A contract is a written agreement between parties. Many companies use contracts to
define the terms for doing business with other companies. Use Salesforce to establish and document
the contracts that you have with your accounts and opportunities. Track the contract through your
approval process. And use workflow alerts to remind yourself of contract renewals.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Performance and Developer Editions |
| Available in: Professional, Enterprise, and Unlimited
Editions with Sales |
- Set Up Contracts
Customize Salesforce to handle your internal contract management process.
- Manage Your Contracts
Establish and document the contracts that you have with your accounts and opportunities. Track the contract through your approval process. And use workflow alerts to remind yourself of contract renewals.
- Things to Know About Contracts
When you create a contract, consider the type of information that’s needed to maximize the quality of your data.
