Customer Status Automation

  • The Account Status automation will update the Account Status field as appropriate for their lifecycle. Prospects are updated upon Account Creation/Lead Conversion, or from the Transaction Wizard.
  • Customers are updated during the Booking Process or when the scheduled job is running.

Mapping Lifecycles to Account Statuses


Mappings live in the Custom Metadata object called "tysoxrr__Account_Status__mdt". In this object you can adjust the mappings to accommodate any values you would like to use in the Status updates.


The default mapping is setup as:



Lifecycles:

  • Active Customer with No Open Renewal
  • Active Customer
  • Expired Customer with Open Renewal
  • Expired Customer with No Open Renewal
  • Prospect with no Opp (future use)
  • Prospect with Opp (future use)

Example 1:

You have an Account with the "Type" of "Customer". The customer's subscription expired yesterday, but their future renewal has yet to be closed. They would be moved to the "Type" of "Expired".


Example 2:

You have an Account with the "Type" of "Customer". The customer's subscription is active for another month, but their future renewal has been marked as Closed Lost. They would be moved to the "Type" of "Churning".


Enabling:


Account "Type" updates are enabled via the TYSO Setup Tab --> Automation --> Accounts --> Account Type Update


The scheduled job for updating Statuses is on the main page of the TYSO Setup Tab under "Scheduled Job Status" by enabling "Customer Status".


Running against all Accounts:


In the event you need to run a catchup of all Customer accounts, you can run a one time job from the Salesforce.com developer console. This will ensure everyone is tagged with the appropriate Status as a Customer. It does not update the "Type" field or update Prospects.

  • Launch the developer console.
  • CTRL-E to execute anonymous code.
  • Paste the following:
    • tysoxrr.UpdateCustomerStatus.runAll(100);
  • The integer (in this case 100) is the batch size that will be evaluated at once.

  • Execute the code.



Account Status automation has been available since release 2, but the custom mapping was released in version 13.0+.