A Company that sells hardware and software has a project Requirement to migrate legacyInstall base into salesforce CPQ along with the contract. Which objects will need to be populated for this effort?
To migrate legacy install base into Salesforce CPQ along with the contract, the Revenue Cloud Consultant needs to populate the Assets and Subscriptions objects. These objects store the information about the products and services that the customer has purchased and are associated with the contract. The Assets object tracks the physical products, such as hardware and software licenses, that have been delivered or activated for the customer. The Subscriptions object tracks the recurring products, such as software subscriptions or maintenance plans, that have a defined billing frequency and term. By populating these objects, the Revenue Cloud Consultant can preserve the history of the customer's purchases and enable the features of Salesforce CPQ, such as renewals, amendments, and co-termination.Reference:
Migrate Legacy Data to Salesforce CPQ
[Assets]
[Subscriptions]
Which threedata migration strategies are appropriate for migrating a customer's in-flightquote from another quoting tool into salesforce CPQ?
Which three documents help a revenue cloud consultant better understand the client's
Revenue Cloud Project requirements before speakingfor the first time in a scopingsession?
These are three documents that can help a revenue cloud consultant gain a better understanding of the client's business model, value proposition, pricing strategy, and approval process before engaging in a scoping session.
1: This article explains how to create a professional proposal for customers using Salesforce CPQ.
3: This article explains how to create and manage approval processes in Salesforce Revenue Cloud.
Which threedata migration strategies are appropriate for migrating a customer's in-flightquote from another quoting tool into salesforce CPQ?
A Revenue Cloud customer has posted an invoice and now wants to add on more items from another order associated to that account. Without using invoice batches, how can this be accomplished?
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