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Overview

A Subscription Plan does nothing on its own — it has to be linked to the product that uses it. fusionCore connects the two with a Product Subscription Plan record (Product_Subscription_Plan__c), a junction that ties one product (Product2) to one Subscription_Plan__c. A product can be linked to several plans, and one of those links is marked as the default. You can create the link from either the Product record or the Subscription Plan record — both have a Product Subscription Plans related list.
This page covers the plan-to-product link itself. For the full subscription-product setup — creating the product, linking its price books, then activating it — see Subscription Products.

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Prerequisites

1

Open the Product Subscription Plans related list

On the Product record (or on the Subscription Plan record), find the Product Subscription Plans related list and click New.
The Product Subscription Plans related list on a Product record with the New button
2

Set the product and plan

On the new Product Subscription Plan record, set the Product (Product__c) and the Subscription Plan (Subscription_Plan__c) you want to link. When you start from the Product or the Subscription Plan record, that side is filled in for you.
A new Product Subscription Plan record with the Subscription Plan field being set
3

Mark the default plan

If this is the plan the product should use by default, check Is Default (Is_Default__c). Each product can have only one default Product Subscription Plan — see The Default Plan below.
4

Save

Click Save. Repeat for each Subscription Plan you want this product to offer.
A subscription product cannot be sold until it is linked to at least one Subscription Plan and that plan’s price book, and then marked Active (IsActive). The price-book step is covered in Subscription Products.

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The Default Plan

A product can be linked to more than one Subscription Plan, but exactly one of those links can be the default (Is_Default__c). The default plan is the renewal fallback: when a subscription renews and the renewing Purchase Activity’s own plan is not valid for the renewal product, renewal uses the product’s default plan instead. Because of this, any product used in renewals should have a default plan.

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Limitations and Common Pitfalls

  • One default per product. A product can have many Product Subscription Plan links, but only one may have Is Default checked. Marking a second link as default on the same product is blocked with a validation error (Product_Cannot_Have_Multiple_Default_Product_Subscription_Plans_V2).
  • A product without a default can break renewal. Renewal falls back to the default plan when the renewing Purchase Activity’s plan isn’t valid for the renewal product; if the product has no default, the renewal fails (Default_Subscription_Plan_Is_Missing_V2).
  • The product is not sellable until it is fully linked. Link it to at least one Subscription Plan and that plan’s price book before checking the standard Salesforce Active (IsActive) field.
  • Deleting a plan does not warn you. If a Subscription Plan is deleted, the link from any Purchase Activity to that plan is silently cleared, which then breaks that subscription’s renewal.