Create a Change Opportunity in Salesforce

Overview

Use the Create Change Opportunity action in Salesforce to create an opportunity for modifying an activated subscription. The new opportunity is populated with data from the existing Ordway Contract and its associated products or plans.

Contents

• Prerequisites
• Create a Change Opportunity
• Review the Opportunity Products
• Update the Change Opportunity
• Sync the Contract to Ordway
• Troubleshooting and Configuration

Prerequisites

Before creating a Change Opportunity, verify the following:

• The subscription is activated.
• The Ordway Contract is available in Salesforce.
• If the contract has a Synced Opportunity, that opportunity contains the expected products or plans. If it does not, remove the Synced Opportunity reference before proceeding.

Create a Change Opportunity

1. In Salesforce, open the activated subscription's Ordway Contract record.
   
2. Click Create Change Opportunity.
3. Review the new Opportunity page. Some contract data is populated automatically based on the page layout associated with the Opportunity Type. For more information, see the Ordway Settings documentation.
4. Click Save.
   

For more information about the page layout and its configuration, see the Ordway Settings documentation.

Review the Opportunity Products

After creating the opportunity, review its Opportunity Products. The source of the copied products depends on the Ordway Contract configuration:

• Without a Synced Opportunity: Products are copied from the Ordway Contract Line Items.
• With a Synced Opportunity: Products are copied from the Synced Opportunity and its Opportunity Products, rather than from the Ordway Contract Line Items.

The mapping of data copied from Contract and Contract Line records to Opportunity and Opportunity Line Item records is configured in Salesforce under Ordway Settings > Ordway Field Mappings.

Update the Change Opportunity

After reviewing the copied products, choose one of the following options:

• Click Update Plans to modify the products or plans associated with the opportunity.
• Continue through your configured sales process to close the change as won.

Depending on your Salesforce automation settings, you may need to click Update Ordway Contract to transfer the updated opportunity data to the Ordway Contract record in Salesforce.

Sync the Contract to Ordway

1. Update the Ordway Contract using the configured button or automation.
2. If required by your configuration, click Sync to Ordway to synchronize the contract.
3. Verify that the contract status shows In Sync.
4. Click View in Ordway to open the updated contract in Ordway.
   

Troubleshooting and Configuration

If you are unsure whether contract updates or synchronization happen automatically, contact your Salesforce administrator. Automation settings are available in the Ordway Settings tab in Salesforce.