Here is a description of the fields on the Opportunity to Contract Configuration object.
|
Field Name |
Description |
|---|---|
| Opportunity Object | Must be "Opportunity". |
| Active | Determines whether the configuration should be used by the process. You can have several configurations but only one can be active. |
| Process Trigger Field | The field that defines what triggers the conversion from an opportunity to a contract. |
| Process Trigger Value | Value in the Process Trigger field that triggers the conversion from an opportunity to a contract. |
| Process Action Field | The field that defines which contract process to run. |
| New Contract Action Value | Value in the Process Action field that triggers the creation of a new contract from the opportunity. |
| Renew Action Value | Value in the Process Action field that triggers the renewal of a contract from the opportunity. |
| Upsell Action Value | Value in the Process Action field that triggers the upsell of an active contract from the opportunity. |
| Replace Action Value | Value in the Process Action field that triggers the replacement of a contract from the opportunity. |
Related Concepts
Related Tasks
Adding a Plan to an Opportunity
Creating a Draft Contract from an Opportunity
Renewing a Contract from an Opportunity
Replacing a Contract from an Opportunity
Mapping Fields From An Opportunity To A Contract
Setting up Opportunity to Contract Process Configuration
About the Opportunity to Contract Plugin
Upselling a Contract From an Opportunity
Reference