Q: Do you synchronize with Opportunities?
A: Since everyone users Opportunities differently within Salesforce, we sync Subscriptions into a custom object in Salesforce to provide a standard interface through which you may synchronize Opportunities with ClientSuccess. Potential Subscriptions can be automatically created when Opportunities are marked Closed Won, for example, and full, two-way synchronization can be achieved via workflow rules or the Salesforce API.
Q: Why am I receiving a "HTTP Status 405 - Request method 'GET' not supported" error when viewing a page with the Salesforce Sales Cloud account view?
A: Generally, this happens when the user viewing the account view doesn’t have sufficient privileges. Often, this is simply because permissions or profile settings might have been missed as part of of the installation of the ClientSuccess for Salesforce app or the Salesforce Sales Cloud account view.
Q: How do I forecast churn?
A: While a specific feature to forecast churn does not exist, we recommend setting the forecast amount to $0 with 100% probability. We would also recommend disabling auto-renew.
Q: A client has given notice of termination. Do I terminate the contract now?
A: There currently is not a way to schedule a subscription to be terminated automatically on a certain date. When a subscription is terminated, the termination date can be specified, but the subscription is terminated immediately. The proper procedure in this scenario would be to set the forecast amount to $0 with 100% probability and then terminate the contract within a few days of the termination date. We would also recommend disability auto-renew.
Q: Why aren't subscriptions available to report on in Salesforce?
A: A Custom Report Type must be created before you can report on a custom object in Salesforce.
Q: Where do I find Salesforce Account IDs?
A: The Salesforce Account ID can be found within the Salesforce account’s URL, as highlighted in the following example: