Push Recapped data into Salesforce Opportunities and Accounts
By adding additional fields to your Salesforce instance, you'll be able to receive more data from Recapped. This enables teams to improve their deal management, deal reviews, and revenue forecasting.
Salesforce Field to Create | What it Does | Salesforce Field Type |
| Adds a hyperlink to the mutual action plan (workspace) from Recapped for your Opportunity | URL (255) |
| Shows the upcoming Next Step in Recapped for your Opportunity | Text (255) |
| Shows whether the upcoming Next Step has a due date associated with it or not, for your Opportunity | Checkbox |
Recapped_Engagement_Score | Shows the workspace engagement score | Number (18, 0) |
Recapped_Status | Shows the workspace status | Text (100) |
Here's what your fields will look like in Salesforce:
Add "Create Plan" button in Salesforce
You're also to add a "Create Plan" button directly onto your opportunity. This allows users to seamlessly create a workspace directly from within Salesforce. To add the Create Plan button, follow the below steps:
Navigate to Salesforce Setup > Object Manager > Opportunity
Navigate to "Buttons, Links, and Actions" on the left hand panel
Choose "New Button or Link"
Create new button titled "Create Plan" with a "Detail Page Button" Display Type, "Display in new window" Behavior, and "URL" Content Source
Add the URL "https://app.recapped.io" into the URL field below
Hit the "save" button
Navigate to "Page Layouts" on the left hand panel
Drag the new "Create Plan" button into the Quick Actions (Salesforce Classic) or Experience Actions (Salesforce Lightning)
Create validation rules to enforce Mutual Action Plans
To ensure that your team is following best practices and using Recapped on your most important deals, you can set up a validation rule. This sample validation rule will require the "Recapped_URL__C" field (that was created above) when moving an opportunity into stage "Closed Won" or "Negotiation/Review".
Simply change the below StageName's to match your own stages in Salesforce.
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Negotiation/Review")),
ISBLANK(Recapped_URL__C)
)