create skills: salesforce-se-info and update-salesforce-tech-validation, update skill index
This commit is contained in:
parent
f734fc015a
commit
9be2a7a4be
3 changed files with 188 additions and 0 deletions
90
salesforce-se-info/SKILL.md
Normal file
90
salesforce-se-info/SKILL.md
Normal file
|
|
@ -0,0 +1,90 @@
|
|||
---
|
||||
name: salesforce-se-info
|
||||
description: |
|
||||
Navigate to a Salesforce opportunity, open SE Validation, and read or update the Technical Validation Stage.
|
||||
|
||||
Triggers when user mentions:
|
||||
- "check SE validation stage"
|
||||
- "update technical validation"
|
||||
- "set SE validation"
|
||||
- "se data entry"
|
||||
---
|
||||
|
||||
## Overview
|
||||
|
||||
This skill automates navigating Salesforce opportunity pages to read or update the SE Deal Management record, specifically the **Technical Validation Stage** field.
|
||||
|
||||
## Prerequisites
|
||||
|
||||
- Chrome browser with an active Salesforce session (authenticated via Okta SSO at verkada.okta.com)
|
||||
- The session must have access to the SE Deal Management object
|
||||
|
||||
## Workflow
|
||||
|
||||
### Step 1: Open the Opportunity Page
|
||||
|
||||
Navigate directly to the Salesforce opportunity record:
|
||||
|
||||
```
|
||||
https://verkada.lightning.force.com/lightning/r/Opportunity/<OPPORTUNITY_ID>/view
|
||||
```
|
||||
|
||||
Wait for the page to load (look for the opportunity name in the heading).
|
||||
|
||||
### Step 2: Open SE Validation
|
||||
|
||||
1. Click the **"Show more actions"** button (the dropdown triangle/chevron at the top right of the opportunity record, next to "Close Lost", "Meddpicc Notes", etc.)
|
||||
2. Click **"SE Validation"** from the dropdown menu
|
||||
|
||||
This opens the SE Deal Management record. Wait for it to load (look for "Technical Validation" section).
|
||||
|
||||
### Step 3: Read or Update the Technical Validation Stage
|
||||
|
||||
The SE Deal Management page contains a **"Technical Validation"** section with these fields:
|
||||
|
||||
| Field | Notes |
|
||||
|-------|-------|
|
||||
| **Technical Validation Stage** | The target field. Values include: Technical Win, Technical Loss, Not Involved, etc. |
|
||||
| **POC Stage** | Related stage field |
|
||||
| **Vendor of Choice** | Boolean field |
|
||||
|
||||
To **update** the Technical Validation Stage:
|
||||
1. Click the **"Edit Technical Validation Stage"** button (pencil icon next to the field)
|
||||
2. Select the new value from the dropdown
|
||||
3. Save
|
||||
|
||||
To **read** the current value, just locate the "Technical Validation Stage" label and read the adjacent text.
|
||||
|
||||
## Page Structure Reference
|
||||
|
||||
### Opportunity Page (after Step 1)
|
||||
```
|
||||
Opportunity <NAME>
|
||||
[Close Lost] [Meddpicc Notes] [Create/Add Deal ID] [Send Deal ID Email] [Show more actions v]
|
||||
Account Name, Amount, NEX Amount, Close Date, Stage, Reseller
|
||||
Tabs: Basic | Advanced | Products And Quotes | Partner Request | Related | Finance | VNotes
|
||||
```
|
||||
|
||||
### SE Deal Management Page (after Step 2)
|
||||
```
|
||||
SE DM-<NUMBER> | SE Deal Management | Salesforce
|
||||
Basic Information (expanded)
|
||||
SE Deal Management ID, Solutions Engineer, Solutions Engineer Manager, Created By, Last Modified By
|
||||
Primary Opportunity Information (expanded)
|
||||
Opportunity, Opportunity Owner, Stage, Close Date, QR Amount, Account Name, Reseller
|
||||
Technical Validation (expanded)
|
||||
Technical Validation Stage: <VALUE> [Edit]
|
||||
POC Stage: <VALUE> [Edit]
|
||||
Vendor of Choice: <VALUE> [Edit]
|
||||
POC Documentation Link: <VALUE> [Edit]
|
||||
Related Opportunities
|
||||
Feed / Notes at bottom
|
||||
```
|
||||
|
||||
## Common Gotchas
|
||||
|
||||
- **Okta SSO redirect**: If you hit an Okta login page, the session has expired. You need to re-authenticate before proceeding.
|
||||
- **Page loading**: Salesforce Lightning pages load progressively. Always use `wait_for` with relevant text (like the opportunity name or "Technical Validation") before interacting.
|
||||
- **"Show more actions" menu**: The dropdown menu UIDs are ephemeral. Always take a fresh snapshot after clicking the button to find "SE Validation" in the menu.
|
||||
- **SE Validation may not exist**: If the opportunity has no SE Deal Management record, clicking "SE Validation" may create one or show an error. Handle both cases.
|
||||
- **Multiple browser tabs**: The SE Validation action may open in the same tab (navigating away from the opportunity). To go back, use browser back or re-navigate to the opportunity URL.
|
||||
Loading…
Add table
Add a link
Reference in a new issue