Amendments & Renewals

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

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Further Learning

• Link to Salesforce Help Article
• Link to Salesforce Help Article
• Link to Trailhead
• Link to Trailhead

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