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.
Workers (Number of swimlanes: 2)
Sales Manager
Sales Representative
Workflow (Complexity of workflow diagram: 23)
31-0. Manual Start
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].
61-2. Select Meetings Requiring Reports
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.
92-1. Activity Report
The sales representative will provide comments on the activities of the target project and other information.
102-2. Report Confirmation
The sales manager notes the points made in response to the sales representative’s comments.
0x1-1. Extraction of Business Meetings Requiring Attention
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.
12x1-2. Featured Project List Converted to TSV
The workflow platform converts and stores the list of noteworthy cases (table type) into a TSV list.
27x1-3. Reported Cases Extracted
The workflow platform extracts and stores only the rows in the TSV list that are marked as “required” in the first column.
15x1-4. Sort Columns
The workflow platform changes the order of the columns in the TSV list and stores them.
24x1-5. Get TSV List Row Count
The workflow platform retrieves the number of rows in the TSV list.
13x1-6. Request Activity Report
The workflow platform initiates the reporting process, line by line on the TSV list.
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Notes
Associate the processor settings with the organisational structure on import
“1-2. Select Meetings Requiring Reports” process
Select the case that needs to be reported. Select “Required” in the reporting instructions in the list of noteworthy cases.
If “Reporting instructions” is not selected, it is treated as required.
“x1-6. Request Activity Report” Automated process
Start the reporting process (app included) for the line with the data item “Featured Project: TSV List”.
Arrangement Tips
“x1-1. Extraction of Business Meetings Requiring Attention” Automatic process
(C:) You can set the extraction conditions in the settings.
E.g.: SELECT id ,name,owner.Name,owner.Email,ownerid,Probability,Type,Amount,CloseDate from Opportunity where CloseDate > #{#q_active_opportunity_get_date} and Probability >= #{#q_target_probability}
Extracted from records in the Salesforce Commerce object
(Salesforce) API data item name CloseDate [expected completion date] is after (Questetra) data item “Expected Completion Date”.
The Salesforce API Data item name “Probability” is greater than or equal to the Questetra Data item “Degree of Accuracy”.
