Key Clauses Configuration Guide

Overview

The Key Clauses feature enables you to select specific Clauses from your Clause Library for review on all your Contract Vehicles and Subcontracts.

This document is a step-by-step guide on how you can configure Key Clauses in Salesforce.

Audience

Salesforce Administrators
IT Support

Prerequisites

Ensure that TechnoMile's Contracts Suite is installed and configured. The version of this package must be 2025.1 or higher.

Configuring Key Clauses

Edit Contract Clauses Record Type Settings

Click the gear icon and select Setup.
Enter text profiles in the search bar and click Profiles.
Click a Profile for which you want to edit Record Type Settings.
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.
Scroll down to Custom Record Type Settings and click Edit against Contract Clauses.
Select and move the Mandatory Clause and Selected Clause Record Types from Available Record Types to Selected Record Types using the Add arrow button.
Select Default as Selected Clause and click Save.
IMPORTANT
Ensure that you assign the Selected Clause Record Type to all your existing Contract Clause records, so that they continue to display in the Contract Clauses and Subcontract Clauses tabs of the Contract Vehicle and Subcontract record pages, respectively.
Contract Clauses Record Type Settings are modified.

Edit Clauses Page Layout

Go to Object Manager, enter text Clauses in the search bar, and click Clauses.
Go to Page Layouts and click Edit against Clauses Layout.
Drag & drop the Is Mandatory and Revision Date fields into the Information section and click Save.
Clauses Layout is modified.
Open App Launcher, enter text clauses in the search bar, and click Clauses in search results.
Click to open a Clause record. Clause record page opens with the newly added fields on it.

Configure Default Clause Flows Values

Go to Contract Clauses Object Manager, then go to Fields & Relationships, and click to open Clause Flows.
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.
Select the Default checkbox.
Click Save.
Clause Flows Value is set as default.
Go to Record Types and click to open a Record Type such as Mandatory Clause.
Click Edit against Clause Flows.
Select a Clause Flows Value as Default and click Save.
Note that here you can select any Value and set is as default.
Clause Flows Value is set as default for this Record Type.
Similarly, set a Clause Flows Value as default for the Selected Clause Record Type as well.

Build a Process for Contract Vehicles

NOTE
When using the Mandatory Clauses feature you will be required to create a separate process for both your Contract Vehicle and Subcontract objects. This is a prerequisite as without the required processes, Clauses that have been marked as mandatory will NOT display on the Mandatory Clauses tab for selection and consequently cannot be associated with a specific Contract Vehicle/Subcontract record.

Go to Process Builder using Setup search.
Click New.
Enter Process Name as Create Contract Vehicle Clauses and API Name as Create_Contract_Vehicle_Clauses, select The process starts when as A record changes, and click Save.
While performing this step for Subcontracts, enter Process Name as Create Subcontract Clauses and API Name as Create_Subcontract_Clause.
The visual depiction of the process is created.

Add Object to Process

Click Add Object.
Select Object as Contract Vehicle and click Save.
While performing this step for Subcontracts, select Object as Subcontract.
Object is added to Process.

Add Criteria to Process

Click Add Criteria.
Enter Criteria Name as Create Contract Vehicle Clauses Criteria, choose No criteria-just execute the actions!, and click Save.
While performing this step for Subcontracts, enter Criteria Name as Create Subcontract Clauses Criteria.
Criteria is added to process.

Add Action to Process

Click Add Action.
Select Action Type as Apex, enter Action Name as Create Contract Vehicle Clauses, select Apex Class as Create Contract Vehicle Clauses, and click Add Row.
While performing this step for Subcontracts, enter Action Name as Create Subcontract Clauses and select Apex Class as Create Subcontract Clauses.
Select Field as ContractVehicleIdList and Type as Field Reference and click the Value field lookup icon.
While performing this step for Subcontracts, select Field as SubContractIdList.
Select TM_TOMA__Contract_Vehicle__c as Record ID and click Choose.
While performing this step for Subcontracts, select TM_TOMA__Subcontract__c as Record ID.
Click Save.
Action is added to Process.
Click Activate.
A confirmation message displays, click Confirm.

Build a Process for Subcontracts

Similarly, perform the same steps as listed above to create a Process for Subcontracts.
Both Processes are created and activated.
Click Back To Setup.

Add Mandatory Clauses Section onto Clauses Tab of Contract Vehicle

Go to a Contract Vehicle record page using App Launcher.
Click the gear icon and select Edit Page.
Lightning App Builder opens.
Go to the Clauses tab, expand the Mandatory Clauses section and drag & drop TM_KeyClauseCMP component into this section.
While performing this step for Subcontracts, drag & drop TM_KeyClauseSubContractCMP component into the Mandatory Clauses section on the Clauses tab.
Click Save.
A popup window opens, click Activate.
Click Assign as Org Default.
Choose Desktop and click Next.
Click Save.
FedCLM Contract Vehicle Detail Page is assigned as Org Default.
Click Back.
Contract Vehicle record page opens with the Clauses tab and the Mandatory Clauses section on this tab.