Get Started With Salesforce Contracts

After you enable the ContractManagement license in your org, you must complete the org setup and other admin tasks for the Salesforce Contracts functionalities to be available.

1. Enable Salesforce Contracts
   Grant users access to create and manage contracts by using Salesforce Contracts.
2. Create a Document Template Library for Salesforce Contracts
   Create the Docgen Document Template Library that stores the Document Templates you create and share them between users.
3. Salesforce Contracts Licenses
   Salesforce Contracts requires specific add-on licenses and permission sets to grant users the appropriate level of access.
4. Set Default Contract Record Type for User Profiles
   Set the default contract record type for your user profiles.
5. Update Sharing Settings for Omni Objects in Salesforce Contracts
   To make the Omni object records created by a user accessible to all the users within an org, you need to update the sharing settings.
6. Optional: Set Up Contract Approval Workflow
   You must set up a contract approval workflow so that you can send your draft contract to your internal stakeholders such as managers, and the legal team for review.
7. Update Sharing Settings for Object State Definition in Salesforce Contracts
   To make the Object State Definition records created by a user, accessible to all the users within an org, you need to update the sharing settings.
8. Document Template Filtering for Salesforce Contracts
   Using custom logic, you can filter the templates that you want to display for a contract based on the contract type. You can configure a filtering class for each contract type.
9. Configure File Upload and Download Security for Salesforce Contracts
   To view the generated documents in the Documents tab of a contract you must update the file upload and download security settings for .docx and .pdf file types.
10. Integrate DocuSign with Salesforce Contracts
    You can send documents generated from objects such as a contract, quote, order, opportunity, or any standard or custom objects for e-signature.
11. DocuSign Job to Poll for Document Signed Status
    Salesforce Contracts provides an Apex class called EnvelopeStatusScheduler that you can schedule to poll DocuSign for statuses of envelopes submitted as part of the e-signature process.
12. Create a Record Type for Salesforce Contracts Document Templates
    Create a corresponding record type for the document template object, if you have integrated Microsoft 365 Azure account with Salesforce and want to use Microsoft 365 editor to create document templates.
13. Set Field-Level Security for Document Type in Salesforce Contracts
    Set the field-level security for the Document Type field so that users can view generated documents in the document viewer.
14. Additional Set Up for Salesforce Contracts
    The post installation steps includes a additional setups such as setting up partner communities, reorder contract statuses, integrate docusign with Salesforce Contracts and so on.
15. Set Up Salesforce Contracts for Lightning Platform Licenses
    You can set up users to access Salesforce Contracts with a Lightning Platform Starter or Lightning Platform Plus license. Create a custom profile, assign the required permission sets, and grant read access to the required Contracts objects.