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CPQ Connector for CALM and Subscription Management
CPQ Connector for CALM and Subscription Management
- 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.
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If you are having trouble getting this to work
Make sure to assign the "Access Customer Asset Lifecycle Management APIs" user permission to your users. Do this via permission set or add to a custom profile. In addition, make sure you have appropriate permissions to the Asset, Asset Action, Asset Action Source, and Asset State Period objects.