Project Report Request App 20220901<\/div>
This workflow instructs the sales representative to report on high-profile deals, automatically creating a weekly list of deals from Salesforce, narrowed down by expected completion date, accuracy, etc. Automatic reporting instructions are given to the sales representative for each item on the list.<\/div><\/div>\n\n\n
<\/span>Workers (Number of swimlanes: 2)<\/div>
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- <\/i><\/span><\/span> Sales Manager<\/strong> <\/li>\n\n\n\n
- <\/i><\/span><\/span> Sales Representative<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Workflow (Complexity of workflow diagram: 23)<\/div>\n\n\n\n- \n
- <\/i>3<\/span><\/span><\/span>1-0. Manual Start<\/strong>\n
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- The sales manager enters the filter conditions for Salesforce business meeting information. The filter conditions are [Specify the date of completion of the focused business meeting] and [Specify the certainty level].<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>6<\/span><\/span><\/span>1-2. Select Meetings Requiring Reports<\/strong>\n
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- The sales manager indicates whether the business meeting needs to be reported or not. (List of noteworthy business meetings, reporting instructions column) Reporting instructions, not stated are treated as unnecessary.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>9<\/span><\/span><\/span>2-1. Activity Report<\/strong>\n
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- The sales representative will provide comments on the activities of the target project and other information.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>10<\/span><\/span><\/span>2-2. Report Confirmation<\/strong>\n
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- The sales manager notes the points made in response to the sales representative’s comments.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>0<\/span><\/span><\/span>x1-1. Extraction of Business Meetings Requiring Attention<\/strong>\n
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- The workflow platform extracts records from Salesforce business meeting objects using filter conditions. It extracts negotiation records with a scheduled completion date later than the specified completion date and a certainty level higher than the specified certainty level.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>12<\/span><\/span><\/span>x1-2. Featured Project List Converted to TSV<\/strong>\n
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- The workflow platform converts and stores the list of noteworthy cases (table type) into a TSV list.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>27<\/span><\/span><\/span>x1-3. Reported Cases Extracted<\/strong>\n
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- The workflow platform extracts and stores only the rows in the TSV list that are marked as “required” in the first column.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>15<\/span><\/span><\/span>x1-4. Sort Columns<\/strong>\n
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- The workflow platform changes the order of the columns in the TSV list and stores them.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>24<\/span><\/span><\/span>x1-5. Get TSV List Row Count<\/strong>\n
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- The workflow platform retrieves the number of rows in the TSV list.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>13<\/span><\/span><\/span>x1-6. Request Activity Report<\/strong>\n
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- The workflow platform initiates the reporting process, line by line on the TSV list.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>23<\/span><\/span><\/span>x2-1. Set Subject<\/strong>\n
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- The workflow platform sets the subject line.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Workflow Diagram (click to open)<\/div>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/07\/request-report-for-salesforce-opportunity-list-20220901-diagram-en-1024x261.jpg?resize=1024%2C261&ssl=1\")
<\/figure>\n\n\n\n- \n
- BPMN Icons\n
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- Start Event<\/li>\n\n\n\n
- End Event<\/li>\n\n\n\n
- Merge Gateway (XOR)<\/li>\n\n\n\n
- Exclusive Gateway\n(XOR)<\/a><\/li>\n\n\n\n
- Message Start Event (HTTP)<\/a><\/li>\n\n\n\n
- Human Task<\/a><\/li>\n\n\n\n
- Update Data<\/a><\/li>\n\n\n\n
- Salesforce: Object Records BatchGet to Table<\/a><\/li>\n\n\n\n
- Converter: Table to TSV-String<\/a><\/li>\n\n\n\n
- TSV String, Filter by Keywords<\/a><\/li>\n\n\n\n
- TSV String, Convert<\/a><\/li>\n\n\n\n
- Multiline String, Get Number of Lines<\/a><\/li>\n\n\n\n
- Questetra BPMS: Process, Kick HttpStartEvent by TSV<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
- Message Start Event (HTTP)<\/a><\/li>\n\n\n\n
- BPMN Icons\n
- The workflow platform sets the subject line.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
- <\/i><\/span><\/span> Sales Representative<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n