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            Set Up Service Contracts

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            Set Up Service Contracts

            Service contracts are agreements between you and your customers for a type of customer support. Service contracts can represent different kinds of customer support, such as subscriptions or service level agreements (SLAs).

            Required Editions

            View supported editions.
            User Permissions Needed
            To set up service contracts:

            Manage Entitlements

            AND

            Customize Application
            Note
            Note Entitlements must be enabled in your org for you to set up service contracts.

            From the object management settings for service contracts:

            1. Customize service contract fields.
              This lets you control what information users add to service contracts. You can create custom service contract fields that are specific to your industry or support process.
            2. Customize service contract page layouts.
              This lets you specify which fields and related lists users see on service contracts. Consider making the following customizations:
              • Add the Status Icon field so users can easily see whether the service contract is active, expired, or inactive.
              • To let users make one service contract the parent of another, add the Parent Service Contract field and Child Service Contracts related list. You can also add the read-only Root Service Contract field so users can see the top-level service contract in a service contract hierarchy. A service contract hierarchy can contain up to 10,000 service contracts.
            3. Set field-level security on service contract fields.
              This lets you choose which service contract fields users can access.
            4. Set field history tracking on service contracts.
              This lets you see when field values were changed. Changes are listed in the Service Contract History related list on service contracts. From the object management settings for service contracts, go to the fields section, and then click Set History Tracking.
            5. Make the Service Contracts tab visible in Salesforce and any custom apps.
              The Service Contracts tab is where users create and edit service contracts and contract line items. Add the tab to an app or instruct your users to add it to an existing tab set in Salesforce. Users need the “Read” permission on service contracts to see the Service Contracts tab.
            6. Add the Service Contracts related list to account and contact page layouts.
              This lets users create, update, and verify service contracts from accounts and contacts.

            See Also

             
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