As part of the Salesforce Integration, subscriptions can be configured to synchronize between ClientSuccess and Salesforce, in real-time if you install the ClientSuccess package in your Salesforce instance.  

As part of this configuration, a client object (related list) called "Subscriptions" will be added to your Salesforce instance. From that point, each time a subscription is created or edited in ClientSuccess or in Salesforce (in the ClientSuccess object), the change will be synchronized between the two platforms.

Key definitions and terms of the Subscriptions object

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Requirements

The following requirements must be met for subscriptions to be synchronized:

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Configuration

Before getting configured, we recommend you meet with your ClientSuccess Assigned CSM and relevant Salesforce admins or other stake holders to review Renewal Management best practices.

Below is a list of configurations available between ClientSuccess and Salesforce.

Note: A Custom Report Type must be created before you will be able to report on these Subscriptions in Salesforce.

Note: The synchronization is trigger-based, meaning that subscriptions that existed before the integration, or changes made with the integration disabled or offline, will not be synchronized or reconciled. Our customer support team would be happy to import your existing Subscriptions into Salesforce via CSV.

Fields that sync between the ClientSuccess app and Salesforce inside the Subscriptions object:

  • Subscription Name
    Default value: (none)
    Type: String
    Required: Yes
    Notes: Can be anything.
  • Account
    Default value: (none)
    Type: String
    Required: Yes
    Notes: Has to be a valid Account Name.
  • Product
    Default value: (none)
    Type: String
    Required: No
    Notes: Products from Salesforce will bring with them their SFDC product ID.
  • ClientSuccess Product Name
    Default value: (none)
    Type: String
    Required: No
    Notes: Will automatically populate with the default product if left blank. If a value is provided, the product will automatically be added to ClientSuccess.
  • Start Date
    Default value: (none)
    Type: Date
    Required: Yes
    Notes: Must proceed End Date by at least one day.
  • End Date
    Default value: (none)
    Type: Date
    Required: Yes
    Notes: Must follow Start Date by at least one day.
  • Quantity
    Default value: (none)
    Type: Number
    Required: No
  • Amount
    Default value: (none)
    Type: Currency
    Required: Yes
  • Probability
    Default value: 100
    Type: Integer
    Required: Yes
    Notes: Default value for Potential Subscriptions and Forecasts is 70.
  • Forecast
    Default value: Unchecked
    Type: Checkbox
    Required: Yes
  • Auto-renew
    Default value: Checked
    Type: Checkbox
    Required: Yes
    Notes: If checked, subscription will automatically renew for the forecasted amount on the End Date.
  • Termination Date
    Default value: (none)
    Type: Read-only
    Required: Yes
    Notes: The date the subscription terminates, not the timestamp of when the Subscription was terminated by a user.
  • Notes
    Default value: (none)
    Type: String
    Required: No
  • Status
    Default value: (none)
    Type: Read-only
    Required: Yes
    Notes: Active, Renewed, Terminated, Forecast, or Purchased.
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