1. How do I get started with Orchestration?
  2. Step to Review Opportunity or Lead Information

Step to Review Opportunity or Lead Information

You can request salespeople to review and update different types of opportunity or lead information, including contacts, leads, campaigns, and so on.

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 Opportunity Contacts.

    The step name appears in the orchestration setup UI and is automatically copied over as the subject of the appointment in the properties page.
    Suggestion Text

    Add details of the action. For example: Make sure that opportunity contacts include decision makers.

    The text is automatically copied over as the description of the task in the properties page.
    Type Task
    Action

    Any of the Show smart actions, such as Show Contacts, Show Leads, and Show Campaigns, for example.

    Provided you keep the default success criteria, when a salesperson clicks on the smart action button, the task is automatically marked as completed and the orchestration moves to the next success step.
  • 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. The information you enter in Task Properties appears in the task and on the Guidance panel.

    Field Value
    Subject Enter the subject of the task that gets created automatically. What you enter also displays as the step title on the Guidance panel.
    Type The task type displays only in the task itself, so doesn't matter. Select Administration, for example.
    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 step description in 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.
    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, if you provided one.
    Success Criteria You can enter additional success criteria if you added a next step on failure.
    Complete Objectives Enter any objectives this step completes.

  • Enter the success criteria and the next steps on success and 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. Salespeople see the step name and suggestion text with a Show <object name> button.

  2. The Pending section in activities, displays the task with the information and the due date you entered.
  3. If salespeople already reviewed the information, they can dismiss the recommendation by clicking the Completed button, moving the orchestration to the success step. If you turned on the Evaluate success criteria when marked as completed option, and the step doesn't meet the criteria, then the orchestration moves instead to the next failure step. Salespeople can also skip the step by clicking Skip to move the orchestration to the next step, if you turned on the Allow skipping this step option.
  4. Clicking the Show <object name> button, opens a window displaying the list of the objects to review.

  5. The step button in the step changes to Complete.

  6. Clicking Complete closes the task as complete and marks any objectives linked to that step as complete. The orchestration moves to the next step in Next Step on Success.
  7. Salespeople can also dismiss the step by clicking Skip. The orchestration then moves to the next success step. The task is marked with the status of Canceled.