Creating a Test Opportunity for the Test Account in Salesforce

The steps outlined in this section build upon those covered in the previous topic, Adding a Test Contact to the Test Account in Salesforce.

Note:In FlexNet Operations, the equivalent of an opportunity is an entitlement.

To create a test opportunity in Salesforce

1. On the page of the test account that you just created, locate the Opportunities section and click New.
2. In the New Opportunity window, select the record type Sales and click Next.
3. In the New Opportunity: Sales window, in the Opportunity Information section, fill out the following fields:
• Opportunity Name—Enter a name, for example, SF-TestOpportunity.
• Account Name—Enter name of the account you created in Creating a Test Account in Salesforce (SF-DemoAccount).

Note: In scenarios where a channel partner is involved in selling products, this field should reflect the channel partner account.

• Close Date—Enter a date that is a few days in the future.
• Stage—From the dropdown list, select Prospecting.

An example of the New Opportunity dialog in Salesforce, where an opportunity named SF-TestOpportunity is created.

4. Accept the default settings for all other fields.
5. Click Save.

Note:None of the fields in the FlexNet Operations Connector Information section are mandatory or required for this test scenario; you can leave them blank. The following is for your information only:

• SoldTo Account—This field is used in channel partner scenarios to identify the end customer.
• Ship-to Email—This field is used to specify the email address of the contact who will receive the entitlement. You could enter the email you created in Adding a Test Contact to the Test Account in Salesforce; however, this is not mandatory.
• Entitlement State—This field is used to set the state of the entitlement once the opportunity has been synced to FlexNet Operations. See also Controlling the Entitlement State Post Sync.
• Ship-to mail—This field is used to specify the mailing address of the contact who will receive the entitlement.
• Renewed Opportunity—If an opportunity has been renewed, the original opportunity name can be specified here.
• Entitlement ID—This field is populated automatically, by data fed back from FlexNet Operations.

Salesforce closes the opportunity window and displays the page of the account that you created in the previous step. Continue with the next step, Adding a Test Product to Your Test Opportunity in Salesforce.