Loading
Salesforce now sends email only from verified domains. Read More
Salesforce Contracts
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Custom Context Definitions to Create and Update Contracts

          Custom Context Definitions to Create and Update Contracts

          Create a custom context definition by choosing nodes, defining their relationship, and adding attributes. These custom definitions are available on the Custom Definitions tab. You can create custom definitions by using the new, extend, and clone actions.

          REQUIRED EDITIONS
          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, Professional, and Developer Editions

          To create context definitions within Salesforce Contracts, follow this sequence:

          • Create, clone, or extend a custom context definition.
          • Define hydration and persistence mappings for your objects.
          • Map context definitions.

            After you create a context definition, define where the data is fetched from. Mapping data must be fetched from a data source for both the node and the attribute levels of the context definition.

          • Create custom use case mapping.
          • Activate the context definition so that the definition is available in the context definition name dropdown when you create your context use case mapping.
          • Create Custom Context Definitions to Create and Update Contracts
            Create a context definition by choosing nodes, defining their relationship, adding attributes, and applying context tags. To create and update contracts, the Contract admin must ensure that the parent node has these required attributes configured: Account, IsAssociatedWithClm, Status, and the custom source field ID, and that the child node has the ContractId configured.
           
          Loading
          Salesforce Help | Article