Having a variety of flexible options when configuring your settings for your Salesforce integration is great and what's even better is being able to choose which ones you turn on/off. Because of this we are excited to announce our latest enhancement to the Salesforce integration, allowing you to enable an "Upgrade/Downgrade Oppty Amount Difference".
Understanding not all of our customers manage their sales process the same, this new configuration setting will calculate the values on the opportunity based off the value of the original subscription to what it will be now (via upgrading or downgrading the subscription). There are 3 types of proration that will be available when upgrading/downgrading a subscription on an opportunity:
- If “Preserve Period” is selected, the normal next billing date will be respected;
- If “Include Trial” is selected, the new products trial will be included on the subscription;
- If “Include Initial” is selected, the setup fee will be included at the time of Upgrade/Downgrade
For more information on our Salesforce integration, see our documentation here>