Recued
Menu
← Back to recipes

Smoke: Salesforce opportunity reconciliation round-trip

by recued-core v1 6 views

Use “Smoke: Salesforce opportunity reconciliation round-trip” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_SALESFORCE_LIVE_SMOKE=1, so it never touches a live account by accident.

How it works 4 steps

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

Data fetch
opportunity_rows ?
Process (3 steps)
row_count count
Count items in opportunity rows entries
fail: step.row_count equal 0
defaults defaults
Apply defaults
card to_summary
Format results as a summary card
Settings 1 configurable

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

salesforce setting =

Trust & control

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

Permissions it requires

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

Data it touches

Warehousedata.enrichment

About

Tags

salesforceopportunitysmoke

Details

4 steps 1 configurable settings recipe_id: smoke-salesforce-opportunity-reconcile