In this module, we build a more extensive and complex application a Contract Management app. We build out the foundations and security model for a Contract Management application. We then extend and enhance the Contract Management App user interface and user experience.
Resource:
Part 6 Workbook - Contract Management App Foundation - https://kartrausers.s3.amazonaws.com/mikewheelermedia/2490819_1542047532236Bootcamp3WorkbookModule6.pdf
In this lesson we discuss the foundations of our upcoming Contract Management application. We look at the Fields and Relationships on the Contract standard object.
I also share the Sales Objects ERD from the SOAP API Developer Guide (link below).
We set the Contract Settings to send contract ex...
In this lesson, we explore setting the Contracts object to Private, but demonstrate how Contracts and Accounts are tied together. To make Contracts Private at the Org Wide Default level, you would also be making Accounts private also. This has a cascading effect of having to also make Cases and O...
In this lecture we create three different Sales Processes and accompanying Record Types for the Opportunity object related to Contract Management.
Those Sales Processes and Record Types are:
B2B Widgets
Call Center Business
Property Management
