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 Opportunities private also.
The next option we explore is closing access to the Contract object at the Profile level.
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
In this lecture we create the app and then start addressing some of the user interface limitations. From there, we start improving the UI by adjusting page layouts.
Show a Contract on Opportunity or Quote Details
To show a contract on the opportunity or quote details, use field-level security a...
In this lesson we create a Visualforce page for our Contract Management application. I also show you how to embed a Visualforce page into a Standard Page Layout.
I also show you how you can embed Visualforce into a Lightning App page as well.
Code Reference for Visualforce Page:
