Differences Between the Legacy and Large-Scale Amendment and Renewal Services

Permission Set Requirement

When you use the Large-Scale Amendment and Renewal Service, you must assign the Salesforce CPQ Admin permission set to the user who authorized the Salesforce CPQ calculator during package configuration. Otherwise, no users can amend or renew contracts.

To identify the user who authorized the Salesforce CPQ calculator, see the knowledge article Salesforce CPQ Authorize New Calculation Service best practice.

Service Cloud Assets Included in Quotes

When you use the Legacy Amend/Renew Service, amendment and renewal quotes include all entitlement-related assets. When you use the Large-Scale Amendment and Renewal Service, amendment and renewal quotes with service contracts created as of Spring ’21 include only assets factored into price calculations. Specifically, those assets include assets with contract line items with a Subscription Pricing value of Fixed Price. You can apply this CPQ-managed asset filter to service contracts created before Spring ’21, regardless of the service you use. Set the Subscription Pricing field on the asset’s contract line items to Fixed Price. When Subscription Pricing is set to null or Percent Of Total, the filter isn’t applied, and related amendment and renewal quotes include all entitlement-related assets.

Primary Quotes

The services handle primary quotes on amendments and renewals differently. Suppose that you create an amendment or renewal on an opportunity with several primary quotes. If you use the Legacy Amend/Renew Service, the amendment or renewal you create becomes the primary quote, and earlier quotes are marked not primary. If you use the Large-Scale Amendment and Renewal Service, you must manually reset earlier quotes as not primary, except one: the quote referenced in the Primary Quote field on the opportunity related to the contract.

Multidimensional Quoting (MDQ) Products

The services determine the renewal price differently for MDQ products when Price Editable is selected and the account's renewal pricing method is List. With the large-scale service, the renewal price reflects the price book list price (unit price). With the legacy service, the renewal price reflects the renewed subscription's list price.

Start Date on Quotes

The services determine the start date on quotes differently. The Large-Scale Amendment and Renewal service populates the field using UTC. The Legacy Amend/Renew service populates the field with the current user’s date in the user’s timezone. The difference can result in varying start dates depending on the service used and, with the legacy service, the user.

CreatedBy User

The services determine the CreatedBy user differently.

• With the Large-Scale Amendment and Renewal service, the Created By user is the Salesforce admin who manages the package settings.
• With the Legacy Amend/Renew service, the Created By User is the user who amends or renews a contract.

Bundles

• The services handle bundles differently. The package setting Re-evaluate Bundle Logic on Renewals is available only with the Legacy Amend/Renew service. If you switch to the Large-Scale Amendment and Renewal service, you must manually re-add bundles on your renewal quotes or use customizations to reevaluate bundles.
• JSAR doesn’t support bundles where the parent is designated as optional.

Package Settings for Orders

If your users contract or renew from orders and you use the Large-Scale Amendment and Renewal service, select the following settings.

• In Package Settings: PoT Renewals (Contracting from Orders)
• In Order Settings: Enable Zero Quantity

Price Book ID

The legacy service populates the Price Book ID field with 18 characters and is case insensitive, whereas the large-scale service populates the field with 15 characters and is case-sensitive. If you switch from the legacy to the large-scale service, avoid issues with quotes by updating the price book ID to align it between services.

• On the amendment or renewal quote page, remove the last three characters in the Price Book ID field.
• Make your integration compatible with 15-character IDs.

Background Process for Amending Contracts

The package setting Amend Contracts in Background is available only with the Large-Scale Amendment and Renewal service.

If you upgrade your Salesforce CPQ edition in Spring ’21 or later, display contract amendment job status by adding the AmendmentSave.page Apex component to the contract page layout.

Asset-Based Amendments and Renewals

Asset-based renewals aren’t supported in the Large-Scale Amendment and Renewal Service. If a user creates asset-based amendments and renewals, Salesforce CPQ uses the Legacy Amend/Renew service, even if you’ve deselected Use Legacy Amend/Renew Service in the package settings.

Optional Functionality with Visualforce Component

With the Large-Scale Amendment and Renewal service, optional features are available. To get them, add the ContractSave Visualforce component to the Contract page layout.

• Display the status of the queued amendment or renewal job in Apex.
• Display runtime exceptions or errors stemming from unsuccessful amendments or renewals.
• Automatically refresh the contract record when the amendment or renewal process has finished.