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License transfer process - (ie) Customer accidentally buys .com instead of self-managed.

When someone accidentally buys .com instead of self-managed,

The current process to resolve this is to have sales:

  • create a new opp,
  • Create a new quote,
  • Secure a customer signature on the quote,
  • Submit for approval,
  • Answer all questions and concerns related to the new quote, license key delivery and usage.

This is quite time consuming and a zero iACV activity.

Example - https://gitlab.my.salesforce.com/0064M00000W0YhY

Edited by Conor Brady
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