The document discusses managing renewals and amendments in Salesforce CPQ. It provides an overview of when to use renewals and amendments. Renewals are used to ensure a seamless transition from contracts to quotes for continued services in the future. Amendments allow for adding or changing products on an existing contract. The document then demonstrates how to use key CPQ features like renewal forecasting, creating amendments, and generating renewal quotes within the tool. It shows contracting an opportunity or order to generate a contract that can then facilitate amendments and renewals going forward.
Salesforce CPQ Quote it Fast, Sell it RightCloud Analogy
In this presentation, we will discuss Salesforce CPQ Quote it Fast, Sell it Right.
Useful if your business contains product that changes in response to the presence of other products on your quote
The slides give the introduction to CPQ and provide more details about Steelbrick CPQ which is acquired by Salesforce. Its features and how it will be helful for your orgnization.
Every organization would like to sell to its maximum potential. Problem is, most businesses are still selling through outdated methods, like paper order forms and spreadsheets. Learn how to attract new customers, nurture them via traditional and social channels, and close deals faster with this Sales Process Map.
SteelBrick CPQ helps sales reps do their job more efficiently and accurately. By automatically generating the right mix of products and services for each customer and providing an accurate quote, CPQ allows your sales reps to concentrate on customer relationship building and contacting their next lead.
Migrate legacy Salesforce CPQ to Advanced Calculator with the help of JSQCP. With Advanced Calculator, you can boost the runtime of quote creation. Join this webinar to learn what is required for migration - we’ll also walk through JSQCP.
As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.
Configure, price and quote (CPQ) platform - Right informationRight Information
Read about our CPQ platform which will let your sales department, partners and e-commerce websites make sales process faster, easier and more accurate as well as accessible from any device.
Visit us https://rightinformation.com/
Salesforce CPQ Quote it Fast, Sell it RightCloud Analogy
In this presentation, we will discuss Salesforce CPQ Quote it Fast, Sell it Right.
Useful if your business contains product that changes in response to the presence of other products on your quote
The slides give the introduction to CPQ and provide more details about Steelbrick CPQ which is acquired by Salesforce. Its features and how it will be helful for your orgnization.
Every organization would like to sell to its maximum potential. Problem is, most businesses are still selling through outdated methods, like paper order forms and spreadsheets. Learn how to attract new customers, nurture them via traditional and social channels, and close deals faster with this Sales Process Map.
SteelBrick CPQ helps sales reps do their job more efficiently and accurately. By automatically generating the right mix of products and services for each customer and providing an accurate quote, CPQ allows your sales reps to concentrate on customer relationship building and contacting their next lead.
Migrate legacy Salesforce CPQ to Advanced Calculator with the help of JSQCP. With Advanced Calculator, you can boost the runtime of quote creation. Join this webinar to learn what is required for migration - we’ll also walk through JSQCP.
As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.
Configure, price and quote (CPQ) platform - Right informationRight Information
Read about our CPQ platform which will let your sales department, partners and e-commerce websites make sales process faster, easier and more accurate as well as accessible from any device.
Visit us https://rightinformation.com/
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
The Salesforce CPQ training is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their Organization’s Salesforce CPQ application.
Salesforce CPQ Online training develops the functional skills required for the successful execution Salesforce CPQ application.
We will also involve you in hands-on projects during training, and this helps you in clearing the Salesforce CPQ certification exams.
Common Salesforce CPQ Implementation ChallengesCloud Analogy
Salesforce CPQ Implementation software clears out typical roadblocks of sales teams, transforming your quote-to-cash cycle into an automated flow. Here are some common Salesforce CPQ challenges that you can face.
Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report. As the name implies, Configure, Price, Quote (CPQ) solutions provide functionality to support complex sales transactions. CPQ systems enable sales teams to custom design or configure a solution for a customer from different product sets, options or piece parts; price the solution appropriately and prepare a quote for the customer in a negotiated sales situation.
