Questions tagged [contracts]
The contracts tag has no usage guidance.
49
questions
0
votes
1answer
20 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, ...
0
votes
0answers
11 views
Salesforce Path with multiple end states on Contracts
I want a simple path display for contracts that allows the following logic:
Draft
In Approval
Activated or Declined
Is there an "out of the box" way to implement this contract close status
split?
...
1
vote
0answers
41 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
46 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
24 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
124 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
87 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
200 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
995 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
861 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
109 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
56 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
241 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
29 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
5k views
Rename Account Name Field label on Contract Standard Object
Can we update Account Name Label on the Contract Standard Object?
0
votes
1answer
137 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
166 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
42 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
314 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
322 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
119 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
289 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
114 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
104 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
388 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
216 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
10k 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
992 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
533 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
190 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
7k 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
1answer
3k 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
643 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
113 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
124 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
315 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
votes
2answers
93 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 ...
0
votes
1answer
58 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
1k 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
68 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
513 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
votes
0answers
756 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 ...
6
votes
1answer
2k 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
658 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 ...
4
votes
0answers
229 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
1k 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 ...
1
vote
0answers
41 views
unable to send a excel file by attaching Contract standard object [closed]
want to send a excel file by attaching Contract standard object some fields in a file as attachment and email
6
votes
2answers
6k 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 of ...
2
votes
3answers
2k 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 ...
