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Enable Evergreen Subscriptions
Configure Salesforce CPQ to support evergreen subscriptions. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Winter ‘19 and later |
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In Salesforce CPQ package settings, select the Subscriptions and Renewals tab,
and then select Enable Evergreen Subscriptions. Save your
changes.
Enabling this setting lets users select Evergreen or Renewable/Evergreen as a product’s subscription type. After selecting this setting, evergreen subscriptions can’t be disabled. If you want to prevent users from creating evergreen subscriptions, remove the Evergreen and Renewable/Evergreen picklist values from the Subscription Type field.
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In Subscriptions and Renewals package settings, set or confirm your
subscription term unit.
You can use subscription term units of days or months. However, daily subscription term units aren’t supported in Salesforce Billing.Salesforce CPQ automatically sets subscription terms to 1 on evergreen quote lines. This way, the quote line represents a daily or monthly unit price for your evergreen subscription.
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Add the following picklist values to the product’s Subscription Type
field.
- Evergreen
- Renewable/Evergreen
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Add the Subscription Type field to the quote line’s Line Editor field set.
When a product has a Renewable/Evergreen subscription type, sales reps can change the Subscription Type field between Renewable and Evergreen in the quote line editor.
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Add the Evergreen field to your contract page layout.
When a sales rep contracts an order or opportunity containing evergreen subscription products, Salesforce CPQ groups each evergreen subscription into its own contract. If a contract contains an evergreen subscription, Salesforce CPQ selects the contract’s Evergreen field so that users can quickly see that the contract renews indefinitely until canceled.
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