Step for Manual Opportunity Field Updates

Here's how to create a step that asks salespeople to manually update field values in an opportunity.

Setup

• Entries in initial step creation:

  Field	Value
  Step Name	Enter the heading for the action that you want salespeople to take. For example: Update Budget Availability. The step name appears in the orchestration setup UI and is automatically copied over as the subject of the task in the properties page.
  Suggestion Text	Add details of the action. For example: Update the date the budget will be available. The text become the default description in the properties page.
  Type	Task
  Action	Update Opportunity

• Entries when you click Edit Properties:

  In the Task Properties, you enter information that automatically creates a task that appears in the Pending section in the Activities page.

  Field	Value
  Subject	Enter the subject of the task that gets created automatically. The subject also appears as the title of the step on the Guidance panel.
  Type	The task type doesn't matter, so select Administration, for example. This entry appears only in the task itself.
  Due in Days	The due date for the task in days since last step in the orchestration completed. If the step isn't marked as complete by the deadline you set, then the orchestration moves to the step you enter in Next Step on Failure.
  Description	Description that appears in the task and on the Guidance panel.
  Attachment fields	Attachments to the task. Salespeople see links to the attachments in the Guidance panel on the record overview page. Clicking the link opens the task in the list of activities where you can download the attachments.
  Update Fields	Select the attributes (fields) that you want to update. For each attribute you're asking salespeople to update, you must enter a default value. For date fields, such as Date Budget Available, select Run Date as the value and enter the number of days after the step is run.
  Grace Period to Complete	Enter the number of hours the application will wait past the due date before the step goes to the Next Step on Failure.
  Success Criteria	You can enter success criteria if you added a next step on failure.
  Complete Objectives	Enter any objectives this step completes.

• Enter the next steps on success and failure. You can enter success criteria if you added a next step on failure

  • If you're creating the step as part of the diagram, then add a Logic node.
  • If you're creating the step in the Steps tab, then you enter the information on the same page.
• You can prevent salespeople from skipping a step by turning off Allow skipping this step option. Turning off this option removes the Skip button from the UI for the step.
• You can have the application evaluate the success criteria you entered even when salespeople click the Completed button, by turning on the Evaluate success criteria when marked as completed option. If the criteria aren't met, then the orchestration goes to the next step on failure.

How Salespeople Interact with the Step

1. On the Guidance panel, salespeople see the text in the Subject field as the title along with the description text and a Update Opportunity button. The Pending section in Activities, displays the corresponding task.
2. Clicking the Update Opportunity opens a side panel where the salesperson can make entries in the field.
3. After the salesperson saves, the task is marked as completed.
4. The orchestration displays the next success step.
5. If the salesperson doesn't take action by the due date in the task plus the grace period and doesn't postpone the due date, the orchestration moves to the next step on failure.