Agreement Management Configuration Guide

  • Updated on Jan 6, 2026
  • Published on Dec 23, 2025
  • 15 minute(s) read
  • PH
  • Migration Team
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Change Summary

Release Date

Release Version

Change Description

Link

October 3rd, 2024

2024.3

Edit Custom Record Type Settings for Contract -Agreements

Edit Custom Record Type Settings

October 3rd, 2024

2024.3

Edit Our Contract Page Layout to add Create Contract button in Agreements Related List

Edit Our Contract Page Layout

Overview

Agreement generation and management of Contracts, Subcontracts, and Opportunities include the Reviews associated with Agreements. This feature gives its users the ability to create different types of Agreements, along with efficiently managing their associated Agreement Teams and other processes such as Internal and External Reviews.

This guide walks you through the configuration steps required to enable the Agreements feature in your organization.

Audience

  • Salesforce Administrators

  • IT Support

Prerequisites

  • Ensure that TechnoMile Contracts Suite is already installed and configured. The version of this package must be 2024.3 or higher.

Configuration: Our Contract and Subcontract

Assign Permission Set

IMPORTANT

  • The steps mentioned in this topic cover all Profile Permissions listed in topics below this section and hence are not required to be performed, once Permission Set is assigned.

  • However, you are additionally required to provide Profile Permissions for both the External Reviewer Custom Object and its related Fields.

  1. Click the gear icon and select Setup. 

  2. Enter text users in the search bar and click Users. 

  3. Click a User that you want to assign Permission Set to.

    NOTE

    In this document, Permission Set has been assigned to ONE User. However, you can provide the same Permission Set to as many Users, as per your requirements.

  4. Scroll down to Permission Set Assignments and click Edit Assignments.  

  5. Select and move Agreements Full Access from Available Permission Sets to Enabled Permission Sets using the Add arrow button and click Save.
    Permission Set is assigned.

Provide Access to Custom Profiles

IMPORTANT

  • All the steps mentioned under this topic and its sub-topics are not required to be performed, once Permission Set is assigned.

  • However, you are additionally required to provide Profile Permissions for both the External Reviewer Custom Object and its related Fields.

Enable Apex Class Access

  1. Go to Profiles using Setup search.

  2. Click to open a Profile that you want to provide Agreements access to.

    NOTE

    In this document, permissions have been provided to ONE Profile. However, you can provide the same permissions to as many Profiles, as per your requirements.

  3. Click Enabled Apex Class Access. mceclip5.png

  4. Click Edit. mceclip2.png

  5. Select and move the following eleven Apex Classes from Available Apex Classes to Enabled Apex Classes using the Add arrow button and click Save. mceclip0.png

Enable Custom Setting Definitions Access

  1. Click Enabled Custom Setting Definitions Access. 

  2. Click Edit. 

  3. Select and move the following four Custom Setting Definitions from Available Custom Setting Definitions to Enabled Custom Setting Definitions using the Add arrow button and click Save. mceclip2.png

Give Access to Custom Objects

  1. Click Edit and scroll down to give Custom Object Permissions. 

  2. For Custom Object Permissions, ensure that you select the following checkboxes. 

  3. Click Save. 

Give Access to Custom Fields

  1. Scroll down to Custom Field-Level Security and click View to edit the following Custom Field-Level Security fields. 

    IMPORTANT

    Refer to the following table to give access to Fields of Custom Objects.

    Object

    Access Type

    Field(s)

    Agreement

    Read and Edit

    All fields

    Agreement Partner

    Read and Edit

    All fields

    Agreement Team

    Read and Edit

    All fields

    Our Contract

    Read

    All fields

    External Reviewer

    Read and Edit

    All fields

    Subcontract

    Read and Edit

    All fields

    Vehicle Partner

    Read

    All fields

    As an example, we have selected the field(s) required for the Agreement (Custom Object).

  2. Click Edit to select the fields for defining the Agreement Field-Level Security and click Save.  

    mceclip3.png

    IMPORTANT

    Similarly, select the checkboxes of all fields as listed in the table above.

Edit Custom Record Type Settings

  1. In Profiles, scroll down to Custom Record Type Settings and click Edit against Agreements. mceclip10.png

  2. Select and move the Contract, NDA, SubK, SubK Mod, and TA Record Types from Available Record Types to Selected Record Types using the Add arrow button and click Save. 

