Subscription Guidelines for Salesforce CPQ

When you contract an opportunity or order, your subscriptions inherit the following field values from their subscription product quote lines or order products.

• List Price
• Net Price
• Customer Price
• Quantity
• Account

Let’s look at some standard subscription fields. Later, we’ll review subscription fields that affect your renewal process.

Start Date

The first date this subscription is in effect. Your subscription inherits this value from the start date of its parent contract.

End Date

The last date this subscription is in effect. Your subscription inherits this value from the end date of its parent contract.

Subscription Start Date

By default, this value matches the quote line start date. To override the Start Date field with a date of your choosing, enter a value for this field. If left blank, this value matches the contract start date.

Subscription End Date

By default, this value matches the quote line end date. To override the End Date field with a date of your choosing, enter a value for this field. If left blank, this value matches the contract end date.

Note Salesforce CPQ doesn’t support creating a single contract through partial ordering for custom subscriptions.

• Subscription Prorate Precision
  The CPQ package setting Subscription Prorate Precision controls the formula that CPQ uses to calculate a quote line's Prorate Multiplier field. A quote line’s prorate multiplier tells you how many pricing periods are in the quote line’s term, while the quote line's prorated list price represents the line's list unit price multiplied by the prorate multiplier. In many cases, different subscription prorate precision values for the same quote line will result in slightly different prorated list prices for that quote line. Review subscription prorate precision options to choose the best option for your organization's subscription price calculation requirements. (Salesforce CPQ Managed Package)
• Root ID Field on Subscriptions
  Salesforce CPQ uses the Root ID field to identify related subscription products in a bundle when you renew or amend subscriptions across multiple contracts. (Salesforce CPQ Managed Package)