1. Partner Relationship Management Administration Guide
  2. Workflows to Transfer an Opportunity

Workflows to Transfer an Opportunity

The workflows to transfer an opportunity are called in the following order:

  • Opportunity Sharing Pick Partner. When the brand owner or partner navigates to the Transfer button on the Transfer Opportunity Child form, it calls the Opportunity Sharing Pick Partner workflow. This workflow retrieves the partner’s ID and passes it on to the Opportunity Sharing External Create workflow, which the Opportunity Sharing Pick Partner workflow calls as a subprocess.

  • Opportunity Sharing External Create. This workflow captures the object ID of the opportunity that is being transferred. It changes the opportunity's transfer status to Transfer In Progress. It then creates an internal key that System A uses to reference the opportunity. This workflow passes the opportunity ID, opportunity key, and the partner ID to the workflow Build Siebel Message, which it calls as a subprocess.

  • Opportunity Sharing Build Siebel Message. This workflow uses the opportunity ID to gather all the necessary information on the opportunity and put it into a Siebel message. Opportunity Sharing Build Siebel Message also collects the partner information and System A's organizational information, and adds it to the Siebel message. This Siebel message is passed back to Opportunity Sharing External Create, which transfers it to system B and waits for a response.

  • Opportunity Sharing Siebel Create. System B receives the Siebel message and runs the Opportunity Sharing Siebel Create workflow. Opportunity Sharing Siebel Create first inserts the opportunity's account by calling PRM ANI Inbound Create Account, and then inserts the Opportunity's information. If successful, it creates a key that System B uses to reference the opportunity, updates the Transfer Status on system B to Transfer Successful, and stores System A's key. This workflow then adds System B’s key and the current transfer status to the Siebel message and sends the message back to System A.

  • Opportunity Sharing Receive Create Response. After System A receives the response, it calls the Opportunity Sharing Receive Create Response. This workflow updates the status of the transfer based on the response. It also stores System B's key.