Expansion Opportunity Instance Overview

The Expansion Opportunity Instance helps you track the transition from customer success expansion efforts to sales opportunities. When you create a Salesforce opportunity from an expansion opportunity, an instance record is automatically generated to link the two.

This enables you to:

View all opportunities related to a specific expansion effort from the expansion opportunity instances related list.

Report on the success and conversion rate of expansion opportunities.

Maintain a clear audit trail of the hand-off between the CSM and Sales teams.

Tasks

Creating Expansion Opportunities

Creating Opportunities From Expansion Opportunities

Reference

Expansion Opportunity Fields

Expansion Opportunity Product Fields

Expansion Opportunity Field Sets

Expansion Opportunity Instance Fields