Once starter package is installed, you can create sample Agreement templates from developer console. Please note that these are the example templates to understand more about Contract Butler.
To begin the process, you’ll need to open the Developer Console. Click on Gear in the top right corner and tap on Developer Console.
Using Debug tab, start the “Open Execute Anonymous Window” to run a code.
Into the modal window type the below code, and press Execute:
InstallDEMOTemplateController.install();
After execution, you can find the Salesforce Solutions Sales agreement template in the Agreement Templates of CONTRACT Butler app.
Or you can create new Agreement template by navigating to Agreement Templates tab in Contract Builder app and clicking on New button.
Once you click the New button, the system displays the screen below, where you can select a Source Object and add text to your template as needed.
The system stores all the Template records in the Agreement object with ‘Template’ as the record type.
When you create an Agreement from the Source object records using this Template, the system creates those Agreement records with the ‘Agreement’ record type, and they appear in the Agreements tab.
