Salesforce Contracts

Salesforce Contracts allows customers to manage the end-to-end lifecycle of contracts. Control the sales process integration, contract management process, and contract lifecycle that starts from contract authoring to activation.

For information related to Salesforce Contracts standard objects, Apex reference, APIs, and Metadata API types see Salesforce Contracts Developer Guide.

• Salesforce Contracts Release Notes
  Salesforce Contracts application allows customers to manage the complete end-to-end lifecycle of contracts. Contracts can be associated with opportunities, orders, quotes, standard Salesforce objects, and custom objects.
• Learn and Explore
  Salesforce Contracts application allows customers to manage the complete end-to-end lifecycle of contracts. Contracts can be associated with opportunities, orders, quotes, standard Salesforce objects, and custom objects. A robust contract lifecycle management is crucial to the overall sales process health of an organization.
• Get Started With Salesforce Contracts
  Starting Winter '23, 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.
• Upgrade to the Latest Salesforce Contracts Version
  In most cases, you don't have to do anything to upgrade to the latest version of Salesforce Contracts application.
• System Administration and Set Up for ​Salesforce Contracts
  Depending on how you use Salesforce Contracts, you might need to perform additional tasks after installation, such as user licensing, contract state model and transition configuration, e-signature configuration, and configuration of core features.
• Salesforce Contracts APIs
  The Salesforce Contracts application uses Connect APIs.
• Use Salesforce Contracts Application
  Contracts may go through multiple iterations. Each time there is a change, a new version is recorded. Contract document operations can be performed on contract document versions.
• Connect with Salesforce Contracts Console App
  The Salesforce Contracts Console serves as a one stop solution for contract management features such as homepage, contracts, and clauses.
• Salesforce Contracts Analytics
  Salesforce Contracts Analytics is a CRM Analytics powered solution that provides data-driven dashboards to analyze the data from various contract stages from creation to negotiation and approval.
• Keep Data in Sync by Using Data True-Up
  Use Data True-Up (DT) to keep contract documents and Salesforce records aligned. View token values from both sources, identify differences, and update either the document or the record without losing redlines. This bi-directional sync helps maintain accuracy and compliance throughout the contract lifecycle. You can perform fetch and update operations on individual field of every line item in a document as well as on nested fields, enabling multilayered data reconciliation and update. For Data True-Up processing, keep the total number of DT tokens below 1,000 and the number of DT line-item tokens below 2,000.
• Contracts AI Overview
  Use generative AI to change how your business handles contracts, clauses, and documents. Contracts AI streamlines the labor-intensive process of drafting clauses for legal agreements and enables the efficient extraction of contract details and clauses from complex PDFs. Einstein boosts your productivity, accuracy, and compliance in the digital age.
• Invocable Actions for Salesforce Contracts
  With invocable actions, create your own Salesforce Flows, triggering various functions within Salesforce Contracts. You can create document versions, create and update contracts, perform various contract actions, and send contracts for e-signature.
• Integration of Salesforce Contracts in Vlocity Managed Packages
  The contract admin must complete a set of actions to integrate Salesforce Contracts in the orgs where Vlocity managed packages are installed. These actions include removal of Visualforce components from the Vlocity Contracts Page Layout and disabling of the Vlocity Contract State Model trigger.
• Salesforce Contracts Troubleshooting Guide
  Tips for troubleshooting user access and permissions related to Salesforce Contracts.