Create the Order Custom Field (Optional)

If you are using Orders instead of Opportunities, you can create a lookup field in the Rillet Contract object to reference the Salesforce Order object.

To Create the Order Custom Field:

  1. Go to Setup.

  2. Select Object Manager > Rillet Contract.

  3. In the object interface, click Fields & Relationships, then click New.

  4. In Step 1, select Lookup as the field type and click Next.

  5. In Step 3, select the Order object.

  6. Complete the required field information.

  7. Click Next until the configuration steps are complete.

  8. Click Save.

See Also

For more information on the Salesforce Managed Package integration in Rillet, review these articles:

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