Salesforce Account renewal page template
A Salesforce Account renewal page for customer success and renewals teams: a retention path from Health Check to Renewed, expiring ARR fields, conditional churn risk reasons and executive save tasks. Click through it below, then read the spec the studio writes for it.
The Account Renewal Health & Save Plan template running: Customer success renewal workspace with health score telemetry, conditional churn risk reason and save playbooks. Use the link below to open it in its own tab and click through it.
When to start from this template
- Designing a renewal management and churn-prevention workspace with Customer Success and RevOps.
- Agreeing conditional visibility rules such as requiring a Churn Risk Reason when Renewal Health Score is At Risk.
- Handing developers a sprint-ready renewal specification with field API names and Gherkin scenarios.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Expiring ARR, Renewal Health Score, Renewal Date, Customer Success Manager
- Stage path
- 120-Day Health Check → At-Risk Save Plan → Commercial Proposal → Procurement & Order Form → Renewed / Closed Won
- Sections
- Renewal Health Telemetry & Retention Plan (8 fields)
- Actions
- Launch Executive Save Plan, Schedule Executive QBR, Create Renewal Quote
- Related lists
- Products, Notes & Attachments, Retention & Expansion Tasks
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 6 scenarios in all; the export has every one.
As an Opportunity user, I want to open an Opportunity record and see 4 key details at a glance, run the Launch Executive Save Plan, Schedule Executive QBR and Create Renewal Quote actions, move the record along its Stage path and work with its Products, Notes & Attachments and Retention & Expansion Tasks, So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing an Opportunity record When the user saves with any of these left empty: - "Renewal Opportunity Name" in "Renewal Health Telemetry & Retention Plan" - "Account Name" in "Renewal Health Telemetry & Retention Plan" - "Prior Contract ARR" in "Renewal Health Telemetry & Retention Plan" - "Target Renewal ARR" in "Renewal Health Telemetry & Retention Plan" - "Renewal Health Score" in "Renewal Health Telemetry & Retention Plan" - "Churn Risk Reason" in "Renewal Health Telemetry & Retention Plan" - "Executive Save Plan" in "Renewal Health Telemetry & Retention Plan" Then the page shows an error against each empty field And the record is not saved. # Scenario: "Churn Risk Reason" appears when Renewal Health Score is At Risk Given a user is viewing an Opportunity record When Renewal Health Score is At Risk Then "Churn Risk Reason" is shown in "Renewal Health Telemetry & Retention Plan" When that is not the case Then "Churn Risk Reason" is hidden. # Scenario: Moving Stage from "At-Risk Save Plan" to "Commercial Proposal" Given the record's "Stage" is "At-Risk Save Plan" When the user clicks "Mark Stage Complete" on the path Then "Stage" becomes "Commercial Proposal" And Guidance for Success shows "Present multi-year price-lock or right-sizing renewal options."
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Renewal Opportunity Name | Renewal_Opportunity_Name__c | text | Yes |
| Account Name | AccountId | lookup | Yes |
| Prior Contract ARR | Prior_Contract_ARR__c | currency | Yes |
| Target Renewal ARR | Target_Renewal_ARR__c | currency | Yes |
| Renewal Health Score | Renewal_Health_Score__c | picklist | Yes |
| Seat Utilization (%) | Seat_Utilization__c | percent | No |
| Churn Risk Reason | Churn_Risk_Reason__c | picklist | Yes |
| Executive Save Plan | Executive_Save_Plan__c | textarea | Yes |
Make this template yours.
Open “Account Renewal Health & Save Plan” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. Free to start: one AI-built page, no card needed. Already have an account? Sign in.
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