Salesforce Process

Create an account

Create a contact;

Create an opportunity with the Single Sales - Non Platform record type;

Add a DUNS product to the opportunity from BillForward Catalog;

Mark contact as primary and check “IsPrimary” in Billforward Details section

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Follow the usual sales process until you close the won opportunity;

If the opportunity meets the conditions below, the field Onboarding Experience SME Customers will be set as true:

Opportunity product from Bill Forward Catalog.

Add Account local market .

Account Opal Subscriber Key isn't null.

Single Sales - Non Platform Opportunity is won and has no quote synced.

The record will be sent instantly to Onboarding integration.

Once the schedule has been executed and the request sent to Hemunah, the field Onboarding Experience SME Customers Sent will be set as true, so that it is not sent again;

The message "Onboarding Experience for SME Customers sent to Hemunah" will be inserted in the Integration Log field.

Required fields

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Schedule

The OnboardingExperienceSMECustomersSchedule class runs every 10 minutes, calling the OnboardingExperienceSMECustomersBatch, which calls the OnboardingExperienceSMECustomersPost class to send the opportunities data to Hemunah.

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