Enable automation features for opportunities to eliminate manual updates, enhance data consistency, and empower you to conduct better-informed sales workflows.
Features
Forecast Category Automation Auto-fill forecast categories on opportunities based on stage updates. Forecast categories are important for opportunity categorization and pipeline analytics, and are often linked to pipeline stages as per processes of sales teams. Enabling this feature keeps the 'Forecast Category' field on opportunities updated in sync with their current stage, as per the stage to forecast category mapping configured in the automation. Updates made by the automation act as default updates and can always be overridden by users in the workspace (based on configured access levels).
Probability Automation Auto-fill the 'Probability' field on opportunities based on their current stage. This automation feature allows you to configure default probabilities for each stage in the sales pipeline, denoting increasing confidence in closure as opportunities progress in the pipeline. Enabling this feature auto-updates opportunity probabilities based on the stage to probability mapping configured in the automation, and can always be overridden by users in the workspace (based on configured access levels).
Calculated Weighted Amount Automatically calculate the weighted amount of each opportunity based on its probability for each forecast category and amount. This feature enables you to determine the weighted amount of an opportunity based on its current opportunity stage or forecast category, providing a clearer view of potential revenue. It helps predict the likely revenue outcome, giving you an idea of how much the opportunity could contribute to the overall pipeline, factoring in both its forecast category and probability.
Manual Trigger
/AutomateByStageConfiguration: Allows you to set probability values based on the stage, and calculates the weighted amount accordingly./AutomateByForecastCategory: Lets you define probability values for each forecast category, and calculates the weighted amount based on those values./syncOpportunityData: Backfills existing opportunities using the entered values.
Installation
After clicking install, find the snap-in under org Settings > Snap-ins, where you can modify app behavior or disable automation.
To open the configuration screen, use /AutomateByStageConfiguration or /AutomateByForecastCategory in the snap-ins Discussions tab on the right.
For detailed installation and configuration instructions, refer to the documentation.