Salesforce CPQ Large-Scale Amendment and Renewal Service

Feature Availability

The Large-Scale Amendment and Renewal Service supports the same amendment and renewal actions as the standard service, with the following exceptions. If a user performs one of these actions while the Large-Scale Amendment and Renewal Service is enabled, Salesforce CPQ uses the standard amendment and renewal service instead.

• Asset-Based Amendments and Renewals. If a user performs an asset-based amendment or renewal while the Large-Scale Amendment and Renewal Service is enabled, Salesforce CPQ uses the legacy amendment and renewal service instead.
• Renewing while the package setting Re-Evaluate Bundle Logic on Renewals is active. Salesforce CPQ has a validation that prevents this setting and the Large-Scale Amendment and Renewal Service from being active at the same time.

The Large-Scale Amendment and Renewal Service is available by default for new customers who install Salesforce CPQ Summer '19 and customers who had it enabled through the pilot program. Upgrading customers are on the standard service by default. They can switch to the large-scale service by going to Salesforce CPQ Subscriptions and Renewals package settings and deselecting Use Legacy Amend/Renew Service.

Upgrading customers should also be aware of the ContractSave Visualforce component that can be added to the Contract page layout when activating the Large-Scale Amendment and Renewal Service. Adding the ContractSave Visualforce component to the Contract page layout serves 3 purposes: 

• Displays the status of the queued amend/renewal apex job
• Provides any run-time exceptions/errors stemming from unsuccessful Amendment or Renewals
• Refreshes the Contract record when the amend/renewal job is completed

An additional feature that may be enabled with the Large-Scale Service is the 'Amend Subscriptions' Custom Action. If both are enabled, Amendment Type Quotes have the Amend Subscriptions button available in the Quote Line Editor. This button returns all Subscriptions for all Active Contracts for the Account on the page for selection.
 

Behavior Differences

CreatedBy User

Opportunities and quotes created by the service have the CreatedBy User set differently depending on if they are using the new service or the legacy service.

When using the new service:

When using the legacy service:

Twin Fields

A large number of Twin Fields on the Subscription or Contract Line Item may lead to errors when amending or renewing a contract. Details on this error can be found in this Known Issue record: 'Request Header Fields Too Large' Error. Reducing the number of twin fields should resolve the error. 

If using the Large-Scale Amendment and Renewal Service in tandem to contracting/renewal lifecycle from orders, both package settings

'PoT Renewals (Contracting from Orders)' must be true, as well as 'Enable Zero Quantity' in Order Settings (Setup > Order Settings > mark to true and save).

CPQ cannot preserve the bundle structure without them when contracting from Orders. There may be errors on second Amendment or second Renewal if those aren't enabled such as:

'Can't find parent record for SBQQ__Subscription__c [<Subscription's Requiredbyid>]. Please make sure you have a record with ID [<Subscription's Requiredbyid>] and try again.'

Renew Contracts button
If using the Renew Contracts button on the Contract related List from an Account, Contracts being selected for renewal co-termination cannot have a Renewal Opportunity populated else they will hit a validation error when attempting to Renew.

Amend Contracts Opportunity button
When Amending via this button, the Large-Scale Service sets the default Opportunity Owner as Quote Owner. The Legacy Service sets the default Quote Owner as the current user when pressing the button.

Renewal Product Option
If replacing a Product Option on a Renewal Quote, then the SBQQ__RenewalProductOption__c field on the Product Option record must be specified.

MDQ Products
For MDQ products in which Price Editable = True, if the Account's Renewal Pricing Method = List, the renewal price reflects the Price Book List Price (UnitPrice) rather than the renewed Subscription's SBQQ__ListPrice__c.

Price Book ID
When generating an Amendment Quote or Renewal Quote, the Quote's SBQQ__PricebookId__c is 15 digits instead of 18 Digits. Removing the last 3 characters on an 18 character ID aligns the Price Book ID.