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Overview

A renewal path controls which product a subscription or membership renews into. By default, with no renewal path, a Purchase Activity renews into the same product it currently holds. With renewal paths, you decide that a subscription renews into a different product instead — for example, moving a first-year member onto a standard membership product. Renewal paths are stored as Renewal_Path__c records. When the renewal job runs, it looks for a renewal path whose Original_Product__c matches the product on the Purchase Activity, then renews into the matching Renewal_Product__c.

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Prerequisites

  • The product you are renewing from and the product you are renewing into both exist as active products.
  • You know which product should follow which — and, if the choice depends on data, which Condition record decides eligibility.

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How to Create a Renewal Path

1

Open the Renewal Paths list

Click the App Launcher, type Renewal Paths, and select it. The App Launcher is the nine-dots icon at the top-left of Salesforce; it lists every app and object you can open.
2

Start a new record

Click New at the top-right of the Renewal Paths list.
The New button on the Renewal Paths list view
3

Fill in the fields

Complete the new Renewal Path:
  1. Original Product (Original_Product__c) — the product the subscription renews from.
  2. Renewal Product (Renewal_Product__c) — the product the subscription renews into. It must be active.
  3. Priority (Priority__c) — the order this path is evaluated in. A lower number is evaluated first.
  4. Condition (Condition__c, optional) — a Condition record that decides whether this path applies.
The New Renewal Path form with Original Product, Renewal Product, Priority, and Condition
4

Save

Click Save.
If you create even one renewal path for a product, also create a default fallback path where the product renews into itself. The fallback path should have no condition and the highest Priority__c number, so it is evaluated last. Without a fallback, renewals for that product can fail.

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How a Renewal Path Is Chosen

When the renewal job renews a Purchase Activity, it gathers every Renewal_Path__c whose Original_Product__c matches the current product, then evaluates them in Priority__c order — lowest number first. The first path whose Condition__c is satisfied (or that has no condition) wins, and the subscription renews into that path’s Renewal_Product__c. If no renewal path matches, the subscription falls back to renewing into its current product.

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Renewal Path Fields Quick Reference

For details on building Condition records, see the Conditions guide.

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Limitations and Common Pitfalls

  • The renewal product must be active. If the matched Renewal_Product__c is inactive, renewal fails with Renewal_Error_Product_Not_Active_V2. If no renewal product can be resolved at all, renewal fails with Renewal_Error_Renewal_Product_Not_Found_V2. Keep your renewal products active and always provide a same-product fallback path.
  • Priority__c orders evaluation, lowest first. Two matching paths with the same priority leave the winner undefined. Give each path a distinct priority.
  • A renewal path needs both products. A Renewal_Path__c requires both an original and a renewal product; without both it errors. The original product cannot be flagged Is_Not_Renewable__c.