Empowered Sales Pipeline

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How it works

• Get the information to get all opportunities from Salesforce.

• Add a loop for identifying the Salesforce opportunity by id.

• Put the conditions for collector open and closed opportunity data.

• Add the Salesforce get owner for identifying the CSV converter open and close opportunity.

• Now send a Gmail for them both and post a message to the Slack channel.

Following are the steps that will help to configure the automation:

Steps to configure

1. Click on Start and add Salesforce.

2. Now select Salesforce and the below form will appear on the screen.

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3. Name the application by “Get all opportunities from Salesforce”.

4. Now add a connection as “Salesforce Rest API”. Create an OAuth2.0 connection using https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/63602585 template or use the pre-defined connection.

5. Add “get opportunity” as an action. Actions appear on the home page, on the chatter tab, in chatter groups, and on record detail pages. Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. When you create an action, Salesforce populates its layout with a default set of fields.

6. Now, add a loop. It helps the automation to run continuously. It’s like repeating the same things again and again as per the requirements.

7. Add Salesforce and put the conditional branching for collecting open and closed opportunity data.

8. Click on Salesforce and the below form will appear on the screen.

9. In the connecting field add “Salesforce Rest API”. Create an OAuth2.0 connection using https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/63602585 template or use the pre-defined connection.

10. Add “get opportunity details by id” as an action. Actions enable users to do more in Salesforce, such as creating or updating records and log calls. If you've already created and used actions in your organization, you're familiar with how they work in Salesforce classic.

11. Now add the opportunity id. It can be in the format of text or formula. An opportunity id is a 12-digit string of numbers that starts after "u=" and ends at "&". It will always be with "005".

12. Put the conditions with the help of conditional branching. A conditional branching contains a condition and thus is either taken or not taken, based on whether the particular condition is true or false.

13. Now, add the conditions with collector-open and closed opportunities data.

14. Click on collector-open opportunities data and the below form will appear on the screen.

15. In the input, the object field adds the steps involved with the Salesforce by id information. An input object field is an HTML input element for a value that corresponds to a field on a Salesforce object.

16. Now, click on collector-closed opportunities data, and the below form will appear on the screen.

17. In the input, the object field adds the steps involved with the Salesforce by id information. An input object field is an HTML input element for a value that corresponds to a field on a Salesforce object.

18. Now, use an aggregator for completing the process.

19. Add the Salesforce for getting the owner’s id.

20. Click on Salesforce and the below form will appear on the screen.

21. Add “Salesforce Rest API” in the connection field. Create an OAuth2.0 connection using https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/63602585 template or use the pre-defined connection.

22. Now, add “get user-owner info” as an action. Actions enable users to do more in Salesforce, such as creating or updating records and log calls. If you've already created and used actions in your organization, you're familiar with how they work in Salesforce classic.

23. Add conditional branching for the CSV converter open and closed opportunity. A conditional branching task is used to provide conditions into the automation such that the conditions will get executed only if it’s true, If any condition turns out to be false, the next condition will be checked.

24. Click on CSV converter open opportunity and the below form will appear on the screen.

25. Add the “using content” in the CSV input type. A CSV (comma-separated values) input type is a field for uploading a simple text file in which information is separated by commas.

26. In the content, the field adds a file or formula. This can be in the format of formula or text based on your requirements.

27. Add an output meta and upload the file for fetching the details for the Salesforce opportunities.

28. Follow the same steps for the CSV converter closed opportunity.

29. Now add “Gmail for open and closed opportunities” for sending the emails related to the sales opportunities mentioned in Salesforce.

30. Click on Gmail and the below form will appear on the screen.

31. In the connection field, add “Gmail Google Rest Oauth”. Create an OAuth2.0 connection using template or use the pre-defined connection.

32. Add “send mail” in the action field. Actions enable users to interact with your product or service right inside Gmail. For instance, when you send a notification that a remainder for you is there to open the opportunities. Actions can be declared in two ways: in-app actions or as go-to actions.

33. Now, add an email id in the to address field. An email address is a unique identifier for an email account. It is used to both send and receives email messages over the Internet. Similar to physical mail, an email message requires an address for both the sender and recipient to be sent successfully.

34. Provide an appropriate subject. The subject field is a brief description of the message. It displays in the recipient's inbox before they open the message.

35. Mention the details related to the email in the message. In this context, the message will be related to closing and opening opportunities. This section can be a combination of formula or text.

36. Follow the same steps for the “Gmail for closed opportunities”.

37. Now, post a message to the Slack channel.

38. Click on Slack and the below form will appear on the screen.

39. In the connection field, add Slack. Create an OAuth2.0 connection using template or use the pre-defined connection.

40. Mention “send message to channel “ in the action field. An action appears on the home page, of the Salesforce account in the chatter tab. It’s recorded in chatter groups, and on record detail pages. It’s just as object record pages have page layouts that can be customized, actions have action layouts that can be customized.

41. Enter the channel name. A channel's name lets people know what it's used for. If the purpose of a channel changes at any point in time, it can be renamed.

42. Provide an appropriate message. It can be added in a formula or text format.

43. Now add an aggregator and end the process of configuration.

44. Save the automation for future use.