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Contracts Provisioning Guide

  • Updated on May 25, 2026
  • Published on Apr 9, 2026
  • 22 minute(s) read
  • PH
  • Migration Team
  • RJ
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Change Summary

Release Date

Release Version

Change Description

Link

13th April, 2026

2026.1

Updated Configure Wage Determination Section

Configure Wage Determination States

Added new section Importing Approval Processes via Workbench

Importing Approval Processes via Workbench

Added a note in relevant sections highlighting that TechnoMile Support requires access to your Salesforce org to complete the configuration.

This guide outlines the manual steps required to provision Contracts out-of-the-box in Salesforce. While many processes run automated, a few essential actions must be performed manually to ensure the setup is accurate and complete.

The following sections walk you through each step in sequence, to help you complete the provisioning process smoothly.

Steps to Complete Before Auto Provisioning

The steps outlined in this section must be completed first to prepare your organization for automated provisioning. After you complete all steps in this section, notify your TechnoMile Admin. TechnoMile will then initiate the auto provisioning process.

NOTE

TechnoMile Support requires access to your Salesforce org to Reset Security Token of Admin User, Configure OAuth and OpenID Connect Settings, and Enable User Login Access. If you choose not to provide access and prefer to perform these steps yourself, you must complete them manually by following the instructions in the relevant sections.

Reset Security Token of Admin User

This section explains how to reset the security token for the dedicated admin user created specifically for TechnoMile support. Once the new token is generated, it must be shared with your TechnoMile Admin, as this credential is required to securely initiate and complete the auto-provisioning process.

To reset the security token of the admin user created for TechnoMile support:

  1. Click the View profile icon and select Settings. 
    1-1.png

  2. Select Reset My Security Token and click Reset Security Token.
    1-2.png

  3. A confirmation message appears.
    The sfuser email address to which the new security token is sent is displayed here.
    1-3.png

  4. Go back to your sfuser email inbox and retrieve your new security token.

    NOTE

    Share the security token with your TechnoMile Admin.

OAuth and OpenID Connect Settings

To enable OAuth username and password flows:

  1. Go to OAuth and OpenID Connect Settings using Setup search.

  2. Enable the Allow OAuth Username-Password Flows option.
    3-1.png

  3. Click OK on the confirmation message.
    1-4.png

Enable User Login Access

To enable user login access:

  1. Go to Login Access Policies using Setup search.

  2. Select the Administrators Can Log in as Any User checkbox and click Save.
    2-1.png

Steps to Complete After Auto Provisioning

After TechnoMile completes the auto-provisioning process, complete the manual setup steps in this section sequentially.

Create Remote Site Settings

NOTE

TechnoMile Support requires access to your Salesforce org to perform this configuration. If you choose not to provide access and prefer to perform these steps yourself, you must complete them manually by following the instructions below.

NOTE

Create two Remote Site Settings using the details provided by TechnoMile Support, following the steps shown below.

To create a remote site setting:

  1. Go to Remote Site Settings using Setup search.

  2. Click New Remote Site.
    Remote1.png

  3. Enter a Remote Site - Name and URL provided by TechnoMile Support, select the Active checkbox, and click Save.
    Remote2.pngThe Remote Site is created.

Process Automation Setting

NOTE

TechnoMile Support requires access to your Salesforce org to perform this configuration. If you choose not to provide access and prefer to perform these steps yourself, you must complete them manually by following the instructions below.

To configure the process automation setting:

  1. Go to Process Automation Settings using Setup search.

  2. Select the Enable record locking and unlocking in Apex option and click Save.
    PA1.png

Package Installation

NOTE

TechnoMile Support requires access to your Salesforce org to perform this configuration. If you choose not to provide access and prefer to perform these steps yourself, you must complete them manually by following the instructions below.

NOTE

TechnoMile will provide a list of required packages along with their installation links. Install each package in the order specified by TechnoMile, following the installation steps outlined below.

To install a package:

  1. Log in to your Salesforce account.

    IMPORTANT

    Ensure that only one instance of your Salesforce account is open in the browser where you want to install this package.

  2. Open the package installation link provided by TechnoMile in a new tab on the same browser.

  3. Choose Install for Admins Only and click Install.
    Install1.png

  4. Select the Yes, grant access to these third-party web sites checkbox and click Continue.
    Install3.png

  5. Click Done.
    Install2.pngThe Installed Packages page displays.

  6. Once you receive an email confirmation, refresh the Installed Packages page to view the installed package in this list.
    Install4.png

Configure Integration User

NOTE

TechnoMile Support requires access to your Salesforce org to perform this configuration. If you choose not to provide access and prefer to perform these steps yourself, you must complete them manually by following the instructions below.

