Salesforce Contracts

Through the Salesforce CPQ Contracting process, we generate a lasting record of products and services a customer has purchased or subscribed to. Once a deal is closed, Salesforce CPQ needs to create that record of what the customer has purchased or subscribed to – This is where Contracts come into play!

In the video, we will overview contracts and how we create them in Salesforce CPQ.

YouTube video

What is Salesforce Contracts?

Salesforce Contracts is a feature that allows businesses to manage their contracts within Salesforce. With Salesforce Contracts, users can create, track, and manage contracts from start to finish, all from within the Salesforce platform. This feature includes tools for creating contract templates, generating contracts, and tracking contract status and renewal dates.

Users can also set up alerts and reminders to stay on top of contract deadlines and renewals. Contracts is a valuable tool for any business that needs to manage multiple contracts, particularly those in industries such as finance, healthcare, and legal services. By streamlining the contract management process, Contracts can help organizations save time, improve accuracy, and reduce risk.

Salesforce Contracts Video

Here is the agenda of the session

  • Introduction to Contracts
  • Renewal Model
  • Contract from Opportunity

Please bookmark our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here.

Further Learning

  • Link to Salesforce Help Article
  • Link to Salesforce Help Article
  • Link to Trailhead

If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ

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Amit Chaudhary
Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.

He is a active blogger and founder of Apex Hours.

Articles: 458

6 Comments

  1. Completed ‘Contracts’ session. Good packaged info on
    1. Contract based renewal model.
    2. How Contract records are created followed by Asset and Subscription records.
    3. Importance of Asset conversion, Model selection fields.
    4. New info – Junction object for Subscribed asset.

    Thanks Sudha and ApexHours team.

    #ApexHoursCPQ

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