Overview
TechnoMile's Contracts solution helps government contractors manage the entire pre- to post-award contract lifecycle, automating workflows to drive efficiency and freeing up contracts professionals to concentrate on managing Compliance and risk.
This guide provides an overview of steps to be performed in order to install and configure Contracts out-of-the-box on Salesforce in your organization. In-depth installation steps are available upon request.
Audience
Salesforce Administrators
IT Support
Prerequisites
Please contact TechnoMile Support or email support@technomile.com for the following information prior to starting your installation:
TM Metrics installation package link
Contracts module installation package link
Contracts module license key
Encryption (Optional) | |
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1 | Create a new Permission Set |
Name: TM Manage Encryption Keys | |
System Permission: Manage Encryption Keys | |
2 | Assign it to your User |
3 | Setup => Encryption Policy => Encrypt Fields => Edit |
Uncheck Website under Account and Email under Contact | |
Save | |
Installation | |
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| TechnoMile Support provides the installation package links required below |
1 | Install TM Metrics for All Users |
2 | Install FedTOM & FedCLM for Admins Only |
3 | Setup => Custom Setting => TM License Key Setting => Add License Key to FedCLM Key |
4 | Install SharePoint for All Users |
5 | Install Formstack Documents (WebMerge) for All Users |
Permission Sets | ||||
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1 | Create a new Permission Set | |||
Name: TM External Reviewers | ||||
Description: permission set used to assign full read/write access to the external reviewers’ object for GRC | ||||
Object: External Reviewer | ||||
Object Permission: CRED | ||||
Field Permission: Read Access, Edit Access | ||||
2 | Create a new Permission Set | |||
Name: TM Contract Partners | ||||
Description: permission set used to assign full read/write access to the contract partners object for GRC | ||||
Object: Contract Partner | ||||
Object Permission: CRED | ||||
Field Permission: Read Access, Edit Access | ||||
3 | Create a new Permission Set | |||
Name: TM Clause Library Access | ||||
Description: permission set used to assign clause library access for Non-ICI users. | ||||
Object: Clauses | ||||
Object Permission: CRED | ||||
Field Permission: | ||||
Field Name | Read Access | Edit Access | ||
Alternate Text | Yes | Yes | ||
Clause Description | Yes | Yes | ||
Clause Summary | Yes | Yes | ||
Revision Date | Yes | Yes | ||
Permission Set Groups | |
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1 | Add TM External Reviewers and TM Contract Partners to all Permission Set Groups: |
Full Access to GRC User | |
Contract Manager | |
GRC Read Only Access | |
Subcontract Manager | |
2 | Add TM Clause Library Access to Contract Manager Permission Set Group |
3 | Edit User Page Layout to include Subscribed Apps then add FedCLM to our User |
Assign Full Access to GRC User Permission Set Group to our Admin User | |
Page Layouts | |
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1 | Contacts |
1.1 | Change Page Layout Assignments to TM GRC Contract Layout |
1.2 | Change Compact Layout to TM Compact Layout |
2 | Contracts |
2.1 | GRC Admin App => Contract Vehicle Config Tab |
Drop downs are defaulted to Contract and All Other. Click Go | |
Click Import then click Save | |
Field Dependencies - Contract | |
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1 | Our Role |
1.1 | App Launcher => GRC Admin App => Field Dependency Tab |
1.2 | Object: Contract Record Type: All Other |
Click Go | |
1.3 | In the API Name box, enter TM_TOMA_Our_Role__c |
Click ADD | |
1.4 | Click on TM_TOMA_Our_Role__c, |
In the Value box, enter Subcontractor then click ADD | |
1.5 | Click on Subcontractor |
In the API Name box enter: | |
TM_TOMA__Prime_Contract_Type__c then click Add | |
TM_TOMA__Prime_Contract__c then click Add | |
TM_TOMA__Prime_Contractor_Business_Size__c then click Add | |
TM_TOMA__Prime_Contractor__c then click Add | |
TM_TOMA__Workshare_Commitment__c then click Add | |
Click Save | |
2 | Workshare Commitment |
2.1 | App Launcher => GRC Admin App => Field Dependency Tab |
2.2 | Object: Contract Record Type: All Other |
Click Go | |
2.3 | In the API Name box, enter TM_TOMA_Workshare_Commitment__c |
Click ADD | |
2.4 | Click on TM_TOMA_Workshare_Commitment__c |
In the Value box, enter Yes then click ADD | |
2.5 | Click on Yes |
In the API Name box enter: TM_TOMA__Our_Workshare__c then click Add | |
Click Save | |
3 | Clone Page Layouts |
3.1 | App Launcher => GRC Admin App => Field Dependency Tab |
3.2 | Object: Contract Record Type: Definitive |
Click Go | |
3.3 | Click Clone Layout at top left corner |
In the Select From RecordType box, select All Other | |
Click Clone | |
Click Save Clone | |
Click Ok | |
Repeat 3.1 – 3.3 for Record Type IDIQ and Record Type Order | |
Field Dependencies - Subcontract | |
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1 | Workshare Commitment |
1.1 | App Launcher => GRC Admin App => Field Dependency Tab |
1.2 | Object: Subcontract Record Type: All Other |
Click Go | |
1.3 | In the API Name box, enter TM_TOMA_Workshare_Commitment__c |
Click ADD | |
1.4 | Click on TM_TOMA_Workshare_Commitment__c |
In the Value box, enter Yes then click ADD | |
1.5 | Click on Yes |
In the API Name box enter: TM_TOMA__Subcontractor_Workshare__c then click Add | |
Click Save | |
2 | Clone Page Layouts |
2.1 | App Launcher => GRC Admin App => Field Dependency Tab |
2.2 | Object: Subcontract Record Type: Definitive |
Click Go | |
2.3 | Click Clone Layout at top left corner |
In the Select From RecordType box, select All Other | |
Click Clone | |
Click Save Clone | |
Click Ok | |
Repeat 2.1 – 2.3 for Record Type IDIQ and Record Type Order | |
Share Reports and Dashboards | |
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1 | FedCLM Reports => Share => Public Group =>All Internal Users |
2 | FedCLM Dashboard => Share => Public Group =>All Internal Users |
Approval Processes | |
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1 | Setup => Field Update => New Field Update |
Name: Reopen Mod | |
Description: reopens a mod | |
Object: Modification | |
Field to Update: Status | |
A specific Value: Open | |
2 | Setup => Field Update => New Field Update |
Name: Reopen SubK Mod | |
Description: reopens a SubK mod | |
Object: Subcontract Modification | |
Field to Update: Status | |
A specific Value: Open | |
3 | Using Workbench, deploy the two attached approval processes into client’s org |
(Note: to validate, go to Setup => Approval Processes and check if the two approval processes were added) | |
User | |
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1 | Create a new User called TM Integration and assign "Salesforce Integration User" license to this user and Profile of the user should be "Salesforce API only system integration" and assign "Integration User GRC Permission" permission set to this user. |
Reset Security Token for User | |
System Permission: | |
Add API Enabled, Api Only User and Password Never Expires | |
Remove System Permission: Lightning Experience User | |
Password Policies: | |
User password expires in => Never expires | |
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Send the below information to TechnoMile Support set up Production Portal: | |
1] Integration User : Username | |
2] Integration User : Password | |
3] Integration User : Security Token | |
4] Domain URL : in "my.salesforce.com" format (e.g. "https://XXXXXX.my.salesforce.com") | |
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TechnoMile Support provides the Client ID and Client Secret | |
SharePoint Connector Setup | |
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1 | Please see installation guide here: SharePoint Connector Setup Guide – TechnoMile |