Questions tagged [contracts]
The contracts tag has no usage guidance.
64
questions
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9 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 ...
0
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0answers
28 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
1answer
28 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
0answers
67 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
23 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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0answers
10 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
votes
1answer
86 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
1answer
52 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
23 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
votes
1answer
45 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
0
votes
2answers
60 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
1answer
154 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
votes
1answer
325 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
votes
1answer
103 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
votes
1answer
83 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
1answer
285 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
227 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, ...
1
vote
0answers
421 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
votes
1answer
72 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
34 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
748 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
102 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
vote
0answers
342 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
348 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
66 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
106 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
236 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
459 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
405 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
582 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
votes
1answer
293 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
415 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
147 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
193 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
539 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
410 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
14k 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
907 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
0answers
385 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 ...
4
votes
1answer
9k 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 ...
2
votes
2answers
4k 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
1k 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 Contract....
1
vote
0answers
114 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 ...
1
vote
1answer
154 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 ...
