PolSource Pointers for Salesforce CPQ
Have a product that you’ve quoted, but want it to change when it gets renewed? For example renewing a free trial to a paid subscription? Well with Salesforce CPQ, it’s easy!
You’ll need to:
- Go to the renewals section of the Product object (remember you’ll need CPQ installed and have this CPQ Page Layout assigned to your user)
- Select the product that this should be renewed to
And that’s it! This is an incredibly powerful feature that not a lot of other CPQs have out of the box. So if your business has a lot of renewals that require another product, Salesforce CPQ should be on the top of your shopping list.