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Guidelines for Working with Contract Line Items
Contract line items are products covered by a service contract. Learn how to perform basic actions on contract line items.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To add contract line items to service contracts: | Edit on service contracts AND Create on contract line items and Read on products and price books |
| To view contract line items: | Read on contract line items AND Read on products and price books |
| To edit contract line items: | Edit on contract line items AND Read on products and price books |
| To delete contract line items: | Delete on contract line items AND Read on products and price books |
- Viewing Contract Line Items
- To view a contract line item, navigate to the service contract that covers it. The Contract
Line Items related list shows all the line items associated with a service contract. Click the
contract line item to view its associated entitlements, history, and more.
In the Salesforce app, contract line items can be edited and deleted, but not created.
Note You can’t create custom list views for contract line items.Digital Experience:
To view the Contract line item related list on the Service contract, give Profile access to the Contract line item object to your Experience Cloud Site Members. You can clone the existing standard Experience Cloud Site profile, give the access to the object Contract Line Items, and associate the cloned profile to the Experience Cloud Site. Then your users can access the Contract line item related list in the community.
Profiles:
- Customer Community Plus
- Customer Community Plus Login
- LimitedCustomerPortalMgrStandard
- LimitedCustomerPortalMgrCustom
- CustomerPortalUser
- CustomerPortalManager
- CustomerPortalManagerStandard
- CustomerPortalManagerCustom
- OverageCustomerPortalStandard
- OverageCustomerPortalCustom
- HighVolumePortal
- Adding Contract Line Items to a Service Contract
- You can add line items to a service contract from the Contract Line Items related list on
the service contract’s detail page. In Lightning Experience, you can add or edit multiple line
items at once.
- In the Contract Line Items related list, click Add Line Item in Salesforce Classic or Add Line Items in Lightning Experience.
- Select a price book if prompted. If only the standard price book is activated, it’s automatically assigned to the service contract.
- Select one or more products from the list or search for a product and then click the product name.
- Enter the attributes for each product. Your admin can customize the fields for your business.
- Enter the Sales Price for each product. The Sales Price defaults to the List Price specified in the price book assigned to the opportunity. If your user permissions allow it, you can override this value. For example, you want to give a discount.
- Enter the number of products at this price in the Quantity box.
- Save your changes. A contract line item is created for each selected product.
Tip To customize the fields that appear in the mass-create and mass-edit windows in Lightning Experience, update the search page layout for price book entries and the multi-line page layout for contract line items in Setup. - Deleting Contract Line Items
- You can delete contract line items from the contract line item’s detail page or the Contract
Line Items related list on a service contract.
Deleting a contract line item moves it to the Recycle Bin. Any notes, attachments, or activities associated with the contract line item are also deleted. If you undelete the contract line item, the associated items are undeleted.
- Sharing Contract Line Items
- You can’t share contract line items. Sharing for contract line items is inherited from service contract sharing. For example, users with Read permission on service contracts inherit Read permission on contract line items.
