Jose, the Sales Director, is concerned about the current situation and wonders if Cloud Kicks should diversify its business.
He meets the whole team to share ideas.
They unanimously decide to create two new products that fit perfectly with the company, to perpetuate the activity.
The two new products are:
A sports and sportswear fashion magazine to be called Sports under the Cloud.
A box in which customers will be able to find various sports items (clothing, accessories, trainers, etc.). This will be called the Kicks Box.
But Candace and Linda are wondering because, even if they already know how to generate a subscription from scratch or from another object or from a quotation or an opportunity, the magazine will be a monthly subscription but the box will be sold as a monthly, quarterly, four-monthly or six-monthly subscription...
Vijay, the developer of Cloud Kicks, reassures them because he has been following the Frisbii newsletters: since the Winter'26 release, they can group several subscriptions to generate a global invoice (1 invoice for several subscriptions).
This grouping can be very useful for different situations.
Great! Candace and Linda will be able to get started and there will no longer be any obstacles to their new activities.
Reminder of the basic functioning of the subscription
Subscriptions can be created from scratch or from another object or from a quotation or an opportunity. Subscription line items, which are products that are invoiced on a recurring basis, can be added, on a subscription billing schedule generated according to an invoicing rhythm.
You can find more details in this article: Field dictionary.
Explanation of the functioning of the grouping feature
At the request of the customer or by decision of the billing entity, subscriptions can be grouped from a certain date to a certain date, or indefinitely.
This information is stored on a Grouping type change order created on each grouped subscription.
Each grouped subscription is associated with the grouping subscription via an change order record on which a new search field to the Subscription object has been created.
Bundled subscriptions are autonomous: one can unbundle or terminate one, and keep the grouping on the others.
A value in a field using a picklist on the Subscription object allows to determine the grouping subscriptions from the others and allows, via the dynamic form, to display the right information according to the type of subscription.
This is useful for blocking the issuing of invoice(s) on grouped subscriptions.
A Group button allows you to group the line items on the grouped subscriptions and "paste" them on the grouping subscription.
The different use cases of this grouping feature
This feature allows the following use cases to be managed:
The entity billed is not the same as the entities that have subscribed.
E.g.: the subsidiaries of a group subscribe to contracts but it is the parent company that pays for them.
The parent company, JacksonMiniJazzDanseFrance, does not want to receive 70 invoices each month but only one invoice grouping together all the invoice lines for all the subsidiaries (JacksonMiniJazzDanseMontpellier, JacksonMiniJazzDanseLyon, etc.).
A customer subscribes to several subscriptions with different frequencies (one subscription for the monthly and one for the quarterly) but must be billed on a single invoice.
E.g: JacksonMiniJazzDanseMontpellier has a quarterly subscription to Kicks Box and a monthly subscription to Sports under the Cloud. They therefore have an additional quarterly payment. This case will be managed by two grouped subscriptions (one for the monthly and one for the quarterly) and a grouping.
Setup of a grouping subscription
Reminder: we advise you to test these procedures in a sandbox test organisation.
Create a group subscription
Create subscriptions (e.g. AB-00000000 monthly and AB-00000001 quarterly) with their subscription items.
Use the buttons to Activate them
Click ont the Subscriptions tab to go back to the list view (All) of subscriptions.
Select the subscriptions and click on Merge:
The screen flow Grouping of subscriptions in a list view opens. Please click on Next.
Select the option Create a new group subscription and click on Next.
Fill in the fields according to your needs and click on Next.
Choose a start and end date for the grouping
Click on Finish.
Go back to the Subscriptions tab. You can see your new grouping subscription with 2 avenants :
Activate the subscription with the Activate button and then click on Confirm.
Click on the Generate Schedule button. All invoice forecasts are generated. This may take some time depending on the number of payment dates in your subscription, but all lines from grouped subscriptions will be included in the invoices for the grouping subscription.
Modify a group subscription
Create the new subscriptions that will belong to the group subscription, so that you receive a single invoice for all these subscriptions.
Activate them
Return to the list view (All) of subscriptions.
From the Subscriptions list view, select the subscriptions and click Group.
Select the “Group with an existing subscription” button.
Search for the account to find all the group subscriptions linked to this Account.
The Group subscription has an additional addendum corresponding to the grouped subscription.
All that remains is to update the next invoice with the new subscription line: click on “Group lines” from the grouped subscription.
Select the period to be invoiced (a period corresponds to the date of each invoice for the grouping subscription).
`The table dynamically displays grouped subscriptions according to the selected period. The date of the last generation of each grouped subscription is indicated. This will allow you to restart, if necessary, the generation of payment schedules for grouped subscriptions over the period, using the button
. This is very useful if changes have been made to one or more grouped subscriptions since the schedule was last generated.Note: Clicking on the button
regenerates the schedules for all subscriptions in the table. For large volumes, processing may take a few seconds. A button 
will then appear, allowing you to refresh the screen to see the progress of the processing.
Once the treatment is complete, the button will disappear.
Once you have ensured that the group subscriptions are up to date, simply click on the Confirm button below the table and then Finish.
All that remains is to check the invoicing schedule for the grouping subscription to ensure that the bundled lines have been transferred.
We can see that the lines have been grouped together for the selected period (in this case, February 2025).It is possible to automate the grouping of lines across the entire group subscription rather than period by period. In this case, simply tick the Auto grouping field on group subscription and then click on Create schedule. All lines will then be transferred at once to all invoices for the group subscription.
However, be careful with the volume of invoices and invoice lines. If the volume is very large (for example, more than 50 invoices to be generated on the group subscription and more than 15 invoice lines per invoice), there is a high risk of reaching Salesforce limits.
Warning: If the update is to be applied to all invoices, it is preferable to go through “Generate schedule” from the grouped subscription.
BEWARE: (2) All changes must be handled on the grouped subscriptions. |
What the feature does not yet include
Bottom line discounts of the grouped subscriptions to the invoice lines on the grouping subscription.
Creation of PDF of the grouping subscription with details of the grouped subscriptions.
Deep clone on grouped subscription with possibility to copy also the grouping change order.
Manage interruption.
Send invoices by email taking into account the contact of the grouped subscriptions
Warning: the grouping is incompatible with regularization.