NOTE

The integration user Email and Username will be provided by TechnoMile. Ensure you have them available before proceeding.

 To configure the Integration user for Transform Copilot/ICI: 

  1. Go to ICI Configuration Page using the App Launcher.
    3-1.png

  2. Click Configure Integration User.
    3-2.png

  3. Enter the Email and Integration Username provided by TechnoMile, then click Create.
    3-5.png

To validate that the integration user was configured successfully:

  1. Go to Users using Setup search.

  2. Find and open TM integration user.

    NOTE

    Identify the TM integration user by locating the user's full name in the format TM Integration <Salesforce-Organization-Name>, or by the username entered in the previous step.

    3-3.png

  3. Click Permission Set Assignments and ensure the following Permission sets are listed there:

    • Contracts Suite OOB Integration User Permissions

    • TM Integration User Account Permissions
      3-6.png

  4. Click Permission Set License Assignments and ensure the Salesforce API Integration is added. 
    3-7.png

Set/Reset Integration User Password and Security Token

NOTE

TechnoMile Support requires access to your Salesforce org to perform this configuration. If you choose not to provide access and prefer to perform these steps yourself, you must complete them manually by following the instructions below.

To set/reset password of the integration user:

  1. Go to Users using Setup search.

  2. Find and open TM integration user.

  3. Click Reset Password.
    4-1.png

  4. Click OK on the confirmation message.
    4-2.png

  5. The sfuser email address to which the password reset information is sent is displayed here.
    4-3.png

  6. Go to your sfuser email inbox and click the link provided in the email.
    4-4.png

  7. Click Reset Password.
    4-5.png

  8. Enter New Password and Confirm New Password, select New Security Question, enter New Answer, and click Change Password.

    NOTE

    The TM Integration user password should be the same as the Admin password.

    4-6.png

To validate that the integration user password has been reset successfully:

  1. Go to Users using Setup search.

  2. Find and open TM integration user.
    The Email status is changed to Verified.
    4-8.png

To reset the security token:

  1. Switch back to Salesforce Classic.
    4-9.png

  2. Go to Setup > Manage Users > Users.

  3. Click Login next to the integration user name.
    4-13.png

  4. Under TM Integration Auto... Click My Settings.
    4-14.png

  5. Go to Personal > Reset My Security Token.

  6. Click Reset Security Token.
    4-15.png

  7. A confirmation message appears.
    The sfuser email address to which the new security token is sent is displayed here.
    4-16.png

  8. Go back to your sfuser email inbox and retrieve your new security token.

Integration User Profile Settings

To set custom record settings and a password policy for the integration user profile:

  1. Go to Users using Setup search.

  2. Find and open TM integration user.

  3. Open the Profile link.
    4-17.png

  4. Click Edit.
    4-18.png

  5. Scroll down to Password Policies and set the User passwords expire in field to Never expires.
    4-19.png

  6. Click Save.

Create Approval Processes

This section outlines two procedures to create approval processes:

Importing Approval Processes via Workbench

NOTE

The approval process (.zip) file will be provided by TechnoMile. Ensure the file is available before you begin.

  1. Login to the Salesforce organization where you want to import the approval processes.

  2. In a new browser tab, open workbench.developerforce.com.

  3. Select the appropriate environment and enable the I agree to the terms of service checkbox.
    7-1.png

  4. Click Login with Salesforce.

  5. Hover over the link to verify the username. Ensure your admin username is displayed.
    7-2.png

  6. Click Deploy.

  7. Click Choose File and upload the approval process .zip file provided by TechnoMile. 
    7-4 (1).png

  8. Enable Rollback on Error and select Test Level as RunLocalTests.
    7-4.png

  9. Click Next.

  10. Click Deploy to complete the process.
    7-5.png

Manual Process to Create Approval Processes

Modification

To create approval processes for Modification:

  1. Go to Approval Processes using Setup search.

  2. Select Manage Approval Processes For as Modification, click Create New Approval Process, and select Use Standard Setup Wizard.
    5-1.png

  3. Enter Process Name as Basic Mod Approval - One Step and Unique Name as Basic_Mod_Approval_One_Step and click Next.
    5-2.png

  4. Click Next again.
    5-3.png

  5. Choose the Administrators ONLY can edit records during the approval process option and click Next.
    5-4.png

  6. Click the Approval Assignment Email Template lookup icon. 
    5-5.png

  7. Select Internal POC Templates and then select Contract Mod submitted for approval notice.
    5-6.pngThe Email Template is selected.

