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Populate renewal date fields when Renewal Quoted is checked in Salesforce CPQ

Udgivelsesdato: Mar 11, 2025
Beskrivelse

Generating renewal records in Salesforce CPQ can be initiated by marking the ‘Renewal Quoted’ checkbox to TRUE on a Contract record, detailed in the Renew from the Contract help article. When a Renewal Quote is generated from Sales or Service Contracts in Salesforce CPQ by checking Renewal Quoted, there are several factors that may change how Start Date and End Date fields are populated on Renewal Quotes and Renewal Quote Lines (QL).

Renewal Term and Amendment & Renewal Behavior fields on the contract can determine how the Renewal Quote and Renewal Quote Line fields are populated. Factors in the behavior include the Subscription or Contract Line Item Start Date and End Date and type of product being renewed.

Løsning

The following example will look at how Renewal Quotes are generated when the Contract's Start Date is 1/1/2025, End Date is 12/31/2026, and Renewal Term is 24. We will break this example into several use cases depending on how fields are populated on your Contract or Service Contract. 

  1. Creating a Renewal Quote where all Subscriptions or Contract Line Items have the same End Date (no Contract fields have been modified)
  2. Creating a Renewal Quote where Subscriptions have different End Dates and Amendment & Renewal Behavior is set to Latest End Date
  3. Creating a Renewal Quote where Subscriptions have different End Dates and Amendment & Renewal Behavior is set to Earliest End Date


In each example listed above we will include a fixed price Subscription product and a yearly segmented MDQ product. 

(1) Creating a renewal quote where all Subscriptions or Contract Line Items have the same End Date (no Contract fields have been modified)
 

RecordStart DateEnd DateTerm
Contract1/1/202512/31/2026Renewal Term: 24
Renewal Quote1/1/202712/31/2028Subscription Term: Null

 

RecordNameSegment Start DateSegment End DateStart DateEnd Date
Subscription (Year 1)Annual MDQ1/1/202512/31/20251/1/202512/31/2026
Subscription (Year 2)Annual MDQ1/1/202612/31/20261/1/202612/31/2026
SubscriptionSubscriptionNullNull1/1/202512/31/2026
Renewal QL (Year 1)Annual MDQ  1/1/202712/31/2027
Renewal QL (Year 2)Annual MDQ  1/1/202812/31/2028
Renewal QLSubscription  NullNull


When Salesforce CPQ calculates the Renewal Quote Term if the Contract's Renewal Term is Null, the Contract Term will be used to determine the Renewal Quote's End Date. 

When Quote Line Start Date and End Date are Null, the Quote Line's Effective Start Date and Effective End Date are used to calculate the Quote Line's Prorate Multiplier. The Effective Start Date is equal to the Quote's Start Date and the Effective End Date is equal to the Quote's End Date.

(2) Creating a Renewal Quote where Subscriptions have different End Dates and Amendment & Renewal Behavior is set to Latest End Date​
 

RecordStart DateEnd DateTerm
Contract1/1/202512/31/2026Renewal Term: 24
Renewal Quote1/1/202712/31/2028Subscription Term: Null

 

RecordNameSegment Start DateSegment End DateStart DateEnd Date
Subscription (Year 1)Annual MDQ1/1/202512/31/20251/1/202512/31/2026
Subscription (Year 2)Annual MDQ1/1/202512/31/20261/1/202612/31/2026
SubscriptionSubscriptionNullNull1/1/202512/31/2026
Renewal QL (Year 1)Annual MDQ  1/1/202712/31/2027
Renewal QL (Year 2)Annual MDQ  1/1/202812/31/2028
Renewal QLSubscription  NullNull


(3) Creating a Renewal Quote where Subscriptions have different End Dates and Amendment & Renewal Behavior is set to Earliest End Date​
 

RecordStart DateEnd DateTerm
Contract1/1/202512/31/2026Renewal Term: 24
Renewal Quote1/1/202612/31/2027Subscription Term: Null

 

RecordNameSegment Start DateSegment End DateStart DateEnd Date
Subscription (Year 1)Annual MDQ1/1/202512/31/20251/1/202512/31/2026
Subscription (Year 2)Annual MDQ1/1/202612/31/20261/1/202612/31/2026
SubscriptionSubscriptionNullNull1/1/202512/31/2026
Renewal QL (Year 1)Annual MDQ  1/1/202712/31/2027
Renewal QL (Year 2)Annual MDQ  1/1/202812/31/2028
Renewal QLSubscription  NullNull


Vidensartikelnummer

000381693

 
Indlæser
Salesforce Help | Article