assistant-skills/salesforce-se-info/SKILL.md

name	description
salesforce-se-info	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.