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Define the Renewal Periods for Sales Agreements

Determine the start of the renewal period for all sales agreements in your Salesforce org. Specify how many days before a sales agreement’s end date the renewal period should start. The renewal period ends on the agreement’s end date. Users can renew a sales agreement only during its renewal period.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To renew sales agreements: Customize Application
  1. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales Agreements.
  2. In the Renewal Days field of the Renewal Period Start section, enter the number of days before the sales agreement end date from when you want to start the renewal period.
Example
Example For example, if the end date of a sales agreement is December 31 and the defined renewal days is 30, users can renew the sales agreement from December 1.

See Also