There’s one last place to set Subscription Term, Start Date, and End Date: at the quote line group level. This lets your sales reps tell CPQ the lengths of all subscriptions in a group by just setting one or two fields. In total, there are nine different fields used to define subscription length.
Full Answer
How do I Manage my subscriptions in Salesforce?
There are two ways to manage your subscriptions. If you are in Salesforce Classic, simply go to the reports folder and click on ‘All Folders’, on the left side. Then click the pulldown on the right and select ‘Items I’m Subscribed To’. From this page you can view, edit and delete all your current subscriptions.
How to set up subscription terms in Salesforce CPQ?
Before we can set up any subscription products, Salesforce CPQ must know if you plan to use months or days to describe subscription terms. This choice is made in the CPQ package settings by setting the subscription term unit that applies to every product.
How many report subscriptions can you have in Salesforce?
First, each user can have up to five report subscriptions. This is regardless of what type of user they are within your Salesforce org. You also won’t see the recipients listed on the emails, so you will have to go back to Salesforce to see them. If you were working with a platform user, an admin must enable these features.
What is Salesforce sales data?
Salesforce looks for the criteria you select and presents users with a list of that data. In Salesforce, this information will show up grouped into rows and columns. You can then organize this info by characteristics like priority level or dollar amount, filter it only to see what’s relevant, or create visual representations of the data.
How does Salesforce CPQ calculate contract end date?
When a Contract is generated by Salesforce CPQ, the Quote (or Order's) Start Date and Subscription Term or End Date are used to calculate and populate the Contract's Start Date and End Date. Then the Contract Term is populated with the difference between the months of the Contract Start Date and Contract End Date.
How do I get the day of the week in a Salesforce formula field?
To find the day of the week from a Date value, use a known Sunday, for example, January 7, 1900, and subtract it from the date, for example, TODAY() , to get the difference in days.
How do CPQ determines the actual length of a subscription in quote line?
CPQ determines the actual length of a subscription quote line in three stages. First, CPQ looks for the most specific start date and the most specific end date and uses those. It's OK if the start date is from one level (such as quote) and the end date from another (such as line).
What is prorate in CPQ?
The CPQ package setting Subscription Prorate Precision controls the formula that CPQ uses to calculate a quote line's Prorate Multiplier field.
How can I tell the day of the week of a date in Salesforce?
To find the day of the week from a Date value, use a known Sunday, for example, January 7, 1900, and subtract it from the date, for example, TODAY() , to get the difference in days.
How do I use weekday function in Salesforce?
The Weekday() function returns a numeric value for the day of the week from 1 (Sunday) to 7 (Saturday), so the first line gets the weekday for January 1st of the current year. Based on the numeric result, it then adds, subtracts, or does nothing to the date, based on what day it is.
What is QLE in Salesforce?
The Salesforce CPQ lightning component known as Quote Line Editor (QLE) is a powerhouse. Working hand in hand with CPQ to precisely quote products and compile them into Quote Lines. Driving the initial configuration of Opportunity Products and Order Products too. Firing off complex Product Rules and Price Rules.
What is Subscription for product in CPQ?
A product's subscription term is the default amount of time that a subscription lasts. The CPQ package setting Subscription Term Unit controls whether the term is in months or days, and defaults to months. Set a product's list price as a percentage of its parent quote, quote line group, or bundle total price.
What is Salesforce CPQ Subscription?
Subscription products are services that run for a set period, such as a year-long support service. Salesforce CPQ automates pricing, prorating, and coterminating subscriptions on contracts and renewals.
What means prorated?
Definition of prorated : divided, distributed, or assessed proportionately (as to reflect an amount of time that is less than the full amount included in an initial arrangement) The catch is that the Dolphins can get back the prorated portion of the $5 million if Madison defaults on the contract.—
What is prorated list price?
Prorated List Price – When List price is for a time period or when list price is for a collection of products and it is reduced due to usage of the product for a shortened time period then it can be called as Prorated List price. Car rental example – Let's say a car is rented for $750 for a month.
Add or Subtract Users
To change the number of user licenses you’re paying for, click Manage licenses. This option is available for your overall number of users, and the number of users able to access certain paid add-ons.
Update Your Credit Card on File
If you’ve missed a payment due to an expired credit card or have another need to change your payment method or billing address, click Update payment method.
Add More Features
You can purchase add-on features that expand what you can do with Salesforce. Click Add On next to the feature.
Cancel Your Subscription
There’s a cancellation button at the bottom of the page. Indicate why you’re leaving us, then click Cancel Subscription. This cancels the auto-renewal at the next billing cycle, either next month (monthly billing) or next year (annual billing). Your account remains active until then.
How Do Salesforce Reports Work?
You can think of a report as a list of information with all the information you’ve asked Salesforce to provide. For example, this could be a list of prospects that your sales team will call, accounts in default, or open support cases that need follow-up. Salesforce looks for the criteria you select and presents users with a list of that data.
Why Should You Use Salesforce Reports?
Birds-eye view of data Reports can tell you information at a glance to quickly take action. Fast, accurate responses can give you a leg up on your competition. For example, time required to prepare for a meeting could be reduced by automatically mailing reports out to your team.
Before Subscribing to Reports, Check Your Permissions on Salesforce
You will need different permissions for report subscriptions depending on who you’re trying to add and how you intend to do it.
How to Subscribe Yourself to Salesforce Reports
Now that you know what permissions you need, you can subscribe to whichever reports you like. To do this in Salesforce Classic, follow these steps.
How to Subscribe Other Salesforce Users to a Report
Now that you know how to subscribe yourself to reports, you can subscribe others as well. Salesforce allows you to choose users, groups, and roles for report subscriptions. So, for example, you can send reports on how many hours your dev team has worked for a client to your Human Resources department, so they’re billed correctly.
How Do I Manage Report Schedules in Salesforce?
Report schedules make sure that the information in your reports is up-to-date. The Schedule Report page lets you manage the frequency and conditions for sending out scheduled reports. Here, you can schedule a new report run, change an existing schedule, view current schedule jobs, and delete scheduled runs.
How Do I Manage Report Notifications?
Notifications for reports let you know when data meets a particular set of criteria that you set. You can select what you want to be notified about and what conditions are essential to you to receive relevant notifications. You can also set up notifications for the Salesforce app, email, and on Chatter.
Why are subscriptions special?
Choose the Right Term. Subscription products are special because they’re sold as a service that lasts for days, months, or years. Since time is involved, you must consider what unit of time you want to use when quoting subscription products.
Can you use months as a unit?
Since the units are set org-wide, it’s not possible for some products to use months as a unit while others use days. Choosing the right subscription term unit is important because it affects how CPQ calculates prices.
