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2answers
18 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
17 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
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0answers
18 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
47 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
59 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
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2answers
31 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
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0answers
22 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
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1answer
22 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
644 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
56 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
278 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
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0answers
376 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
648 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
319 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
121 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
745 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 ...
4
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 ...