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Create a Digital Subscription Product in a Commerce Store
You can create an evergreen (non-expiring) subscription or a term-defined (expiring) subscription for digital products. To create a subscriptions product for a B2B store, you first need to create a proration policy and a subscription product selling model. Then you can add the policy and product selling model to an existing or a new product that you want to sell as a subscription.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited and Developer editions |
| Available in: B2B Commerce |
This task assumes that you’ve enabled Salesforce Pricing for B2B Stores and Subscriptions for your org, and configured your price book and product pages to support subscriptions. See Enable Salesforce Pricing and Subscriptions in Your B2B Store and Configure Commerce Pages to Support Subscriptions.
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Create a proration policy.
A proration policy defines how to handle a subscription price that can’t be equally divided across a pay period. You can add the remaining balance to the beginning or end of the subscription payment. For example, for a 4-month subscription term that costs $107.55, a shopper can pay $26.85 for 3 months and $27.00 for the first or last month.
- From App Launcher, find and select Proration Policies.
- Click New, and enter a name for the proration policy.
- For Remainder Strategy, select whether you want to add the remaining amount to the first or last subscription payment.
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For Proration Policy type, select Standard Time Periods.
A customer can’t start the subscription in the middle of a term, so don’t select Allow partial proration periods.
- Save your changes.
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Create a subscription product selling model.
- In the navigation sidebar, select a store from the Store dropdown.
- Select Merchandising | Pricing.
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On the Product Selling Models tab, click New and name the
model.
To make the model easy to identify, include the subscription type and pricing term in the name. For example, Evergreen Monthly or Term-Defined Yearly.
- For Selling Model Type, select either Term-Defined or Evergreen.
- For Pricing Term Unit, specify how often the customer should be billed for their susbcriptions and enter 1 for the pricing term.
- Set the status to Active.
- Save your changes.
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Create a new subscription product.
If you have an existing products you want to mark as a subscription product, skip to step f.
- Select Merchandising | Products.
- Click New.
- Fill out the product details.
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To exclude the subscription from shipping charges, select Shipping
Charges Not Applicable. Make sure IsAssetizable
isn't selected for any product with "shipping" in the name.
If you don't see these checkboxes, make sure these fields are added to the Product Page Layout in Object Manager. See Configure Commerce Pages to Support Subscriptions.
- Save your changes.
- From Merchandising | Products, open the new or existing subscription product.
- On the Edit Product page, click Go to global product record.
- On the Related tab, in the Product Selling Model option section, click New.
- Search for and select the product selling model and proration policy.
- Save your changes.
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Add the subscription product to your store’s price book.
- Select Merchandising | Products.
- Select the subscription product that you want to add to your price book.
- On the Edit Product page, select Go to global product record.
- On the Related tab, in the Price Books section, click Add Standard Price.
- Search for and select the product selling model for the subscription product.
- For Price Book, select your store's price book and enter a list price.
- (Optional) Select a currency.
- Save your changes.
After you create your subscription products, refresh the pricing decision tables. For more information, see Refresh Your B2B Store Pricing Decision Table.
