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Questions tagged [contracts]

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-2 votes
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Why am I getting a validation exception in the Contract record even if I am a System Administrator?

I was wondering if anyone encountered this issue before when ticking 'Renewal Quoted' on the Contract record? Please find below error message Error while saving Contracts:SBQQ.ValidationException: [&...
John Andrei Gayeta's user avatar
1 vote
0 answers
13 views

Unable to set short name on document clause so that it can be added to word template

I am using the CLM feature of Salesforce and want to generate a contract document using document templates. I have a Word document with the text and some of the text there, is clauses that may be used ...
Chandrashekaran's user avatar
2 votes
1 answer
192 views

Why is my flow not returning the same results live as when I debug it?

I need your help to point me towards what might be wrong with my flow... I have created a screen flow that fetches a contract record's company account and all the contacts in that company who are ...
Sebbie's user avatar
  • 91
0 votes
1 answer
30 views

Restoring Contract Records with Activated Status

Looking at the market for Backup & Restore tools got me thinking about a limitation that we all face when working with Contract records, cannot insert records with a Status of Activated. https://...
TSmith's user avatar
  • 5,032
0 votes
0 answers
55 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' ...
ZariApexDev's user avatar
0 votes
0 answers
62 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 ...
Giorgos Galaios's user avatar
0 votes
1 answer
227 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. ...
Fabien Braconnier's user avatar
-4 votes
2 answers
49 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 !...
Amber's user avatar
  • 1
0 votes
1 answer
1k 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 ...
Tushar Saxena's user avatar
0 votes
1 answer
246 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 ...
Abhishek Verma's user avatar
1 vote
1 answer
2k 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 ...
Giordano's user avatar
-2 votes
1 answer
764 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 ...
Ghanekar's user avatar
0 votes
1 answer
532 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 ...
Vonahclom's user avatar
1 vote
2 answers
3k 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 ...
NoviceAdmin80's user avatar
0 votes
1 answer
328 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 ...
bhogan77's user avatar
0 votes
0 answers
232 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 ...
Swisher Sweet's user avatar
0 votes
1 answer
480 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 ...
sheraz hassan's user avatar
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 ...
Aritra Chakraborty's user avatar
0 votes
1 answer
632 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 ...
Vishu Garg's user avatar
1 vote
0 answers
500 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 ...
Kennyaris's user avatar
0 votes
1 answer
171 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. *...
Meir's user avatar
  • 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 ...
Chellappa Karimanoor's user avatar
0 votes
1 answer
281 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?
Thuha's user avatar
  • 11
0 votes
1 answer
329 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
purna's user avatar
  • 77
0 votes
2 answers
326 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 ...
Joao Pestana's user avatar
0 votes
1 answer
943 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....
Anurag's user avatar
  • 2,236
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 ...
danny8k's user avatar
0 votes
1 answer
642 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. ...
sfdc's user avatar
  • 27
0 votes
1 answer
644 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 ...
Curious Squirell's user avatar
0 votes
1 answer
751 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 ...
vd123's user avatar
  • 3
1 vote
1 answer
2k 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, ...
Minnie's user avatar
  • 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 ...
javanoob's user avatar
  • 8,887
0 votes
1 answer
220 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 , ...
Nachiket Deshpande's user avatar
0 votes
1 answer
123 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 ...
lol's user avatar
  • 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 ...
Venky's user avatar
  • 634
4 votes
1 answer
242 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 ...
ekiim's user avatar
  • 323
1 vote
1 answer
1k 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 ...
denisoleary's user avatar
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 ...
Swisher Sweet's user avatar
2 votes
2 answers
4k 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 ...
Swisher Sweet's user avatar
0 votes
1 answer
1k 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 ...
user5428's user avatar
  • 1,015
1 vote
0 answers
112 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 ...
brezotom's user avatar
  • 1,087
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, ...
Cuban coffee's user avatar
  • 1,574
1 vote
1 answer
420 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 ...
Liron C's user avatar
  • 1,778
0 votes
2 answers
10k views

Rename Account Name Field label on Contract Standard Object

Can we update Account Name Label on the Contract Standard Object?
Yogesh Gupta's user avatar
0 votes
1 answer
555 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 =...
Templar's user avatar
  • 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 ...
Jacob Raccuia's user avatar
1 vote
1 answer
64 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 ...
evankincade's user avatar
0 votes
1 answer
592 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,...
Menio's user avatar
  • 87
1 vote
2 answers
1k 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'...
EvAzi's user avatar
  • 1,051
0 votes
1 answer
413 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 ...
Aditya Patil's user avatar