Salesforce amendments and ServiceNow CPQ

A brief look at the ServiceNow CPQ amendments feature, which adds and updates fields in existing objects.

The ServiceNow CPQ amendments feature follows the standard CPQ amendment model by adding additional fields to existing objects as well as triggers to update these fields appropriately.

Prerequisites

The ServiceNow CPQ Extension for Salesforce CPQ must be installed in the org.

How the amendments feature works

When an amendment is created from a contract, generating a CPQ quote and CPQ quote lines, a ServiceNow CPQ trigger on the CPQ quote line automatically populates the Committed Configuration ID from the related subscription record and sets the Action Context to Amend.

When a reconfiguration of the quote line is saved, the configuration line item includes the prior quantity and price.

When the standard Salesforce CPQ amendment process is completed, the contract is updated with subscriptions using the new quantities and terms as expected.

The following fields are added to facilitate this functionality.

You can disable this functionality in Setup > Custom Settings > Manage ServiceNow CPQ Tenant > Edit > Disable Amendment Triggers.