Add a Subscription and Subscription Contact
This guide will help you understand how subscriptions are created and how to create a subscription contact.
Instructions to Creating a Subscription and Subscription Contact
TABLE OF CONTENTS
1- Subscription Creation
It is rare that you'd ever create a subscription as it is an automated process, but if you believe you need to, contact a Salesforce Admin
-
Subscriptions are created once an Opportunity reaches the Stage “Closed Won”.
-
Based on the Product Lines on the Opportunity, Subscription records will automatically be generated, matching the Quantity, Start Date, End Date, and Product Year.
-
Once your subscription is created, you will need to add Subscription Contacts to the Subscription itself. Instructions for adding a Subscription Contact.
2- How to add a Subscription Contact to a Subscription
-
Find the Subscription that you want to add a contact to.
-
Navigate to the “Contacts” tab.
-
Click on the “New” button next to Subscription Contacts.
[Screenshot of the Subscription’s Contacts tab]
-
Fill out the New Subscription Contact form by adding the Contact and turning the Subscription Contact Status field to “Active”.
-
Click the “Save” button.
You should now see that Subscription Contact on the Subscription record.
