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Manage Your Quotes with CPQ
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          Service Cloud for Salesforce CPQ

          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)

          Required Editions

          Available in: Service Cloud for Salesforce CPQ 2.1 and later with Salesforce Spring ‘16 25.0.13 and later

          With the Service Cloud Integration package enabled, Salesforce CPQ creates service contracts instead of contracts and contract line items instead of subscriptions.

          Important
          Important As long as the Service Cloud Integration package is enabled, Salesforce CPQ doesn't support the Contract object and the Subscription object. However, Service Cloud Integration users still require Create, Read, Update, and Delete permissions on the contract object in order for Salesforce CPQ to manage internal queries.

          Feature Availability

          Review these limitations for the Service Cloud for Salesforce CPQ package.

          • Summary variables in price rules can’t target contract line items.
          • Users can’t perform asset-based renewals.
          • The Service Cloud for CPQ package doesn’t support using the service contract’s Amendment Price book ID field.
          • Contract line items aren't included in search filters by default. To enable search filters for contract line items, add ContractLineItem as a picklist value on the Target Object field. Next, go to the Picklist Options section on the Target Field field and enable Product Code and Quantity for ContractLineItem. See Search Filters.

          As of Service Cloud Integration Package 2.1 and Salesforce CPQ Spring ’16 version 25.0.13, all other Salesforce CPQ Sales Contract amendment, renewal, and contracting features are available for service contracts.

          • Enable Entitlements in Salesforce CPQ
            Enable entitlements so you can use service contracts with a Service Cloud-integrated CPQ org. (Salesforce CPQ Managed Package)
          • Guidelines for Entitlement Creation in Service Cloud for Salesforce CPQ
            Percent of total contract line items use entitlements to define a relationship between the item and its covered assets. They work similarly to subscribed assets in Salesforce CPQ. (Salesforce CPQ Managed Package)
          • CPQ Contract Line Item Fields
            Salesforce CPQ provides various custom-managed fields for contract line items. Contract line items store information about items that a sales rep has included in a contract. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
           
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