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Manage Your Subscriptions and Assets
Use subscriptions to keep records of subscription products you’ve quoted or sold. Use assets to keep records of stand-alone products you’ve quoted or sold. You can use these records later to manage amendments and renewals to your opportunities and orders. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Winter ’16 and later |
The Renewal Model field gives you two ways to define how Salesforce CPQ tracks the products you quote and sell on your account.
Set your renewal model in your Subscriptions and Renewals package settings. Salesforce CPQ applies that value by default to the renewal model field on your accounts. You can also set the renewal model on your account to a different value, which overrides the package’s renewal model.
When you contract an opportunity or order with at least one subscription product under a contract-based renewal model, Salesforce CPQ creates a contract record. It then creates subscription records for your quote's subscription products and asset records for your quote's products with asset conversion. Your contract contains lookups to subscription records for each subscription quote line on order. For example, a subscription quote lines or order product with a quantity of five would have one subscription record with a quantity of five on the contract. Two subscription quote lines or order products for the same subscription product would have two unique subscription records on the resulting contract.
Use the contract record to track the following information for your subscriptions.
- Quantity
- Start Date
- End Date
- Renewal and amendment settings
Contracting an opportunity or order locks the original quote lines from further changes. To change those quote lines, sales reps must amend the contract and edit the quote lines on the amendment quote. If the contract is ready for renewal, they can also renew the contract and change the quote lines on the renewal quote.
Salesforce CPQ doesn’t support changing the parent product’s Subscription Pricing field after you quote and contract a subscription or asset.
Salesforce CPQ creates contracts as background processes by default. You can change the creation process to occur in the foreground by going to your Subscriptions and Renewals package settings and selecting Contract in Foreground.
Salesforce CPQ doesn't create contracts for quotes that contain only optional products.
| Renewal Models | Use Case | Actions | What Salesforce CPQ Does |
|---|---|---|---|
| Contract-based | You sell many subscription products and want to keep detailed records of their start and end dates. |
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| Asset-based | You don’t sell subscription products or you use only percent of total products to represent your subscription products. |
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- Creating a Contract from an Opportunity
Create a contract from an opportunity to manage subscription products that you’ve quoted for your customers. (Salesforce CPQ Managed Package) - Creation of a Contract from an Order
Create a contract from an order to manage subscription products that your customers have purchased. (Salesforce CPQ Managed Package) - Track Contracting Job Status
You can track the status of background contracting jobs. The spinner provides visibility by showing your contracting job progress. (Salesforce CPQ Managed Package) - Asset Guidelines
Assets are records of non-subscription products that you quoted or sold to your customers. You can amend or renew your assets on an amendment quote or renewal quote. (Salesforce CPQ Managed Package) - Subscription Guidelines
Subscription records contain information about subscription products on opportunities or orders that you’ve contracted. (Salesforce CPQ Managed Package) - CPQ Contract Fields
Contracts store information on the subscriptions that sales reps have quoted or ordered. They also contain fields that help customize your renewals and amendments. (Salesforce CPQ Managed Package) - CPQ Subscription Fields
Subscription records contain information about subscription products on opportunities or orders that you’ve contracted. When you contract an opportunity or order, your subscriptions inherit their field values from their subscription product quote line items or order products. (Salesforce CPQ Managed Package) - CPQ Asset Fields
Salesforce CPQ provides various custom managed fields for the asset object. (Salesforce CPQ Managed Package) - Things to Know About Amendment and Renewal Services
The Large-Scale Amendment and Renewal service supports amendment and renewal actions for contracts with up to 2,000 related records. Some differences exist between the Large-Scale Amendment and Renewal service and the Legacy Amend/Renew service. (Salesforce CPQ Managed Package) - Service Cloud for Salesforce CPQ
Salesforce CPQ’s Service Cloud integration package provides sales contract features to Service Cloud users. When you enable the Service Cloud Integration package, Salesforce CPQ replaces contracts with service contracts and subscriptions with service contract line items. (Salesforce CPQ Managed Package)
