Renew a Salesforce CPQ Contract

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).