Renewal: Renewable products transfer to renewal quotes. Standard renewable contracts have end dates, terms, and an option to renew. Evergreen: don't have any end dates and, therefore, don't need to be renewed. This supports an open-ended term of service that allows for customers or providers to cancel or terminate the subscription at any point. Evergreen and Renewable products can’t coexist in a bundle. Guidelines for Evergreen Subscriptions: https://help.salesforce.com/s/articleView?id=sf.cpq_evergreen_limitations.htm&type=5 Quote and Manage Evergreen Subscriptions: https://help.salesforce.com/s/articleView?id=sf.cpq_evergreen_use.htm&type=5
Salesforce campaign tracking Check out the great article on Campaign tracking use case: https://www.salesforce.com/blog/track-salesforce-campaign-shadow-wolf-blog/ There are 2 ways to track Campaign ROI . Campaign Influence ( custom model ) Associate multiple Campaigns to multiple Opportunities (and multiple Opportunities to a Campaign) using the Contact Role . To get a broader view of opportunity pipeline, generate the standard report called Campaigns with Influenced Opportunities (Customizable Campaign Influence). This report provides opportunity data, such as amount, stage, and revenue share alongside helpful campaign details. For more control, build custom reports that show relationships such as these examples. • Campaigns with Influenced Opportunities • Contacts with Campaign Influence • Accounts with Campaign Influence If there is only one campaign associated with each opportunity - therefore, 100% of the influence will be attributed to that campai