  8. Click Next.
    5-7.png

  9. Select and move the following eleven fields from Available Fields to Selected Fields using the Add arrow button, choose the Recommended option under Security Settings, and click Next.
    5-8.png

  10. Select and move Record Creator and Our Contract Owner from Available Submitters to Allowed Submitters using the Add arrow button, then select the Allow submitters to recall approval requests checkbox under Submission Settings, and click Save.
    5-9.pngChoose the Take me to the approval detail page to review what I've just created option and click Go.
    5-10.pngThe Approval Process is created.
    5-11.png

    NOTE

    By default:

    • Record Lock under Initial Submission Actions and Final Approval Actions is set to Lock the record from being edited.

    • Record Lock under Final Rejection Actions and Recall Actions is set to Unlock the record for editing.

  11. Click Add Existing in Initial Submission Actions.
    5-12.png

  12. Select Choose Action Type as Field Update, select and move Field Update: Set Wizard Status to Approval in Process from Available Actions to Selected Actions using the Add arrow button, and click Save.
    5-13.pngField Update is added.
    5-14.png

  13. Similarly in Final Approval Actions, click Add Existing to add Field Update as Set Wizard Status to Approved and Email Alert as Contract Mod approved notice.
    5-15.png

  14. Similarly in Final Rejection Actions, click Add Existing to add Field Updates as Wizard Status Rejected and Reopen Mod and Email Alert as Contract Mod rejected notice.
    5-16.png

  15. Similarly in Recall Actions, click Add Existing to add Field Updates as Wizard Status Recalled and Reopen Mod.
    5-17.png

  16. Scroll up to Approval Steps and click New Approval Step.
    5-18.png

  17. Enter Name as Approve Mod and Unique Name as Approve_Mod and click Next.
    5-19.png

  18. Choose the All records... option and click Next.
    5-20.png

  19. Choose the Let the submitter choose the approver manually option, select The approver's delegate may also approve the request checkbox, and click Save.
    5-21.png

  20. Choose the No, I'll do this later option and click Go.
    5-22.png

  21. Click Activate.
    5-23.png

  22. Click OK on the confirmation message.
    5-24.pngThe Modification Approval Process is activated.
    5-25.png

Subcontract Modification

Similarly, create another Approval Process for Subcontract Modification by performing the same steps as shown above for Modification:

  1. Select Manage Approval Processes For: as Subcontract Modification, click Create New Approval Process, and select Use Standard Setup Wizard.

  2. Enter Process Name as Basic SubK Mod Approval - One Step and Unique Name as Basic_SubK_Mod_Approval_One_Step and click Next.

  3. Click Next again.

  4. Choose the Administrators ONLY can edit records during the approval process option and click Next.

  5. Click the Approval Assignment Email Template lookup icon. 

  6. Select Internal POC Templates and then select Subcontract Mod submitted for approval notice.
    The Email Template is selected.

  7. Click Next.

  8. Select and move the following eleven fields from Available Fields to Selected Fields using the Add arrow button, choose the Recommended option under Security Settings, and click Next.
    5-26.png

  9. Select and move Record Creator and Subcontract Owner from Available Submitters to Allowed Submitters using the Add arrow button, then select the Allow submitters to recall approval requests checkbox under Submission Settings, and click Save.

  10. Choose the Take me to the approval detail page to review what I've just created option and click Go.
    The Approval Process is created.

    NOTE

    By default:

    • Record Lock under Initial Submission Actions and Final Approval Actions is set to Lock the record from being edited.

    • Record Lock under Final Rejection Actions and Recall Actions is set to Unlock the record for editing.

  11. Click Add Existing in Initial Submission Actions.

  12. Select Choose Action Type as Field Update, select and move Field Update: Set Wizard Status to Approval in Process from Available Actions to Selected Actions using the Add arrow button, and click Save.
    The Field Update is added.

  13. Similarly in Final Approval Actions, click Add Existing to add Field Update as Set Wizard Status to Approved and Email Alert as Subcontract Mod approved notice.

  14. Similarly in Final Rejection Actions, click Add Existing to add Field Updates as Wizard Status Rejected and Reopen SubK Mod and Email Alert as Subcontract Mod rejected notice.

  15. Similarly in Recall Actions, click Add Existing to add Field Updates as Wizard Status Recalled and Reopen SubK Mod.

  16. Scroll up to Approval Steps and click New Approval Step.

  17. Enter Name as Approve SubK Mod and Unique Name as Approve_SubK_Mod and click Next.

  18. Choose the All records... option and click Next.

  19. Choose the Let the submitter choose the approver manually option, select The approver's delegate may also approve the request checkbox, and click Save.

