Hey!
I am wanting to create new record types under the Contract object to allow the team to start managing not only CPQ generated Contracts but other Contracts like NDAs/MSAs etc. Before I go creating the new record types, is there anything I need to consider when it comes to Salesforce CPQ and it's creation of contracts? Will creating new Contract record types break CPQ Contract generation? Or is there a way to assign a specific Contract record type for CPQ to create during the contracting process?
Thanks!
Amy
4 comments
Not really but I went ahead and created new Contract record types. There are no issues with functionality but CPQ uses the master record type so I'm still trying to work out if CPQ can change from using the Master record type to a new Contract record type.
