Product selling models and proration policies
How ProductSellingModel types and pricing terms define how a product is sold, how ProductSellingModelOption links several models to one product with a proration policy and an optional default, and how price book entries price each model.
Explain Catalog Management core concepts and capabilities.
~6 min read · 5 practice questions ·
What the exam expects
- Choose One Time, Term-Defined or Evergreen for a selling requirement and set the pricing term correctly (blank for one-time).
- Name the core objects that define how a product is sold (ProductSellingModel, ProductSellingModelOption) and reject legacy CPQ package objects.
- Sell one product several ways by linking several selling models and pricing each through its own price book entry.
- Configure a selling model option with a proration policy and an optional, single default.
Key terms: product selling model (one method by which a product is sold, with its pricing term); product selling model option (the junction between a selling model and Product2); proration policy (whether a subscription can start partway through a pricing period and where leftover amounts go); pricing term (PricingTerm plus PricingTermUnit, the length of one priced period).
Key facts
- Detail
- One Time, Term-Defined, Evergreen
- Detail
- Product Catalog Management works without selling models
- Detail
- PricingTerm and PricingTermUnit must be null
- Detail
- Months, Quarterly, Semi-Annual, Annual
- Detail
- Draft by default; can't return to Draft after Active or Inactive
- Detail
- Term-Defined models only; stored on the line item
- Detail
- Junction between ProductSellingModel and Product2
- Detail
- Optional; only one per product
- Detail
- Selected for term-defined or evergreen options
- Detail
- PriceBookEntry has a ProductSellingModelId lookup
Sources for this section (6)
- Manage Product Selling Modelhelp.salesforce.com (opens in a new tab)
- ProductSellingModeldeveloper.salesforce.com (opens in a new tab)
- Create a Product Selling Modelhelp.salesforce.com (opens in a new tab)
- ProductSellingModelOptiondeveloper.salesforce.com (opens in a new tab)
- Assign a Selling Modelhelp.salesforce.com (opens in a new tab)
- PriceBookEntrydeveloper.salesforce.com (opens in a new tab)
- When can a selling model no longer be set back to Draft?
- Which PricingTermUnit values does the object reference list?
- When does Automatically Renew Asset by Default apply?
- Which three objects does a ProductSellingModelOption look up to?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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