We define CPQ as comprising the strategies, processes, technologies and tools that support the organization’s ability to effectively configure products/services from a set of options, price a customized solution based on relevant internal and external factors and provide a digitally generated quote for customer signature and payment.
This study covers the following sections:
- Executive Summary
- What is Configure, Price, Quote?
- Benefits of CPQ
- The CPQ Solutions Landscape
- CPQ Deployment Lifecycle
- Vendor Selection Criteria
- Action Plan
- Analyst Bottom Line
- About the Research Analysts
- Our Solution Study Methodology
- About Demand Metric
There are 8 premium tools & templates linked inside of this solution study:
- CPQ Readiness Assessment
- Sales Enablement Framework
- CPQ Strategy Scorecard
- CPQ Vendors Matrix
- CPQ System RFP Template
- CPQ Vendor Evaluation Matrix
- MarCom Plan Methodology
- CPQ Program Metrics Dashboard
To obtain this document, visit us at http://www.demandmetric.com/register
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce Template. please refer to any Salesforce language for terms of use. Sharing for other Trailblazers who have asked to use this template for Salesforce-related presentations.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
Combining customer-facing apps on Heroku with employee-facing apps on Salesforce enables a whole new generation of connected and intelligent experiences. There are four primary ways to do this integration: Heroku Connect, Canvas, Apex / Process Callouts, and the Salesforce REST APIs. Using code and architectural examples, we'll walk through these different methods. You will walk away knowing when you should use each and how to use them.
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
The Salesforce CPQ training is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their Organization’s Salesforce CPQ application.
Salesforce CPQ Online training develops the functional skills required for the successful execution Salesforce CPQ application.
We will also involve you in hands-on projects during training, and this helps you in clearing the Salesforce CPQ certification exams.
Common Salesforce CPQ Implementation ChallengesCloud Analogy
Salesforce CPQ Implementation software clears out typical roadblocks of sales teams, transforming your quote-to-cash cycle into an automated flow. Here are some common Salesforce CPQ challenges that you can face.
Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report. As the name implies, Configure, Price, Quote (CPQ) solutions provide functionality to support complex sales transactions. CPQ systems enable sales teams to custom design or configure a solution for a customer from different product sets, options or piece parts; price the solution appropriately and prepare a quote for the customer in a negotiated sales situation.
We define CPQ as comprising the strategies, processes, technologies and tools that support the organization’s ability to effectively configure products/services from a set of options, price a customized solution based on relevant internal and external factors and provide a digitally generated quote for customer signature and payment.
This study covers the following sections:
- Executive Summary
- What is Configure, Price, Quote?
- Benefits of CPQ
- The CPQ Solutions Landscape
- CPQ Deployment Lifecycle
- Vendor Selection Criteria
- Action Plan
- Analyst Bottom Line
- About the Research Analysts
- Our Solution Study Methodology
- About Demand Metric
There are 8 premium tools & templates linked inside of this solution study:
- CPQ Readiness Assessment
- Sales Enablement Framework
- CPQ Strategy Scorecard
- CPQ Vendors Matrix
- CPQ System RFP Template
- CPQ Vendor Evaluation Matrix
- MarCom Plan Methodology
- CPQ Program Metrics Dashboard
To obtain this document, visit us at http://www.demandmetric.com/register
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce Template. please refer to any Salesforce language for terms of use. Sharing for other Trailblazers who have asked to use this template for Salesforce-related presentations.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
Combining customer-facing apps on Heroku with employee-facing apps on Salesforce enables a whole new generation of connected and intelligent experiences. There are four primary ways to do this integration: Heroku Connect, Canvas, Apex / Process Callouts, and the Salesforce REST APIs. Using code and architectural examples, we'll walk through these different methods. You will walk away knowing when you should use each and how to use them.
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
Quip is a lightweight, cost-effective solution for organizations looking to improve their Salesforce documentation. In conjunction with its native Salesforce integration, Quip and a custom object "Project Documentation" can be used to create a configuration workbook, track releases, track milestones, and project progress, and provide end-user documentation based on role. This session will also discuss the advantages of using Quip to document your Salesforce org, how Quip can be used to help end-users with new feature adoption, and how to deploy Quip as a documentation resource. By attending this session you will learn how Quip enables real-time collaboration across your teams to centralize institutional knowledge.