Edit Vehicle Partner Page Layout

Add Related List and Buttons

  1. Go to Object Manager, enter text Vehicle Partner in the search bar, and click Vehicle Partner. mceclip1.png

  2. Vehicle Partner Object Manager opens, go to Page Layouts and open the Vehicle Partner Layout. 

  3. Go to Related Lists and drag & drop the Agreements Related List into the Related Lists section. mceclip9.png

  4. In Agreements Related List, click the wrench icon. 

  5. Scroll down to Buttons and click its plus icon. 

  6. In Standard Buttons, select the New checkbox.

  7. In Custom Buttons, select and move the Create NDA and Create TA buttons from Available Buttons to Selected Buttons using the Add arrow button and click OK. 

  8. Click Save. A confirmation message displays.

  9. Click Yes. 
    Related List     and Buttons are added.

  10. Open App Launcher, enter text Vehicle Partners in the search bar, and click Vehicle Partners in search results. 1_AppLauncher.png

  11. Click to open a Vehicle Partner record. 2_VehiclePartnerRec.png

  12. Go to the Related tab.
    Note that the Related List - Agreements and Buttons - Create NDA and Create TA are visible on this tab. 

Edit Our Contract Page Layout

Add Related List and Buttons

  1. Go to Our Contract Object Manager, then go to Page Layouts, and open your currently assigned page layout.  

  2. Ensure that you perform the same steps as shown in the Edit Vehicle Partner Page Layout section.
    Related List and Buttons are added.

  3. Go to an Our Contract record page using App Launcher.

  4. Go to its Related tab and note that the Related List - Agreements and buttons -  Create NDA, Create TA, and Create Contract are visible on this tab. 

Edit Subcontract Page Layout

Add Related List and Buttons

  1. Go to Subcontract Object Manager, then go to Page Layouts, and open your currently assigned page layout.  mceclip0.png

  2. Ensure that you perform the same steps as shown in this section.
    Related List and Buttons are added. 

  3. Go to a Subcontract record using App Launcher.

  4. Go to its Related tab. 11_SubKRelatedTab.pngNote that the Related List - Agreements and Buttons - Create NDA, Create TA, Create SubK, and Create SubK Mod are visible on this tab.
     

Enable Agreement Object: Field History Tracking

  1. Go to Agreement Object Manager, then go to Fields & Relationships, and click Set History Tracking.

    mceclip8.png

  2. Select the Status field and click Save.
    mceclip10.pngHistory Tracking     is set for the Status field.

Edit Agreement Page Layouts

Add Buttons, Related Lists, and Fields

  1. In Agreement Object Manager, go to Page Layouts and click to open Agreement Layout. mceclip2.png

  2. Go to Mobile & Lightning Actions and click the wrench icon in the Salesforce Mobile and Lightning Experience Actions section. 

  3. Hover your cursor over both the available Create TA buttons. mceclip0.pngmceclip1.png

  4. Drag & drop the Create TA button with Name as TM_TOMA__TM_Create_TA into the Salesforce Mobile and Lightning Experience Actions section.

    NOTE

    For configuration of Opportunity as shown in this section, use the Create TA button with Name as GRC_ext__OP_Create_TA.

    mceclip2.png

  5. Similarly, drag & drop the Review Done, Send for External Review, and Send for Internal Review buttons into the Salesforce Mobile and Lightning Experience Actions section and click Save. mceclip1.pngNote that you can also add the Review Done button to other Agreement Record Type page layouts such as NDA, TA, etc., as per your requirements.

  6. Go to an Agreement record using App Launcher.

  7. Click the drop-down arrow to view the Buttons - Send for External Review and Create TA on this page.

    NOTE

    To view the Review Done button, ensure that you perform the steps as shown in this section.

    14_AgreementButtons.png

  8. Go to Related Lists and drag & drop the Agreement History and Agreement Teams Related Lists into the Related Lists section.

    mceclip1.png

  9. In Agreement Teams Related List, click the wrench icon. mceclip5.png

  10. In Columns, select and move the Date Completed, Date Sent, and Status fields from Available Fields to Selected Fields using the Add arrow button and click OK. mceclip6.png

  11. Click Save. mceclip7.png

  12. A confirmation message displays, click Yes. 
    Buttons, Related Lists, and Fields are added.
    Note that you can also add the Agreement History and Agreement Teams Related Lists to other Agreement Record Type page layouts such as TA, SubK, etc., as per your requirements.

