Prerequisites
- A Salesforce user lookup, which holds the user (who has to enter the qualification reason) name.
- A field (Existing or custom) that will be updated once an opportunity is marked qualified
To set up this workflow:
Once the Salesforce setup given above is done,
- Go to the Momentum web app. You can navigate to Momentum home from your Slack workspace like so:
a) From the list of apps in your Slack workspace, click on ‘Momentum’ to view the Momentum app home
![](https://cdn.prod.website-files.com/65b80246197fc0e3b9041ded/65dcba498bd940cfd7deee34_649df0b8819f4f2032cf29e5_Untitled.png)
b) Click on “Momentum App” to navigate to the web app.
![](https://cdn.prod.website-files.com/65b80246197fc0e3b9041ded/65dcba4a9eb3863550874d2c_649df0fd09d4d2034d67215f_image.png)
- Next, click on "Library of Recipes" on the left
![](https://cdn.prod.website-files.com/65b80246197fc0e3b9041ded/65dcba488aee45f13a604445_649f1e1227df32d70cbb8066_Untitled%2520(2).png)
- You will find a list of available recipes here. Select the recipe titled "Get Qualification Reason From SDR and update the salesforce opportunity"
- Enter the details shown in the recipe.
![](https://cdn.prod.website-files.com/65b80246197fc0e3b9041ded/65dcba4cecc7365cd083e540_649f2623a82cd7b06c1ca714_Untitled%2520(6).png)
A quick look at what the fields imply:
Although, the fields given are self-explanatory, here are a few additional details if required.
An example use case:
Assume that a qualification reason is required once the opportunity is marked qualified. In this case, we are marking the opportunity qualified, once it reaches the stage ‘Qualification’.
Finally, Click on “Create Workflow” & your workflow is all set to use! 🙂
You can activate or deactivate your workflow anytime using the “active” switch in Momentum home.