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Info

This guide describes how to perform Change Order and Fast Change Order processes in Salesforce Partner Community. 

Created: December 2024

Other documentation: 

Permalink: https://wildix.atlassian.net/wiki/x/AYDHO

Table of Contents

Introduction

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2. Choose the Account Name and click Next

3


2. Choose the Interested Solution (License / HWaaS / CLASSOUND) that should be modified and enter the number of users in Total Users field (users that should be increased/ decreased in the change order):

Image Added

4. A new project is automatically created, with "Change Order" added to the project title:

45. Then, to make changes to the existing order, click Create Quote

56. The current quote opens, in which you can apply such changes as:

  • Change Billing frequency:Frequency
  • Commitment
  •  Select additional services (CDS / Additional items / License Upgrade / CLASSOUND / Miscellaneous items) in the Additional Configuration field:

    Choose CDS bundle (documentation: Company Data Storage Flow)
  • In the Active Subscriptions section you can change the number of licenses in the Quantity column and modife license type in the License Type column:


    If you need to remove a license, select the necessary row and click Remove selected rows at the top of the table:



  • Depending on the items chosen in the Additional Configuration field, additional sections appear which you need to fill out (e.g. Company Data Storage bundle, CLASSOUND, Additional items, etc.):

67. Once you modify the necessary details, click Submit Proposal:

78. Then, you need to create order create order from the quote and confirm the order, following the same steps described in the the Order section of the guide How to Create Quote and Confirm Order in Salesforce Partner Community Guide

Fast Change Order

You can also initiate Change Order request via Fast Change Order button on the necessar Account page: 

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