  13. Go back to your Agreement record using App Launcher.

  14. Go to its Related tab and note that the Related Lists - Agreement History and Agreement Teams, along with its fields - Status, Date Sent, and Date Completed are visible on this tab. 15_AgreementTeamsHistory.png

  15. Go back to Page Layouts and click to open NDA Agreement Layout. mceclip1.png

  16. Go to Mobile & Lightning Actions and drag & drop the Save As Draft button into the Salesforce Mobile and Lightning Experience Actions section. mceclip0.png

  17. Go to Fields and drag & drop the Opportunity, Partner, and Record Type fields into the NDA Agreement Details section. mceclip0.pngButton and Fields are added.

  18. Go to a NDA Agreement record using App Launcher.
    By default, the Details tab opens with the fields - Opportunity, Partner, and Record Type visible on this tab. 17_AgreementsFields.png

  19. You can also click the drop-down arrow to view the Save As Draft button on this page. 5_AgreementsSaveAsDraftButton.png

Assign Page Layouts to Record Types

  1. Go back to Page Layouts and click Page Layout Assignment. mceclip0.png

  2. Click Edit Assignment. mceclip7.png

  3. Press the Ctrl key to select the SubK Record Type column, select Page Layout To Use as SubK Agreement Layout, and click Save. mceclip8.png

  4. Similarly, select SubK Mod Record Type column and select its Page Layout To Use as SubK Mod Agreement Layout.
    Page Layouts are assigned to both SubK Record Types.

Configure Agreement Buttons, Links, and Actions

  1. Go to Buttons, Links, and Actions, expand the drop-down menu against the New Standard button, and click Edit. mceclip0.png

  2. Choose Lightning Component against Lightning Experience Override as TM_TOMA:TM_NewTeamingAgreementComp and click Save.
    Here, you can also either select the Skip record type selection page checkbox or retain it as unselected, as per the requirements of your organization. mceclip11.png

Enable Agreement Team Object - Field History Tracking

  1. Go to Agreement Team Object Manager, then go to Fields & Relationships, and click Set History Tracking.

    mceclip2.png

  2. Select the Date Completed, Date Sent, and Status fields and click Save.
    mceclip3.pngHistory Tracking     is set for the selected fields.

Edit Agreement Team Page Layout

Add Fields

  1. Go to Page Layouts and click to open Agreement Team Layout. mceclip4.png

  2. Go to Fields and drag & drop the Date Completed, Date Sent, and Status fields into the Information section. mceclip5.png

  3. Click the wrench icon against a newly added field. mceclip6.png

  4. Select the Read-Only checkbox and click OK. mceclip7.png

  5. Similarly, mark the remaining fields also as Read-Only and click Save. mceclip8.pngRead-Only fields are added.

  6. Go back to your Agreement record using App Launcher.

  7. Go to its Related tab and note that the Related List - Agreement Teams with its fields - Status, Date Sent, and Date Completed are visible on this tab. 18_AgreementsTeamsFields.png

Activate Validation Rule

  1. Go to External Reviewer Object Manager, then go to Validation Rules, and click Edit against Contact_Account_Validation. 

  2. Select the Active checkbox and click Save. 
    Validation Rule is activated.

Create Custom Email Template

  1. Go to Classic Email Templates using Setup search.

  2. Click New Template. 

  3. Choose Custom and click Next. 

  4. Select the Available For Use checkbox, enter Email Template Name, Template Unique Name, and Subject, and click Next. 

  5. Select Field Type as Agreement Fields, Select Field as Agreement No., and Copy Merge Field Value. 

  6. Enter your email content into the HTML Body field, paste copied Merge Field Value in it, and click Next. 

  7. Click Save. Email Template is created. Similarly, you can create another Email Template for external use or use the same template for both Internal and External Reviews.

Copy Email Template ID

  1. In Classic Email Templates, right-click the newly created Email Template and select Open link in new tab. 

  2. Copy Email Template ID from the browser tab and paste it into any external application such as Notepad.

    NOTE

    An Email Template ID can be identified as alphanumeric numbers placed between two / signs.

Copy Record Type ID

  1. Go back to Agreement Object Manager, then go to Record Types, and click to open a Record Type of your choice such as NDA. 

  2. Copy the highlighted Record Type ID from the browser tab and paste it into any external application such as Notepad.

    NOTE

    A Record Type ID can be identified as alphanumeric numbers placed between two / signs.

Configure Custom Settings

Optionally, you can also create an Agreement Record Type Setting for any other Record Type of your choice such as TA, if required.