  20. Choose the No, I'll do this later option and click Go.

  21. Click Activate.

  22. Click OK on the confirmation message.
    The Subcontract Modification Approval Process is activated.

Install and Configure Formstack Documents App

Install Formstack Documents App

IMPORTANT

You may not be required to perform steps 5-8 of this section, if you are an existing Salesforce Administrator or have an existing Trailblazer account.

To install Formstack documents app:

  1. Go to the Formstack Documents - Document Generation app installation link on Salesforce App Exchange and click Get It Now.
    6-1.png

  2. Click Log In to login to your Salesforce account.
    6-2.png

  3. Click Continue with Salesforce.
    6-3.png

  4. Enter Username and Password and click Log In.
    6-4.png

  5. Select Country/Region, State/Province, and the I agree... checkbox and click Next.
    6-5.png

  6. Click Next again.
    6-6.png

  7. Enter Company name, select Role name and Relationship to Salesforce, and click Complete my signup.
    6-7.png

  8. Click Continue.
    6-8.png

  9. Click Install in Production.
    6-9.png

  10. Select the terms and conditions checkbox and click Confirm and Install.
    6-10.png

  11. Choose Install for All Users and click Install.
    6-11.png

  12. Select the Yes, grant... checkbox and click Continue.
    6-12.png

  13. Click Done.
    6-13.png

  14. Once you receive the email in your inbox, refresh the Installed Packages page to view the Formstack Documents package in this list.
    6-14.png

Enter Formstack API Key and Secret

NOTE

Formstack Key and Secret will beprovided by TechnoMile. Ensure you have these values available before proceeding with this section.

To enter Formstack API key and secret:

  1. Go to Formstack Documents using the App Launcher, then go to Formstack Settings.
    6-15.png

  2. Enter the Key and Secret provided by TechnoMile in their respective fields, then click Login to Webmerge. 
    6-16.png

Download and Add Templates to Formstack Documents

To add new objects:

  1. Go to Formstack Documents using the App Launcher and then go to Formstack Settings.
    6-15.png

  2. Click Add a new Object.
    6-18.png

  3. Search for and select Our Contract and click Save.
    6-19.pngThe Object is added.

  4. Similarly, add the Agreement, CLIN/SLINs,and CPAR objects.

To download the templates:

  1. Click the View profile icon and select Switch to Salesforce Classic.
    6-20.png

  2. Click the All Tabs plus icon.
    6-21.png

  3. Scroll down and click Documents.
    6-22.png

  4. Select Folder as FedTom Custom Setting Doc and click Go.
    6-23.png

  5. Click View to download the below highlighted files.
    Alternatively, you can click to open each file separately and then click Email Document to send each file to your registered email address.
    6-24.png

    CPAR templates.png

  6. Click Switch to Lightning Experience.
    6-26.png

To upload the downloaded templates:

  1. Go back to Formstack Documents using the App Launcher and click New Document.
    6-27.png

  2. Enter the Name and click Next.
    6-28.png

  3. Click Upload pre-built Template and then click Choose file.
    6-29.png

  4. Select the recently downloaded TMSalesCloud_ContractBriefTemplate.docx file and click Open.
    6-30.pngThe template is uploaded.

  5. Click Done.
    6-31.png

  6. Go to the Settings tab, scroll down to choose Active, and click Save & Next.
    Here, you can also select the Save merge data... checkbox, if required.
    6-32.png

To customize Formstack mappings:

  1. Open the previously downloaded ContractBriefTemplateMappingExport.txt file and copy its entire contents.

  2. Go to Formstack Mappings and click New Mapping.
    6-33.png

  3. Enter Mapping Name, select Salesforce Object as Our Contract, choose Formstack Resource as Document, select Document as Contract Briefs, and click Save and Next.
    6-34.png

  4. Scroll down and select the below highlighted Optional Settings.

    IMPORTANT

    Ensure that you clear the Run in Test Mode checkbox selection, once your testing of the mapping is completed and the template is in active use.

    6-35.png

  5. Scroll down further, click Import/Export, paste the entire contents previously copied from the ContractBriefTemplateMappingExport.txt file into the Insert JSON field, and click Save.
    6-36.pngThe Field Mappings are imported.

