Custom Opportunity Reporting - Salesforce

What Does Custom Opportunity Settings Do?

Custom Opportunity settings within the "Your Company" page customizes which opportunities are used within the Channel99 platform with your own definition using a Salesforce Report. The Channel99 platform will read the Opportunity IDs and Amount field from your report in order to define which opportunities you would like the platform to consider in Pipeline and Closed Won reporting. 

How Do I Customize Which Opportunities are pulled into the Channel99 Platform?

To signal which opportunities Channel99 should be considering as Pipeline and Closed Won, it will need a Salesforce Opportunity Report. This report only needs the fields "Opportunity ID" and any Amount field you wish the platform to use. 

1. Creating a Salesforce Opportunity Report

   • Open Salesforce and to go your "Reports" tab
   • Create a New Report and Select "Opportunities" report Type. 
   • 
   • Required Filters: Select the Filters you will use. Please ensure to Show "All Opportunities" and Close Date "All Time" as the platform will allow filtering by data in charts. 
   • Optional Filters: Add any other filters you would like such as Opportunity Types or any other opportunities you do not wish to import into the platform. 
   • 
   • Required Fields: The Channel99 Platform needs the "Opportunity ID" field and any Amount field you would like to use. This enables you to use a custom amount field if your team uses one for reporting. 
   • Tabular Format: Please do not group by any fields as the report will need to be an ungrouped tabular report to run correctly
   • Optional Fields: All other fields will not be used in the platform so any other fields outside Opportunity ID and Amount fields will be ignored. 
   • Save (Public Folder): Save report in a PUBLIC folder. If you are not also the salesforce integration user any Privately saves report will not work because they cannot be accessed so please save to a public folder. 
   • Run: Run the report and copy the URL to use within the Channel99 Platform

2. Copy and Enter Salesforce Report URL into Channel99

   • C99 Login: Login into Channel99 and go to the "Your Company" Page. 
   • Edit and Paste: Click "Edit Settings" and go down to the "Pipeline Report Link" box, past your URL here
   • 
   • Verify Amount Field: Verify the report name is correct and Choose the amount field you would like Channel99 to use in the drop down menu under "Opportunity Amount Field". If you have only one field in your report this will be selected for you already and only one option will be available. 
3. Opportunity Influence Window: you may have this time to adjust your opportunity influence window form the default 90 days to something shorter or longer. This is the number of days before the opportunity open date the Channel99 platform looks back to for Pipeline and Closed Won Influence. 
4. Save Settings: once you have saved the page your changes will be updated within 4 hours. 

Please reach out to your Channel99 contact or Support@channel99.com for further questions.