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45543_en-US

liliconcom

TC:001 Standard US Commercial JMP Site upgrading on the anniversary date

SFDC test environment:

https://

Prerequisites:

Standard US Commercial JMP Site upgrading on the anniversary date available in SFDC test environment
Standard upgrade fee
Customer authorization email or PO attached in a Note
Quote and copy of c-calc calculation attached in a Note

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 Attachments
Orion email is sent to JMP Business Operations & Sales Team providing the Upgrade Comit Sale information
Orion Return Code provides the Orion opportunity ID matched with the SFDC opportunity ID

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