Opportunity to Contract Process Configuration Fields
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. |