Questions tagged [contracts]
The contracts tag has no usage guidance.
14
questions with no upvoted or accepted answers
4
votes
0answers
201 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
0answers
140 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 ...
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 ...
1
vote
0answers
110 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
119 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 ...
0
votes
1answer
616 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 ...
0
votes
1answer
99 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
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0answers
100 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
161 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 ...
0
votes
2answers
449 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
164 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 ...
0
votes
2answers
92 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
52 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 ...
0
votes
0answers
722 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 ...
