Cloud Kicks (CK) has recently phased out Product Option X and is ne longer actively selling it ta new customers. New customers
can sign up for the current Product Option Y Instead.
Management has decided that CK will also migrate existing contracts to this new product version at renewal.
‘Which steps should the admin take to achieve this?
A. Update the Renewal Product fleld an the Product and Product Optiens, and set the Renewal Forecast
checkbox to TRUE an the Contract record.
B. On the Subscription record, change the Product Lookup to refer to the new version of the Product.
C. Leverage a Selection Product Rule ta remave the old Product, and automatically add the new Product,
D. Use a Price Rule to swap the Product Lookup on Quote Ling when a Renewal Quote Line is genarated.
A. Update the Renewal Product fleld an the Product and Product Optiens, and set the Renewal Forecast
checkbox to TRUE an the Contract record.
Explanation:
Cloud Kicks wants to:
Stop selling Product Option X to new customers
Migrate existing contracts from Product Option X → Product Option Y at renewal time
Salesforce CPQ offers an out-of-the-box feature specifically for this:
Renewal Product Field
Here’s how it works:
On Product X, set the Renewal Product lookup field to Product Y.
When CPQ generates a renewal quote from the contract:
It automatically swaps Product X for Product Y.
Pricing, configuration, and rules follow the new product (Product Y).
Additionally:
The Renewal Forecast checkbox ensures the contract contributes to renewal forecasting reports and processes.
You’d typically set this true on the Contract record to manage pipeline forecasting correctly.
Hence, Option A is correct.
Why other options are incorrect
❌ B. On the Subscription record, change the Product Lookup to refer to the new version of the Product.
Not how CPQ works.
You don’t manually edit Subscription records to swap products for renewals.
Renewal logic runs off the Renewal Product field.
❌ C. Leverage a Selection Product Rule to remove the old Product, and automatically add the new Product.
A Selection Product Rule operates during quote configuration.
It doesn’t help automatically replace products at renewal time.
The question is specifically about renewals.
❌ D. Use a Price Rule to swap the Product Lookup on Quote Line when a Renewal Quote Line is generated.
Price Rules adjust prices or fields but cannot replace one product with another.
The correct mechanism for replacing products during renewals is the Renewal Product field.