Ingest Salesforce Closed-Won Opportunity Notes
Go to "Settings"
Click "Integrations" in the navigation menu
Click "Salesforce"
Click "Connect"
If necessary, log in to Salesforce using the appropriate account
Review and approve the permissions requested
Once confirmed, you will be returned to Reforge Insights, where you can toggle on ingestion of sales notes
String Fields
contains
- Field contains the specified textdoes not contain
- Field does not contain the specified textNumber Fields
is
- Field equals the specified numberis not
- Field does not equal the specified numberis greater than
- Field is greater than the specified numberis less than
- Field is less than the specified numberis less than or equal to
- Field is less than or equal to the specified numberis greater than or equal to
- Field is greater than or equal to the specified numberis empty
- Field is emptyis not empty
- Field is not emptybetween
- Field falls within the specified rangeDate Fields
between
- Field falls within the specified date rangeis empty
- Field is emptyis not empty
- Field is not emptyList Fields
is
- Field is any of the specified valuesis not
- Field is not any of the specified valuesis empty
- Field is emptyis not empty
- Field is not emptyBoolean Fields
is
- Field matches the specified boolean value (true/false)is not
- Field does not match the specified boolean valueis empty
- Field is emptyis not empty
- Field is not emptyId
, Subject
, Description
, AccountId
, LastModifiedDate
, CreatedDate
, Contact.Id
, Contact.Phone
, Contact.MobilePhone
, Contact.Title
, Contact.CreatedDate
, Contact.LastModifiedDate
, Contact.Name
, Contact.Email
Id
, AccountId
, StageName
, CreatedDate
, LastModifiedDate
, Description
Id
, Name
, Description
, LastModifiedDate
, CreatedDate
Entity Type | Volume Impact |
---|---|
Case | 1x |
Opportunity | 1x |
Go to Setup → Connected Apps OAuth Usage
Find "Reforge Insights" in the list
Click Manage next to the app name
On the next screen, click Edit Policies
Under Permitted Users, choose one of the following options
Once updated, users can try the installation/authentication again