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Set Up Outcome-Based Contracts

Assign users permissions to manage contract line outcomes for Outcome-Based Contracts and create recordset filter criteria that allow you to define the criteria to evaluate contract compliance.

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.

Assign User Permissions

Give users access to Outcome-Based Contracts.

Required Editions

User Permissions Needed
To enable permissions: Manage Profiles and Permission Sets
To edit field-level security for fields: Customize Application
  1. Assign users basic access permissions to create and manage contract line outcomes.
    1. From Setup, in the Quick Find box, enter Users, and then select Profiles.
    2. Select the relevant profile, and then click Edit.
    3. In Standard Object Permissions, enable basic access permissions for contract line outcomes.
  2. Set the field-level security of the Service Contract and Recordset Filter Criteria fields on the Contract Line Outcome object.
    1. From the object management settings for contract line outcomes, go to Fields and Relationships.
    2. For both fields, click Set Field-Level Security and make the field-level security visible for the relevant profiles.

Create Recordset Filter Criteria

Create recordset filter criteria for contract line outcomes. Recordset filter criteria allow you to define the criteria to evaluate contract compliance.

Required Editions

User Permissions Needed
To view, create, and update recordset filter criteria: View, create, and edit on Asset, Contract Line Outcome, Recordset Filter Criteria, and Recordset Filter Criteria Rule AND Delete on Recordset Filter Criteria Rule
  1. From the App Launcher, find and select Recordset Filter Criteria.
  2. Click New.
  3. Enter a name and a description.
  4. For Source Object, select Contract Line Outcome.
  5. For Filtered Object, select Asset.
  6. Select Active.
  7. In the Conditions section, select the relevant option for when the recordset filter criteria is valid.
  8. Add filter conditions.
    1. For Criteria Field, select a numeric asset field or asset attribute.
    2. Select the operator and the value to match on.
  9. Save the recordset filter criteria.