  1. Go to Custom Settings using Setup search.

  2. Click Manage against Agreement Vs EmailTemplate. 

  3. Click New. 

  4. Enter Name, paste Email Template Id copied earlier, select the External and Internal checkboxes, paste Record Type Id copied earlier, and click Save. 

  5. In Custom Settings, click Manage against Agreement Record Type Setting. 

  6. Click New. 

  7. Enter Name and Label, paste Record Type Id copied earlier, enter Sequence, and click Save. Custom Setting is created.

Customize Agreement Wizard Setting

  1. Go to Agreement Wizard Setting using App Launcher.

  2. Select a Record Type and click Show. 

  3. Click the wrench icon against a field name.

  4. Enter Contract Vehicle Api, Vehicle Partner Api, and Subcontract Api of fields that are to be mapped and click Update.
    mceclip0.pngContract Vehicle, Vehicle Partner, and Subcontract fields are mapped. Similarly, you can map any other Contract Vehicle field with its corresponding Vehicle Partner and Subcontract fields.

Create Admin Related List Layout

IMPORTANT

Ensure that you perform the below steps only if you wish to use a Dynamic Related List on the Agreement record page.

  1. Go to Admin Related List Layout using App Launcher.

  2. Select Object as TM_TOMA__Agreement__c and click Go. 

  3. Click Add Related List. 

  4. Select Related List as TM_TOMA__Agreement_Team__c.

  5. Select and move the User Role, Date Sent, Date Completed, and Status fields from Available to Selected using the right arrow button and click Add Related List. 

Edit Agreement Record Page

IMPORTANT

Ensure that you do NOT add the TM_DynamicRelatedList component or any other Dynamic component as shown in this topic onto the Details tab of the Agreement record page having a Dynamic form, as this will result in the New Agreement popup window not loading on clicking of the Create NDA, Create TA, etc. buttons. Instead, it is recommended to add either the Dynamics Related List - Single or Related List - Single component onto the Details tab for creating an Agreement record.

  1. Go back to an Agreement record using App Launcher.

  2. Click the gear icon and select Edit Page. mceclip3.png
    Lightning App Builder opens.

  3. Go to the Related tab and drag & drop the TM_DynamicRelatedList component onto this tab. mceclip7.png

  4. Go to the Actions panel and click Add Action. 

  5. Select Actions as Review Done and click Add Filter. 

  6. Select Field as Status, Operator as Equal, and Value as Submitted for Internal Review and click Done. 

  7. Click Done again. Action with Filter is added. 

  8. Click Save. mceclip3.png

  9. A popup window opens, click Activate. 

  10. Click Assign as Org Default. 

  11. Choose Desktop and click Next. 

  12. Click Save. Agreement Record Page is assigned as Org Default.

  13. Click Back. mceclip6.png

  14. Agreement record page opens, go to its Related tab and note that the Related List - Agreement Teams is visible on this tab. mceclip5.png

  15. Go to another Agreement record with Status as Submitted for Internal Review and click the drop-down arrow to view the Review Done button on this page. 

Installation: Contracts Extension for Opportunity

This section and its steps are to be performed ONLY if you wish to use the Agreements feature in TechnoMile’s Growth Sales Cloud Edition product with its Opportunity and Partner objects.

Prerequisites

Please contact TechnoMile Support or email support@technomile.com for the following information prior to starting your installation:

  • TechnoMile Growth Suite - Sales Cloud Edition product installation link of version 8.7 or higher

  • TechnoMile Contracts Suite product installation link of version 2024.1 or higher

  1. Open the Contracts Extension version package installation link in a browser.

    IMPORTANT

    Ensure that only one instance of your Salesforce Org is open in the browser where you want to install this package.

  2. Choose an option as per your user requirements, select the I acknowledge…checkbox, and click Install.
    Once installation is complete, you will receive an email notifying you of the same. 

  3. Click Done to complete the installation and go back to your Salesforce instance. 

  4. Refresh the Installed Packages page to view GRC Extension package in this list. 

Configuration: Opportunity

Assign Permission Set

IMPORTANT

  • The steps mentioned in this topic cover all Profile Permissions listed in topics below this section and hence are not required to be performed, once Permission Set is assigned.

  • However, you are additionally required to provide Profile Permissions for both the External Reviewer Custom Object and its related Fields.

  1. Click the gear icon and select Setup. 

  2. Enter text users in the search bar and click Users. 

  3. Click a User that you want to assign Permission Set to.

    NOTE

    In this document, Permission Set has been assigned to ONE User. However, you can provide the same Permission Set to as many Users, as per your requirements.

