---
schema_version: "1"
id: 6be6772565c54d1de429a02415f244586255142e009556b1c537634d570351e1
title: Set Up Contracts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customize_contract.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customize_contract.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2bde8efa9b32475857f1dea9c4d4ae18fdfe0c6a00eed0c0ff954a6be7b19fb5
description: Customize Salesforce to handle your internal contract management process.
products:
  - Sales Cloud
release: "264"
---
# Set Up Contracts

Customize Salesforce to handle your internal contract management process.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Contracts are available in: <strong>Performance</strong> and <strong>Developer</strong>
                Editions</p>
              <p style="margin-bottom:0;">Contracts are available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and
                <strong>Unlimited</strong> Editions with Sales
              </p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d81021e77">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81021e77 ">To change contract settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81021e77 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

To access the Contract Settings page, from Setup, enter Contract Settings in the Quick Find box, then select **Contract Settings**.

#### See Also

- [Contracts](https://help.salesforce.com/s/articleView?id=sales.contract_def.htm&release=264.0.0&type=5 "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.")
- [Set Up Orders](https://help.salesforce.com/s/articleView?id=sales.customize_order.htm&release=264.0.0&type=5 "Customize Salesforce to handle your internal order management process.")
- [Find Object Management Settings](https://help.salesforce.com/s/articleView?id=platform.extend_click_find_objectmgmt_parent.htm&type=5&language=en_US)

## Enable Contract Expiration Notices

Send email notifications to account and contract owners when a contract expires.

1. Select **Send Contract Expiration Notice Emails to Account and Contract Owners**, and then save your changes.
2. To stop sending expiration notices, deselect this option, and then save your changes.

## Enable Auto-Calculation of Contract End Dates

1. Select **Auto-calculate Contract End Date**.
2. Save your changes.

- If Salesforce automatically calculates a contract end date, it doesn’t appear on the contract’s edit page.
- If Auto-calculate Contract End Date is enabled, and Contract Start Date or Contract Term is blank, Contract End Date is blank.

## Disable Auto-Calculation of Contract End Dates

If your contracts don’t have end dates, or if you prefer to let your sales team enter them manually, disable auto-calculation of contract end dates.

1. Deselect **Auto-calculate Contract End Date**, and then save your changes.
2. View your page layout and field-level security settings for Contract End Date, Contract Start Date, and Contract Term to verify that your sales team can read and edit them as needed.

## Track History for All Statuses

The default is to track history for contracts with a status of In Approval Process or Activated. You can track history for contracts for all statuses instead.

1. Select **Track History for All Statuses**.
2. Save your changes.

- If Salesforce automatically calculates a contract end date, it doesn’t appear on the contract’s edit page.
- If Auto-calculate Contract End Date is enabled, and Contract Start Date or Contract Term is blank, Contract End Date is blank.

## Show a Contract on Opportunity or Quote Details

To show a contract on the opportunity or quote details, use field-level security and field accessibility.

1. From Setup, at the top of the page, select **Object Manager**.
2. In the object management settings for opportunities or quotes, click **Contract** in the fields area.
3. Click **Set Field-Level Security**.
4. Select **Visible** for each profile that you want to see contracts on opportunity or quote details, and then save your changes.
5. Click **View Field Accessibility**.
6. If any profile is marked hidden, click **Hidden**, and then select **Visible** under Page Layout.
7. Save your changes. The profiles are marked editable.

To show an Opportunities or Quotes related list on contracts, use page layouts.

## Enable a Contracts Chatter Feed

Add contract fields to be monitored via Chatter.

1. From Setup, enter Feed Tracking in the Quick Find box, then select **Feed Tracking**.
2. From the list of objects, select Contract.
3. Select the **Enable Feed Tracking** checkbox and then the checkboxes for the fields that you want to track.
4. Save your changes.