Hi all, looking for some best practices. When using Salesforce with renewal opportunities (created upon completion of the original opportunity), how can DealHub support cases where price changes or updates are made? Specifically, is there a way to update pricing on draft opportunities in Salesforce, or alternatively, apply price updates on the Subscription Management records?
Question
Best practices for handling price updates with renewal opportunities in Salesforce
+1Hey Ethan - I’m a little confused by the ask, you’re looking to adjust the subscription record to carry the new pricing on those lines? Typically if we have a pricing change, we would just want to ensure it is properly aligned with the renewal assignment rule and the companion pricing rule. If you pull in a renewal line, where are you wanting the new price per unit to be?
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