  6. Scroll down and click Save & Activate.
    6-37.png

  7. Scroll up and copy the Mapping ID for use in later steps.
    6-38.png

  8. Similarly, perform the same steps for uploading a template for the Agreement object using the NDATemplate.docx file and import related Field Mappings from the NDATemplate_MappingExport.txt file. Then, save and activate the imported mappings.

  9. Next, perform the same steps for uploading a template for the CLIN/SLINs object using the TMSalesCloud_LOF Letter Template (CLIN/SLIN).docx file and import related Field Mappings from the LOFLetterCLINTemplateMappingExport.txt file. Then, save and activate the imported mappings to generate a Mapping ID and ensure that you copy this ID.

  10. Next, perform the same steps for uploading a template for the Our Contract object using the TMSalesCloud_LOF Letter Template (Contract).docx file and import related Field Mappings from the LOFLetterContractTemplateMappingExport.txt file. Then, save and activate the imported mappings to generate a Mapping ID and ensure that you copy this ID. 

  11. Lastly, perform the same steps for uploading a template for the CPARs object using the CPAR Self-Eval Form Template.docxfile and import related Field Mappings from the CPAR Self-Eval Form Template Mapping Export.txtfile. Then, save and activate the imported mappings.

    NOTE

    Ensure you note down the Mapping IDs for Our Contracts, CLIN/SLINs, and Contract Briefs, as these IDs will be required later during the Visualforce page creation step.

Configure Contract Brief Auto-Generation

The Auto-Generation of Contract Brief eliminates the need to manually generate a contract brief whenever a MOD (Modification) is created or updated. This automation ensures that a contract brief document is generated based on predefined criteria such as revision type and status, improving consistency and reducing manual effort.

Create Apex Class

To create an Apex Class:

  1. Go to Formstack Document using the App Launcher. The Formstack Document page opens.

  2. Go to the Formstack Mapping tab and select Contract Brief Mapping.

  3. On the Contract Brief Mapping page, copy the Mapping ID to a notepad for reference.
    Mapping id.png

  4. Click the Setup icon and select Developer Console from the list.
    Image4.pngThe Developer console page opens.

  5. In the Developer Console page, go to File, click New, and select Apex Class.
    mceclip1.png

  6. Enter the name as WebmergeDocumentHandler, and click OK.
    A new apex class is created.

  7. Copy and paste the below code into the new Apex Class.

    global with sharing class TM_WebmergeDocumentHandler {
//This Proper and working class
// Constructor to call the generateDocument method
global TM_WebmergeDocumentHandler() {
try {
System.debug('TM_WebmergeDocumentHandler Constructor Called');
//Getting Params from the TM_AutoGenerateContractBriefs1 class
List<String> recordIdlist = TM_TOMA.TM_AutoGenerateContractBriefs.recordIdLst; //List of record Id get it from TM_AutoGenerateContractBriefs class
List<Id> recordIdLst = new List<Id>();
String wmMappingId = ''; //Add Mapping Id Here
String sfObjectName = '';
if(recordIdlist.size()>0){
if(Schema.sObjectType.TM_TOMA__Modification__c.isAccessible() && Schema.sObjectType.TM_TOMA__Modification__c.fields.TM_TOMA__Contract_Vehicle__c.isAccessible()){
List<TM_TOMA__Modification__c> modLst = [SELECT Id,TM_TOMA__Contract_Vehicle__c FROM TM_TOMA__Modification__c WHERE Id IN: recordIdlist];
if(modLst.size()>0){
for(TM_TOMA__Modification__c mod : modLst){
if(mod.TM_TOMA__Contract_Vehicle__c != null){
recordIdLst.add(mod.TM_TOMA__Contract_Vehicle__c); 
}
}
//System.debug(recordIdLst);
}
}
Id recordId = (Id)recordIdlist[0];
sfObjectName = 'TM_TOMA__Contract_Vehicle__c';
System.debug(sfObjectName);
}
//System.debug('recordIdlist ===='+recordIdlist);
if(wmMappingId != '' && sfObjectName != '' && recordIdLst.size()>0){
Boolean isGenerated1 = webm.WebmergeGenerator.generateDocumentBatch(wmMappingId, recordIdLst, sfObjectName);
System.debug('Document generation result: ' + isGenerated1);
}
} catch (Exception e) {
System.debug('Error in WebmergeDocumentHandler: ' + e.getMessage());
}
}
}

  8. Go to the code line that begins with String wmMapping ID =, paste the mapping ID that you copied to Notepad, and then click Save.

    Image6.png

    NOTE

    The class name shown here might already exist in your Salesforce organization, although this is uncommon. To avoid any naming conflict, you may use a different class name of your choice. If you do so, ensure that you update all occurrences of the class name in the code before copying and pasting.

