Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Negotiate Price Uplifts for Subscription Renewals

            You are here:

            1. Salesforce Help
            2. Docs
            3. Revenue Cloud

            Negotiate Price Uplifts for Subscription Renewals

            Apply renewal price uplifts to subscriptions, including adjustments based on the Consumer Price Index (CPI). Sales reps negotiate renewal price uplifts during the initial sale and modify uplift percentages on assets and line items during renewals to ensure accurate pricing and maintain data integrity.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled
            User Permissions Needed
            To create price uplifts:

            Manage Revenue Cloud

            AND

            Create Orders from Quotes

            AND

            Renew Assets

            AND

            Sales Rep permission group
            Important
            Important Review these requirements before applying uplifts to your records.
            • Renewal price uplifts apply only to products with a term-defined product selling model.
            • The pricing procedure includes the uplift as a calculation by using the Formula-Based Pricing element.
            • Ensure accurate pricing by applying uplifts after discounts when you use Last Transaction Pricing.
            • Set the asset's Pricing Source to Last Transaction Pricing before adding the asset to a new quote or order and selecting an uplift percentage.

            Modify uplift percentages on items and verify the results on the generated renewal record.

            1. Specify the uplift percentage for the unit price in a quote line item or an order item.
            2. Save your changes.
            3. Select Create Order and activate the order to assetize it.
            4. Review the asset to verify the applied unit price uplift.
              Generating a renewal quote applies the negotiated price uplift.
            5. Create and activate a new order from the renewal quote that includes the unit price uplift.
              View unit price uplift details in the waterfall by hovering over the Net Unit Price field.
              A renewal quote with unit price uplift applied, hover shows the calculation details price waterfall.

            CPI and Renewal Price Uplift Considerations

            Familiarize yourself with the supported product types, field behaviors, and system logic for applying Consumer Price Index (CPI) and renewal price uplifts. Understanding these constraints ensures accurate pricing calculations during asset renewal and helps you determine where uplift data appears in the price waterfall.

            Product and Field Support

            Review these functional limitations for price uplifts to ensure your products and quote lines support the feature.

            • CPI renewal price uplifts apply only to termed assets.
            • One-time and evergreen assets don’t support price uplifts.
            • Usage-based products don’t support price uplifts.
            • Derived pricing products don't support price uplifts.
            • Ramped quote line items and order line items don’t support the Price Uplift field.

            System Behavior and Pricing Logic

            Understand how the system processes uplift data during the renewal phase.

            • Renewal uplift percent appears in the price waterfall.
            • If the asset pricing source is list price, the system ignores the uplift field and doesn’t uplift the price at renewal time.
             
            Loading
            Salesforce Help | Article