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Remove Visualforce Components from Vlocity Contract Lifecycle Management

Remove Visualforce Components from Vlocity Contract Lifecycle Management

For Salesforce Contracts to use Lighting Web Components when you generate and maintain contract documents, you must remove the document generation Visualforce component from the Vlocity Contract’s page layout.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Professional, and Developer Editions

You can use any page layout. Make sure that the ContractDocumentNewDisplay (Scrollbars) Visualforce component is removed.

USER PERMISSIONS NEEDED  
To remove Visualforce components: CLM Admin User
  1. From Setup, click Object Manager.
  2. In the Quick Find box, enter contract, and then click Contract.
  3. Click Page Layouts.
  4. Open the page layout that you plan to assign to the contract record type.
    For example, Contract (Vlocity 14).
  5. Click Visualforce Pages.
  6. In the Contract Documents section, remove ContractDocumentNewDisplay (Scrollbars).
  7. Save your changes.
 
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