How to Create an Agreement in Salesforce

Here are the steps to create an agreement in Salesforce in just a minute.

Step 1: Log in to Salesforce.

Step 2: Open Docs Made Easy from the App launcher.

Step 3: Click on Document setup. Then click Launch wizard.

Step 4: Enter Button Name, select Salesforce Object, and click on Create.

Step 5: Click on Next.

Step 6: Click on Create New Document Template.

Step 7: Open Merge Field Helper.

Step 8:  From the Insert field list, click on Account Name

The system will auto-generate the merge field syntax: {{Account.Name}}

Click Copy to Clipboard.

Step 9: Click on Billing street.

The system will auto-generate the merge field syntax: {{Account.BillingStreet}}

Again click on Copy to clipboard.

Step 10:  Click on the Insert Related List. From the Available Related List, select Opportunities

Step 11: Under Child Object Fields, choose the required fields such as:

• CreatedDate
• CloseDate 

Step 12: The system automatically generates the table merge syntax. Copy the generated table merge syntax.

Step 13: Paste all the syntax into the Template Editor.

Step 14: Reopen the Upload Template window, enter the Template Name, upload the Template File, and click Save.

Step 15: Click on Next.

Step 16: Again, click on Next.

Step 17: Go to Page Layouts.

Step 18: Click on Account layout.

Step 19: From Mobile & Lightning Actions, drag and drop the Generate Agreement button in Salesforce Mobile and Lightning Experience Actions.

Step 20: Click on Quick Save.

Step 21: Go to Account record and click on the button (Generate agreement).

Step 22: Click on Download Template.

Step 23: The system will start generating the document.

Step 24: Now, open the generated document.