During this session we'll have Alex Dumitrache from Salesforce joining us for a presentation on the major updates from TrailheaDX.
In the second part of the meeting we'll be discussing about how we can avoid disasters by putting on our consultant hats and pushing back on requirements that go against Salesforce best practices.
Manage and Release Changes Easily and Collaboratively with DevOps Center - Sa...Amol Dixit
Manage and Release Changes Easily and Collaboratively with DevOps Center - Salesforce Coffee Hour
Salesforce DevOps Center provides an improved experience around change and release management that brings DevOps best practices to your development team, regardless of where you fall on the low-code to pro-code spectrum. All developers can work together to deliver value to customers in a repeatable and scalable way, whether you use declarative builders, write code in Salesforce Extensions for VS Code, leverage the power and flexibility of Salesforce CLI, or all three.
Comme à chaque Release, nous organiserons une session de présentation des nouvelles features.
Pour cette nouvelle release, nous vous proposons un événement spécial de la rentrée durant lequel l'ensemble des groupes France se connecteront pour vous.
A l'occasion de la sortie de la Winter'22, les Community Groups de France se réuniront pour vous présenter les features à ne pas manquer.
Ce sera l'occasion de faire connaissance avec les différents groupes, et d'avoir un max d'informations sur les évolutions.
La session sera d'ailleurs un peu plus longue (1h30) parce que de nombreux sujets seront couverts.
Merci à tous les Group Leaders pour leur participation :
Bordeaux User Group (Martin Lezer) : https://trailblazercommunitygroups.com/salesforce-user-group-bordeaux-france/
French Riviera User Group (Hugo Rosario) : https://trailblazercommunitygroups.com/salesforce-user-group-french-riviera-france/
Lyon Admin Group (Bertrand Rousset, Frédérique Mounier) : https://trailblazercommunitygroups.com/salesforce-admin-group-lyon-france/
Nantes Admin Group (Julie Boncour, Yohann Chevreux) : https://trailblazercommunitygroups.com/salesforce-admin-group-nantes-france/
Paris Admin Group : (Jean-Michel Mougeolle,Yohann Lecornet) https://trailblazercommunitygroups.com/salesforce-admin-group-paris-france/
Paris Developer Group (Fabien Taillon, Mohamed El Moussaoui) : https://trailblazercommunitygroups.com/salesforce-developer-group-paris-france/
Paris Women in Tech (Doria Hamelryk, Yosra Saidani, Marine Fabro) : https://trailblazercommunitygroups.com/salesforce-women-in-tech-group-paris-france/
Toulouse User Group (Thierry Trouin) : https://trailblazercommunitygroups.com/salesforce-user-group-toulouse-france/
Salesforce Wellington user group hosted by PwC for lunch, June 29, 2022, featuring Salesforce Summer 22 release highlights with various speakers. Natalie Savell, Bill Wu, Mark Barcham, Afzal Khan
We will be covering some of the below topics.
1) What is Omni-Channel?
2) Why its required and what are the benefits?
3) I am not a Developer/Coder. Can I build configure/implement is?
4) Hands-on live Omni-Channel Routing example.
6) Q&A
Introduction to Salesforce Pub-Sub APIs/ArchitectureAmol Dixit
This session is about learning the basic concepts of Pub-Sub api/architecture. Pub/Sub API provides a single interface for publishing and subscribing to platform events, including real-time event monitoring events, and change data capture events. Based on gRPC and HTTP/2, Pub/Sub API efficiently publishes and delivers binary event messages in the Apache Avro format.
Dreamforce 2019 Five Reasons Why CLI Plugins are a Salesforce Partners Secret...Vivek Chawla
Automation through tooling is a key part of growing a successful Salesforce consulting or development shop. Good tooling makes your team more productive and creates new opportunities for self-service, improving customer satisfaction and your bottom line.
