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Manage Your Quotes with CPQ
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            Upgrade Assets

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            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)

            Required Editions

            Available in: All CPQ Editions
            Note
            Note When upgrading assets, only asset upgrades on amendment quotes are supported.
            1. Select Enable Asset Upgrades in your line editor package settings.
            2. Create a product to represent the price difference between your original product and the product you’re upgrading to.
              We refer to this product as the upgrade product. We recommend naming it to indicate that it’s the price difference and not the upgrade product itself. For example, “Standard-to-Professional Edition Upgrade.”
            3. Find your upgrade product and create a record in its Upgrade Source related list. Set your upgrade source record’s Source Product field to the product you want to upgrade from.
              Upgrade products can come from multiple upgrade sources. For example, you can upgrade a Standard Edition or a Professional Edition to an Enterprise Edition. The Upgrade Source related list contains a record for each possible source on an upgrade product.
            4. Enter a value for your upgrade product’s Upgrade Target field. This value is a lookup to the product that replaces the upgrade product when you create an asset.
            5. Click Upgrade Assets in the quote line editor or Show Available Upgrades in the configurator. These selections show the Asset Selection page.
            6. If the asset you want to upgrade is part of a bundle, click Show Available Upgrades.
            7. The Asset Selection page lists all upgradable assets on the account and radio selection buttons for each of their available upgrade products. Select the upgrades you want, and then click Select.
              Salesforce CPQ replaces the upgrade sources with the upgrade products you selected and adjusts your quote’s total accordingly. When you renew a quote containing upgrade products, Salesforce CPQ replaces them with their upgrade targets on the renewal quote.

            See Also

             
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