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
Check out Subscriptions in ClientSuccess for definitions
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Requirements
The following requirements must be met for subscriptions to be synchronized:
Have completed the Salesforce integration
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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.
Recommended "Active" ClientSuccess Subscriptions
Optional workflow for creating "Potential" ClientSuccess Subscriptions
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.