Questions tagged [contracts]
The contracts tag has no usage guidance.
76
questions
0
votes
0
answers
33
views
How to Turn Off Auto Populating fields on cloned contracts?
My Company uses "Clone" button a lot for Contracts when they are renewing the Contract. There are certain field values that need to be changed. Is there any way not to copy certain fields' ...
0
votes
0
answers
36
views
Salesforce Industry Cloud (E&U) - Contracts object use
In Salesforce Energy & Utilities Data Model, there is the "Contract" object. If Contract Lifecycle Management (CLM) is not used, is there any reason why to use Contracts? It seems to me ...
- 837
0
votes
1
answer
62
views
Contract records access
Here is the sharing settings for account/contract:
Our experience users (community) have to access (read/write) the contract records under the account their contact is linked to but only those ones. ...
-4
votes
2
answers
41
views
Salesforce query error
What is wrong with my SOQL query?
SELECT ContractNumber, AccountId, Id, OwnerId, RecordTypeId, Contract_Level__c, Parent_Contract_Number__c, StartDate, EndDate, Status,
FROM Contract
WHERE AccountID !...
- 1
0
votes
0
answers
101
views
How do you find the relationship between subscriptions in opportunity hierarchy?
I have a requirement to find the lifetime of a product throughout its new new, amendments and renewals cycle and list them down.
I know SBQQ__RevisedSubscription__c uses to identify the original ...
- 113
0
votes
0
answers
195
views
Multiple single contract renewal fails because of record lock
I'm trying to renew multiple service contracts connected to one specific Account.
I'm going to Service Contracts related list on Account, I'm selecting contracts which I want to renew and I'm using ...
- 2,275
0
votes
1
answer
790
views
How to delete the ORDERS in salesforce CPQ?
I created ORDERS for a quote and now I need them to be gone from (deleted). The quote is the PRIMARY Quote of the opportunity and it's the only quote we have on the Opportunity.
When I'm trying to ...
- 144
0
votes
1
answer
181
views
While cloning an Active Contract Record, ActivatedDate and ActivatedBy is not stamping correctly
For my requirement, I am able to clone an Active Contract but while cloning, The System Fields like Contract Activated Date and Contract Activated by is simply taking my user id values and not of the ...
1
vote
1
answer
1k
views
CPQ - Set Contracted True too soon does not create contract
we're developing a flow that takes an order, activates it and then automatically flag
SBQQ__Contracted__c = True.
In my mind CPQ should create a contract but in reality if i launch it syncronously it ...
- 21
-2
votes
1
answer
657
views
Standalone use of Quote, Orders and Standard Contract object is it possible in salesforce.com org without implementing CPQ?
We have a business requirement where we want to use standard Contract, Quotes and Orders objects.
I wanted to know if we can use and implement Contract, Quotes and Orders objects in salesforce.com org ...
- 71
0
votes
1
answer
450
views
Can't access field from opportunity contract lookup
In my trigger on Opportunity I am trying to access name field of contract on opportunities from newMap by opportunity.Contract.Name(There is a standard lookup Opportunity.ContractId). It returns null ...
- 31
1
vote
2
answers
2k
views
How to automatically update Status to Expired on Contracts when they expire?
My company has just started using Contracts. I created a value in the Status picklist called Expired for expired contracts. My goal is to automate setting the value to Expired without asking the sales ...
0
votes
1
answer
250
views
Clarification on subscription behavior in CPQ when multiple revisions occur to a subscription, does it chain or do both point to the original sub?
If I have a contract in SF CPQ with subscription x1 at quantity 100, I amend it to be quantity 200. This creates subscription x2 which has a revised subscription pointer to x1. I then amend it again ...
- 1
0
votes
0
answers
180
views
Why would the Pricebook2Id standard field be on Contract in some orgs but not another?
Our QA and Production orgs have a Pricebook2Id standard field on Contract but our DEV org does not.
Field Service has been installed in our QA and Production orgs and not our DEV org, but looking at ...
- 4,937
0
votes
1
answer
400
views
I want to copy Order Products to Contract Line Items using Apex
I have a requirement of creating Service Contracts when Order is Approved and add Order Products inside to Contract Line Items in Service Contract. Following is the code I am using to accomplish what ...
