Skip to main content

 

 

DealerTeam

Create a Service Contract Template

Goal

Create Service Contracts to be used as templates and available to be sold on Deals.

After completing this article you will be able to:

  • Navigate to service contracts
  • Create a new service contract
  • Understand the requirements of a service contract

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Service Contracts

  1. Click the App Launcher icon.

1 Create a Service Contract Template- app launcher.png

 

  1. Enter Service Contracts in the quick find area.
  2. Click Service Contracts.

2 Create a Service Contract Template- service contract navi.png

 

Step Two: Create a New Service Contract

  1. Click New.

3 Create a Service Contract Template- new btn.png

 

  1. Select the record type Contract.
  2. Click Next.

4 Create a Service Contract Template- record type.png

 

  1. Fill in the desired fields to build out the Service Contract.

Some of the general fields include (a) Deductible, (b) Description, (c) Type, (d) Sale Price, (e) Cost, (f) Expiration Months, and (g) Expiration Mileage.

5 Create a Service Contract Template- service contract.png

 

  1. Check the Contract Template box.
  2. Click Save.

6 Create a Service Contract Template- template and save.png

 

Note:

  • The required field Deductible is set to 0.00 by default.
  • Selecting the Contract Template checkbox to make the Service Contract available to add to Deals.
  • Once saved, Gross will be calculated and display directly under Cost.
  • Price , Cost, Months, and Mileage are editable at time of sale.

 

What's Next

Service Contracts marked as Contract Templates are available and display on the Deal Screen. Learn how to add a Service Contract to a Deal.