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Advice about implementation with subscription model

edited Nov 26, 2018 9:47PM in Sales


We have a client whose business model is based on B2C subscriptions. Which entity should be used for them? Some ideas we have:

- An account holding subscription number, addresses and assets in the future.

- A contract record, holding the same data.

- A custom entity, holding all subscription info.


More info as background:

We are going to use Contacts enabling Prospect/Customer types. An Opportunity will be created and associated to this Contact, then a Quote will be generated and the user will navigate to CPQ. Once we have submitted that transaction our sales flow finishes. A legacy system will respond with a subscription number and an OK flag. With that we need to update Quote, Opportunity and Contact structure.


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