Use Consumption Schedules with Salesforce CPQ and Billing

Previously, consumption schedules were available only in Salesforce. With CPQ and Billing managed package support, you can bring consumption schedules throughout the Salesforce CPQ and Billing life cycle. You can now quote, contract, order, and invoice usage products that have consumption schedules.

Where: This change applies to Salesforce Classic and Lightning Experience in all Salesforce CPQ and Salesforce Billing editions.

Who: You need Salesforce CPQ to install Salesforce Billing. Some subscriptions offer this package for an extra cost. For pricing, contact your Salesforce account executive.

How: To enable usage based pricing, install the CPQ managed package or update it to the latest version. Then, turn on usage based pricing in the CPQ package settings. From Setup, enter Installed Packages in the Quick Find box and select Installed Packages. Find the CPQ Package and click Configure. Navigate to the Pricing and Calculation tab. Select Enable Usage Based Pricing.

Salesforce uses a linking object, called a product consumption schedule, to define a relationship between the product and the consumption schedule. The product consumption schedule has a one-to-many relationship with products, which lets you associate multiple schedules with the same product. You can also associate one consumption schedule with several products.

Usage pricing begins when you associate a consumption schedule with a product. This association allows sales reps to review and edit usage pricing in the quote line editor during quote development. As sales reps move through the CPQ workflow, Salesforce CPQ creates unique consumption schedules for the quote line, subscription, and order product made from that product. When you upload usage to a usage summary, Salesforce CPQ prices from the order product consumption schedule. You can then invoice your usage summaries.