Contract Clauses User Guide

Overview

You can use the Contract Clauses feature to search, select, and add specific Contract Clauses for review on any of your Salesforce objects such as Opportunity, Account, etc. You can also create a Clause to add it to your Clause Library and customize the Clause records view by selecting specific columns for display.

This document is a step-by-step guide on how you can use 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 2025.2 or higher.

Searching and Adding Clauses

1. Navigate to Opportunities using App Launcher.
   

2. Open an Opportunity record.
   

3. Go to Contract Clauses.
   

4. To view clauses of a specific type, select an option from the Select Clause Type dropdown and click Search. To find a specific clause, search using a Clause Keyword (Number or Title).
   Search results are displayed based on your specified search criteria.
   Notes:

   • The Revision Date column in this window displays the month and year when the government last made an update to the Clause Summary of a Clause record.

   • The Secondary Clause type field is enabled only when the Select Clause Type field is set to State and Local.
     

5. Select the Clauses that you want to add to the record by clicking the plus icon, and then click Save and Close.
   The Clauses are added. Similarly, you can add other Clauses.

Editing Clauses

1. Click the pencil icon to edit a Clause record.
   

2. In the Edit Clause window, update the Full Text Description field, then click Save.

   NOTE

   For write-in clauses, ensure you enter the complete clause content.

   

Deleting Clauses

1. Click the delete icon.
   

2. Click OK on the confirmation message.
   The Clause is deleted.

Viewing Clauses

NOTE

The changes made by a user to their View only affect their View of the table and do not impact other users' Views.

1. Click Arrange Columns to customize the column view of your Clause records.
   The Manage Clause Table Columns popup window opens.

2. Select the fields that you wish to view as columns, click the right arrow icon, and then click Done.
   Notes:

   • You can rearrange the order of the selected fields to be displayed as columns using the upward and downward arrow icons.

   • You can choose a maximum of up to 10 fields to be added as columns.

   • You can also remove a selected field by clicking the left arrow icon.

     The selected field displays as a column for all your Clause records.

Creating Clauses

1. Click New Clause.
   

   NOTE

   If a user does not have the Clause Create permission, then the New Clause button will be disabled.

2. Specify details such as Number and Clause Type, along with other optional details, and click Save.
   The Clause is created.