Questions tagged [contracts]
The contracts tag has no usage guidance.
69
questions
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17 views
Contract Billing postal code is automatically reset to null during Contract Activation
We have a docusign document setup for Contract with 2 signers (with signing order). From the document, the contract billing zip code is captured from 1st signer and saved in Salesforce. It s saved as ...
0
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1answer
11 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 ...
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27 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 ...
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23 views
Why Accepted quote create a new contract
I know By default, there is no relation between Contract to Opportunity. we can create a lookup field (Opportunity) at Contract Object. Sorry for the basic type of question.
In my sales cloud, org has ...
0
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1answer
24 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 ...
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0answers
72 views
How Salesforce CPQ determines the Start Date on Contract while contracting an Order?
When contracting an Order, Salesforce CPQ is creating Contract with Start Date as Quote's Start Date. But sometimes, the Contract Start Date is taken from Order's Start Date. We set Order Start Date ...
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0answers
52 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
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1answer
81 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
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0answers
88 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 ...
0
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1answer
26 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.
*...
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13 views
Use of contract item in SalesCloud
I have a question about contract object in sales cloud.
Currently I'm working with manufacturing company. They have their own sales process.
We are trying to implement their process to the sales cloud....
0
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1answer
339 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
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1answer
66 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?
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0answers
26 views
Is there any predefined standard cpq field which stores contract amount, If not how we can store contract total value
Contract total value can we derive from Order total amount or opportunity Amount is this right approch decide contract amount.
please share your suggestions on this, Thanks in advance
0
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1answer
47 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
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2answers
103 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
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1answer
229 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....
0
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1answer
500 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 ...
0
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1answer
140 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.
...
0
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1answer
120 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
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1answer
328 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 ...
0
votes
1answer
329 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, ...
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0answers
615 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 ...
0
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1answer
76 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 , ...
0
votes
1answer
39 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 ...
1
vote
2answers
879 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 ...
4
votes
1answer
112 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 ...
1
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0answers
387 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 ...
0
votes
1answer
2k 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 ...
2
votes
1answer
2k 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 ...
0
votes
1answer
427 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
vote
0answers
68 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 ...
3
votes
1answer
242 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
vote
1answer
134 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 ...
0
votes
2answers
7k views
Rename Account Name Field label on Contract Standard Object
Can we update Account Name Label on the Contract Standard Object?
0
votes
1answer
301 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 =...
0
votes
1answer
536 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 ...
1
vote
1answer
50 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 ...
0
votes
1answer
421 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,...
1
vote
2answers
638 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'...
0
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1answer
326 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 ...
0
votes
1answer
433 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
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0answers
161 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
208 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
588 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
493 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 ...
10
votes
3answers
15k 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
2answers
2k 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
961 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
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0answers
417 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 ...