0
votes
0
answers
1k
views
How to Enable Edit access on locked records other than providing "modify all" access
I have a requirement where some specific users need the edit permission on locked contracts (contracts currently under approval) for their market only. Those users are not Sys Admins, they cannot be ...
0
votes
1
answer
545
views
Cannot Deactivate CPQ Contract Generation
We were Using CPQ in our org. But Now we have shifted to Deal Hub.
For Old data to sustatain, we have our CPQ package installed and working.
The only problem that is coming is when Opportunity is ...
1
vote
0
answers
436
views
I cannot change the status of contracts in a sandbox environment (Full copy)
I am having an issue. In a sandbox environment, I cannot change the statut of contracts as system admin, from draft status to any status. This message error displays :" You encountered some ...
- 11
0
votes
1
answer
137
views
Theoretically Contract Standard SObject cannot be imported through the API
The Contract Standard SObject has a field named StatusCode that according to the API is nillable and not createable*, hence, theoretically it would not be possible to import records of this SObject.
*...
- 11
0
votes
1
answer
4k
views
Custom Report Type on Opportunity Products
I have a scenario , please provide inputs.
Our contract is a child of Opportunities.
And i want to report on Product ( specifically ACV ) based on Signed/Activated Contracts.
I cannot use the Standard ...
0
votes
1
answer
255
views
Calculate the years of contract using ampscript [duplicate]
I have a field (Account: Created Date) in dd/MM/YYYY format. I want to have a formula that calculates the number of years that the account has been working with us to date. Can you please advise?
- 11
0
votes
1
answer
279
views
Not able to see on contract detail page 'delete' button
Profile level on contract object having delete permission,and added in pagelayout but still not able see on contarct detail page. i am able to "Renew" and "Amend" buttons
- 77
0
votes
2
answers
323
views
Apex Trigger Validation Rule to Prevent Contracts to be created if User is not an Account Team Member
I'm not a Developer and I'm trying to build an APEX Trigger that prevent Contracts to be created if the User who is creating the contract is not an Account Team Member for that particular account ...
0
votes
1
answer
848
views
Test Class - Contract Creation, Null ContractNumber Field
I'm working on developing a test class for my apex. I'm stuck with creation of Contract records contractnumber field.
In test class, I use the following code:
Contract c = new Contract();
c....
- 2,206
0
votes
1
answer
2k
views
SOQL to get all Contracts for all accounts
I'm trying to get a full list of contracts for all accounts in SF. I've been using a couple of SOQLs with no luck. I'm just getting 0 results:
SELECT id FROM Contract
Or:
SELECT id FROM Contract ...
- 3
0
votes
1
answer
572
views
[Salesforce CPQ]Lookup to ContractId on Activated Order
I'm trying to update the ContractId field on an Activated Order via process builder on Contract. However, it's throwing me an error
You can't edit Contract Number on activated orders.: Contract ID.
...
- 27
0
votes
1
answer
541
views
On Account show if a Contract is Active, handle end of contract
We're planning to use Salesforce Contract(or a custom object) to track signed(active) contracts with the customer. Business wants to see on account level if a customer has active contracts.
Designing ...
0
votes
1
answer
721
views
How to add checkboxes for each records showing Contracts of Account according to hierarchy on VF page?
Account is one object and Contract is another object.
I want to show Contracts of all Child Accounts on Ultimate Parent Account.
Below is the code for same.
Controller
public with sharing class ...
- 3
1
vote
1
answer
1k
views
Contract Field Status/Record Type
When you are first creating a contract, you can only choose a status in the draft category. Once the contract is created you can change the status to the ones in other categories by editing it, ...
- 11
1
vote
0
answers
2k
views
Running into the error "Opportunity must have a primary quote in order to create an order." when renewing contracts from Apex
Here is the code that we can run in Developer console to reproduce the error. What this code does:
Renews the expiring contract by setting the CPQ renewal fields to TRUE.
Queries the renewal ...
- 8,787
0
votes
1
answer
204
views
Enhanced Lookup for Contract on Quote in CPQ
In CPQ Quote object record when we try to add Master Contract Record using lookup Icon we only see Contract Number and Owner.
We wanted to enhanced this lookup to be able search it by Contract Name , ...
- 2,210
0
votes
1
answer
116
views
How to Determine if a Contract Has Reached Half of Its Expiration Date?
