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45555_en-US

liliconcom

TC:010 Standard US Commercial JMP Clinical Site upgrading during the year

SFDC test environment:

https://

Prerequisites:

Standard US Commercial JMP Clinical Site upgrading during the year available in SFDC test environment
Standard fees
Customer authorization email or PO 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 Attachment
Email is sent to JMP Business Operations providing the Orion Upgrade Comit Sale information
Notification sent to Sales Rep or Team
Orion Return Code provides the Orion opportunity ID matched with the SFDC opportunity ID

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