Hello, I am working on Salesforce configuration that will handle our case management for an internal law firm. Like most law firms, we have to account for conflicts of interest. We know the conflict of interest logic, but I'm struggling to figure out best way to apply this in Salesforce. Has anyone built "conflict of interest" logic? If so, how did you handle in Salesforce? Any lessons learned that you could share? Any help is appreciated. Thank you.
WarningLegal/Contracts users was archived. To reactivate, contact the group owner Mike Steele.
Group
Legal/Contracts users
I wanted to make sure you had this upcoming innovation summit on your radar for - November 9th and 10th - in Pittsburgh, PA. This is a 2 day event packed with networking opportunities and a great speaker line-up. The Innovation Summit is a great opportunity to get some face time with established connections in the Salesforce Community, and to forge some new ones. There will be sessions focused specifically on legal that you won't want to miss.
Day 1 - Keynote + Networking Lunch + Panel Discussions
Day 2 - Breakout Sessions on a variety of topics including Salesforce, Digital Transformation, Innovation, Design Thinking, and More
I have a special promo code that will provide complimentary admission - check-out the agenda - and register today to secure your spot. I hope that you will join me to network, get inspired, and stay on the cutting edge of technology and innovation.
Hello all! I'm looking for some guidance with a CLM tool. Anyone have any experience with the native Contracts tool in SFDC or an from the appexchange that they could provide feedback?
The 10 “Must Haves” in Your Contract Management System
If you use this list as the framework for your CLM RFP, and add detail to it, you should be in pretty good shape to evaluate CLM vendors based on what is actually needed in your organization.
The “Mastering Contract Lifecycle Management” series is written by @prashant dubey bestselling author of The Generalist Counsel and CEO of The Sumati Group, which is the Apttus premier contract migration partner.
2 comments
Thanks Mark. In the end we built a custom object which has worked round all the limitations.