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Change Process for Salesforce CPQ from Synchronous to Asynchronous on Renewal Forecast set to True

公開日: Jan 22, 2026
説明
Setting Renewal Forecast to true on a Contract record triggers a synchronous process; creation of a Renewal Opportunity, Quote, and Quote Lines. This causes the pricing engine to execute, ensuring accurate renewal pricing. This is a synchronous process, therefore, in complex pricing scenarios there is a risk of hitting governor limits. To change the process from synchronous to asynchronous, you can make use of the Salesforce CPQ Special Field ForceDeferred__c. This formula field is created on the Contract object. If the value of this formula field returns  1, the new opportunity/quote/quote lines will be created asynchronously. If the value of the formula field returns 0, the new opportunity, quote, or quote lines will be created synchronously.
解決策
1. Navigate to the Contract Object.
2. Create a Formula Field, Number return Type .
3. Set Field Label.
4. Set Field Name to ForceDeferred (API Name ForceDeferred__c).
5. Set formula body by 1.
6. Click Save.
 
NOTE: This feature is only compatible when using the Legacy Calculator.
ナレッジ記事番号

000383928

 
読み込み中
Salesforce Help | Article