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Brian SheaBrian Shea 

Subscriptions not appearing in Quote Line Editor on Amend

Hi there,
We're working with a Salesforce org that is using currently using parts of CPQ but not all features. One of the features that is not currently being used is the Subscription object. 

 

Later this year, this org is planning to start using Subscriptions and we're planning to manually load (using data loader) Subscription records into CPQ. We are loading the following fields: Account, Contract, Product, Quantity, Pricing Information. We just did a test load of Subscriptions and discovered that when we Amend a contract, all the Subscriptions that we manually loaded to the Contract are not showing up as Quote Lines in the Quote Line Editor. 

 

We're trying to figure out the cause, but curious if anyone has thoughts/experiences on this.

 

Thanks!

Brian

Best Answer chosen by Brian Shea
Christopher HickmanChristopher Hickman
Transforming and loading legacy contract and subscription data into Salesforce for CPQ amendments and renewals is very hard, so don't feel too bad! I would reference this page liberally: https://help.salesforce.com/articleView?id=000270233&language=en_US&type=1

All Answers

Christopher HickmanChristopher Hickman
Transforming and loading legacy contract and subscription data into Salesforce for CPQ amendments and renewals is very hard, so don't feel too bad! I would reference this page liberally: https://help.salesforce.com/articleView?id=000270233&language=en_US&type=1
This was selected as the best answer
Brian SheaBrian Shea
Hi Christopher,

Thanks so much. We identified the issue using the reference page you provided (SBQQ__Number__c was null on our Subscription records).

Thank you!

Best,
Brian