Two typical business scenarios which occur post the contracting step are around the need to change an existing contract or continue the subscription post its end date. Salesforce CPQ offers robust functionalities around Amendments and Renewals to support these processes.
In this video, we will look at the way Amendments are handled in Salesforce CPQ, various scenarios, and key considerations. We will also look at the guidelines and restrictions in place for amending a Contract. In relation to this, we will also examine the concept of Contracted Pricing.
We will also look at the options related to Renewal available in Salesforce CPQ. We will go through the key fields available to manage the Renewal behavior and look at key considerations for implementing this functionality
Recording
Here is agenda of session
- Amendment process & Considerations
- Renewals Process & Considerations
- Contracted Pricing
| Date : JAN 29, 2021 9:00 AM EST (7:30 PM IST ) Where : https://youtu.be/bsPxz7K8cE8 |
Please bookmark our Salesforce CPQ Playlistfor recording and check our all Salesforce CPQ Training sessions detail from here.
Further Learning
If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ
Please subscribe our YouTube channel to get notification for video upload.
Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.
He is a active blogger and founder of Apex Hours.
Comments(6)
Asish Patnaik says:
January 30, 2021 at 10:04 amHi Apex Hours,
Completed the topic on “Amendments & Renewals” and it was informative and well explained.
Kishan Patel says:
January 30, 2021 at 8:56 pmCompleted Session 20 Amendments & Renewals. It was well explained with edge cases and things to consider when configured in Salesforce CPQ. Thank you Apex hours team.
Satish Undapalli says:
January 31, 2021 at 12:07 pmSalesforce CPQ Amendments & Renewals. Thanks for making Crisp & Clear 👍👏
Ankit Desai says:
February 1, 2021 at 2:27 pmSession #20 CPQ Amendments & Renewals completed.
M A says:
February 3, 2021 at 4:11 pmCompleted ‘Amendments & Renewals’ session by Prashant.
God takeaways like,
1. Considerations while doing amendment.
2. Importance of renewal section and the fileds underneath it and many more.
Thanks ApexHours team.
#ApexHoursCPQ
Lijo Bose Cyril says:
February 5, 2021 at 10:55 amSession #20 CPQ Amendments & Renewals completed.
Thanks