Enter the Salesforce CLI. It has an extensible, plugin-based design that makes it easy to build powerful tools using JavaScript, the most commonly used programming language on earth.
In this presentation, Vivek M. Chawla, Principal ISV Technical Evangelist, shares five reasons why building a CLI plugin can be a Salesforce Partner's secret weapon. Readers will learn why having a custom tooling strategy is important, how the Salesforce CLI fits in, and get a roadmap for getting started.
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
Exploring Career Paths in Cybersecurity for Technical CommunicatorsBen Woelk, CISSP, CPTC
Brief overview of career options in cybersecurity for technical communicators. Includes discussion of my career path, certification options, NICE and NIST resources.
New Explore Careers and College Majors 2024.pdfDr. Mary Askew
Explore Careers and College Majors is a new online, interactive, self-guided career, major and college planning system.
The career system works on all devices!
For more Information, go to https://bit.ly/3SW5w8W
3. Forward-Looking Statement
"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's financial and
operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings
per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates,
stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and expected capital
allocation, including mergers and acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements
involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially
from the results expressed or implied by the forward-looking statements it makes.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical
events, natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest
rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications
and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we
participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including
as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate
potential security breaches; the expenses associated with our data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities
space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or
making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of
future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our
strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow
unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party
hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign
government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border
data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax
assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax
obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual
property; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility and
loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes
with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s
website at.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Third party trademarks are the property of their owners.
4. Event Information and Logistics
Post your questions in the webinar
panel during the event and the
Trailblazer Community once it’s
concluded.
First things first
Connect with the Trailblazer Community
Individual Follow-Up Session
Premier and Signature Success Plan
customers can request a follow-up session
with a Salesforce expert through a survey
you will receive after this webinar concludes.
5. In this session, we’ll go over renewals and
amendments in CPQ and review best practices
so you can get the most out of your Salesforce
investment.
Welcome!
6. Agenda
01 Overview
How and when to use renewals and amendments.
02 Demo
A walkthrough of how to use CPQ renewals and amendments.
03
Resources
Guidance to help you drive value with CPQ renewals
and amendments.
9. Contracting
● Once an opportunity is closed-won, CPQ offers additional features designed to assist you in
managing your ongoing relationship with the customer.
● These features can be initialized by Contracting your opportunity or order (Contracted = True).
○ A contract record will be generated, which will serve as an avenue to facilitate
amendments and renewals.
○ Quote lines will be transcribed to subscription and asset records.
CPQ functionality extends beyond the quoting process
Note: Do not contract from both the opportunity and the order. If you are using orders, the best practice is to contract from the order.
10. Contracting with Sales Cloud vs. Service Cloud
*Asset record generation is controlled by the Asset Conversion field on the product record.
Sales Cloud Service Cloud
One-time products become asset records* One-time products become asset records*
Subscription products become subscription records Subscription products become contract line items
Subscriptions will be organized under contracts Contract line items will be organized under service contracts
Subscribed assets link Percent of Total Products to the assets
they cover
Entitlements can be created to link Percent of Total Products to the
assets they cover
Entitlements can also be created for fixed price subscriptions
How is this process different for Sales Cloud and Service Cloud?
11. Amendments
When to Use
● Use to add net-new products to a current contract.
● Use to change quantities of assets or subscriptions.
● Can be performed at any point in the lifecycle of a contract.
● Amendments do not allow for price adjustments.
Benefits
● Ease of use. Amendments are created with just two clicks!
● Easy tracking of all information. When you contract an amendment, changes are
automatically synced to the original contract.
● Great record keeping. To ensure that changes in contracts can be tracked easily, new
records are created for each changed quoted line.
Represent a change in products purchased by your customer
12. Renewals
How To
● Create a renewal opportunity
by checking the renewal
forecast checkbox on the
contract.
● Create a quote for your
renewal opportunity by
checking the renewal quoted
checkbox on the contract.
