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

Workflows to Receive an Opportunity Update

After an opportunity has been transferred, the brand owner or partner can click the Receive Update button to query the other company’s system for new information that has been entered about the opportunity, and to update the opportunity in its own system with this new information. When the brand owner or partner navigates to this button, the following workflows are called in this order:

  • Opportunity Sharing External Query. When the brand owner calls the Receive Update button on the Transfer Opportunity Child form, this workflow calls the Opportunity Sharing External Query workflow. External Query first uses the Opportunity Sharing Inbound or Outbound workflow to determine whether this opportunity was originally an inbound or an outbound opportunity, as described in Workflows to Update an Opportunity. Then, Opportunity Sharing External Query takes that information and creates a Siebel message with System A's and System B's keys. It then transfers this Siebel message to System B.

  • Opportunity Sharing Siebel Query. When System B receives the Siebel message, it runs the Opportunity Sharing Siebel Query workflow. Opportunity Sharing Siebel Query makes sure the opportunity exists and then calls Opportunity Sharing Set Update Status.

  • Opportunity Sharing Set Update Status. This workflow first calls the Opportunity Inbound or Outbound workflow, which does the following:

    • Determines whether this opportunity was originally an outbound opportunity or an inbound opportunity, as described in Workflows to Update an Opportunity.

    • Retrieves System A's key and the partner ID of the employee to whom the opportunity was sent, and passes this information back to Opportunity Sharing Set Update Status.

    Opportunity Sharing Set Update Status then updates the Transfer Status to Update Pending and calls the Opportunity Sharing Opportunity Build Siebel Message workflow to create a message containing the opportunity ID, System B and System A's keys, and the partner ID. After the Siebel message is passed back to Opportunity Sharing Set Update Status, this workflow passes the Siebel message back up to Opportunity Sharing External Update. Opportunity Sharing External Update transfers the Siebel message to System A.

  • Opportunity Sharing Siebel Update. After System A receives the response, it calls Opportunity Sharing Siebel Update. This workflow returns a Siebel message, which Opportunity Sharing External Query transfers back to System B.

  • Opportunity Sharing Receive Update Response. System B receives the Siebel message and calls Receive Update Response, which updates the status of the transfer based on the response.