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Create Contracts from Quotes and Orders for Partner Users

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Create Contracts from Quotes and Orders for Partner Users

Configure the required access, permissions, and page layout settings so partner users can create contracts from quotes and orders.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) where Quotes are enabled
User Permissions Needed
To set up partner users:

Customize Application

AND

Manage Revenue Cloud
  1. Set up sharing settings.
    1. From Setup, in the Quick Find box, enter Sharing Settings and select it.
    2. For these objects, set Default External Access to Public Read Only.
      • Account
      • Contract
      • Quote
      • Order
  2. Assign these permission set licenses to the partner user's permission set.
    • Salesforce Pricing Runtime User
    • Rule Engine Runtime
    • Price and Tax Calculations on Quotes for Customer Community Plus License
    • Product Catalog Management Viewer
    • Create Orders from Quotes for Customer Community Plus License
    • Run Flows
  3. In the partner user's permission set, turn on these object permissions.
    Object Permissions
    Order Read, Edit
    Quote Read, Edit
    Account Read
    AppUsageAssignment Create, Read
    Pricebook2 Read
    Product2 Read
    Opportunity Read
    Contract Create, Read, Edit
    ContractItemPrice Create, Read, Edit
    ContractItemPriceAdjTier Create, Read, Edit
    Contact Read
  4. In the partner user's permission set, turn on these field permissions.
    Field Permissions
    Quote.Account Read
    Quote.QuoteAccount Read
    Quote.Contract Read, Edit
    QuoteLineItem.StartDate Read
    Order.Contract Read, Edit
    Contract.StartDate Read, Edit
    Contract.IsPricingContract Read
    Contract.Pricebook2 Read, Edit
    ContractItemPrice.ProductSellingModel Read, Edit
    ContractItemPrice.SellingModelType Read
    ContractItemPrice.Price Read, Edit
    ContractItemPrice.DiscountType Read, Edit
    ContractItemPrice.DiscountValue Read, Edit
    ContractItemPrice.EndDate Read, Edit
  5. In the partner user's permission set, under System Permissions, turn on these permissions.
    • View Setup and Configuration
    • API Enabled
  6. Add the New Contract action to the Quote Partner Layout.
    1. From Setup, in the Quick Find box, enter Object Manager and select it.
    2. Select Quote, and then select Page Layouts.
    3. Open Quote Partner Layout.
    4. Add the New Contract action to the layout.
    5. Save your changes.
 
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