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Create Contract Line Outcomes for Outcome-Based Contracts

Create and monitor contract line outcomes for Outcome-Based Contracts to easily evaluate the compliance of service contracts.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create contract line outcomes: Create on Contract Line Outcome
To edit contract line outcomes: Edit on Contract Line Outcome
To delete contract line outcomes: Delete on Contract Line Outcome
To view contract line outcomes: View on Contract Line Outcome
To view contract line outcome data records: View on Contract Line Outcome
To delete contract line outcome data records: Delete on Contract Line Outcome
  1. From the App Launcher, find and select Contract Line Outcomes.
  2. Click New.
  3. Enter a name and a description.
  4. Select the contract line item associated with the contract line outcome.
  5. Select the data capturing duration. Then, select the capture frequency and the calculation method. Data capturing runs according to the frequency and calculation method you select.
    Note
    Note
    • The contract line outcome’s start date can’t be before the contract line item’s start date or after the contract line item’s end date.
    • The contract line outcome’s start date must be in the present or in the future.
    • The contract line outcome’s end date can’t be on or after the contract line item’s end date.
  6. Select a recordset filter criteria. The recordset filter criteria allows you to define the criteria to evaluate contract compliance.
  7. Save the contract line outcome.
  8. In the Contract Line Outcomes list view, you can edit or delete a contract line outcome.
    You can edit these fields only if the contract line outcome’s start date hasn’t passed and if no contract line outcome data records are associated with it.
    • Recordset Filter Criteria
    • Start Date
    • End Date
    • Capture Frequency
    • Calculation Method
    Note
    Note Deleting a contract line outcome deletes all the contract line outcome data records associated with it.

You can view the details of a contract line outcome to check the compliance of your service contract. The contract line outcome’s automated process performs data capturing according to the criteria, frequency, and calculation method that you define. It then evaluates the compliance of the service contract. The Compliance Status field indicates whether the contract is compliant. After data capturing is complete, the next data capture date is shown according to the capture frequency that you define.

Contract line outcome data records are created as part of the contract line outcome’s automated process of data capturing. These records include the captured data information and the calculation value for a specific data capture run on a specific date.

Note
Note You can delete a contract line outcome data record only if the associated contract line outcome’s end date has passed.