How to create contracts from any Salesforce Object?
Modified on: Wed, 16 Dec, 2020 at 1:05 PM
Please note collections are now called workspaces.
This feature allows customers to create contracts from wherever Salesforce Object desired, you can specify from which field Party Name and Party Org Number should come from as well which data fields to send on contract creation.
Before beginning the setup process, please take a moment to confirm the following:
System Administrator: Your user is a System Administrator on Salesforce.
Oneflow Administrator: Your user has Oneflow Administrator Permission Set assigned.
Oneflow: Your user is an Oneflow Administrator in Oneflow.
Follow these steps to setup:
Drag-and-Drop our Lightning component OneflowContractList to the desired object page layout
Click "Configure" on OneflowContractList.
Choose which fields from this object should the Party Name and Party Number (optionally also choose data fields to send when a contract is created from this object.)4.