When this Swantide Workflow is enabled, you can streamline your sales process by ensuring that your representatives consistently utilize the "Close Opportunity" button.
Setup
Updating Your Opportunity Closing Flow:
Find your Opportunity Closing Flow
Setup > Flows
Locate the Two Update Opportunity Actions
Within each Update Action add the Field Swantide_Closed_with_Flow__c and set it to "True"
Save the Flow and Activate it
Activating the Validation Rule:
Now that the flow will update the Checkbox before the Opportunity Stage changes, locate the Validation Rule to enforce this rule
Navigate to Setup > Object Manager > Opportunity > Validation Rule
Locate the Validation Rule "Swantide_Close_Opportunity_Required"
Click Edit
Check the Active Checkbox
Hit Save
And there you have it! Your Reps (Non-System Admins) will now be required to use the Close Opportunity Button each time they close out their Opportunities.
More About this Workflow:
By incorporating this button into your workflow, you guarantee that when it's time to finalize an Opportunity, all the essential data points are captured within the Screen Flow.
The "Close Opportunity" button serves as a centralized tool that prompts your reps to input crucial information and complete specific tasks before marking an Opportunity as closed. This meticulous approach ensures that no critical details are overlooked and enables comprehensive documentation of the entire sales cycle.
Within the Screen Flow, the "Close Opportunity" button acts as a gateway, leading your representatives through a series of predefined steps or prompts. This guidance helps them gather pertinent information such as deal size, final negotiations, customer feedback, and any other crucial details that are necessary for accurate reporting and analysis.
By capturing these essential data points within the Screen Flow, your team can achieve greater visibility and accountability throughout the sales process. Management gains valuable insights into each Opportunity's progress, enabling them to assess pipeline health, identify bottlenecks, and make informed strategic decisions.
Moreover, the utilization of the "Close Opportunity" button promotes consistency and standardization across your sales team. Each representative follows the same defined process, ensuring uniformity in data capture and reducing the chances of missed or incomplete information. This fosters improved collaboration, facilitates knowledge sharing, and empowers sales leaders to identify best practices and areas for improvement.
With the Swantide Workflow and the integrated "Close Opportunity" button, your organization can optimize its sales operations by capturing comprehensive data at the right moment.