Notification in SFDC whenever a customer exceeds their seat count
Problem
Sales has limited visibility into customer overages. Once seat link
data is in SFDC, implement a way to notify sales when their customer has an overage.
Proposal
Option 1: Auto-create an add-on Opportunity
- When a customer exceeds their seat count, auto-create an amendment opportunity for the number of seats the user is over by
- Amend this opp at a regular cadence whenever additional seat overage is incurred
- Need to consider implications wrt QSR Opps
Option 2: Email or SFDC Notification
- When a customer exceeds their seat count, send a notification to the account owner
- Options could be task in SFDC for review, email alert
- Later option could be a Slack alert
Result
Sales is acutely aware of any overages of their customer.