Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Obligation Management Personas and Supported Actions

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Contracts

            Obligation Management Personas and Supported Actions

            Obligation personas that support obligation management are obligation manager, obligation assignee, obligation user, digital experience manager, digital experience assignee and digital experience user.

            Obligation personas that support obligation management, their CRUD access levels, and the supported actions.

            Persona Actions
            Obligation Manager

            • Create, Read, Update, Delete

            • Clone

            • Add tasks

            • Filter obligations by state and party

            • Assign and change owners

            • Monitor obligation status for contracts

            • Review contracts with obligations post contract activation. Only the obligation manager who's assigned to the obligation can change the obligation owner.
            Obligation Assignee (Owner)

            • Read

            • Monitor assigned tasks

            • Update the status and status change reason fields in an obligation

            • Filter obligations by state and party

            • Add tasks
            Obligation User

            • Read

            • Filter obligations by state and party

            • Add tasks
            Obligation Digital Experience Manager

            • Create, Read, Update, Delete

            • Clone

            • Add tasks

            • Filter obligations by state and party

            • Assign and change owners

            • Monitor obligation status for contracts

            • Review contracts with obligations post contract activation. Only the obligation manager who's assigned to the obligation can change the obligation owner.
            Obligation Digital Experience Assignee

            • Read

            • Monitor assigned tasks

            • Update the status and status change reason fields in an obligation

            • Filter obligations by state and party

            • Add tasks
            Obligation Digital Experience User

            • Read

            • Filter obligations by state and party

            • Add tasks
             
            Loading
            Salesforce Help | Article