CPQ - Contracting, Amending, & Renewing Subscriptions
Contracting Guidelines Link to YouTube end-user flow (contracting, amendments, renewals) Prorate subscriptions on contracts and renewals Salesforce CPQ automates pricing, prorating, and coterminating subscriptions on contracts and renewals. Contracts related objects Potential fields to add to contract layout If possible, create contracts from orders to get most accurate dates (if orders being used, etc) Use contract co-termination/Event to force users into an amendment flow rather than creating more and more contracts Contracts creation Criteria Performed on Opportunity usually by clicking Contracted Checkbox ( Also new contract button on Account) When contracted checkbox on an Opportunity is set to True, then t he contract is created in the background Opportunity requires a Primary Quote related to it (primary checkbox) Start Date and Subscription Term (or End date) defined for the Quote and it’s Quote Lines. A contract-based "renewal model" on...