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Sales Agreements Foundations Setup
Get started with Sales Agreements by setting up its foundational features. Specify when sales agreements can be renewed and choose how the actuals are calculated in sales agreements. Manage agreement metrics, the stages in the sales agreement lifecycle, and how agreements are approved.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
- Workflow to Set Up Sales Agreement Foundations
Set up and configure Sales Agreement Foundations to help key account managers add products and categories to sales agreements, track planned and actual metrics, and manage the sales agreements lifecycle. Assign the required permissions, and configure metrics, approvals, page layouts, and other settings. - Define the Renewal Periods for Sales Agreements
Determine the start of the renewal period for all sales agreements in your Salesforce org. Specify how many days before a sales agreement’s end date the renewal period should start. The renewal period ends on the agreement’s end date. Users can renew a sales agreement only during its renewal period. - Define Future Actuals Calculation Schedules
Specify how many future schedules for sales agreements in your Salesforce org must be included in the actuals calculations. You can include a maximum of 24 schedules. When you create a sales agreement, you can change the number of future schedules for that agreement. - Set Up Decimal Metrics for Sales Agreements
Specify the default number of decimal places for quantity metrics for all sales agreements in your Salesforce org. All quantity metric fields in the Sales Agreements table reflect the number of decimal places specified as the decimal scale. You can order the precise quantity of products you want using decimal values. - Choose How Sales Agreement Actuals Are Calculated By Default
Define how actuals are calculated and updated by default in all sales agreements in your Salesforce org. Sales agreements actuals can be derived from orders, from orders associated with contracts, or from data imported from external systems. You can also give users the permission to change how the actuals of specific sales agreements are calculated. Users can also manually update the actual quantities of products for every schedule when a sales agreement is active. - Manage Metrics for Sales Agreements
Select the metrics that you want to show for sales agreements and group similar metrics. Select the quantity and revenue metrics that you want your key account managers to view in the sales agreements table for a sales agreement. Create metric groups to group similar metrics and help account managers view agreement terms for metrics in a group based on their business needs. Each group can contain up to 10 metrics. - Create Custom Metrics for Sales Agreements
Account managers can use custom metrics to track performance indicators such as territory-based revenue, inventory levels, and average price. To create a custom metric, first create a custom number, currency, or formula field on the Sales Agreement Product and the Sales Agreement Product Schedule objects each. If the metric needs to be aggregated, use a Roll-Up Summary field on the Sales Agreement Product to summarize values from the corresponding field on the Sales Agreement Product Schedule. Then, map the custom field in the Sales Agreement Product to the custom field in the Sales Agreement Product Schedule. To help users view and use the custom metric in sales agreements, add the custom fields to the required page layouts. - Override Status Validations on Sales Agreements
Override predefined status validations on Sales Agreement to gain greater control and flexibility in managing sales agreements. This helps users modify active sales agreements, customize how actuals are calculated, and complete updates regardless of the Sales Agreement status. When disabled, standard system validations continue to apply. With this flexibility, teams can easily manage amendments, correct errors, handle renegotiations, support product lifecycle updates, and ensure that agreements are accurate and aligned with evolving business needs. - Track Adjustments in Sales Agreement
Easily track and review details of changes users make to metric values in sales agreements. You can track adjustments when users update metric values directly in the Agreement Terms grid or through mass update processes. Users can view previous and updated values, user information, and any adjustment notes. This helps maintain data accuracy and strengthens accountability across teams. - Define the Stages in the Sales Agreement Lifecycle
The Status and Status Code fields on a sales agreement record determine the stages of the sales agreement. The predefined status code values help you maintain a consistent classification to manage the standard lifecycle of sales agreements. Add stages to the lifecycle by creating statuses and mapping the new statuses to the predefined status codes. To customize the sales agreement lifecycle further, rename, reorder, and delete statuses. - Choose How Sales Agreements Are Approved
Key account managers can self-approve sales agreements, submit sales agreements to be approved through an approval process, or both. To prevent key account managers from self-approving sales agreements, enable Approval Process in the Sales Agreement settings in Setup. - Specify the Contacts Notified About Sales Agreement Processes
Select the users to whom email notifications are sent about the status of sales agreement processes. If an automated process fails, an email with details of the failure and next steps is sent to the primary and secondary contacts that you provide. - Customize Page Layouts for Sales Agreement Foundations
Give users the visibility into key information about sales agreements and help them submit sales agreements for approval by customizing the Sales Agreement and Sales Agreement Product record pages. A page layout controls the placement and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on an object record page. The page layout also determines which fields are visible, read only, and required. - Edit Multi-Line Layouts for Sales Agreement Products
When an account manager adds a product to a sales agreement from a price book, they specify the quantities and prices for the product in the Edit Selected Sales Agreement Products window. In this window, each sales agreement metric is shown as a column. Salesforce admins can add, remove, and reposition the columns that are shown on the Edit Selected Sales Agreement Products window by customizing the multi-line layout of the Sales Agreement Product object. Admins can also add custom metrics to the multi-line layout. - Configure Quote and Sales Agreement Conversion
Help key account managers use simple workflows to easily convert sales agreements to quotes and quotes to sales agreements. Quotes and sales agreement conversion helps them speed up the sales cycle, prevent manual errors, reduce manual data entry tasks, and deliver a seamless sales experience. To configure the record conversion, ensure you enable the required features, grant permissions to users, review the preconfigured context definition and flow, and add the actions to the required page layout. - Deep Clone a Sales Agreement
Save time and reduce errors by deep-cloning an existing Sales Agreement. Deep Clone creates a new, independent record that includes all related data from the original agreement, such as products, pricing, schedules, and custom attributes. You can create an exact copy with the same schedule dates or define a new start date and schedule count. All related records and custom fields are copied, while system fields like record IDs and status reset to default values. Deep Clone is ideal for creating similar agreements across regions, time periods, or business units and for renewing agreements with minimal changes.
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