WeDid: Automated Update
The customer provides licenses and services on an annual basis.
The service contracts are tracked as a Salesforce Opportunity (Parent) and any renewal subscriptions are tracked within an Opportunity that is linked to the Service Contract Opportunity, referred to as a Sub-Opportunity.
A Close Date is inserted for all new contracts (Parent Opportunity) and the subsequent renewal subscriptions (Sub-Opportunity) will have a two months window service period after the Close Date. The service product selected for the contract Parent Opportunity should be also reflected in the renewal subscriptions, Sub-Opportunities.
Before a Parent Opportunity is Closed Won, any changes to the Close Date or Opportunity product will result in:
- updated Close Date on the Sub-Opportunities
- updated Products for all Sub-Opportunities
Handling this manually consumed a lot of time and also produced many errors in the Sub-Opportunities.