---
schema_version: "1"
id: 142084d33c5f56845a45a43875171b25e25f05f1234b573bf0ae30b873f02ffa
title: Set Up Outcome-Based Contracts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_obc_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_obc_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 36b843d22cd589d55ea6df51b9d8dde0ee892910f5bd8ccb2ba0df371f032024
description: 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.
products:
  - Field Service
release: "264"
---
# 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

<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 (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

## Assign User Permissions

Give users access to Outcome-Based Contracts.

### Required Editions

<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="d143204e99">User Permissions
                  Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d143204e99 ">To enable permissions:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d143204e99 ">Manage Profiles and Permission Sets</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d143204e99 ">To edit field-level security for fields:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d143204e99 ">Customize Application</td>

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

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

<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="d143204e227">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d143204e227 ">To view, create, and update recordset filter criteria:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d143204e227 ">View, create, and edit on Asset, Contract Line Outcome, Recordset Filter Criteria, and
                  Recordset Filter Criteria Rule AND Delete on Recordset Filter Criteria Rule</td>

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

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.