You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Sales Account 'Prospect' to 'Customer' auto-conversion

in Sales 7 comments

Summary:

Here is my use case -

I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing account and billing account site.

After I run ESS job 'Synchronize Financials Accounts and Contacts with CX Sales', should I expect customer type updated to 'ZCA_CUSTOMER'?

Content (required):


Version (include the version you are using, if applicable):

23A

Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!