Renew Assets in Asset-Based Accounts
- Go to an account with an asset-based renewal method and click RenewAssets.The Asset Selection page lists the assets on this account that are covered by a percent of total product.
- Select the assets you want to renew, and then click Renew.Salesforce CPQ creates a renewal quote, associates it with a renewal opportunity, and opens the quote line editor.
- Edit the quantities of the assets from your original quote as needed. You can also add new products. Remember to save your changes.Salesforce CPQ updates your renewal opportunity to reflect the assets you added or removed on your renewal quote.