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How to check SalesForce for EB status prior to processing Doc and Finance tickets

How to check SalesForce for EB status prior to processing Doc and Finance tickets

Owned by annelouise
Last updated: Apr 19, 2023 by Deanna Collia
2 min read

Until our dashboards are updated, here’s how you can use SalesForce to check the following:

1.) Is the account a legacy subscription payer - who is still paying a subscription?

2.) Is the account an EverBright customer - with a free subscription?

3) Has James already approved the EverBright account to add/use configured financing too?

Why do these answers matter?

Legacy subscription payers can continue using the platform the way they always have:

  • process doc requests according to old processes (org admin, premium subscription and higher)

  • process configured financing according to old processes (org admin, premium subscription and higher)

EverBright users without subscription fees should be handled as followed:

  • they can have as many channel partners added as they’d like

  • no new configured financing allowed unless “allows configured financing” box is checked in SalesForce.

    • If the box isn’t marked, slack their account manager, James, Joe and A-L to coordinate getting an approval added to SalesForce. Approvals can only come from James or Joe.

      • A-L will then update SalesForce checkbox if the account is permitted to have financing

    • If the answer is no and configured financing isn’t permitted, remind the account manager to reach out to the customer, send a note to the customer letting them know that their account manager will be reaching out to them regarding their request. Close the ticket.

  • Document requests are allowed and they can have as many documents as they’d like

Here’s how to use Sales Force to find this information

Login info credentials found here: Support Tools

Once logged in, use the search feature to find the organization

  • Make sure you’re looking at the accounts tab (not opportunities or leads).

  • Ensure you’ve found the correct account, as we have many orgs with similar names

  • Then look for the “Allows configured financing” checkbox

  • Note the subscription section - if a paying subscription, you’ll see subscription level indicated AND their monthly payment amount. In the example below, this is a new customer with a FREE EB account. They are not paying a subscription.

    • For this example, you should proceed with channel partner requests and document and configured financing requests

    •