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SUCCESS INSIGHTS: Setting up recurring services and subscriptions in Salesforce

Knowledge Article Number 000212931
Description If you have a Recurring Services or subscription-based business model, you need to understand the best practices for setting up your products and configuring other Salesforce objects to support this business type.

Attached is a Recurring Services Configuration document that outlines how salesforce supports subscription-based businesses. Included is:
  • An outline of design considerations
  • A review of the salesforce data model
  • A look at best practices and considerations in reporting and forecasting recurring services
  • The identification of when to engage 3rd party apps or tools, when your products and subscription models are more complex

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Name Type Size
Recurring Services Configuration.pdf

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