  9. Note down the Class Name for use in a later step.

Enabling Auto-Generation

To enable the auto-generation of contract briefs:

  1. Go to Contract suite configuration using the App Launcher.
    The Contract suite configuration tab opens.
    Image 1.png

  2. Under the Contract Suite Configure tab, select the Enable Auto Generate Contract Brief checkbox.

  3. Click OK on the confirmation message.
    image.pngThe auto-generation of the contract brief is now activated. A wrench icon appears once you activate the feature.

Configure Contract Brief Auto-Generation

To configure the contract brief Auto-Generation:

  1. Click the wrench icon next to the Enable Auto Generate Contract Brief checkbox.
    The Auto Generate Contract Brief Setting window opens.

  2. In the Revision Type field, enter the revision type criteria to check.

    NOTE

    Ensure the values you enter match the expected MOD field values. Enter the Revision Type using one of the following MOD field values only:

    • Internal Revision

    • Modification

  3. In the Wizard Status field, enter the wizard status type criteria to check.

    NOTE

    Ensure the values you enter match the expected MOD field values. Enter the Wizard Status using one of the following MOD field values only:

    • Draft

    • ApprovalInProcess

    • Approved

    • Rejected

    • Recalled

  4. In the Class Name field, enter the class name copied from the previous Apex class creation step, then click Save.

    NOTE

    Class Name refers to the file name you enter for the newly created Apex Class.

Create Visualforce Pages

This section explains the steps to create Visualforce pages for Our Contracts, Agreements, CLIN/SLINs, CPAR, and Contract Briefs.

NOTE

You will need the Mapping IDs generated for Our Contracts, CLIN/SLINs, and Contract Briefs during the Customize Formstack Mappings step. Ensure you have them available before proceeding.

CPAR

To create a Visualforce page for CPAR:

  1. Go to Visualforce Pages using Setup search.

  2. Click New.
    visualforce page.png

  3. Enter the Name as webmergeCPARSelfEvaluationForm.

  4. Open the previously downloaded CPAR Self-Eval Form VF (text file) and copy its contents into the Visualforce Markup text box.

  5. Click Save.

Contract Brief

To create a Visualforce page for Contract Brief:

  1. Go to Visualforce Pages using Setup search.

  2. Click New.

  3. Enter a Name such as GenerateContractBrief.

  4. Paste the following code in the Visualforce Markup text box.
    <apex:page standardController="TM_TOMA__Contract_Vehicle__c" docType="html-5.0" title="Contract Brief: {!TM_TOMA__Contract_Vehicle__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__Contract_Vehicle__c}" mappingId="" />
    </apex:page>

  5. Paste the Mapping ID previously generated for Contract Briefs within the mappingId="" field (for example, mappingId="a1e5j00000138syAAA") and click Save.
    VF1.png

Agreements

To create a Visualforce page for Agreements:

  1. Go to Visualforce Pages using Setup search.

  2. Click New.

  3. Enter a Name such as GenerateAgreement.

  4. Paste the following code in the Visualforce Markup text box.
    <apex:page standardController="TM_TOMA__Agreement__c" docType="html-5.0" title="{!TM_TOMA__Agreement__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__Agreement__c}" />
    </apex:page>
    VF2.png

  5. Click Save.

CLIN/SLINs

To create a Visualforce page for CLIN/SLINs:

  1. Go to Visualforce Pages using Setup search.

  2. Click New.

  3. Enter a Name such as LOFLetterCLIN.

  4. Paste the following code in the Visualforce Markup text box.
    <apex:page standardController="TM_TOMA__CLIN_SLIN__c" docType="html-5.0" title="Limitation of Funds: {!TM_TOMA__CLIN_SLIN__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__CLIN_SLIN__c}" mappingId="" />
    </apex:page>

  5. Paste the Mapping ID previously generated for CLIN/SLINs within the mappingId="" field (for example, mappingId="a2N8b000004pbmqEAA") and click Save.
    VF3.png

Our Contracts

To create a Visualforce page for Our Contracts:

  1. Go to Visualforce Pages using Setup search.

  2. Click New.

  3. Enter a name such as LOFLetterContract.

  4. Paste the following code in the Visualforce Markup text box.
    <apex:page standardController="TM_TOMA__Contract_Vehicle__c" docType="html-5.0" title="Limitation of Funds: {!TM_TOMA__Contract_Vehicle__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__Contract_Vehicle__c}" mappingId="" />
    </apex:page>

  5. Paste the Mapping ID previously generated for Our Contract within the mappingId="" field (for example, mappingId="a2N8b000004pbmvEAA") and click Save.
    VF4.png

Configure Custom Settings

To add the newly created Visualforce page names to Custom Settings:

  1. Go to Custom Settings using Setup search.

  2. Click Manage against TM Formstack Setting.
    6-39.png

  3. Click New.
    6-40.png

  4. Enter the TM Formstack Setting Information as below:
    Enter names of the Visualforce pages you created in previous step in their respective VF Page Name fields:

    • In the CPAR Self Evaluation VF Page Name field, enter the name  webmergeCPARSelfEvaluationForm given to the Visualforce Page created for CPAR.

