Renew a sales agreement to create another sales agreement with the same products and
attributes. You can renew a sales agreement when it’s active, under revision, or expired. When you
renew a sales agreement, all products along with their initial planned quantities are copied into
the new sales agreement. You can renew sales agreements based on the renewal period defined by
your Salesforce admin.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer
Editions
User Permissions Needed
To modify sales agreement
Read, Edit permissions on Sales Agreement
From the quick actions menu on a sales agreement record, click
Renew.
Enter a name for the renewed sales agreement.
To determine the schedules of the renewed sales agreement, perform one of these
steps.
If you’re renewing a one-time sales agreement, specify the start and end dates for the
renewed sales agreement.
If you’re renewing a weekly, monthly, quarterly, or yearly sales agreement, specify the
start date for the renewed sales agreement.
Note The start date of the renewed agreement can be any date after the expiration of the
current sales agreement.
Click Renew.
A Sales Agreement record for the renewed sales agreement is created.
On a sales agreement record, you can view the links to the renewed-from and renewed-to
sales agreements.
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