● Renewal quotes behave the
same way as a standard quote
(you can add, change, and
delete line items).
Benefits
● Great forecasting. Renewal opportunities can be
created immediately upon contract generation,
allowing for your pipeline to be fully accurate with
upcoming renewals.
● Automatic renewal opportunity updating. After
you’ve selected renewal forecast, any add-ons or
amendments will update the renewal opportunity
automatically.
● Complete renewal quotes. When you’re ready to
send a quote to your customer, checking renewal
quoted will generate a complete quote with all
existing subscriptions on it.
Ensure a seamless transition from contracts to quotes for continued services
15. Contracting
Setting the contracted checkbox to
true on the opportunity or order will:
● Generate a contract.
● Transcribe quote lines for one-time
products to assets on the account
based on what is in the asset
conversion field on the product
record.
● Transcribe quote lines for
subscription products to
subscription line items which can
be displayed on the account and
the contract.
Via the contracted checkbox
17. Renewal Forecasting
Check the renewal forecast
checkbox on the contract to
automatically generate a renewal
opportunity.
18. ● Opportunity Close Date will align with the current contract’s end date.
● Opportunity Products will be created for renewable subscriptions.
● Products on the renewal opportunity will be priced using the Renewal Pricing Method selected on
the account record:
○ Same: Product price will be inherited from the current contract.
○ List: Up-to-date list price for the product will be used.
○ Uplift: Product price will inherit the current contract price and then will be uplifted by the
amount specified in the Renewal Uplift (%) field.
● The Amount field on the renewal opportunity will be calculated from the Net Price of the
opportunity products.
● At this stage, the renewal quote does not exist, allowing modifications to the current contract to
automatically sync with the renewal opportunity.
● Benefit: Renewal opportunities can be captured in pipeline reporting and can assist sales reps in
keeping track of upcoming renewals.
Renewal Opportunity
19. When the customer wants to add or remove products mid-contract, there are two choices:
Why use an amendment?
Amendments
Option 2:
Create an amendment
● Automatically creates a new opportunity and new
quote behind the scenes
● Imports the products from the contract into the QLE,
allowing users to modify products from what currently
exists and add new products as needed
● Automatically co-terminates with existing contract
● Creates new subscription line items on current contract
for accurate record keeping
● Automatically syncs updates with existing renewal
opportunity
Option 1:
Create a new opportunity and quote from
scratch
● The new quote will be completely
separate from the existing contract; it will
not reference currently existing assets or
subscriptions
● A new contract with separate subscription
line items will be generated; existing
records will be untouched
20. ● Pricing on existing line items may not be modified.
○ Price information will be carried over from the existing subscription line.
○ Updated list prices will not be used.
○ New or modified discount schedules will not be reflected in the pricing.
○ The additional discount provided on the original quote will be carried over and locked from
further modification.
● New quote lines can be freely discounted.
● For existing products, amendments are focused on quantity changes. If there is no quantity change,
there will be no effect (nothing will be priced, nothing will be contracted).
● All quote lines on an amendment quotes, new lines as well as incremental changes, will be
co-termed with the existing contract. While co-termination can be disabled, the existing contract
end date cannot be modified via an amendment.
Understand the limitations
Amendments
21. Amendments: Use Cases
Use Case Supported via Amendment
Change quantities of existing products while maintaining same discount as
original quote
Yes
Change quantities of existing products while providing different discount than
original quote
No
Change quantities or add new products; co-terminate to existing contract Yes
Change quantities or add new products; different end date from existing
contract
No*
Modify price/discount of existing products (no quantity change) No
Change dates of existing products No
Terminate existing products Yes
*Co-termination can be disabled via a checkbox on the contract.
22. ● Once the amendment opportunity is closed-won and the contracted checkbox has been marked as
true, subscription lines will be created and added to the contract.
● The start date on the new subscription lines will reflect the start date entered on the amendment
quote.
Amendments: Contract Subscription Lines
23. Amendments and Renewal Opportunity
As long as the quote has not been
generated for the renewal
opportunity, the renewal opportunity
will be updated to reflect the new
product quantities.
