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 |
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Further Learning
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Amit Chaudhary is Salesforce Application Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 13 Salesforce Certificates.
He is a active blogger and founder of Apex Hours.
Hi ApexHours,
Completed the todays learning video session on “Salesforce Contracts”.
Salesforce CPQ Contracts. Thanks for making it simple!!!
Completed session 19 CPQ Contracts. Thank you Apex hours team.
Session 19# Contracts completed
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
Session 19# Contracts completed
Thanks