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Commit 885a014a authored by Bryan May's avatar Bryan May
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Merge branch 'VamsiPonnapalli-main-patch-d35c' into 'main'

Update PS Opportunity Creation section with screenflow details

See merge request !7116
parents 2f983a83 c7bac48d
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1 merge request!7116Update PS Opportunity Creation section with screenflow details
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......@@ -661,16 +661,16 @@ All final IACV (including any won upside IACV) will be attributed to the PARENT
A `Professional Services` OPPORTUNITY will be used to cover any integration, consulting, training or other service that a Sales rep will sell to a prospect/client and needs or wants to be invoiced separately.
To invoice separately a new quote and opportunity must be created.
A full list of professional services can be found [here](/handbook/customer-success/professional-services-engineering/#professional-services-offerings).
A full list of professional services can be found [here](about.gitlab.com/services/catalog).
See [Working with Professional Services](/handbook/customer-success/professional-services-engineering/working-with/) for workflow details.
##### Steps for creating a Professional Services opportunity in SFDC
*Here is [a video](https://drive.google.com/file/d/142csIZyrzIfSJOSJkIAK6d9c1JwTO_Rq/view?usp=sharing) explaining the below process.*
*Here is [a video](https://gitlab.highspot.com/items/6655fc408e0d8cc5d7a7c166?lfrm=srp.0) explaining the below process.*
1. Navigate to the *original* OPPORTUNITY (this will become the "parent" opp).
1. Click the "New PS Opportunity" button and fill out the following:
- OPPORTUNITY Name = will already be set correctly; do not change
1. Navigate to the *original* OPPORTUNITY (this will become the "parent" opp). Note that this must be a standard license or subscription Opportunity.
1. Click the "Create Services Opportunity" button (in Lightning, this button is on the dropdown list in the top right of the page) and fill out the following:
<!-- - OPPORTUNITY Name = will already be set correctly; do not change
- Type = do not change it will populate from parent OPPORTUNITY
- Initial Source = do not change it will populate from parent OPPORTUNITY
- Close Date = if no timeframe defined input close date on a rolling 9-months.
......@@ -678,9 +678,11 @@ See [Working with Professional Services](/handbook/customer-success/professional
- Professional Services Value (ProServe Value) = enter dollar value, which is defined as the total value of all consulting, training, integration, or other professional services as outlined in the Statement of Work.
- ACV = **do not populate** an automated workflow will fill this information
- Amount = **do not populate** an automated workflow will fill this information
- Professional Services Description, Project Scope, Task Schedule and Key Assumption fields = these will push to the Statement of Work when a PDF is generated from Zuora.
- Verify the `Professional Services` OPPORTUNITY has the *original* OPPORTUNITY in the `Parent Opportunity` field. If this is not a validation rule error will occur while attempting to save the OPPORTUNITY.
1. Click `Save`
- Professional Services Description, Project Scope, Task Schedule and Key Assumption fields = these will push to the Statement of Work when a PDF is generated from Zuora. -->
- Close Date
- Stage
- Customer Folder URL (this will be auto-populated by a field **on the account object** that needs to be completed)
1. Click `Next` and you're done! A child Professional Services opportunity will be created once submitted. Also, all of the scoping issue, estimation spreadsheet and proposal template will be automatically created and cross-linked!
1. To create a quote, see the [Creating Quotes](/handbook/sales/field-operations/sales-operations/deal-desk/#quoting-professional-services) Deal Desk page.
#### How to Share an Opportunity
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