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Refresh deal health score (Salesforce)

by recued-core v1

Reactive AI producer. Listens to connection.api.salesforce.opportunity {created,updated} bus events; for each fired opportunity fetches the current record via the Salesforce connection adapter, AI-scores it 0-100 across stage progression / amount fit / deal age / engagement freshness, and upserts the cross-vendor `deal_health_score` enrichment per spec § A.6 (D-130 P6 widening). Salesforce parallel of `deal-health-score-hubspot`; both share `variant_group: deal-health-score`. AI-classify routing follows the topic's per-pair trust state (D-132): default `manual` until promoted via Settings → Server → Housekeeping.

How it works 11 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
opportunity ?
Process (10 steps)
opportunity_summary pick
Keep only specific fields from
scoring ?
signal_labels pluck
Extract criterion from each item
score_int round
Round scoring score to 0 decimal places
score_clamped clamp
Clamp score int between 0 and 100
confidence_default default
Apply default
confidence_clamped clamp
Clamp confidence default between 0 and 1
reasoning_default default
Apply default
upsert ?
card to_summary
Format results as a summary card
Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

salesforce setting =
scoring scale setting = 100

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Write enrichment dataRead your Salesforce connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.enrichmentdata.connection

About

Tags

salesforceopportunitydealhealthaireactive

Details

11 steps 2 configurable settings recipe_id: deal-health-score-salesforce