You can ask Tact for specific field values or simply ask for a deal summary. Here are some examples of requests you can make:
Opportunity Summary
To get a summary of an opportunity, ask Tact:
| Format | Example |
| "What's the latest on the {account_name} deal?" | "What's the latest on the Globex deal" |
| "Give me a summary of {account_name} deal" | "Give me a summary of the Globex deal" |
| "Find my opportunities" | "Find my opportunities" |
Specific Details
If you are wanting to find out the value of a specific field in Salesforce for an opportunity, try the following format:
| Format | Example |
| "What's the {field} of {account_name} deal?" | "What's the probability of the Globex deal" |
Tips
- Tact finds opportunities based on the account name that they belong to, not the opportunity name
- Tact supports only standard fields in Salesforce
- Use capital letters for account names to ensure matching
Comments
0 comments
Please sign in to leave a comment.