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Review Default Settings for Service Contracts
Start your field service implementation by understanding the default, out-of-the-box logic that drives service contracts.
| Deployment Step | Description of Step (Object/Perms/Config) |
|---|---|
| Add the Service Contract related list to the Account page layout | NA |
| Add the Service Contract related list to the Contact page layout | NA |
| Create Service Contract Lightning record page | Adds a lightning record page for Service Contract. |
| Clone Contract Line Item page layout | If no Contract Line Item page layout exists, one is created for you. |
| Add the Asset, Start Date and End Date fields to the Contract Line Item multi-line layout | NA |
| Turn on field history tracking for Service Contracts | NA |
| Grant access to the Service Contract object for Admin, Dispatcher, and Technician profiles | Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles. |
| Grant access to Service Contract fields for Admin, Dispatcher, and Technician profiles | Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles. |
| Grant access to the Contract Line Item object for Admin, Dispatcher, and Technician profiles | Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles. |
| Grant access to Contract Line Item fields for Admin, Dispatcher, and Technician profiles | Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles. |
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