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Managing Subscription (Recurring) Products in Salesforce CPQ

John Garvens · March 15, 2024 ·

Panelists

John Garvens
Owner & Principal Architect
Garvens Consulting
Garvens Consulting on YouTube

Content

  • 00:00 Introduction
  • 01:41 What is a subscription? The fundamentals
  • 06:47 Creating a quote with subscription-based products
  • 10:07 Creating an order after closing the opportunity
  • 11:05 Contracts and Subscriptions in Salesforce CPQ
  • 16:05 The order creation and activation as a trigger for downstream processes
  • 17:58 Creating the contract and subscriptions from the activated order
  • 23:10 Creating renewal opportunities from contracts
  • 28:10 Deep Dive: Subscription Pricing in Salesforce CPQ
  • 44:45 The future of Subscription Management, the product
  • 46:25 The emergence of Revenue Lifecycle Management (RLM) and the challenges it presents
  • 52:06 How to scope Revenue Cloud projects and the myth of predictable go-live dates

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