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Guidelines for Entitlement Creation in Service Cloud for Salesforce CPQ
Percent of total contract line items use entitlements to define a relationship between the item and its covered assets. They work similarly to subscribed assets in Salesforce CPQ. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Service Cloud for Salesforce CPQ 2.1 and later with Salesforce CPQ Spring ’16 and later |
Entitlement Creation
When you contract a percent of total subscription, Service Cloud for Salesforce CPQ creates the following: a contract line item for the subscription and an asset for each of the subscription’s covered quote lines. Entitlements work similarly to subscribed assets in Salesforce CPQ.
| Salesforce CPQ | Service Cloud for Salesforce CPQ |
|---|---|
| Subscription | Contract Line Item |
| Entitlement | Subscribed Asset |
| Asset | Asset |
By default, fixed-price subscriptions can’t cover assets. However, you can still use entitlements to create a relationship between a fixed-price contract line item and asset. You can manually create an entitlement for your fixed-price contract line item and define a relationship between the entitlement and your desired asset. When you renew your contract, the renewal quote inherits the fixed-price subscription covering the asset.
Service Cloud for Salesforce CPQ doesn’t create entitlements for standalone assets that aren’t related to any percent of total subscriptions.
Entitlement Conversion
- Service Cloud for Salesforce CPQ creates an entitlement when a sales rep contracts a subscription product with an Entitlement Conversion field value of One per Quote Line or One per Unit. This process runs independently from entitlements created from entitlement templates. If a sales rep contracts a subscription product with an entitlement template and One per Quote Line or One per Unit entitlement conversion, the product creates two different entitlements.
- Users with read-only access to the Contract object can create contracts. Similarly, users with read-only access to the Entitlement object can create entitlements.
The Service Cloud Integration package controls entitlement generation with the Entitlement Conversion product field, which contains the following values.
- None
- One per Quote Line
- One per Unit
The value you choose has a different effect on your entitlement conversion process based on the product’s type and its asset conversion value.
| Type of Product | Asset Conversion | Entitlement Conversion |
|---|---|---|
| Fixed Price Subscription | None. |
|
| Percent of Total Subscription | None. |
|
