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CPQ Connector for CALM and Subscription Management

CPQ Connector for CALM and Subscription Management

Overview

The CPQ Connector allows customers to create lifecycle managed assets when assets are contracted. For customers who have SM license, the connector also allows to include transactions from CPQ & SM in one invoice if using Salesforce Billing.

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  • Customer visibility Creates lifecycle managed assets (CALM) when CPQ subscriptions are contracted.

  • Track Asset lifecycle changes Track asset add ons, reductions, changes etc. performed over time

  • Seamless billing Get one invoice for anything you buy, or how you buy it.

The CPQ Connector for CALM and Subscription Management is a CPQ add-on package that enables customers to create lifecycle managed assets when assets are contracted. For customers who have SM license, the connector allows customers to use CPQ and Subscription Management together in the same org. The connector creates and updates Customer Asset Lifecycle Managed (CALM) asset records for simple subscriptions and one-time products sold through CPQ, providing a consolidated list of assets sold through either CPQ or Subscription Management. When using Salesforce Billing for invoicing Subscription Management orders, consolidated finance transactions can be generated for both CPQ and Subscription Management transactions. The connector enables transactions from Subscription Management to be included in invoices generated by Salesforce Billing. The connector provides a setting which indicates the preferred billing channel for Subscription Management transactions, which allows the connector to route transactions through either Salesforce Billing or Subscription Management invoicing.

Categories

Features
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.
No Limits
Lightning Ready
Managed Package

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