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Asset Upgrades
The asset upgrade and downgrade features let your sales reps replace an asset with a different asset from within the quote line editor. This feature is useful for processing upgrades. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
To enable asset upgrades, select Enable Asset Upgrades in the Salesforce CPQ Line Editor package settings. Salesforce CPQ will add the Upgrade Asset button to the quote line editor.
We recommend creating a product that represents the price difference between the original product and the upgrade. For example, your company sells a Basic Network Package for $10,000, an Enhanced Network Package for $15,000, and a Premium Network Package for $30,000. For this case, we recommend creating three upgrade products to represent the upgrade differences between each level.
| Product Name | Price |
|---|---|
| Basic to Enhanced | $5000 |
| Basic to Premium | $20,000 |
| Enhanced to Premium | $15,000 |
If your sales rep needed to upgrade from a basic to an enhanced subscription, they would amend the quote to remove the basic subscription and add the Basic to Enhanced upgrade product to represent the price difference.
Your upgrade product uses the Upgrade Source junction object to represent the connection between the source product and the upgrade product. For example, on your Basic to Enhanced upgrade product, you would create an upgrade source object with a Source Product field set to Basic Network Package. Your upgrade product's Upgrade Target field defines the product your sales rep upgrades into. In this case, your Upgrade Target field should look up to the Enhanced Network Package.
When your sales rep contracts an upgrade product with an Upgrade Source object and Upgrade Target value, Salesforce CPQ replaces the upgrade product asset with the upgrade target asset in your account's Assets related list. In this case, Salesforce CPQ replaces the Basic to Enhanced asset with an Enhanced Network Package asset.
Asset Downgrades
The asset downgrade process functions similarly to the upgrade process. To configure downgrade products, you would also create products that represent the price difference. You can then follow the same process for configuring the Upgrade Source object and the Upgrade Target field.
| Product Name | |
|---|---|
| Enhanced to Basic | -$5000 |
| Premium to Basic | -$20000 |
| Premium to Enhanced | -$15000 |
- Upgrade Assets Through an Amendment
Amend an upgrade onto an asset. This procedure lets you change or upgrade licenses, add more licenses, and add new products all through the amendment process. (Salesforce CPQ Managed Package) - Upgrade Salesforce CPQ Products by Ratios
Configure your upgrade products so that the upgrade target changes its quantity by a ratio relative to the upgrade source’s quantity. (Salesforce CPQ Managed Package) - Upgrade a Bundle
Upgrade a bundle within the CPQ quote line editor. When you upgrade a bundle that has matching product options in the upgrade source and upgrade target, Salesforce CPQ maps the source's configuration, product option quantity, and attribute field values to the corresponding options on the upgrade target. (Salesforce CPQ Managed Package) - Upgrade Assets
Replace an asset with a different asset from within the quote line editor. This feature is useful for processing upgrades. (Salesforce CPQ Managed Package)
