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Manage Your Quotes with CPQ
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            Considerations for Setting Up Evergreen Products

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            Considerations for Setting Up Evergreen Products

            When you set up evergreen products, keep these important considerations in mind. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ‘19 and later
            • To enable entitlements, service cloud, or service contracts, contact your admin to remove the Master Evergreen Contract field on your quote and replace it with the Master Evergreen Service Contract field.
            • On page layouts, the contract or service contract layout can be updated to reflect that the month's term is not a required field for the page. Admins can update the page layout or create a different record type for evergreen contracts.
            • For easier field management, consider creating a separate page layout for evergreen contracts. For example, the Contract Term field is usually a required field for contracts, but is irrelevant to the evergreen scenario.
            • If the Subscription Type field is set to Renewable/Evergreen, sales reps have to enter the default subscription term when switching from Evergreen to Renewable on the quote line.
             
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