Update of the Status Field by These Workflows
The final step in these opportunity transfer processes updates the status field to tell the user whether the transfer, send update, or receive update process was successful. The Transfer Status field can have the following values:
Blank. The opportunity has never been transferred to a partner. In this situation, only the Transfer button is active. You cannot send or receive an update until after the opportunity has been transferred.
Transfer Pending. The opportunity has been transferred to a partner, but the acknowledgement from the partner has not yet been received. In this situation, none of the transfer buttons are active.
Transfer Successful. The opportunity has been transferred to a partner, and the acknowledgement indicates that the transfer went through. In this situation, only Send Update and Receive Update are active. Once an opportunity has been transferred successfully, it cannot be transferred again.
Transfer Unsuccessful. The opportunity has been transferred to a partner, but the acknowledgement indicates that the transfer did not go through for one of these possible reasons:
The connection timed out
The opportunity already exists on the other system
The source organization is not listed as a partner in the other system
There was an exception with the insert step
In this situation, the Transfer button is the only active one. The user can try again to transfer the opportunity to the same partner or a different one.
Update Pending. The send update or receive update process is underway, but no response has yet been received. In this situation, none of the buttons are active.
Update Successful. The send update or receive update process completed successfully. In this situation, the Send Update and Receive Update buttons are active.
Update Unsuccessful. The send update or receive updated process failed, based on the return message from the partner’s system, for one of these possible reasons:
The connection timed out
The opportunity does not exist on the other system
There was an exception with the update step
In this situation, the Send Update and Receive Update buttons are active.