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CPQ Connector for CALM and Subscription Management

By Salesforce Labs

CPQ Connector for CALM and Subscription Management

Free  

Never requires payment

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Requires
Revenue Cloud CPQ

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Revenue Cloud CPQ
Salesforce Editions
Enterprise
Unlimited

App Details

Version
CPQ to Subscription Management Connector/1.8 1.8.0
Listed On
08/18/2022
Latest Release
08/01/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/05/2022

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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