Easily Delete Required Fields from the Event Planner Contract

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How to Delete Required Fields from the Event Planner Contract

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hi guys thank you again so much for joining us today as I said earlier this is our first webinar for 2018 and Im really excited that I was able to bring someone with quite a bit of legal knowledge to share with you about how you can better improve your contracts and improve your business just to ensure that your business has all the right steps in place and you do have all the right structures and foundation to work with your clients and do that well and hopefully be successful while youre doing it so before I jump into the session Ill just take a few minutes to introduce tecora and share a little bit more about why I think you will be learning so much from her in this session so attorney to Cora Davis Esquire she is an attorney shes a legal adviser and a business strategist shes also a professor speaker and a podcaster who founded the creators law firm and the careers law firm is a boutique intellectual property and business law firm that helps creative entrepreneurs and small b

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How do I create a contract object in Salesforce?

Go to your order product, activate it, select its Contracted checkbox, and then save your changes. Salesforce CPQ creates a contract and subscription record as if you had contracted an order with a single order product. Tip You can activate and contract an order product even if its parent order is unactivated.

What are the standard object fields in Salesforce?

Important Standard Objects Object NameMeaningAccount HistoryRepresents the history of changes to the values in the fields of an account.CaseRepresents a case, which is a customer issue or problem.ContactRepresents a contact, which is an individual associated with an account.UserRepresents a user in the organization.3 more rows

What is Salesforce contract object?

Salesforce Contracts application integrates contract creation with the sales process, which means contracts are carried forward through the different stages of a sale, for example from an opportunity to contract. You can also create standalone contracts that are not part of any sales process.

What is standard object in Salesforce?

Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. Custom objects are objects that you create to store information thats specific to your company or industry.

How do you delete a contract in Salesforce?

To delete a Contract, click Del next to the Contract on the Contracts list page. A Contract can also be deleted by clicking Delete on the Contract detail page. Note: When deleting a Contract, all related Notes, Attachments, Events and Tasks, History, and Approval Requests are deleted.

How do I remove a required field?

Follow the steps below. Go to Settings -- Customizations. Click Customize the System. Under Components, expand Entities, and then expand the entity you want. Click Fields. Select the field you want to remove from the form (which is Business Required) Change the Field Requirement from Business Required to Optional.

Is contract a standard object in Salesforce?

Use standard objects to work with the Salesforce Contracts application. Represents the configuration about the clause category that can be used in a response document by the user. Tracks contract document versions through contract lifecycle stages.

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Delete Required Fields from the Event Planner Contract