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45546_en-US

liliconcom

TC:002 Standard US Commercial JMP Site upgrading during the year

SFDC test environment:

https://

Prerequisites:

Standard US Commercial JMP Site upgrading during the year available in SFDC test environment
Standard upgrade fee
(1) SPLIT applies
Customer authorization email or PO attached in a Note
Quote and copy of c-calc calculation attached in a Note
(1) Secondary Opportunity is completed

Required Action:

Authenticate to SFDC
Select opportunity with prerequisite account and move from Stage 5 to Stage 6
Record account id:
Record account name:

Expected Outcomes:

API Runs
Orion Upgrade Comit Sale record is created with all required data and Note with Attachment
Orion email is sent to JMP Business Operations & Sales Team providing the Upgrade Comit Sale information
Notification sent to JMP Business Operations with SPLIT details
Orion Return Code provides the Orion opportunity ID matched with the SFDC opportunity ID

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