Implement Salesforce Contracts

Plan your Salesforce Contracts implementation by understanding the product's capabilities, assembling the right team, and mapping your business requirements to features.

A successful implementation starts with preparation. Before you configure Salesforce Contracts, review the key capabilities to understand what the product offers, then assess how your organization's contracting processes — authoring, approvals, negotiations, execution, and obligation tracking — map to specific features. The data model overview helps you understand the objects and relationships that support those processes.

You also need the right people involved early. Identify stakeholders from sales, legal, operations, and IT, and define their roles in the implementation. Once your team is in place and your requirements are mapped, follow the step-by-step setup instructions to install, configure, and extend Salesforce Contracts for your organization.

• Understand the Salesforce Contracts Lifecycle
  Salesforce Contracts manages contracts through six lifecycle stages, from initial authoring through compliance. Each stage has features that help your team move contracts forward efficiently.
• Build Your Salesforce Contracts Team
  Success requires you to have the right people at the table when you prepare, plan, and implement Salesforce for your organization. Growing talent within your company is critical to gaining success with Salesforce.
• Plan Your Salesforce Contracts Implementation
  Gather business requirements, assess your current contracting process, sequence feature deployment, and prepare your team for a successful Salesforce Contracts implementation.
• Data Model Overview for Salesforce Contracts
  Learn about the objects and relationships within the Salesforce Contracts data model.
• Map Your Business Requirements to Salesforce Contracts Features
  Support your business operations and needs with Salesforce Contracts.
• Get Started With Salesforce Contracts Implementation
  Salesforce Contracts helps businesses efficiently and collaboratively manage their contracts, from authoring and negotiations through approval, execution, renewal, and amendments. Use these resources to set up, integrate, extend, and analyze your contracts, and ensure a smooth and effective implementation.
• Troubleshoot Salesforce Contracts
  Troubleshoot common issues in Salesforce Contracts.