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 and field accessibility.
From Setup, at the top of the page, select Object Manager.
In the object management settings for opportunities or quotes, click Contract in the fields area.
Click Set Field-Level Security.
Select Visible for each profile that you want to see contracts on opportunity or quote details, and then save your changes.
Click View Field Accessibility.
If any profile is marked hidden, click Hidden, and then select Visible under Page Layout.
Save your changes. The profiles are marked editable.
To show an Opportunities or Quotes related list on contracts, use page layouts.
Enable a Contracts Chatter Feed
Add contract fields to be monitored via Chatter.
From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.
From the list of objects, select Contract.
Select the Enable Feed Tracking checkbox and then the checkboxes for the fields that you want to track.
Save your changes.
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:
In this lesson we create a Contract Record Lightning Page and then an App page for the Contract Management App. We then make the Contract Management App available in Salesforce mobile.
We then use the Lightning App Builder to adjust the layouts of the App on Mobile vs. Desktop.
In this lesson we create a Visualforce page override. We also create a tabbed Account Visualforce page.
Resource:
Overriding an Existing Page with a Visualforce Page - http://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_tabs.htm
