Hi there,
We're preparing to launch a Advanced Checkout Page for recurring memberships at our organization. Before we do I'd like to clarify how recurring payments are handled in Salesforce.
Our C&P system is set to "Create an Opportunity for each transaction" and "Use Products for each item in an Opportunity".
Is an opportunity created for each payment in a recurring series? (example: 12 opportunities created for a year-long monthly recurring membership)
OR
Are the transaction details added to one master opportunity? (example: 1 opportunity created for a year-long monthly recurring membership)
Thanks!
Anna
We're preparing to launch a Advanced Checkout Page for recurring memberships at our organization. Before we do I'd like to clarify how recurring payments are handled in Salesforce.
Our C&P system is set to "Create an Opportunity for each transaction" and "Use Products for each item in an Opportunity".
Is an opportunity created for each payment in a recurring series? (example: 12 opportunities created for a year-long monthly recurring membership)
OR
Are the transaction details added to one master opportunity? (example: 1 opportunity created for a year-long monthly recurring membership)
Thanks!
Anna
Comment