Salesforce – Opportunity Management
Common errors
Make sure that the Opportunity ID column does not have duplicates
The date columns should adhere to the format MM/DD/YY (for example: 02/23/20)
Sample Files
You can use the following sample files to demo the Quickstart before using your own data:
Requirements
To analyze your Salesforce Opportunity Management process with Celonis Snap, you need to export two reports from your Salesforce system:
Opportunities
Opportunity Field History
The following table lists the required columns for each report. You can always add more columns that you would like to analyze as well.
Opportunities | Opportunity History |
Opportunity ID | Opportunity ID |
Created Date | From Stage |
Opportunity Record Type | To Stage |
Amount | Amount |
Stage | Close Date |
Closed | Last Modified |
Won | Forecast Category |
Close Date |
Important
Please make sure that your export matches the following configuration:
Export View: Details Only
Format: Comma Delimited (non-locale).csv
Encoding: Unicode (UTF-8)
The next section will describe in-depth how to generate a report in Salesforce and export it in the required format.
How to generate a Salesforce report
To generate a report within Salesforce, you will need to access the Reports app, which you can find using the App Launcher in the top left corner.
Within the Reports app, click on New Report in the upper right corner.
In the following screen you are required to select the Report Type, which you can find in the requirements table above.
Select the report type and click on Continue.
Now that you have created a new report, you need to adapt the columns of the report within the sidebar on the left. First remove all pre-selected columns, then add all required columns (see requirements table above).
In case your company uses custom process steps, include the columns that represent the ones listed in the requirements table. During the upload step you will be able to map your custom process to the standard process.
Tip
Feel free to add filters to your report to limit the scope of your data.
After selecting all required columns, click on Run in the top right corner to execute the report.
After the report is executed, export the result by clicking on Export within the dropdown at the top right corner.
Within the Export dialog, select the following options:
Export View: Details Only
Format: Comma Delimited (non-locale).csv
Encoding: Unicode (UTF-8)
Click on Export to download the file.
Tip
To facilitate uploading the correct file later in the upload step, rename the downloaded file to indicate the report type you just exported, e.g.Opportunities.csv.
Now repeat this process for the remaining required report types.
Upload the exported files to the Quickstart
Now that you have exported all required reports, navigate back to the Salesforce Opportunity Quickstart to upload the exported files one by one.