Contract Specific Clauses Configuration Guide

Overview

Contract Specific Clauses enable you to convert Contract Specific Clauses into Contract Clauses and link it to a particular Our Contract/Subcontract.

This document is a step-by-step guide on how you can configure Contract Specific Clauses for conversion into Contract Clauses.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

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

Give Access to Custom Objects and Fields

1. Click the gear icon and select Setup.
   

2. Go to Profiles using Setup search.
   

3. Click a Profile that you want to provide Contract Clauses 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.

   

4. Click Edit.
   

5. Scroll down to give Custom Object Permissions.

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

7. While performing this step for Subcontracts, ensure that you select all the checkboxes against the Subcontracts object as well.
   

8. Click Save.
   

9. 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)
   Clauses	Read and Edit	All fields
   Contract Clauses	Read and Edit	All fields
   Contract Specific Clauses	Read and Edit	All fields

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

10. Click Edit to select the fields for defining the Clauses Field-Level Security for profile and click Save.

Enable Apex Class Access

1. Click Enabled Apex Class Access.
   

2. Click Edit.
   

3. Select and move the following three Apex Classes from Available Apex Classes to Enabled Apex Classes using the Add arrow button and click Save.
   

Configure Default Clause Flows Values

1. Go to Object Manager, enter text Contract clauses in the search bar, and click Contract Clauses.
   

2. Go to Fields & Relationships and open the Clause Flows field.  

3. Scroll down to Values and click Edit against a Clause Flows Value that you want to set as default.
   Note that here you can select any Value and set is as default.
   

4. Select the Default checkbox and click Save.
   The Clause Flows Value is set as default.
   

5. Go to Record Types and open a Record Type such as Mandatory Clause.

6. Click Edit against Clause Flows.
   

7. Select a Clause Flows Value as Default and click Save.
   Note that here you can select any Value and set is as default.
   The Clause Flows Value is set as default for this Record Type.

8. Similarly, set a Clause Flows Value as default for the Selected Clause Record Type.
   

Edit Contract Specific Clause Page Layout

1. Go to Contract Specific Clause Object Manager, then go to Page Layouts, and click Edit against Contract Specific Clause Layout.
   

2. Go to Fields, drag-and-drop the following fields into the Information section, and click Save.

   • Added Date

   • Clause Flows

   • Mod Added

   • Mod Removed

   • Removed Date

   • Subcontract Mod Added

   • Subcontract Mod Added Date

   • Subcontract Mod Removed

   • Subcontract Mod Removed Date
     The Contract Specific Clause Layout is modified.
     

3. Go to Our Contracts using App Launcher.
   

4. Open an Our Contract Record.
   Our Contract record page opens.

5. Go to its Clauses tab and expand the Contract Specific Clauses section to view the newly added fields in this section.
   

6. Similarly, go to a Subcontract record page, then go to its Clauses tab, and expand the Subcontract Specific Clauses section to view the newly added fields in this section.
   

Add Contract Specific Clauses Sections on Clauses Tab of Our Contracts

NOTE

In some cases, prior to adding TM_ContractSpecificClauses/TM_SubcontractSpecificClauses component into the Contract Specific Clauses/Subcontract Specific Clauses section, you may also have to add this section as an Accordion onto the Our Contract/Subcontract record page using Lightning App Builder.

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

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

3. Go to the Clauses tab, expand the Contract Specific Clauses section, and click the Delete icon to remove the currently present Related List - Single component in this section.

   

4. Drag-and-drop TM_ContractSpecificClauses component into this section.

5. Similarly, while performing this step for Subcontracts, drag-and-drop TM_SubcontractSpecificClauses component into this section.
   

6. Click Add Section.
   

7. Click Related and select Custom as Section Label.

8. Enter Removed Contract Specific Clauses as Custom Label and click Done.
   

9. Go to the Removed Contract Specific Clauses section and drag-and-drop TM_Removed_Contract_Specific_Clause component into this section.
   

10. Click Save.

    

    A popup window opens.

11. Click Activate.

    

12. Click Assign as Org Default.

    

13. Choose Desktop and click Next.

    

14. Click Save.

    FedCLM Contract Vehicle Detail page is assigned as Org Default.

15. Click the Back icon.

    

    Our Contract record page opens.

16. Go to the Clauses tab to view the Contract Specific Clauses and Removed Contract Specific Clauses sections on this tab.

    

Add Subcontract Specific Clauses Sections on Clauses Tab of Subcontracts

1. Similarly, perform the same steps as listed above to add the Subcontract Specific Clauses sections on the Clauses tab of Subcontracts.