    • In the Agreement VF Page Name field, enter the name GenerateAgreement given to the Visualforce Page created for Agreement.

    • In the CLIN/SLIN LOF VF Page Name field, enter the name LOFLetterCLIN given to the Visualforce Page created for CLIN/SLIN.

    • In the Contract VF Page Name field, enter the name GenerateContractBrief given to the Visualforce Page created for Contract Brief.

    • In the Contract LOF VF Page Name field, enter the name LOFLetterContract given to the Visualforce Page created for Our Contract.
      Custom settings.png

  5. Click Save.

Configure Session Settings

NOTE

TechnoMile Support requires access to your Salesforce org to perform this configuration. If you choose not to provide access and prefer to perform these steps yourself, you must complete them manually by following the instructions below.

To configure session settings:

  1. Go to Session Settings using Setup search.

  2. Disable the following options:

    • Under Lightning Web Securities, uncheck the Use Lightning Web Security for Lightning web components and Aura components option.

    • Under Content Security Policy (CSP) Directive Rendering, uncheck the Adopt updated CSP directives option.
      9-1.png

  3. Click Save.

Configure SAML on CRM

Create a Self-Signed Certificate

To create a self-signed certificate:

  1. Go to Certificate and Key Management using Setup Search.

  2. Click Create Self-Signed Certificate.
    10-1.png

  3. Enter a Label and Unique Name, then click Save.

    NOTE

    Ensure the Type is set as Self-Signed.

    10-2.png

    A self-signed certificate is created.
    10-4.png

Enable Identity Provider

To enable identity provider for the newly created self-signed certificate:

  1. Go to Identity Provider using Setup Search.

  2. Click Enable Identity Provider.
    10-3.png

  3. Select the newly created self-signed certificate from the dropdown, and then click Save.
    10-5.pngThe identity provider setup details is displayed here.

    NOTE

    Copy the Salesforce Identity URL for use in later steps.

    new.png

Manage Connected Apps

To configure the connected app:

  1. Go to Manage Connected Apps using Setup Search.

  2. Open TM_Analytics SF IDP for Liferay.
    10-7.png

  3. Click Edit Policies.

  4. Under SAML Service Provider Settings, update the following details:

    NOTE

    If you’re not certain of your organization's customer-specific domain name, please contact TechnoMile.

    • In the Entity Name field, replace the word portal with your customer-specific domain name. For example: https://customer-domain.technomile.com.

      NOTE

      Remove the / at the end of the URL.

    • In the ACS URL field, replace the word portal with your customer-specific domain name. For example, https://customer-domain.technomile.com/c/portal/saml/acs.

    • In the Single layout URL field, replace the word portal with your customer-specific domain name. For example, https://customer-domain.technomile.com/c/portal/saml/slo.

    • In the IdP Certificate field, select your previously created self-signed certificate.
      10-8.png

  5. Under Profiles click Manage Profiles.

  6. Select the following profiles:

    • Standard Platform User

    • Standard User

    • System Administrator
      Additionally, if you create custom profiles or use any profiles other than the ones listed above for users who need access to TechnoMile products, you must select those profiles as well.

      Your title goes here

      If you have not setup your users yet, return to this step after you create them and confirm that all necessary profiles are selected.

      10-9.png

  7. Under Custom Attributes, delete the logoutURL attribute key.

  8. Open the Salesforce Identity URL copied previously in a new browser tab.
    new.png

  9. In the XML file that opens, locate and copy the entityID URL.
    new2.png

  10. Go back to SAML Service Provider Settings, paste the entityID URL copied in the previous step into the Issuer field.
    10-12.png

  11. Click Save.

    NOTE

    Please share the Metadata Discovery EndPoint URL with your TechnoMile admin for further configuration.

    10-10.png

Configure Pre-Award

NOTE

This section applies only to customers who have purchased Pre-Award.

To configure Pre-Award, refer to Configuration of Pre-award.

