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            Upgrade Salesforce CPQ Products by Ratios

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            Upgrade Salesforce CPQ Products by Ratios

            Configure your upgrade products so that the upgrade target changes its quantity by a ratio relative to the upgrade source’s quantity. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later

            Make sure that your upgrade source page layout has the Upgrade Conversion Rate field.

            Select Enable Multi Line Delete in your line editor package settings.

            The value of Upgrade Conversion Rate creates a ratio of quantity conversion from your upgrade source to your upgrade product. For example, a value of 5:1 means that five units of your upgrade source convert to one unit of the upgrade product.

            You can perform a ratio-based upgrade only on an amendment quote.

            Tip
            Tip Remember that your assets have to be covered by a percent of total product if you want to amend them on an amendment quote.
            1. In your upgrade product, create an upgrade source.
            2. On your upgrade source, provide a value for the Upgrade Conversion Rate field. For example, 3:1.
            3. Open an amendment quote that contains the product you want to upgrade.
            4. Click Upgrade Assets if you’re upgrading a stand-alone product, or configure a bundle and click Show Available Upgrades.
            5. Choose the asset you want to upgrade, and then choose your upgrade product.
              On the quote line editor, you see your source product and one unit of your upgrade product adjusted based on your conversion rate. If you have a ratio of 3:1 and your source product has a starting quantity of 100, your source product updates its quantity to 97.
            6. Increase or decrease the quantity of your source product and your upgrade product. Salesforce CPQ adjusts their quantities accordingly.
            Example
            Example

            You sell a Bronze IT Support package and a Silver IT Support package. Both products are assets in Salesforce CPQ. Bronze package customers can order an upgrade to the Silver package, which you provide as an upgrade product called Upgrade Bronze to Silver. All your IT support packages are covered by a percent of total subscription.

            Your company wants a system where users can upgrade five bronze packages to one silver package. To start out, you need the following products.

            • Bronze IT Package
              • Contains the Silver IT Package product record in the Target Upgrade related list.
            • Upgrade Bronze to Silver
              • Upgrade Source with an upgrade conversion ratio of 5:1 and source product that looks up to your bronze IT package
            • Percent of Total

            You contract an opportunity for 100 bronze packages. Your customer then wants to upgrade to 20 silver packages.

            1. Go to your contract and amend it.
            2. Open your amendment quote and click Amend Assets.
            3. Select your bronze package and then your upgrade bronze to silver product.
            4. Change the quantity of your Upgrade Bronze to Silver product from 1 to 4. Salesforce CPQ reduces the quantity of your Bronze IT Package to 80.
            5. Save your amendment quote and contract it. Your contract contains 80 Bronze IT Packages and 20 Silver IT Packages.
             
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