Root ID Field on Subscriptions

Salesforce CPQ gives a value to the Root ID field on a net-new (nonrevision) subscription product when you add it to a quote. Net-new subscription children of that product inherit their parent’s root ID. In other words, for any net-new subscription in a bundle, Root ID always references the bundle parent that you first added to the quote.

You don’t have to interact with this field. Salesforce CPQ references it when you renew or amend subscriptions across multiple contracts. In Salesforce CPQ Summer ’17, when you picked a child subscription, Salesforce CPQ evaluated every available subscription to find other subscriptions in that bundle and pull them in for the renewal or amendment. This process often caused processing slowdowns for users with many subscriptions. Salesforce CPQ now uses the root ID to identify the original parent of your subscription immediately, which typically improves performance.

Example

You have a bundle with a bundle parent, child, and grandchild. All three products are subscriptions. A configuration rule on the bundle includes one child subscription for every unit of the parent subscription, while the grandchild is optional. You add this bundle to a quote without adding the grandchild subscription. Salesforce CPQ gives each subscription the same Root ID value as follows.

Quote

Subscription	Root ID
Parent Subscription	a0t610000024BPCAA2
Child Subscription	a0t610000024BPCAA2

Contract your opportunity and amend the contract so you have an amendment opportunity and amendment quote. Go to your amendment quote and reconfigure your bundle to add a grandchild subscription, and then add another unit of the parent subscription. Your contract now has three more subscriptions. The grandchild you added has a Root ID value because it’s a net-new subscription. The revised parent and child aren’t net-new subscriptions, so they don’t have a root ID.

Contract

Subscription	Root ID	Revised Subscription
Parent Subscription	a0t610000024BPCAA2	N/A
Child Subscription	a0t610000024BPCAA2	N/A
Grandchild Subscription	a0t610000024BPCAA2	N/A
Parent Subscription		SUB-0000031
Child Subscription		SUB-0000032