  4. Scroll down to Permission Set Assignments and click Edit Assignments.  

  5. Select and move Agreements Full Access from Available Permission Sets to Enabled Permission Sets using the Add arrow button and click Save.
    Permission Set is assigned.

Provide Access to Custom Profiles

IMPORTANT

  • All the steps mentioned under this topic and its sub-topics are not required to be performed, once Permission Set is assigned.

  • However, you are additionally required to provide Profile Permissions for both the External Reviewer Custom Object and its related Fields.

Enable Apex Class Access

  1. Go to Profiles using Setup search.

  2. Click to open a Profile that you want to provide Agreements access to.

    NOTE

    In this document, permissions have been provided to ONE Profile. However, you can provide the same permissions to as many Profiles, as per your requirements.

  3. Click Enabled Apex Class Access. mceclip6.png

  4. Click Edit. mceclip2.png

  5. Select and move the following thirteen Apex Classes from Available Apex Classes to Enabled Apex Classes using the Add arrow button and click Save. mceclip0.png

Enable Custom Setting Definitions Access

  1. Ensure that you perform the same steps as shown in the Enable Custom Settings Definition Access section.

Give Access to Standard and Custom Objects

  1. Click Edit and scroll down to give Standard and Custom Object Permissions. 

  2. For Standard Object Permissions, ensure that you select the following checkbox. mceclip0.png

  3. For Custom Object Permissions, ensure that you select the following checkboxes. 

  4. Click Save. 

Give Access to Standard and Custom Fields

  1. Scroll down to Standard Field-Level Security and then Custom Field-Level Security and click View to edit the following Standard and Custom Field-Level Security fields.
     

    IMPORTANT

    Refer to the following table to give access to Fields of Standard and Custom Objects.

    Object

    Access Type

    Field(s)

    Opportunity

    Read

    All fields

    Agreement

    Read and Edit

    All fields

    Agreement Partner

    Read and Edit

    All fields

    Agreement Team

    Read and Edit

    All fields

    External Reviewer

    Read and Edit

    All fields

    Our Contract

    Read

    All fields

    As an example, we have selected the field(s) required for the Agreement (Custom Object).

  2. Click Edit to select the fields for defining the Agreement Field-Level Security and click Save. 
     

    IMPORTANT

    Similarly, select the checkboxes of all fields as listed in the table above.

Edit Partner Page Layout

Add Related List and Buttons

  1. Go to Partner Object Manager, then go to Page Layouts, and click to open FC Partner Layout. mceclip1.png

  2. Ensure that you perform the same steps as shown in this section.

Edit Agreement Page Layouts

Add Fields

  1. Go to Agreement Object Manager, then go to Page Layouts, and click to open NDA Agreement Layout. mceclip2.png

  2. Go to Fields, drag & drop the Opportunity and Partner fields into the NDA Agreement Details section, and click Save. Fields are added.
    Note that you can also add these fields to other Agreement Record Type page layouts such as TA, SubK, etc., as per your requirements.

  3. Go to a NDA Agreement record using App Launcher.
    By default, the Details tab opens with the fields - Opportunity and Partner visible on this tab. 21.png

Add Buttons and Fields

  1. Ensure that you perform the same steps as shown in this section.

Edit Opportunity Page Layout

Add Related List and Buttons

  1. Go to Opportunity Object Manager, then go to Page Layouts, and open your currently assigned page layout. mceclip3.png

  2. Ensure that you perform the same steps as shown in this section.

Activate Validation Rule

  1. Go to External Reviewer Object Manager, then go to Validation Rules, and click Edit against Contact_Account_Validation. 

  2. Select the Active checkbox and click Save. 
    Validation Rule is activated.

Configure Custom Settings

  1. Ensure that you perform the same steps as shown in this section.

Customize Opportunity Agreement Wizard Setting

  1. Go to Opportunity Agreement Wizard Setting using App Launcher.

  2. Select a Record Type and click Show. mceclip6.png

  3. Click the wrench icon against a field name. mceclip7.png

  4. Enter Opportunity Field Api and its corresponding Partner Field Api that are to be mapped and click Update. mceclip8.pngOpportunity and Partner fields are mapped. Similarly, you can map any other Opportunity field with its corresponding Partner field.

Create Admin Related List Layout

  1. Ensure that you perform the same steps as shown in this section.

Edit Agreement Record Page

  1. Ensure that you perform the same steps as shown in this section.