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Full Circle Insights

Deal Explorer Configuration

Overview

The Deal Explorer is a tool used for analyzing an Opportunity and seeing all the campaign and activities that may have impacted the Opportunity.  To configure the Deal Explorer, click the Deal Explorer Configuration button, from the Main Configuration page:

 

 

 

 

 

 

 

 

 

Event Exclusions

This feature allows you to exclude event types from the Deal Explorer Display.

This setting is beneficial if you want to set up your event list, so it matches events that are part of your campaign strategy.

Events in list are defined by the standard event Type field.

On the left you can select event types to exclude from the Deal Explorer display. You can use Event to filter out any events where the Type field value is not set.

 

 

 

 

 

Task Exclusions

This feature allows you to exclude task types from the Deal Explorer Display.

This setting is beneficial if you want to set up your task list, so it matches tasks that are part of your campaign strategy.

Tasks in the list are defined by the standard task Type field.

On the left you can select task types to exclude from the Deal Explorer display. You can use Task to filter out any tasks where the Type field value is not set.

 Other Configuration Options

 

 

 

 

 

Days from Opportunity Create

This feature indicates the timeframe in which tasks and activities are considered relevant to an Opportunity. 

The Days from Opportunity Create filter allows users to filter the content displayed in the Deal Explorer to only include activities and responses within a certain timeframe relative to the Opportunity. 

Only responses and activities that take within this number of days prior to the opportunity create date, or between opportunity create and close, will be displayed. Leave blank for no date limits.

Top Panel Display via Field Sets

With the use of Standard Salesforce Field Sets,  you can configure which Opportunity fields are set on the left and right columns of the top panel of the Deal Explorer.

In order to have the Field Set options available in the Deal Explorer Configuration selection, you will first need to go to Salesforce Set Up.

Refer to Salesforce help reference to review Field Sets:
https://help.salesforce.com/htviewhe...language=en_US 

To Create Opportunity Field Sets go to:
SetupBuildCustomizeOpportunitiesField Sets

Select New

Enter your  Field Set Label and where it is used. Click Save.

 

 

 

 

 

From the Field Set Properties screen, Click Save.

 

 

 

 

 

Create field sets for each column you want to replace. Ideally name them by left or right panel so they are easy to reference later.

 

 

 

 

After the Field Sets are configured, you can select them in the configuration page. If a value of None is displayed in the field set picklist value – the default Deal Explorer fields will display.

 

 

 

 

 

Be sure to Save the page after configuration by clicking on the Save Button.


 

 

 

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