Contracts
Details
Contracts is the poor cousin Salesforce Object - it's not even a semi-object like Campaign Member (and Assets was), it is just a forgotten relic of the Salesforce world.Â
Rules
- Use Record Types.Â
Â
New Salesforce Org
Fields
- Add Record Types to Contracts to allow for different fields to be added for different Contract Types.
Values
Â
Buttons Links
- OMG! No Custom Actions on Contracts! Why?!? (You can add Global Quick Actions on Contracts by enabling Feed Tracking, but that is not enough. Vote here https://success.salesforce.com/ideaView?id=08730000000l8MGAAY&sort=2
Layout
- No Feed Layouts (see the idea on the Feed Layouts page to vote for it).Â
Views
See Views
Required Views
- One View for each Record TypeÂ
ReportingÂ
Â
Â