Early Renewals are a funny topic in CPQ because many people think that a unique action is needed to do it. However, Early Renewals are very simple to achieve. To do an Early Renewal, the easiest path forward is to check the Renewal Forecast and the Renewal Quoted checkboxes on the Contract on the day … Continue reading How to do an Early Renewal in CPQ

This post will review the best practices for doing a Rip and Replace scenario in CPQ. First, let's define Rip and Replace: This is when you take an existing Contract in Salesforce and cancel all of the lines, with the intention to create a net new Contract. The most common reason for doing this action … Continue reading How to Rip and Replace in CPQ

You likely landed on this article because you are trying to update Products via an Amendment in CPQ while also adding term length to that Contract. I will preface that while CPQ supports this process in some ways, it is not fully supported for all scenarios. First and foremost, let's get some logistics out of … Continue reading How to Amend and Extend a Contract in CPQ

Introducing for the first time (to my knowledge) a CPQ practice workbook for implementation - a product designed to give you a sample of what a real-world Salesforce CPQ implementation might look like. Using the same guiding principles as a Trailhead Superbadge, the CPQ practice workbook is structured to provide you with a scenario that … Continue reading Practice your first CPQ Implementation