Replace Conditional Fields from the Partnership Amendment and eSign it in minutes

Aug 6th, 2022
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How to Replace Conditional Fields from the Partnership Amendment

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[Music] good morning everyone welcome to our final day of the summer institute building partnerships and capacities i am so honored to be here as your moderator my name is bernice giproni macleod my pronouns are her and she it is a pleasure um to be able to present the panelists this morning but before we start im going to start with a land acknowledgement acknowledging land is something indigenous people have been practicing for generations long before settlers arrived recognizing the land you are on is an expression of respect and gratitude officer local 557 would like to acknowledge that we are on the traditional territory of the anishinabe honu nashone and wendat which is now home to many indigenous people from across turtle island we also acknowledge that toronto is a treaty territory a relationship between the mississaugas of the credit and canada this land is also part of the dish with one spoon treaty an agreement between the anishinabe hoda nashone and allied nations to peace

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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If you need to quote new prices on an amendment, first cancel the original subscription by setting the quantity to 0. Then, replace the subscription by adding the product to the quote again. You can discount the new quote line to adjust the price as you see fit.
Steps to edit the Quote Line Object for Fields: Log in to Salesforce CPQ SetUp In the quick find search for Objects Find the Quote Line Object Click on the Field Sets Click on Line Editor edit Make the required changes Save.
The bundled Product is excluded from the amendment because it lacks an Asset or a Subscription. By default, bundled Assets and Subscriptions are excluded in Amendment Quotes.
The amendment quote contains all the products from your original quote. You can adjust the quantities of these products or add new products. The amendment opportunity reflects the product and quantity differences between your original quote and your amendment quote.
Special fields in Salesforce CPQ are custom fields that need to be created with a specific API Name. They are not shipped with the package and must be manually created by admins. These fields can impact standard functionality and can also be used to modify the CPQ Price Waterfall.
What does a user need to do before co-terminating a new quote with an existing contract? ASet Preserve Bundle Structure to TRUE in the managed package settings and on the Account from which the user creates the Quote.
The bundled Product is excluded from the amendment because it lacks an Asset or a Subscription. By default, bundled Assets and Subscriptions are excluded in Amendment Quotes.
Salesforce CPQ creates an amendment opportunity and amendment quote. The amendment quote contains all the products from your quote or order. You can adjust the quantities of these products or add new products.

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