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Renew a Salesforce CPQ Contract

Publish Date: Oct 21, 2025
Description

Renewal Model set to 'Contract Based' renewal behavior

Renewal Forecast is made TRUE

If a Contract for an Account is Forecasted for Renewal with CPQ (Renewal Forecast on the Contract is marked TRUE), a Renewal Opportunity is created (unless one is already defined in the Renewal Opportunity field on the Contract), and temporary "ghost" records for Quote and Quote Lines are created to support price calculations. This is because Salesforce CPQ must run the entire pricing engine against the renewed subscriptions, including all Price Rules and the Quote Calculator Plugin (QCP), if one is present. When price calculations are completed, the quote lines are synced to the Opportunity Products as if a primary quote exists. When this sync is complete, Salesforce CPQ deletes the "ghost" records and what is left is the Opportunity and Opportunity Product records.

Note: a New Quote created directly from a Renewal Opportunity will not preserve bundle structure since Opportunity Products do not contain bundle structure information. If you need to preserve bundle structure on renewals, use the Renewal Quoted field instead.
 

NOTE: Triggers, Process Builders, and Workflow Rules on the Quote or Quote Line will run in this transaction

When any Amendment or Add-on Opportunities are then Contracted (SBQQ__Contracted__c is marked to TRUE) with a Primary Quote, CPQ will create Subscriptions, Assets, and Subscribed Asset records for net new Quote Lines being Contracted under the Master Contract. If that Master Contract has it's Renewal Forecasted, Contracting an Opportunity like this will re-trigger a new temporary 'ghost' Quote and Quote Lines to add the new Products as Opportunity Products for that Master Contract's Renewal Opportunity.

Renewal Quoted is made TRUE

Renewal Quoted functions the same exact way as Renewal Forecasted, but without deleting the Quote at the end of the process.

If a Renewal Opportunity has it's Renewal Quoted, Contracting Amendments/Addons to the Renewed Contract will not flow through and update the Renewal Quote. In this scenario you would need to re-quote the Renewal (mark Renewal Quoted to FALSE, save, mark Renewal Quoted to TRUE, save).

Resolution

When a renewal opportunity and/or renewal quote is not generated or is generated with inaccurate data, please see the information below to troubleshoot the issue. 

1. Ensure that the contract was not created using legacy data imported via Dataloader or upserting subscription records. For legacy data refer to Legacy data upload with Renewals and Amendments in Salesforce CPQ.

2. Verify if any of the following may be causing issues with renewal opportunities and quotes

  • Opportunity validation rules 
  • Opportunity Product validation rules 
  • Quote validation rules
  • Quote Line validation rules
  • Process Builder actions with erroneous logic
  • A Price Book that does not have the correct renewal products active in it
  • A Price Book that does not have the renewal products with the same currency in it
  • Subscription records must have a Renewal Quantity of at least 1
  • The associated Account is not using a Renewal Model of “Contract Based”
  • Note: Apex Jobs with a “Failed” Status can reveal more details about the issue


3. If specific subscriptions do not have corresponding renewal opportunity products and quote lines, verify that the subscription's related product record has Subscription Type set to "Renewable." One-time subscription products cannot be renewed. A blank Subscription Type will default as Renewable.

Knowledge Article Number

000381709

 
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