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Manage the Lifecycle of a Sales Agreement
Track the planned and actual values of agreement terms across the lifecycle of sales agreements—from inception to renewal.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
- What Are the Stages in a Sales Agreement’s Lifecycle?
The status of a sales agreement represents the stage of a sales agreement. The status of a sales agreement determines agreement term values that users can edit and if users can add products or categories to the sales agreement. If your admin set up an approval process for sales agreements, get a sales agreement approved during the agreement’s inception and when its agreement terms are updated. - Approve a Sales Agreement
After you create a sales agreement, you must get it approved before its start date, or it won’t be activated. You must also get a sales agreement approved when you update its terms. If your admin has set up an approval process for sales agreements, you must submit sales agreements for approval. If an approval process isn’t set up, you can self-approve sales agreements. - Activate a Sales Agreement
An approved sales agreement gets activated automatically on its start date after the daily process runs at 1:00 AM. If a sales agreement isn’t approved by the start date, the daily automated process doesn’t select the sales agreement for activation. If the activation process fails, you must manually activate the sales agreement. - Cancel a Sales Agreement
You can cancel an approved or activated sales agreement. After a sales agreement is cancelled, it can’t be edited. Actuals for a sales agreement are recalculated after it’s cancelled. - Expire a Sales Agreement
An active sales agreement automatically expires on its end date. You can’t edit an expired sales agreement. The status of the sales agreement updates to Expired on the end date after the daily system job runs at 1:00 AM. If the expiration process fails, you can manually change the status of the sales agreement to Expired. You can't expire an agreement before the end date. - Renew a Sales Agreement
Renew a sales agreement to create another sales agreement with the same products and attributes. You can renew a sales agreement when it’s active, under revision, or expired. When you renew a sales agreement, all products along with their initial planned quantities are copied into the new sales agreement. You can renew sales agreements based on the renewal period defined by your Salesforce admin. - Delete a Sales Agreement
You can delete an active, approved, canceled, or expired sales agreement that contains products or categories. You can't delete a sales agreement if it has an order or a contract associated with it.
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