[SCL] SFDC Receipt for customers on CL
Problem
Today, proof-of-license-delivery is visible in SFDC and stored under Activity History
of the Sold To contact for the relevant whenever a license file email is sent. This includes the following scenarios:
- New SM subscription, where
TurnOnCloudLicensing__c
= NULL or No - Renewal SM subscription, where
TurnOnCloudLicensing__c
= NULL or No - Amendment to SM subscription, where
TurnOnCloudLicensing__c
= NULL or No
For net new subscriptions where Cloud Licensing is enabled at the start (TurnOnCloudLicensing__c
= Yes), there is no indication that the activation code was sent to the customer. This will be the case for all subscriptions beginning July 2022.
Requirements
- The Support team often receives requests from Deal Desk asking Support to know if the customer received their license - this will be addressed by https://gitlab.com/gitlab-org/customers-gitlab-com/-/issues/4042
- The Revenue team requires a copy of the license (or voucher) email
- Proof that something was sent
- A physical copy backup to add to our deal review folders and for when the auditors ask for the backup
Open Questions:
- When should these be sent - when the subscription update is processed or when a new cloud license is created (this happens with the instance syncs)?
Proposal
Have CDot send voucher emails provide metadata via API to SFDC when a customer successfully activates a Cloud Licensing subscription.
- Populate the
License Delivery Date
field on the related SFDC opportunity record with the date the customer activated their subscription
Why not a voucher emaii?
The email is not a protocol we can trust if we want to notify SFDC whether an activation or a license has been sent (and sometimes this is done automatically so the customer doesn't need the email), so I think the metadata makes more sense (way easier to troubleshoot and retriable as part of an API call).