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Integrate renewal Quote

Learn how to renew a contract in Salesforce CPQ and verify the subscription renewal in Zuora.

Figure 1. Renewal Quote integration
Renewal Quote integration
  1. In Salesforce CPQ, open the contract you want to renew.
  2. Edit the contract to select the Renewal Quoted field. See Salesforce CPQ documentation for detail information about renewals.
  3. Click Save.
  4. On the Contract Detail page, click the Renewal Opportunity link.
  5. On the Renewal Opportunity page, click the Quote Number link.
  6. On the Quote Detail page, click Contract.
  7. Review the information and click Contract to generate a renewal contract.
  8. In the Contracts section, click the Contract Number link.
  9. On the Contract Detail page, click Edit if you want to change Renewal Term and Contract term and then click Save.
  10. On the Contract Detail page, click Validate to validate the subscriptions in the contract. Note that this feature is only supported in ZSB 2.11 and later releases. See Subscription Validation for details.
  11. Click Send To Zuora.
  12. Review the information and click Send To Zuora to confirm.If the action fails, check for the additional status as described in Troubleshooting.
  13. Log into your Zuora tenant to verify the subscription was renewed.