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Refresh deal health score (Salesforce)

by recued-core v3 25 views

Use “Refresh deal health score (Salesforce)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.

How it works 9 steps

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

Data fetch
▼ opportunity recued-core.salesforce.opportunity.read
Read opportunity on salesforce
▼
Process (8 steps)
■ opportunity_summary pick
Keep only specific fields from
✦ scoring core.ai.score
AI scores data against defined criteria
■ 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
■ reasoning_default default
Apply default
◆ upsert core.data.enrichment.upsert
Upsert data enrichment
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 1 configurable

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

scoring scale setting = 100

Uses (3 operations)

Pack operation Read opportunity on salesforce recued-core.salesforce.opportunity.read
AI models AI scores data against defined criteria core.ai.score
Enrichments Upsert data enrichment core.data.enrichment.upsert

Trust & control

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

Permissions it requires

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

What it's allowed to do

Read AI models core.ai.score read-only
Write Enrichments core.data.enrichment.upsert external change

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesAI modelsEnrichments
Warehousedata.enrichmentdata.connection

About

Tags

salesforceopportunitydealhealthaireactive

Details

9 steps 1 configurable settings recipe_id: deal-health-score-salesforce