To support equal monthly installment payments over a defined period (in this case, 12 months), the product should be configured with a "Term Monthly" selling model. In Salesforce Subscription Management, selling models define the way a product is billed and consumed — particularly whether it’s sold as a one-time item, billed over a term, or on an ongoing (evergreen) basis.
The "Term Monthly" model means:
The product is sold with a defined term length (e.g., 12 months).
Billing occurs monthly, allowing installment-style payment plans.
The term and billing frequency are fixed, making it ideal for predictable revenue models like hardware installment plans.
The "Evergreen Monthly" model (option C) is used when the product does not have a fixed end date — common in SaaS or subscription services.
"Term Annual" (option A) implies an annual billing cycle, not suitable for monthly payments.
Exact Extracts from Salesforce Revenue Cloud Documents:
Subscription Management Implementation Guide – “Selling Models and Termed Products”:“Term Monthly allows a customer to commit to a product for a fixed period (e.g., 12 months) with recurring billing on a monthly basis. This model is commonly used for installment-based pricing.”
CPQ Implementation Guide – “Selling Model Configurations”:“Assign the correct selling model to enable accurate pricing, billing frequency, and contract behavior based on the product type.”
[References:, Subscription Management Implementation Guide, Salesforce CPQ Implementation Guide, ===========]
