Create Contracts and Update Contracts

Contract admins can use context service or field mappings to create and update contracts from standard or custom objects. Salesforce Contracts recommends that you use the Context Service framework to create and update contracts from objects.

Important XML field mapping has been deprecated.

You can directly create and update contracts from opportunities, orders, quotes, or any other standard or custom object. The Create Contract and Update Contracts actions are available by default on the opportunity, order, and quote objects. However, the Contract admins can implement these actions on other Salesforce standard objects and custom objects to create and update contracts.

Note Grant the View Setup and Configuration administrative permissions to non-admin and custom profiles so users can create and update contracts from objects.

• Configure Context Service to Create and Update Contracts
  Contract admins can use the user-friendly mapping interface to create and update contracts from objects. Use Context Service as an integrated method to streamline operations across various use cases. Use Context Service to simplify the sharing and consumption of business application data. Context Service acts as a generic module and forms a layer between applications and procedures, enabling easy retrieval and use of data across various Salesforce clouds at every step of the process.
• Configure XML Field Mappings to Create and Update Contracts
  Salesforce Contracts uses field mappings to create and update contracts from standard or custom objects. With the field mappings, you can define the mapping between any object and the Contract object. In Spring '23 and earlier, Salesforce Contracts supported only and child-to-child mappings. From Summer '23, Salesforce Contracts supports a wider set of mapping methods for standard and custom objects. It includes parent-to-parent with support, child-to-child with support, parent-to-child, and parent-to-child with support mappings.
• Limitations for Create Contract and Update Contracts APIs
  Current limitations for the create and update APIs that use Context Service.