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Salesforce CPQ Amendment Fields and Settings
Salesforce CPQ provides several fields that let you automate and customize the amendment process. You can find these fields on your accounts and contracts. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Account Fields
- Contract Co-Termination
- Define how Salesforce CPQ sets the end dates of amendment quotes you create through an
add-on opportunity. These actions happen after you create and save your add-on opportunity.
- Prompt: Salesforce CPQ shows an Existing Contracts page that lists all active contracts on your account. Your amendment quote inherits the end date of the contract you choose.
- Always: Salesforce CPQ sets your amendment quote’s end date to the earliest end date of all contracts on your account.
- Never: Salesforce CPQ doesn’t provide a value for your amendment quote’s end date.
- Preserve Bundle Structure
- Bundles on the amendment quote inherit their configuration from the amended quote. If you don’t enable this field, your bundles appear on the amendment quote as standalone quote lines and can’t be reconfigured. If the bundle structure isn’t preserved, any assets not included in the scope of Percent of Total subscriptions are also left off the amendment quote. We recommend keeping this field enabled.
- You can also set Preserve Bundle Structure in Salesforce CPQ package settings or on the contract. Accounts inherit the Preserve Bundle Structure value from Salesforce CPQ line editor package settings. New contracts inherit the Preserve Bundle Structure value of its parent account. We recommend selecting Preserve Bundle Structure in package settings to ensure that all new accounts and contracts have the Preserve Bundle Structure selected. The value of Preserve Bundle Structure set at any level affects related records only at the time they’re created. For example, selecting Preserve Bundle Setting on an account doesn’t apply the setting to that account’s current contracts.
- In Salesforce CPQ Spring ’19 and later, a contract’s Preserve Bundle Structure field must be selected before users can amend that contract. To update Preserve Bundle Structure on the current contracts in your Salesforce org, we recommend using a Process Builder or Workflow rule.
Contract Fields
- Amendment Start Date
- Define a start date for amendment quotes created from this contract. If you leave this field blank, the amendment quote starts on the day you perform the amendment.
- Disable Amendment Co-Term
- Prevent Salesforce CPQ from setting an end date for your amendment quote. If you don’t select this field, Salesforce CPQ sets an end date based on the value of your contract’s Amendment & Renewal Behavior field.
- Amendment & Renewal Behavior
- Define how Salesforce CPQ determines your amendment quote’s end date.
- Latest End Date: Your amendment quote inherits its end date from the latest end date among all subscriptions on the contract you’re amending.
- Earliest End Date: Your amendment quote inherits its end date from the earliest end date among all subscriptions on the contract you’re amending.
Subscriptions and Renewals Package Settings
- Bypass Preserve Bundle Structure
- In Salesforce CPQ Summer ’20 and later, the Bypass Preserve Bundle Structure setting removes the requirement to keep the original bundle structure on amendments. When you select this setting on the Subscriptions and Renewals tab in package settings, enabling the Preserve Bundle Structure setting on contracts is no longer required.
- Even though this setting increases flexibility when creating amendment quotes, we recommend that you continue using the Preserve Bundle Structure setting on amendments. Bypassing the preserve bundle structure requirement can introduce unexpected price changes or unforeseen product and price rule behavior changes.
- Background Processing of Contract Amendments
- To let users continue working in Salesforce while a contract amendment is in progress, use the Amend Contracts in Background option under Subscriptions and Renewals in Setup. If Use Legacy Amend/Renew Service is selected, deselect it to use the Salesforce CPQ Large-Scale Amendment and Renewal service instead.
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