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Remove Smart Field into the Administrative Services Agreement

Remove Smart Field into the Administrative Services Agreement and eSign it in minutes

Aug 6th, 2022

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A step-by-step guide regarding how to Remove Smart Field into the Administrative Services Agreement

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How to Remove Smart Field into the Administrative Services Agreement

4.7 out of 5

19 votes

hi Im Josh service technician from midstate air I just finished a major repair for one of my customers I dont ever want to go without AC again and thats why Ive decided to sell Ryan a service agreement in athlete I can pull up my service agreement form youll notice that my customers contact information automatically populates these fields Ill quickly fill out the remaining blanks with the customers equipment information then collect Ryan signature and once everythings ready eielson completed copies to both Brian and my home office hi Im Caitlin a job dispatcher for midstate air as our company moves more and more towards service agreements who started relying on smart service to match these crucial arrangements let me show you what I mean inside smart service I can see that Josh just sold a service agreement to one of our longtime customers lets take a min to set up that agreement inside smart service first Ill determine the name of the agreement as well as the agreement type

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What is a service contract in Salesforce?

With the Salesforce platform, you can manage your SLAs with service contracts, entitlements, and warranties. Contracts: Service contracts in Salesforce represent a customer support agreement between you and your customers. You can use them to represent subscriptions, SLAs, and other types of support.

How do you add products to a contract in Salesforce?

On the Sales Agreement Products card, click the dropdown. If the product level of the sales agreement is Product, click Add Products for new products. Or, to modify an existing product, click Edit in the dropdown next to the product. If the product level is Category, click Add Category for a new category.

How do I activate a service contract in Salesforce?

From Service Setup Home, enter App Manager in the Quick Find and select App Manager. Click the dropdown next to Service and click Edit. In the Available tabs list, select Entitlements and Service Contracts. Click Add.

How do I delete activated contracts permission?

To delete an activated Contract, Users need the Delete Activated Contracts profile permission and Read permissions on the Accounts object (more about Deleting Contracts). To delete a Contract, click Del next to the Contract on the Contracts list page.

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