90 lines
3.7 KiB
Markdown
90 lines
3.7 KiB
Markdown
---
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name: salesforce-se-info
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description: |
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Navigate to a Salesforce opportunity, open SE Validation, and read or update the Technical Validation Stage.
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Triggers when user mentions:
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- "check SE validation stage"
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- "update technical validation"
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- "set SE validation"
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- "se data entry"
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---
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## Overview
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This skill automates navigating Salesforce opportunity pages to read or update the SE Deal Management record, specifically the **Technical Validation Stage** field.
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## Prerequisites
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- Chrome browser with an active Salesforce session (authenticated via Okta SSO at verkada.okta.com)
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- The session must have access to the SE Deal Management object
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## Workflow
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### Step 1: Open the Opportunity Page
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Navigate directly to the Salesforce opportunity record:
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```
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https://verkada.lightning.force.com/lightning/r/Opportunity/<OPPORTUNITY_ID>/view
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```
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Wait for the page to load (look for the opportunity name in the heading).
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### Step 2: Open SE Validation
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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.)
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2. Click **"SE Validation"** from the dropdown menu
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This opens the SE Deal Management record. Wait for it to load (look for "Technical Validation" section).
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### Step 3: Read or Update the Technical Validation Stage
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The SE Deal Management page contains a **"Technical Validation"** section with these fields:
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| Field | Notes |
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|-------|-------|
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| **Technical Validation Stage** | The target field. Values include: Technical Win, Technical Loss, Not Involved, etc. |
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| **POC Stage** | Related stage field |
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| **Vendor of Choice** | Boolean field |
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To **update** the Technical Validation Stage:
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1. Click the **"Edit Technical Validation Stage"** button (pencil icon next to the field)
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2. Select the new value from the dropdown
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3. Save
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To **read** the current value, just locate the "Technical Validation Stage" label and read the adjacent text.
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## Page Structure Reference
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### Opportunity Page (after Step 1)
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```
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Opportunity <NAME>
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[Close Lost] [Meddpicc Notes] [Create/Add Deal ID] [Send Deal ID Email] [Show more actions v]
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Account Name, Amount, NEX Amount, Close Date, Stage, Reseller
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Tabs: Basic | Advanced | Products And Quotes | Partner Request | Related | Finance | VNotes
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```
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### SE Deal Management Page (after Step 2)
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```
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SE DM-<NUMBER> | SE Deal Management | Salesforce
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Basic Information (expanded)
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SE Deal Management ID, Solutions Engineer, Solutions Engineer Manager, Created By, Last Modified By
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Primary Opportunity Information (expanded)
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Opportunity, Opportunity Owner, Stage, Close Date, QR Amount, Account Name, Reseller
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Technical Validation (expanded)
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Technical Validation Stage: <VALUE> [Edit]
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POC Stage: <VALUE> [Edit]
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Vendor of Choice: <VALUE> [Edit]
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POC Documentation Link: <VALUE> [Edit]
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Related Opportunities
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Feed / Notes at bottom
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```
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## Common Gotchas
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- **Okta SSO redirect**: If you hit an Okta login page, the session has expired. You need to re-authenticate before proceeding.
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- **Page loading**: Salesforce Lightning pages load progressively. Always use `wait_for` with relevant text (like the opportunity name or "Technical Validation") before interacting.
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- **"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.
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- **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.
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- **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.
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