In some cases we want to track, visualize and celebrate stage changes of Salesforce objects like Opportunities and Leads.
Examples
Opportunity Stage changes
Lead Status changes
This article contains parallell tutorials on how to track Opportunity Stage and Lead Status tracking.
In Salesforce
First you have to enable history tracking of the given Salesforce object, if you haven't already done so.
Sign in to Salesforce as an admin and navigate to Setup > Object Manager
Find and click on Opportunity OR Lead
Click on Fields & Relationships and then Set History Tracking
Make sure Enable {Object} History is checked
Find and make sure Stage / Status is checked under the Track old and new values section
Finally, save changes!
Changes to the Salesforce object's records will be tracked from now on. This enables SalesScreen to retrieve the tracking information from the Salesforce API.
In SalesScreen
Now, it's time to create an integration workflow in SalesScreen that will be tasked with reading field history records on set intervals. A field history record is created by Salesforce every time the Opportunity OR Lead Stage / Status changes.
Sign in to SalesScreen as an admin. Navigate to Manage > Settings > Integrations > Manage Salesforce.
Click on Create new workflow > Normal workflow.
Select Salesforce Object Source
In the Source step of the workflow wizard, search for and select the Opportunity Field History OR Lead History object from the dropdown menu. Click Apply.
Set the Criteria
Add the following criteria
Clear text:
"Changed Field" IS IN StageName
This criteria means that this workflow will only receive field history records when the Stage / Status field changes
Optionally, you can include the creation event of the Salesforce object, so that SalesScreen also will be notified when the record is created - not just when its status changes:
"Changed Field" IS IN created,StageName
Simply add "created" to the value, separated by a comma (without space).
Map Fields
Navigate to the Destination step of the workflow creation wizard.
Choose the Activity Type that the field history records should populate to.
Find and map the Activity dropdown to the NewValue field.
Scroll down and find the Main User Id dropdown. Map it to the Opportunity OR Lead OwnerId field.
Scroll down to the bottom and map the Report Date dropdown to the CreatedDate field.
Choose Tracking Method
At the very bottom of the page, click on the cogwheel to bring up the advanced options modal.
Give the workflow a fitting description. E.g.,
{Object} Stage / Status Changes
In the advanced options modal, you can also choose the tracking method of the field history records.
Generate individual report per activity disabled will populate every stage/status change to SalesScreen -- even if the Opportunity/Lead has already been in that stage/status.
Example: If you set the Stage of an Opportunity to Stage-1, then Stage-2, and then back to Stage-1, SalesScreen will end up with 3 individual records (two records for Stage-1 and one for Stage-2).
Generate individual report per activity enabled will populate every unique stage/status change to SalesScreen.
Example: If you set the Stage of an Opportunity to Stage-1, then Stage-2, and then back to Stage-1, SalesScreen will end up with 2 individual records (one record for Stage-1 and one for Stage-2).
When you have decided the tracking method, close the modal and Save the workflow.
From now on, SalesScreen will receive a record every time the Stage / Status changes for an Opportunity / Lead record - depending on which tracking method you chose in the previous step.