This is related to my previous post:
Create a report that will display all contracts with six months remaining before their expiration dates
I've decided to post another one since that only focuses ...
- 93
1
vote
2
answers
2k
views
User unable to edit created Contract
OWD for Account and Contract is Public Read-Only.
As we know that Account and Contract have Master-Detail relationship. Whenever a user creates Contract record the owner of the record is being ...
- 634
4
votes
1
answer
224
views
Proper way to make Contract-Order, force 1-1 relationship
I'm looking out for a way to make the relationship between Order and Contract, 1-1, The relationship between both, is optional, but still, I'm unsure if I need to add a custom field to Contract that ...
- 323
1
vote
1
answer
894
views
Salesforce Contracts - Testing on Contract term/End Date
I have a class that is looking for contracts 30 days before the end Date.
My problem is i am trying to build a test for this class, and in that i'm trying to create a contract where the End Date is ...
- 337
0
votes
1
answer
5k
views
How to mark a Salesforce Contract record as canceled or terminated?
I understand once a contract has been Activated, the status cannot be changed. However, there are times when a contract is terminated (ends early) and there needs to be a way to indicate this.
Are ...
- 4,937
2
votes
2
answers
3k
views
What will happen exactly if I check "Send Contract Expiration Notice Emails to Account and Contract Owners" in Contract Settings?
Salesforce Contract settings has this option:
Send Contract Expiration Notice Emails to Account and Contract Owners
However, this is the only information I can find on the Salesforce help site to ...
- 4,937
0
votes
1
answer
968
views
Formula Field to calculate # of months on contract
I have two custom date fields on the contract object called contract start date and contract end date that are both just date fields.
How would I write a custom formula field that looks at both and ...
- 1,015
1
vote
0
answers
105
views
Parent Service Contract field showing name as ID when shown on List View
I'm using the Standard Service Contracts, with Parent Service Contract. When looking on the actual record, the parent shows up as expected.
However, when adding the same field to a list view or a ...
- 1,057
3
votes
1
answer
246
views
Optimizing a query
Is there any way the below code can be simplified into a single query?:
List<Contract> contractsToUpdate = new List<Contract>();
for (Contract cont: [SELECT AccountId, OwnerId, ...
- 1,532
1
vote
1
answer
351
views
How can the CreatedDate of a record not be the date it was created?
I got this strange case - were a contract record was created at 20/12/2016, but it shows in createdBy old date 15/12/2015.
The correct created date shown in the lastmodifiedDate.
According to my code ...
- 1,764
0
votes
2
answers
9k
views
Rename Account Name Field label on Contract Standard Object
Can we update Account Name Label on the Contract Standard Object?
- 899
0
votes
1
answer
537
views
validation rule conditional formulas [closed]
I need to create a validation rule on standard object "Contract" that will fire on standard Activate Button, the formula will:
If(status != 'Activated' && DateOne == Null, && DateTwo =...
- 175
0
votes
1
answer
1k
views
Entitlement Management, Cases, and Accounts
I want to use Entitlement Management to enforce service agreements to my internal and external users, when they make a new case.
When a user creates a case, I want the case to be tied to an ...
- 493
1
vote
1
answer
61
views
Contract Renewal
everyone.
I'm attempting to institute an OnClick Javascript button which increases the StartDate and EndDate fields of the standard Contract object by one year (essentially renewing it), but ...
- 71
0
votes
1
answer
576
views
Contract object not supported for Push Topic channel
I am trying to create a push topic notification for the Contract object via the following code:
PushTopic pushTopic = new PushTopic();
pushTopic.Name = 'RefreshContract';
pushTopic.Query = 'SELECT Id,...
- 87
1
vote
2
answers
977
views
Assign a value to ContractLineItem
Probably dumb question, but I'm in cognitive dissonance.
I want to create ContractLineItem from Account's Assets. I go to setup=>Contract line items and check fields. There's a lookup on Product2.
I'...
- 1,041
0
votes
1
answer
409
views
Workflow rule (time based) that updates the status of a contract from "XYZ" to "Activated" does not flip the status
I am writing a simple workflow rule (time based) that updates the status of a contract from "XYZ" to "Activated" on contract start date but it does not flip the status when it fires off.
I have ...
- 155
0
votes
1
answer
696
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
0
answers
258
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 ...