Renewal Product

Renewal Product

renew product

PolSource Pointers for Salesforce CPQ

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:

  1. 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)
  2. 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.

Have more questions about renewal products or Salesforce CPQ? Contact us today!