Difference Between Swaps and Transfers

Swaps & Transfers - What's the Difference? Often times your customers will request to make a modification to their licenses, products, or both. What information do you need to know before submitting a case to ensure the requested adjustments are processed without issue? Swap cases are required Partners are only able to Swaps can only Swap order conditions Swaps with a price Swaps when a partner wants to swap products on the occur on an active cannot change including change should be change a product on their same customer contract customer contract org edition, renewal submitted through a customer's contract with with similar products with a valid org ID date, price, and quantity Renewal in the COA another equivalent product Licenses must be Transfer conditions Transfer cases are required Transferred licenses transferred from an cannot be changed from Transfers when moving licenses from must be in active Active org. Licenses the original order - one org to another org for status and have an can be transferred into customer, renewal date, the same customer active reseller contract active or trial orgs, but pricing, and quantity not a demo or free org Salesforce Help Case Submission All case submissions require the Case Inquiry: Partner Program Support Org IDs, and any applicable Guidelines Product: ISV Billing & Order Support product names, quantities, Topic: License Swap / Transfer pricing, and start dates