NOTE

Complete the configuration steps in sequence up to and including the section Add Report to Dashboard. Do not configure any sections after this point.

Configure Contracts Lightning Record Page Layout

This section outlines two procedures for configuring Contracts lightning record page layout:

Add SharePoint Tab (For Transform Copilot Customers)

To add SharePoint tab to Our Contracts object:

  1. Go to Setup > Object Manager.
    14-1.png

  2. Locate and open Our Contract.

  3. Select Lightning Record Pages > Contract Suite Contract Layout w/TC.
    16-10.png

  4. Click Clone.
    TC1.png

  5. The Lightning App Builder appears, select any tab on the page to reveal the Add Tab option in the right pane.
    15-2.png

  6. Click Add Tab.

  7. Click the newly added Details tab. 
    15-4.png

  8. In the slide out panel that appears:

    1. Select the Tab Label as Custom.

    2. Enter the Custom Label as SharePoint.

    3. Click Done.
      15-3.pngSharePoint tab is added.

  9. Select the SharePoint tab, locate the TM_SharePoint_OBO_cmp component in the left pane, and drag and drop it onto the SharePoint tab.
    15-5.png

  10. Click Save.

  11. Click Activate.
    15-7.png

  12. Click Assign as Org Default.
    15-8.png

  13. Choose Desktop and phone, then click Next.
    Prop-7.png

  14. Click Save.
    WTC-layout.png

  15. Click the back arrow.
    15-11.pngContract record page opens with the SharePoint tab.

Add SharePoint Tab (For Customers without Transform Copilot)

To configure the lightning record page layout:

  1. Go to Setup > Object Manager.
    14-1.png

  2. Locate and open Our Contract.

  3. Select Lightning Record Pages > FedCLM Contract Vehicle Detail.
    Non-TC1.png

  4. Click Clone.
    Non-TC2.png

  5. The Lightning App Builder appears, select any tab on the page to reveal the Add Tab option in the right pane.
    15-2.png

  6. Click Add Tab.

  7. Click the newly added Details tab. 
    15-4.png

  8. In the slide out panel that appears:

    1. Select the Tab Label as Custom.

    2. Enter the Custom Label as SharePoint.

    3. Click Done.
      15-3.pngSharePoint tab is added.

  9. Select the SharePoint tab, locate the TM_SharePoint_OBO_cmp component in the left pane, and drag and drop it onto the SharePoint tab.
    15-5.png

  10. Click Save.

  11. Click Activate.
    15-7.png

  12. Click Assign as Org Default.
    Non-TC3.png

  13. Choose Desktop and phone, then click Next.
    Prop-7.png

  14. Click Save.
    WoutTC-layout.png

  15. Click the back arrow.
    15-11.pngContract record page opens with the SharePoint tab.

Add SharePoint Tab to Agreement Record Page

To add SharePoint tab to the Agreement record page:

  1. Go to Agreements using the App Launcher.

  2. Open an agreement record.

  3. Click the gear icon and select Edit Page.
    Agree1.pngLightning App Builder opens.

  4. Select any tab on the page to reveal the Add Tab option in the right pane.
    Agree2.png

  5. Click Add Tab.

  6. Click the newly added Details tab. 
    Agree2.png

  7. In the slide out panel that appears:

    1. Select the Tab Label as Custom.

    2. Enter the Custom Label as SharePoint.

    3. Click Done.
      15-3 - Copy.pngSharePoint tab is added.

  8. Select the SharePoint tab, locate the TM_SharePoint_OBO_cmp component in the left pane, and drag and drop it onto the SharePoint tab.
    Agree3.png

  9. Click Save.

  10. Click Activate.
    15-7.png

  11. Click Assign as Org Default.
    Agree5.png

  12. Choose Desktop and phone, then click Next.
    Prop-7.png

  13. Click Save.
    Agree-layout.png

  14. Click the back arrow.
    Agree7.pngThe agreement record page opens with a SharePoint tab.

Configure Wage Determination States

To configure the wage determination states:

  1. Go to Provisioning Admin Setup using the App Launcher.

  2. Under Wage Determination States Setup, click Setup WD States.
    3-4.pngA confirmation message appears.

Setup Clause Library

To setup the clause library:

  1. Go to Provisioning Admin Setup using the App Launcher.

  2. Under Clause Setup, click Setup Clause Library. 
    18-1.png

    A confirmation message appears.

To validate that the clause library was setup successfully:

  1. Go to Clauses using the App Launcher.

  2. Click All. 
    You will now see the clauses populated in this list.
    18-2.png