Get Started With Salesforce Contracts

Starting Winter '23, after you enable the ContractManagement license in your org, you must complete the org setup and other admin tasks for the Salesforce Contracts functionalities to be available.

1. Enable Salesforce Contracts
   Grant users access to create and manage contracts by using Salesforce Contracts.
2. Add Salesforce Contracts Licenses and Install Omnistudio Package
   Before you can install an Omnistudio package into an org that doesn't already have an Omnistudio package, you must prepare your browser and your Salesforce org. Omnistudio is in a managed package that you install into a Salesforce org.
3. Map Fields for Opportunity, Order, and Quote
   Use the field mapping XML to define mappings between contract fields and those in standard objects, standard BPOs, and custom objects. Salesforce Contracts uses field mappings to create contracts and update contracts. System Admin has the capability to map the fields between sObjects and a contract object. The XML file defines the input fields and output fields between the standard or custom object's parent and child fields with the contract object's parent and child fields.
4. Create Users and Assign Permission Sets
   To perform Salesforce Contracts and DocGen activities, you must create relevant users and assign applicable permission sets.
5. Create Document Template Library
   Create the Docgen Document Template Library that stores the Document Templates you create and share them between users.
6. Set Default Contract Record Type for User Profiles
   When you create a contract from an object, the default record type is assigned as the contract’s record type. You must set the default record type for a user profile from the Standard Record Type Settings.
7. Update Sharing Settings for Omni Objects
   To make the Omni object records created by a user accessible to all the users within an org, you need to update the sharing settings.
8. Optional: Set Up Contract Approval Workflow
   You must set up a contract approval workflow so that you can send your draft contract to your internal stakeholders such as managers, and the legal team for review.
9. Update Sharing Settings for Object State Definition
   To make the Object State Definition records created by a user, accessible to all the users within an org, you need to update the sharing settings.
10. Document Template Filtering
    Using custom logic, you can filter the templates that you want to display for a contract based on the contract type. You can configure a filtering class for each contract type.
11. Configure File Upload and Download Security
    To view the generated documents in the Documents tab of a contract you must update the file upload and download security settings for .docx and .pdf file types.
12. Integrate DocuSign with Salesforce Contracts
    You can send documents generated from objects such as a contract, quote, order, opportunity, or any standard or custom objects for e-signature.
13. DocuSign Job to Poll for Document Signed Status
    Salesforce Contracts provides an Apex class called EnvelopeStatusScheduler that you can schedule to poll DocuSign for statuses of envelopes submitted as part of the e-signature process.
14. Create a Record Type for Document Templates
    Create a corresponding record type for the document template object, if you have integrated Microsoft 365 Azure account with Salesforce and want to use Microsoft 365 editor to create document templates.
15. Additional Set Up
    The post installation steps includes a additional setups such as setting up partner communities, reorder contract statuses, integrate docusign with Salesforce Contracts and so on.