Contracts

Salesforce Contracts

Through the Salesforce CPQ Contracting process, we are generating a lasting record of products and services a customer has purchased or subscribed to. Once a deal is closed, Salesforce CPQ needs to generate that record what customer has purchased or subscribed to – This is where Contracts come to play!

In the video, we would look at an overview of Contracts, and how we create them in Salesforce CPQ.

Recording

Here is agenda of session

  • Introduction to Contracts
  • Renewal Model
  • Contract from Opportunity
Date     : JAN 28, 2021 9:00 AM EST (7:30 PM IST )
Where : https://youtu.be/AACvNMILnDs 

Please bookmark our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here.

Further Learning

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

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

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6 thoughts on “Salesforce Contracts”

  1. Completed ‘Contracts’ session. Good packaged info on
    1. Contract based renewal model.
    2. How Contract records are created followed by Asset and Subscription records.
    3. Importance of Asset conversion, Model selection fields.
    4. New info – Junction object for Subscribed asset.

    Thanks Sudha and ApexHours team.

    #ApexHoursCPQ

    Reply

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