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Set Up Contracts
Customize Salesforce to handle your internal contract management process.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Contracts are available in: Performance and Developer Editions Contracts are available in: Professional, Enterprise, and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To change contract settings: | Customize Application |
To access the Contract Settings page, from Setup, enter Contract Settings in the Quick Find box, then select Contract Settings.
Enable Contract Expiration Notices
Send email notifications to account and contract owners when a contract expires.
- Select Send Contract Expiration Notice Emails to Account and Contract Owners, and then save your changes.
- To stop sending expiration notices, deselect this option, and then save your changes.
Enable Auto-Calculation of Contract End Dates
- Select Auto-calculate Contract End Date.
- Save your changes.
- If Salesforce automatically calculates a contract end date, it doesn’t appear on the contract’s edit page.
- If Auto-calculate Contract End Date is enabled, and Contract Start Date or Contract Term is blank, Contract End Date is blank.
Disable Auto-Calculation of Contract End Dates
If your contracts don’t have end dates, or if you prefer to let your sales team enter them manually, disable auto-calculation of contract end dates.
- Deselect Auto-calculate Contract End Date, and then save your changes.
- View your page layout and field-level security settings for Contract End Date, Contract Start Date, and Contract Term to verify that your sales team can read and edit them as needed.
Track History for All Statuses
The default is to track history for contracts with a status of In Approval Process or Activated. You can track history for contracts for all statuses instead.
- Select Track History for All Statuses.
- Save your changes.
- If Salesforce automatically calculates a contract end date, it doesn’t appear on the contract’s edit page.
- If Auto-calculate Contract End Date is enabled, and Contract Start Date or Contract Term is blank, Contract End Date is blank.
Show a Contract on Opportunity or Quote Details
To show a contract on the opportunity or quote details, use field-level security and field accessibility.
- From Setup, at the top of the page, select Object Manager.
- In the object management settings for opportunities or quotes, click Contract in the fields area.
- Click Set Field-Level Security.
- Select Visible for each profile that you want to see contracts on opportunity or quote details, and then save your changes.
- Click View Field Accessibility.
- If any profile is marked hidden, click Hidden, and then select Visible under Page Layout.
- Save your changes. The profiles are marked editable.
To show an Opportunities or Quotes related list on contracts, use page layouts.
Enable a Contracts Chatter Feed
Add contract fields to be monitored via Chatter.
- From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.
- From the list of objects, select Contract.
- Select the Enable Feed Tracking checkbox and then the checkboxes for the fields that you want to track.
- Save your changes.
