ISVforce Guide
jGo-To-Market App Transaction Lifecycle
Before you begin configuring products or creating offers, it’s important to understand
the sequence of events that occur during a transaction. The lifecycle explains what you can expect
from creating an offer, to billing, provisioning, payment collection, and payouts. Here’s a visual
example of the transaction flow.
A transaction consists of two primary processes, the offer and the order. The offer phase ends when a customer accepts an offer, which is when the order phase begins. We outline each stage individually to help you anticipate the sequence of events, the actions that Salesforce automates, and the tasks that require partner or customer involvement.
- Offer lifecycle: Tracks the offer from creation to customer acceptance. The process
includes:
- Offer creation
- Sending the offer to a customer
- Customer acceptance
- Converting the offer into an order
- Order lifecycle: Tracks the order from creation to partner payout. The process includes:
- The transition from offer to order
- Provisioning
- Invoicing
- Payment settlement
- Payouts
Offer Lifecycle
The offer serves as the source of truth for downstream processes.
| Offer Stage | Description |
|---|---|
| Draft offer | The partners define pricing, product quantities, order start date, and included items. |
| Send offer | The partner sends the finalized offer to the customer. The customer receives an email notification and can view the offer on the Your Account page. |
| Customer decision | The customer reviews and either accepts or rejects the offer. |
| Order conversion | When accepted, the offer status changes to Converted, and Salesforce creates a corresponding Partner Order. The order record drives billing and provisioning and includes applicable tax. |
Order Lifecycle
After a customer accepts an offer, Salesforce automates the steps required to fulfill, bill, and report on the transaction. The Partner Order serves as the operational record that ties provisioning and billing together.