Salesforce CPQ – Standard Subscription Management Process

Introduction
Here is a click through (with screenshots) path for the standard management of subscriptions in Salesforce CPQ.

New Subscription

  1. On Account Page
    1. Click the New Opportunity button.
    2. Fill in pertinent information for new Opportunity.
    3. Click the Save button.
    4. Click on the new Opportunity record.
  2. On Opportunity Page
    1. Click the New Quote button.
    2. Fill in pertinent information for new Quote.
      1. Required Fields
        1. Set Primary to TRUE.
        2. Set the Start Date to 01/01/2020.
        3. Set a Subscription Term.
    3. Click the Save button.
    4. Click on the new Quote record.
  3. On Quote Page
    1. Click the Edit Lines button.
    2. Click the checkbox next to your subscription product.
    3. Click the Select button.
    4. Change the Quantity to 5.
    5. Click the Save button.
    6. Click the Opportunity.
  4. On Opportunity Page
    1. Click on the Details tab.
    2. Change the Stage to Closed Won.
    3. Click the Save button.
    4. Change the Contracted checkbox to TRUE.
    5. Click the Save button.
    6. Refresh the screen until you see a Contract in the Contracts related list.
    7. Click on the Contract.
  5. On Contract Page
    1. Click the Activate button.
    2. Contract is set to Activated.
    3. Click the Related tab.
    4. Subscriptions related list contains the subscription.

Amend Subscription

  1. On Contract Page
    1. Click the Amend button.
  2. On Amend Contract Page
    1. Click the Amend button.
  3. On Quote Line Editor page
    1. Total price should be zero to begin with.
    2. Change the Start Date to 06/01/2020.
    3. Change the Quantity to 10.
    4. Total price should reflect the change.
    5. Click the Save button.
    6. Click the Opportunity field link.
  4. On Opportunity Page
    1. Change the Stage to Closed Won.
    2. Click the Save button.
    3. Change the Contracted checkbox to TRUE.
    4. Click the Save button.
    5. Click the Amended Contract field link.
  5. On Contract Page
    1. Click the Related tab.
    2. Subscriptions related list contains new subscription for the difference in Quantity amount.

Renew Subscription

  1. On Contract Page
    1. Click to edit the Contract and make sure the Renewal Forecast and Renewal Quoted are checked.
    2. Click the Save button.
    3. Click on the Renewal Opportunity link in the Renewal Opportunities related list.
  2. On Opportunity Page
    1. Click on the Primary Quote field link.
  3. On Quote Page
    1. Note the Start Date and Subscription Term
    2. Click Edit Lines
    3. You have the ability to adjust Quantity and Price fields.

Cancel Subscription

  1. On Contract Page
    1. Click the Amend button.
  2. On Amend Contract Page
    1. Click the Amend button.
  3. On Quote Line Editor page
    1. Total price should be zero to begin with.
    2. Change the Start Date to 09/01/2020.
    3. Change the Quantity to 0.
    4. Total price should reflect the change.
    5. Click the Save button.
    6. Click the Opportunity field link.
  4. On Opportunity Page
    1. Change the Stage to Closed Won.
    2. Click the Save button.

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