Renewals are one of the most critical processes for subscription-based businesses. Whether it’s tracking contracts, automating workflows, or reporting on Net Revenue Retention (NRR), getting renewals right has a direct impact on revenue and customer retention.

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But let’s face it—renewal workflows in Salesforce can be complex to set up. That’s why we created the Renewal Architecture Guide—a step-by-step resource designed to simplify the process for Salesforce admins, CS teams, and sales operations professionals.

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Why We Created This Resource:
Over the years, we’ve seen how challenging it can be to manage renewals in Salesforce. Common issues include:

• Disorganized data models that make reporting difficult.
• Time-consuming manual processes that slow teams down.
• Lack of knowledge on how to report on ARR and revenue movements like upsells, downsells, and churn.

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This guide was built to solve these pain points. We wanted to give Salesforce users a clear, actionable roadmap to set up renewal workflows efficiently, without the need for costly third-party tools.

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What’s Inside the Guide:
Here’s what you’ll find:

• A detailed data model covering the necessary fields at each stage of the process.
• Automation tips using Salesforce Flows to save time and reduce manual work.
• Reporting setups to track revenue movements and accurately calculate NRR.

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How to Access It:
This guide is part of our growing library of resources designed to help Salesforce users streamline their workflows.

👉 Explore the full guide here: Living Notion eBook
👉 Follow along with our YouTube series: YouTube Series

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Whether you’re just starting to optimize your renewal process or looking for advanced tips, this guide was made for you. We’d love to hear your feedback—let us know what you think and how we can make it even better!

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