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AI Opportunity & Related Products Summary

Name: Pixel&Code
Price range: $

Object: Opportunity, Field: Description

DataQuality

Opportunity

This macro leverages AI to generate a single-paragraph summary of Salesforce Opportunity records.

It extracts and synthesizes key information such as Opportunity Name, Owner, Account Name, Close Date, Stage, Probability, Amount, Type, Lead Source, Created Date, Last Modified Date, and Next Step. Additionally, it incorporates details about related Opportunity Products, including Product Name, Quantity, Sales Price, and Total Price.

By summarizing this data into plain text without markup or structured fields, the macro delivers clear, actionable insights that are easy to understand. This tool is particularly useful for providing quick overviews of opportunities for sales teams, leadership, or reporting purposes.

The macro can be executed manually, in batch mode, or triggered automatically through Salesforce workflows or Flows. This ensures flexibility and keeps Opportunity descriptions consistently updated. By streamlining data interpretation, this macro enhances decision-making and improves visibility into sales pipeline activities.

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AI Opportunity & Related Products Summary

Creates a concise, natural-language summary of Salesforce Opportunity records, including details like name, status, value, close date, stage, and associated products, formatted as a single paragraph for streamlined insights.

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Specifications

Object: Opportunity
Field: Description
Based on action: Ask ChatGPT

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AI Opportunity & Related Products Summary