Enabling True-Up All
- From Salesforce, click the gear icon and select Setup.
- Enter Custom Settings in the Quick Find search box and click Custom Settings.
- Click .
- Set the Enable True-Up field to True.
- Click Save.
True-Up All is now enabled in Contracts for Salesforce.
Note:
IF statements are not supported with the True-Up feature. Use the Clause Library for dynamic sections of your document.