You are here:
Contract Types, Contract Record Types, and Contract Type Configs
When you enable the ContractManagement license, the contract object has additional contract lifecycle management capabilities. The Salesforce Contracts application creates a default contract type, record type, and contract type configurations.
- Contract Record Type
- Contract Record Type groups multiple contract records for a specific contract type under a contract object. Contract record types allow you to have a different page layout, and fields (required or not) with different picklist values. A record type is mapped to a user profile.
If a contract record type does not have a parent contract type, the Salesforce Contracts application automatically associates the contract with the default contract type. When the contract type is assigned, the application derives the contract object state definition (contract state model) and contract lifecycle. The Salesforce Contracts application uses the settings from the contract type to control the contract.
Note A contract record type can have only one contract type object as its parent, but a contract type object can have multiple contract record types as its child. - Contract Type
- Contract Type classifies contracts into different types or categories within an org. It specifies the type of contracts such as sales contracts, non-disclosure agreements, and partnership agreements. The contract type ‘default’ is mapped to the ‘contract lifecycle management’ record type. For each contract type, you can define contract stages and approval processes, and associate document templates. Contract types can be configured for each business line, which can be associated with different contract object state definitions to determine contract lifecycles.
Use case: Your company has three different lines of business that use Contract Lifecycle Management. You can create a separate contract type for each line of business and configure the appropriate options. You can also use contract types to specify a contract's purpose. For example, you might have sales contracts, nondisclosure agreements, and partnership agreements.
- Contract Type Config
- Contract Type Config provides a set of contract type configuration settings such as, specifying the contract document attachment formats when a contract is automatically created from an object, or indicating if a default document template is automatically associated with the contract document when you update or create a contract.
- Contract
- Contract Record belongs to only one contract type. When you create a contract, the Salesforce Contracts application automatically assigns a contract type to the contract based on your contract record type selection. This association creates a relationship between a contract type and a contract record. However, if a contract type is not mapped to a contract record type then a contract type is not set for the contract.Note Note: By default, the Contract Type field on a contract is read-only. At the profile level if you enable the setting, then a runtime user can modify the contract type field.
Here are the default contract type, record type, and contract config type configurations that are created when you enable the ContractManagement license.
Contract Type Contract Record Type (Sub Type) Contract Type Config Default Contract Lifecycle Management Contract Type Config Settings. For more information, see Contract Type Config Settings.
- Mapping Contract Record Type to Contract Type
You can create a new contract record type, and a contract type and then map the contract type to the new record type. - Create Contract Record Type
A contract record type can have only one contract type object as its parent, but a contract type object can have multiple contract record types as its child. - Create Contract Type and Map to a Contract Record Type
Using contract type, you can manage different types of contracts within an org. From Setup, you can create a contract type or clone an existing contract type and modify it and map the contract type to one or more record types. - Edit or Delete a Contract Type
You can modify a contract type by associating additional record types or you can replace the existing record type with another record type. You can also delete a contract type from Setup.
