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Usage onto the Salesforce opportunity

Keeps the usage fields on an open opportunity current, so the forecast reflects what the account is doing rather than what was said on a call.

Authored by Intempt Technologies

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Agentic workflow

Coming soon

2 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Describe usage for the forecast

    Coming soon

    Blu builds a step

  2. 2

    Update the open opportunity

    Coming soon

    Blu builds a step

About this recipe

When to use it

Opportunity fields get updated from memory after a call. Usage is the one thing nobody has to remember. This keeps the usage fields on open opportunities current.

What it delivers

Describes the usage that matters to the forecast as attributes, then updates them on the open Salesforce opportunity.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Keeps the usage fields on an open opportunity current, so the forecast reflects what the account is doing rather than what was said on a call.”

recipe.md preview

Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    How the recipe runs

    Blu follows the steps in order and shows you each one before anything goes live.

    1. 01Describe usage for the forecastCreate account attributes describing engagement in the terms the forecast cares about: active seats, weekly active proportion, depth of feature adoption, trend over the last month. These are what a rep would otherwise assert from memory.
    2. 02Update the open opportunityCreate a workflow that finds the open opportunity for the account and updates the usage fields on it. Only fields Intempt owns are written: never stage, never amount, never close date, which belong to the rep. A CDP that silently moves a stage is a forecasting incident that presents as an integration. Use the result of "Describe usage for the forecast".

    Install Intempt and run it

    1. 1

      Sign up

      Create a free Intempt workspace.

    2. 2

      Connect your data

      Add the sources this recipe reads from.

    3. 3

      Ask Blu

      Type /salesforce-usage-to-opportunity in Blu once this recipe is live there.

    4. 4

      Review and approve

      Blu builds each step and waits for your OK before anything goes live.

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