 views

Help in test Batch class

I have a Batch class and written a test class where the code coverage is displaying as 50% only.How to cover the single message email in the test class . Batch Class : global class ...
0
votes
1answer
22 views

Apex Trigger to create a contract from Asset

I am currently in the process of trying to get a trigger that will create a new contract each time an asset is created (within a certain product family) When our salesforce was setup our consultant ...
0
votes
1answer
34 views

Help in a formual field for workflow rule criteria

I have a requirement ,where certain conditions should get met for an email notification to go the owner before 100 days of the contract end date. So i have created the a time based workflow rule and a ...
1
vote
2answers
69 views

SendEmail failed. REQUIRED_FIELD_MISSING, Missing targetObjectId with template:

Can any one help me out with this error . 1)When im using mail.setTargetObjectId(c.CustomerSignedId); the system start throwing a error . SendEmail failed. First exception on row 0; first error: ...
0
votes
0answers
29 views

HTML Email template Merge fields are not working in Batch class

Based on the requirement i have created few html email templates with the merge fields .When i use the templateid in the batch class and execute the batch class,the email which i get doesnot display ...
0
votes
2answers
34 views

Batch Class add condition in the query

I have a batch class where would like to add few condition in the query,how to add them.Any Suggestion please. 1)I would like to add more roles (such as EB ,TA ,RA etc where role is a picklist field) ...
0
votes
2answers
36 views

If the field is checked send an email notification

I had a requirement where i need to send an email notification 100 days before the contract end date based on the condition.So i have created the workflow rule with the condition and time based ...
0
votes
1answer
25 views

how do the system calculates the contract end date before 90days

I have a requirement ,where the system should identify 90days before the contract end date and send an alert to the customer.so how can we do the calculation using (contract end date - 90days )or how ...
0
votes
0answers
22 views

send email notification to contract owner 30 days before the contract end date

I have a requirement where i need to send an email notification to the contract owner 30 days before the contract end date , when the contract role is 'SA/EB?TA' etc.Any suggestion with an example ...
3
votes
1answer
74 views

Relationships of Opportunities, Quotes, Contracts and orders

We are using Opportunities, quotes, Contracts and Orders in our Org. This is a brand new instance of Salesforce and we are in the process of streamlining the sales and order process. The proposed ...
0
votes
1answer
93 views

What really is a difference between Contracts and service Contracts

I am working for a media company and they provide advertising sales for the clients. We are trying to implement the quotes, contracts and orders. I see that there is no option for contract line items ...
0
votes
2answers
31 views

Send Email Notification Before 90 days

Can any one help me out on this? We have a custom object as Contract Role and it has ROLE as a picklist field which has values as "SA" ,"EB","OR" ETC.It has a master detail relationship with ...
1
vote
0answers
30 views

'In person signing' with Echosign and salesforce

Our sales team need to be able to produce contracts off the back of opportunities within SF and present them to people in person to sign. Ideally looking for a slick process maybe on iPads. We ...
0
votes
0answers
20 views

Contract Auto-Populate button from Contract related list

Background: We are looking to kick off one type of contract which refers to another type of contract; essentially both the parent and child would be contract objects. we're trying to generate an ...
1
vote
1answer
51 views

Workflow and Field Update to Standard, Required Field

On the Standard Contract Object, I am trying to make a default picklist value for Status upon Contract record creation. When I use a workflow and field update, the field doesn't get updated in the ...
2
votes
1answer
87 views

Importing Contracts: What to do with contract number?

I have a customer who is already using Contracts that wants to import a bunch of their old Contracts. One caveat is that the Salesforce auto-number for Contracts is prefixed with the current year, so ...
0
votes
2answers
37 views

Document app's to generate documents

Buddies, I'm looking for an app that allow me to manage the document creation process inside salesforce.com. I'd already try Conga Composer and S-Docs but, to fit my needs, it's important to user be ...
1
vote
0answers
29 views

New Annual Contracts?

My company has about 15 Salesforce users, and we have just been contacted to sign an annual contract. Previously we had been paying by quarter, which was fine, but due to cash flow timing cannot pay ...
0
votes
1answer
24 views

What would be the best way to create a case for a product (through Asset or Contract or Product pick list or any other way)?

I have been working to create a case for a product which would create a service order in SAP. I knew there are ways to create a case record for a product using Assets and Contracts or using the ...
1
vote
1answer
718 views

Account Contact roles, pre-populating opportunity /contract contact roles

i am hoping you can help,i am wondering is there a way i can populate the account contact roles, and it populates the contract,opportunity contact roles automatically For example In the scenario ...
1
vote
1answer
59 views

Apex Triggers to solve my Opps and Contracts problem - The Other Half

So, thanks to @BarCotter I have managed to get the first half of my problem sorted. I now have an Apex trigger to create a record in a custom object upon creation of an opportunity. What I need to do ...
3
votes
1answer
310 views

Apex Triggers to solve my Opps and Contracts problem

Following from my previous question I'm still trying to link Opportunities and Cotnracts together and report on them. Firstly, I now have a lookup relationship between Opportunities and Contracts so ...
0
votes
0answers
433 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
4
votes
1answer
723 views

Creating contract status picklist values with the meta data api

I'm working on a small application that uses the metadata api to make some structural changes on some default objects. One of the changes is adding some picklist values to the Contract's status field. ...
1
vote
1answer
364 views

How do I insert a list of related line items in apex?

I am creating a visualforce page and a custom apex class for a page that allows users to convert opportunities and opportunity line items into service contracts and contract line items. I've got all ...
3
votes
0answers
131 views

External users and standard profiles

In the Spring 14 release notes are the following two points: "Object permissions for contracts have been added to standard profiles. If your organization uses contracts and Communities, note that ...
1
vote
2answers
810 views

Custom button to copy field values from other object

we have created an APEX class that creates a contract object from an opportunity object. We need to create a custom button on contract object to copy some field values from the related opportunity ...
5
votes
2answers
2k views

Using the API, is it possible to get the name of the user who created an activity record?

I have a SOQL query similar to the following: SELECT Id, ContractNumber FROM Contract, (SELECT Id, WhoId, WhatId, ActivityDate FROM ActivityHistories) FROM Contract Is it possible to get the name ...
2
votes
3answers
1k views

Ramifications of replacing Contracts with a custom object

My question is related to one of my earlier questions. Exposing the contract object in the customer portal Basically, we need to expose the Contract object in our customer portal. But SF currently ...