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Manage Your Quotes with CPQ
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            Things to Know About Amendment and Renewal Services

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            Things to Know About Amendment and Renewal Services

            The Large-Scale Amendment and Renewal service supports amendment and renewal actions for contracts with up to 2,000 related records. Some differences exist between the Large-Scale Amendment and Renewal service and the Legacy Amend/Renew service. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            If you upgraded to Salesforce CPQ in Summer ’19 or later, you’re already using the Large-Scale Amendment and Renewal service. If you upgraded to Salesforce CPQ before Summer ’19, you can switch to the Large-Scale Amendment and Renewal service at any time. In the Salesforce CPQ Subscriptions and Renewals package settings, deselect Use Legacy Amend/Renew Service. The Salesforce CPQ Admin permission set must be assigned to the user who authorized the Salesforce CPQ calculator during package configuration. To identify the user who authorized the Salesforce CPQ calculator, see the knowledge article Salesforce CPQ Authorize New Calculation Service best practice.
            • Guidelines for Amendment and Renewal Services
              Learn the guidelines to determine when to use the Large-Scale Amendment and Renewal service or the Legacy Amend/Renew service. (Salesforce CPQ Managed Package)
            • Differences Between the Legacy and Large-Scale Amendment and Renewal Services
              The Large-Scale Amendment and Renewal service and the Legacy Amend/Renew service determine some data differently, such as renewal price and quote start dates. If you switch to the large-scale service, adjustments can be required, and an optional Visualforce component provides extra functionality. (Salesforce CPQ Managed Package)

            See Also

             
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