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Manage Your Quotes with CPQ
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            Upgrade a Bundle

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            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)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later

            Admins can easily create an upgrade target bundle with the same product options as the source bundle.

            1. Go to the upgrade target that you want sales reps to upgrade toward and click Clone With Related.
            2. Rename the cloned parent product to a name that your sales reps can easily recognize.
            3. Go to the upgrade product’s Upgrade Source related list and create an upgrade source. The new upgrade source defines the relationship between the source and the target you specified.
            4. Price the parent product’s price book entry to represent the price that Salesforce CPQ quotes when upgrading from the upgrade source to the upgrade target.

            Your contracted primary quote has the source product bundle. To upgrade a bundle, you have to amend the contract.

            1. From your amendment quote, click Upgrade Assets.
            2. Select the standard or source parent product that you want to upgrade.
            3. Select your upgrade parent product.
              Salesforce CPQ compares your upgrade source bundle’s configuration to the upgrade product’s configuration. It then adds quote lines for any product options that match the upgrade source. Your upgrade product options inherit the configuration attributes, quantity, and quote line field values from the source product options if the upgrade bundle doesn’t require configuration.

              If the upgrade bundle requires configuration, Salesforce CPQ opens the quote line editor so you can reconfigure the bundle so the attributes’ values are inherited.

            4. You can also configure product bundles so that you can add options unique to the upgrade target, and upgrade previously purchased source product options to their related upgrade products.
            5. When you contract the amendment quote, Salesforce CPQ creates assets and subscriptions for the upgrade bundle product’s upgrade target and all of the target’s children. If the child is an upgrade product, you must do two things.
              • Swap the product with the upgrade target product
              • Swap the product option to the upgrade target’s product option. This way, users can reconfigure the bundle on future renewals and amendments.
            Example
            Example

            Your amendment quote contains a small business server bundle that you want to upgrade to an enterprise server bundle. Both bundles contain the same product options.

            Small Business Server
            Document CAL
            Maintenance SKU
            Enterprise Server
            Document CAL
            Maintenance SKU
            1. In the quote line editor, click Upgrade Assets.
            2. In the upgrade asset selection page, select the SMB Server as the parent product that you want to upgrade.
            3. In the upgrade product selection page, select the SMB to Enterprise Server upgrade product.
            When you return to the quote line editor, the SMB Enterprise Server Upgrade bundle automatically added ten document CALs and one maintenance SKU. If your upgrade source and upgrade target have a 1:1 conversion ratio, Salesforce CPQ reduces the quantity of the small business server and its product options to zero. You can also configure the small business to enterprise server upgrade product to add product options that are unique to the enterprise server bundle. From here, you can contract the amendment.
            1. Go to the quote’s amendment opportunity and contract the amendment.
            2. Go to your parent account and review the assets related list. You’ll see the small business server and its children with negative values, as these products were removed and upgraded. Likewise, the enterprise server and its children have positive values.
            When you contracted the upgrade amendment, Salesforce CPQ decommissioned previously purchased assets, then made new assets for the upgraded product options. Assets with negative quantities and the small business server asset itself have the same usage end date. Salesforce CPQ mapped the usage end date field values from the source product to the upgrade product, just like it mapped quantity values when upgrading the bundle.
             
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