Overview
You can use the Contract Clauses feature to search, select, and add Contract Clauses for review on any of your Salesforce objects such as Opportunity, Account, etc. Using this feature, you can also create a Clause to add it to your Clause Library and customize the Contract Clause records view by selecting specific columns for display.
This document is a step-by-step guide on how you can configure Contract Clauses on other objects for use in your organization.
Audience
Contracts Suite Users
Prerequisites
Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 2025.22 or higher.
Assign Permission Sets
Click the gear icon and select Setup.
Go to Permission Sets using Setup search.
Scroll down and open the Clause Library Full Access Permission Set.
Click Manage Assignments.
Click Add Assignment.
Select your user and click Next.
Click Assign.
Permission Set is assigned to the selected user.Click Done.
Similarly, you can assign the Clause Library - Admin and Read Only Permission Sets to your other user(s), as per your requirements. Refer to the table below for a description of what is included in each Clause Library related Permission Set.
Permission Sets | Description |
|---|---|
Clause Library Full Access | Grants full access to Contract Clauses on all objects. |
Clause Library Admin | Grants complete Administrator access to all Clauses in the Clause Library. |
Clause Library Read Only | Grants read only access to Contract Clauses on all objects. |
Create Lookup Field on Contract Clauses
IMPORTANT
In this topic, as an example we have selected the Opportunity object for creating a lookup field however, you can choose to select any other object as well to relate it to the Contract Clauses object.
Go to Contract Clauses Object Manager.
Go to Fields & Relationships and click New.
Choose Data Type as Lookup Relationship and click Next.
Select Related To as Opportunity and click Next.
Enter both Field - Label and Name as Opportunity and click Next.
Select the Visible checkbox and click Next.
Click Next.
Click Save.
Opportunity lookup field is added to the Contract Clauses object.IMPORTANT
Ensure that you copy the Field Name in the image below and use it to enter this value in the Parent Lookup Field API Name field, while performing the steps listed in the Edit Opportunity Record Page topic.
Edit Opportunity Record Page
Add Tab
IMPORTANT
In this topic, as an example we have performed the steps listed below on an Opportunity record page however, you can choose to edit any other record page as well to add the Contract Clauses tab on it.
Go to Opportunities using App Launcher.
Open an Opportunity record.
Click the gear icon and select Edit Page.
Go to any tab and click Add Tab.
Click Details and select Tab Label as Custom.
Enter Custom Label as Contract Clauses and click Done.
Go to the Contract Clauses tab and drag-and-drop the TM_DynamicContractClauseCompo component onto this tab.
Enter Parent Lookup Field API Name as TM_TOMA__Opportunity__c that was copied from the Field Name of the lookup field created earlier.
You can also select any of the checkboxes highlighted below to provide only that specific access to your users on the Contract Clauses tab such as:
Read Only Mode: Users can only view existing Contract Clauses. No actions such as Search, New Clause, Edit, or Delete are allowed.
Remove Create Access: Users can view, edit, and delete existing Contract Clauses but cannot create new Contract Clauses.
Remove Edit Access: Users can view, create, and delete Contract Clauses but cannot edit them.
Remove Delete Access: Users can view, create, and edit Contract Clauses but cannot delete them.
NOTE
Administrators can also use a combination of Remove - Create, Edit, and Delete Access options to configure mixed levels of access for their users.
Click Save.
A popup window opens.Click Activate.
Click Assign as Org Default.
Choose Desktop and click Next.
Click Save.
Click the Back arrow icon.
Opportunity record page opens with the Contract Clauses tab and related component on it.