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Populate amendment quote Date fields in Salesforce CPQ

Дата публикации: Oct 9, 2025
Описание
In Salesforce CPQ, users Amend Contracts or Service Contracts when a customer wants to add new products or change products that have been quoted or sold. This article provides an example of how dates are mapped from the Contract and Subscriptions to the Amendment Quote and Quote Lines.
 
Решение

The following example looks at how an Amendment Quote is generated, when the Contract's Start Date is 1/1/2024 and the End Date is 12/31/2025, with a standalone Subscription Product and an annual MDQ Product.

The created Amendment Quote's Subscriptions or Contract Line Items have the same End Date and the Contract's Amendment Start Date is 6/1/2024.
 

RecordStart DateEnd DateTerm
Contract1/1/202412/31/2025Contract Term (months): 24
Amendment Quote6/1/202412/31/2025Subscription Term: Null


Optional - Set the Contract Amendment Start Date to the first date of the amendment
 

RecordNameSegment
Start Date		Segment
End Date		Start DateEnd Date
Subscription(Year 1)Annual MDQ1/1/202412/31/20241/1/202412/31/2025
Subscription(Year 2)Annual MDQ1/1/202512/31/20251/1/202512/31/2025
SubscriptionFixed Price
Subscription		Null*Null*1/1/202412/31/2025
Amendment Quote Line(Year 1)Annual MDQ  6/1/202412/31/2024
Amendment Quote Line(Year 2)Annual MDQ  1/1/202512/31/2025
Amendment Quote LineSubscription  Null*Null*



Considerations

  1. If the Contract's Amendment Start Date is 'Null', Salesforce CPQ uses Today's Date as the Start Date for the Amendment.
  2. Changing an Amendment Subscription Line's End Date is not supported as a Subscription Product's pricing includes proration. Pricing would change and Price changes to existing lines are not allowed on Amendment Quote Lines with Salesforce CPQ.
Номер статьи базы знаний

000381700

 
Загрузка
Salesforce Help | Article