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Subscription and Renewal Package Settings
Subscription package settings manage the subscription, renewal, amendment, and contracting processes throughout Salesforce CPQ. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
| Field Name | Description |
|---|---|
| Renewal Model | When admins 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 subscription products and asset records for your products with asset conversion. Use this method if your company sells many subscription products and wants to keep detailed records of their start and end dates. When admins contract an opportunity or order under an asset-based renewal model, Salesforce CPQ creates asset records for all your non-subscription products with asset conversion. Use this method if your company doesn’t sell subscription products or uses only percent of total products to represent subscription products. |
| Allow Renewal Quotes Without Assets | Salesforce CPQ treats non-subscription lines on renewal quotes as renewed products. This feature prevents add-on opportunities because all non-subscription lines have prices of zero. Upgraded assets for renewal quotes aren’t added to the account after you contract a renewal opportunity. |
| Subscription Prorate Precision | For quote lengths that include partial months, users can prorate subscription prices by month, day, or month and day. |
| Contract in Foreground | Salesforce CPQ runs the contracting process in the foreground rather than in the background. This feature can improve performance but increases the risk of a CPU timeout during processing. |
| Enable Evergreen Subscriptions | Salesforce CPQ users can create contracts with subscriptions that don’t have end dates. This open-ended term of service allows customers or providers to cancel or terminate the subscription at any point. Evergreen subscriptions let you quote, sell, and manage subscription products without an end date. Enable this setting to let users select Evergreen or Renewable/Evergreen as a product’s subscription type. After selecting this setting, evergreen subscriptions can’t be disabled. To prevent users from creating evergreen subscriptions, remove the Evergreen and Renewable/Evergreen picklist values from the Subscription Type field. |
| Use Legacy Amend/Renew Service | In Summer ’19 and later, the Large-Scale Amendment and Renewal Service is enabled by default. The new service offers improved support of amendment and renewal actions for contracts with large volumes of related records. The Large-Scale Amendment and Renewal service has several minor feature differences compared to the legacy service. See Salesforce CPQ Large Scale Amendment and Renewal Service. To revert to the previous service’s functionality, select Use Legacy Amend/Renew Service. |
| Disable Product Bundle Sub Type Checks | By default, Salesforce CPQ restricts the ability to change the subscription type for product setup so that bundles aren’t created with a mix of Evergreen products and Renewable products. This validation keeps you from changing the product’s subscription type. This feature allows you to bypass the bundle subtype validation. Disable the validation if you must change a type to One-time. If the validation is disabled, bundles can be incorrectly made with a mix of Evergreen and Renewable, which causes bad data. Use this setting only when Enable Evergreen Subscriptions is selected. This setting applies only when modifying a bundle product. It doesn’t apply when adding product options to a bundle. While this setting is active, Salesforce CPQ bypasses the validation only for bundles made before the setting was activated. Salesforce CPQ still runs the validation for bundles made after activating the setting, and for new bundle products added to bundles made before activating the setting. |
| Disable Add Subscriptions | Removes the Add Subscriptions button from renewal quotes. |
| Subscription Term Unit | Salesforce CPQ determines subscription length by evaluating this field with the quote’s subscription term. |
| Ignore Leap Year Day | The subscription package settings page shows Ignore Leap Year Day only when Subscription Prorate Precision has a value of Day, or Day with Calendar Month Weighted. When you use daily subscription proration precision, Salesforce CPQ evaluates your quote line’s dates to see whether they’re part of a leap year. If so, CPQ divides the subscription term length by 366 during prorate multiplier calculations on the quote line. CPQ also uses 366 days when calculating renewal terms for contracts that fall in a leap year. However, when Ignore Leap Year Day is active, Salesforce CPQ always uses 365 days for prorate multiplier and renewal term calculations. |
| Include Net-New Products in Maintenance | Products added to a renewal or amendment are included in the scope of percent of total products from the original quote. The product fields Include in Percent of Total and Exclude from Percent of Total override the effects of this setting. For example, if this setting is active while a covered product with Exclude from Percent of Total is added to an amendment quote, Salesforce CPQ doesn’t include it in percent of total calculations. |
| Re-Evaluate Bundle Logic on Renewals | Renewing a bundle while this setting is active runs all configuration rules and adds all required products. This setting provides the same features as a user manually finding the renewal quote, reconfiguring the bundle, and then saving it. |
| PoT Renewals(Contracting from Orders) | Renew subscribed assets when contracting from orders. The Percent of Total subscription retains relationships with their covered assets on the renewal quote. Use this setting to continue updating the Percent of Total subscription with new covered products for the subscription’s entire lifecycle. If the Order By field is used to create multiple orders, the covered assets on a renewal quote and Percent of Total subscriptions must be part of the same order and have the same value as the Order By field. Also, orders now show zero-quantity order products for covered assets from renewal quotes, so you no longer have to return to the initial quote for review. For this setting to work, you must also go to your Order Settings and select Enable Zero Quantity Orders. |
| Bypass Preserve Bundle Structure | The Bypass Preserve Bundle Structure setting removes the requirement to keep the original bundle structure. Your bundle products become individual quote lines on the amendment quote. When you enable this setting and deselect the Preserve Bundle Structure field on the contract, unexpected price changes or unforeseen product and price rule behavior changes can occur. |
