Contracts

In this section, we will look at the capabilities of Sales Cloud for capturing a record of the contracts that have been agreed upon and the people who were involved. Then, we explore some key considerations and what happens in practice.

This functionality is not to be confused with Service Contracts and Contract Line Items, which are part of Service Cloud, or Salesforce Contracts, which is an add-on license for CPQ+.

A full list of Sales Cloud add-on products can be found here: https://www.salesforce.com/content/dam/web/en_us/www/documents/pricing/all-add-ons.pdf

Sales Cloud capabilities

This lightweight object is based on a single object that allows the capture of key information related to a contract. It is not designed to manage a contract generation and signing process with multiple participants. If your requirements involve managing the full process, you will also want to consider third-party tools. We’ll learn about how you can extend your solution...