Adapting Phase to your Business Rules

Note: This task is relevant to Opportunity Manager only.

The purpose of the Phase field in Altify Max is to make it possible for insights to be sensitive to where the user is with their deal. Certain insights are relevant early on, and other insights are relevant later in the deal.

By default, the phase value is based on the formula field Probability Phase (DMMAX__Probability_Phase__c) on the Altify Opportunity object. This formula compares an opportunity's Probability (%) with the values defined in two Altify Max custom settings and assigns a phase accordingly.

  • If probability is greater than the custom setting OM Phase Late, the opportunity phase is 'Late'.

  • If probability is greater than the custom setting OM Phase Mid, the opportunity phase is 'Mid'.

  • If the opportunity is closed, the opportunity phase is 'Closed'.

  • For all other opportunities, the phase is 'Early'.

This default functionality may not fit with your organization's definition of opportunity phases. If it does not fit, you can create your a custom field and then direct Max to use it to identify an opportunity's phase.

In the following example, the opportunity's stage is used to identify a phase.

To map the Max phase to the opportunity stage, define a formula field on the Altify Opportunity custom object. The formula checks the opportunity stage value to determine the phase.

  1. In Setup, go to Objects.
  2. Open the Altify Opportunity custom object.
  3. Click the Fields & Relationships section, and click New.
  4. Select Formula as the Data Type, and click Next.
  5. Enter 'Temp_Phase' for the Field Label and the Field Name.
  6. Set the Formula Return Type to Text, and click Next.

  7. Enter the formula.

    In the example provided below, each line in the CASE statement maps an opportunity stage to a particular Max phase.

    Copy 
    CASE(ALTF__Opportunity__r.StageName,
    'Target Selected', 'Early',
    'Target Qualified', 'Early',
    'Acquisition', 'Late',
    'Verbal Order', 'Late',
    'Mid')
  8. Click Check Syntax to make sure there are no syntax errors in the formula.
  9. Click Next.
  10. On the field-level security page, click Next.
  11. Click Save.

With the formula field in place, you are ready to instruct Altify Max to look to your custom field for an opportunity's phase.

  1. In Setup, go to Custom Metadata Types.
  2. Click Manage Records for the Signal metadata type.
  3. Click Edit for the Phase signal.
  4. Clear the Enabled check box and click Save.
  5. Click into the Phase signal (by clicking the label).
  6. Click the Clone button.

  7. Clear the Map to field and enter the following value: 'ALTF__Altify_Opportunity__r.Temp_Phase__c'.

    (By doing this you are pointing Altify Max toward the custom field you created above).

  8. Select the Enabled check box.

  9. Click Save.