Renewal opportunity products
24. Renewal Quoting
● Checking the renewal quoted checkbox on the contract will generate a quote for the
renewal opportunity. The renewal quote will include all the renewable subscription products
available on the contract.
● Once the renewal quoted checkbox is checked, Salesforce CPQ assumes someone is
actively engaged in negotiating the renewal.
● To avoid overwriting the user’s work, Salesforce CPQ will no longer automatically update the
renewal opportunity with additional amendments to the current contract.
25. Notable Fields: Influencing the Renewal Process
Contract Field Name Use
Renewal Opportunity Stage
Override the default stage of the opportunity created by renewing this contract. Do this before
selecting Renewal Forecast in order for the override to take effect on the renewal opportunity.
Renewal Opportunity Record Type ID Choose the record type of the generated renewal opportunity.
Renewal Pricebook ID
Choose a pricebook ID for renewal opportunity if you don't want to use the original opportunity
pricebook ID.
Renewal Owner Set the owner of the renewal opportunity.
Renewal Term Set the length of the renewal. By default, the renewal term matches the contract’s term.
Renewal Uplift (%)
Percentage uplift that will be applied to renewal products if Renewal Pricing Method on the account
is set to Uplift. This field can also be set at the subscription line level.
Combine Subscription Quantities
Combine quantities of subscriptions for the same product into one line on renewal quotes and
amendment quotes.
Product Field Name Use
Renewal Product Product that replaces this product on renewal. Use this to quote a different SKU when renewing.
Note: These fields can be set manually or targeted via process builder.
26. Notable Fields: Influencing the Amendment Process
Note: These fields can be set manually or targeted via process builder
Contract Field Name Use
Amendment Start Date
The start date for amendment quotes created from this contract. If left blank, Salesforce CPQ
uses the date of the amendment’s creation.
Amendment & Renewal Behavior Determines how Salesforce CPQ calculates renewal start date and amendment end date.
Disable Amendment Co-Term
Ignore the value of the Amendment & Renewal Behavior field on this record, and do not
auto-calculate an end date for the amendment quote. If unchecked, Salesforce CPQ sets the
amendment quote’s end date according to the value of the Amendment & Renewal Behavior
field on this record.
Amendment Pricebook ID
Choose a pricebook ID for amendment opportunities if you don't want to use the original
opportunity pricebook ID.
Amendment Opportunity Record Type ID Choose the record type of the generated amendment opportunity.
Amendment Opportunity Stage Override the default stage of opportunities created by amending this contract.
Amendment Owner Set the owner of the amendment opportunity.
27. Early Renewal
1. Update the renewal opportunity.
○ Set the start date of the renewal opportunity to the desired date for early renewal.
○ Update/add products as desired.
2. Create an amendment to credit remaining time on current contract.
○ Set the amendment start date to align with the updated renewal start date.
○ Zero out all line items that are being included on the renewal quote.
This will ensure the customer is credited back the amount they have already paid for the
remaining time on subscriptions under their current contract.
Two steps for an early renewal
28. Consolidation of Multiple Contacts
● To consolidate multiple contracts for an account, navigate to the contracts related list on
the account record, select the desired contracts and click Renew Contracts.
● A single opportunity and quote will be generated containing all renewable products with
dates correctly set for each line item to ensure there are no gaps.
30. Learn More
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32. Send Us Your Feedback!
Need additional support?
Premier and Signature Success
Plan customers can request a
follow-up session with a Salesforce
expert via the survey.
Resource requirements for follow-up
● Participation by your admin or operations
executive with a clear understanding of your
sales processes in your Salesforce instance
● Time commitment of one hour
Technical requirements for follow-up
● CPQ must be installed
● Product Catalog must be fully set up
● An individual session is not a good fit for
implementation guidance or troubleshooting
conversations
After this session, you’ll receive a pop-up with
a survey asking you to rate today’s
presentation.
And request a follow-up