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Guidelines for Evergreen Subscriptions
When working with evergreen subscriptions in Salesforce CPQ, consider the following. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Winter ’19 and later |
- Evergreen and Renewable products can’t coexist in a bundle.
- Products with a subscription type of Renewable/Evergreen can't be bundled.
- Before saving a new product option for a bundle, make sure that the Optional SKU has a valid subscription type.
- Standard subscriptions can’t have evergreen subscriptions as their renewal products.
- Price dimensions can’t be created for Evergreen and Renewable/Evergreen subscriptions.
Evergreen subscriptions don't support the following.
- The ability to partially amend a subscription. Evergreen subscriptions support only canceling or swapping subscriptions.
- Dynamic bundles with evergreen products.
- Renewals for asset-based models.
When you contract a quote with evergreen subscriptions, the evergreen subscription products are placed on the same contract. This organization takes precedence over the quote line group’s Separate Contract field.
Evergreen and non-evergreen subscriptions aren't allowed on the same contract. If you have a quote with evergreen and non-evergreen quote lines, you can't use the Single Contract contracting method.
Evergreen contracts can't be renewed.
For partial orders, the contract method must be Contract Separately or By Subscription End Date.
Non-evergreen percent of total can't cover evergreen subscriptions. Similarly, evergreen percent of total can't cover non-evergreen subscriptions.
When you contract multiple opportunities at once, if each opportunity contains only evergreen subscriptions, Salesforce CPQ creates only one contract. If you want to create separate contracts for each opportunity, contract the opportunities individually.
