AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Salesforce CPQ - Cancel and Replace

Complex Amendment & Renewal Framework

Overview

A commonly requested use case is is the ability to combine multiple contracts onto into a single contract and EXTEND that contract beyond the original term. This is known as Cancel & Replace.

1 of 3

  • The Cancel & Replace framework is designed to provide a pattern for advanced contract manipulation via customization.

  • The package is designed to work with customers that have implemented or wish to implement billing which requires a fairly verbose transaction (multiple quotes) in order to reflect changes downstream.

  • While you may choose to install the managed package from the app exchange, the full codebase will be released as open source software available on Github.

A commonly requested use case is the ability to combine multiple contracts onto into a single contract and EXTEND that contract beyond the original term. From a functionality perspective, this is known as *Cancel & Replace*, as the original contracts are cancelled with negative orders and a new quote is created for the customer going forward. The Cancel & Replace framework is designed to provide a *pattern* for advanced contract manipulation via customization. The package is designed to work with customers that have implemented or wish to implement billing which requires a fairly verbose transaction (multiple quotes) in order to reflect changes downstream. While you may choose to install the managed package from the app exchange, the full codebase is available here https://github.com/rjhalvorson/cancelAndReplace for you to deploy and customize.

Categories

Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

More from Salesforce Labs

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance