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Refresh deal velocity signal (Salesforce)

by recued-core v1 8 views

Use “Refresh deal velocity signal (Salesforce)” in Recued. Reactive silent producer.

How it works 10 steps

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

Data fetch
opportunity ?
Process (9 steps)
days_in_stage_raw date_diff
Calculate days between opportunity result CreatedDate and event payload at
days_in_stage clamp
Clamp days in stage raw between 0 and 36500
is_accelerating compare
Check if days in stage is less than setting accelerating days threshold
is_stalling compare
Check if days in stage is at least setting stalling days threshold
velocity_or_stable ternary
Apply ternary
velocity ternary
Apply ternary
recent_activity_count default
Apply default
upsert ?
card to_summary
Format results as a summary card
Settings 3 configurable

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

salesforce setting =
stalling days threshold setting = 30
accelerating days threshold setting = 14

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.

Data it touches

Warehousedata.enrichmentdata.connection

About

Tags

salesforceopportunitydealvelocityreactive

Details

10 steps 3 configurable settings recipe_id: deal-velocity-signal-salesforce