You can look up Opportunities or Opportunity fields using conversational flows in Max.

The Look Up workflow is triggered when you enter lookup queries for opportunities or fields.

Looking Up an Opportunity with Max

When you ask Max to look up an opportunity:

  1. Max identifies the candidate opportunity. If there are no candidate opportunities or the lookup query is too generic, Max returns the 20 most recently modified opportunities. 
  2. For all selected candidate opportunities, Max fetches these fields:
    • Opportunity Name
    • Account Name
    • Owner
    • Stage Name
    • Amount
    • Close Date
    • Created By
    • Last Modified On
  3. Max displays the standard fields as a summary of the retrieved opportunities. 

Conversational Flow: Look Up Opportunities

The following table describes the possible conversational flow between the user and Max for looking up opportunities:

Type of LookupConversational Input from UserResponse from Max | ResultUseful Tips
Single Opportunity
  • show me the last Acme opportunity
  • show me the most recent opportunity on account Acme
Shows the last modified opportunity where the name of either the parent account or the opportunity matches the substring Acme.

You can also use the following replacements for, 'Last':

  • latest
  • most recent
  • past
  • recent
  • show me the first opportunity named testopportunity
  • show me the first opportunity with the name testopportunity
Shows the oldest modified opportunity with the name matching the substring testopportunity.

You can also use the following replacements for, 'First':

  • top
  • oldest
  • earliest
show me past due opportunitiesShows opportunities that have a close date in the past.

You can also use the following replacements for, 'Past Due':

  • overdue
  • past close
show me opportunities closing soonShows opportunities that have a close date falling within the next 30 days.

You can also use the following replacements for, 'Soon':

  • about to
  • shortly
show me untouched opportunitiesShows opportunities that have the last activity more than 30 days in the past.

You can also use the following replacements for, 'Untouched':

  • haven't worked
  • haven't been touched
  • neglected
Multiple opportunities
  • show me the last 3 Acme opportunities
  • show me the 3 most recent opportunities on account Acme
Shows at most 3 of the most modified opportunity where the name of either the parent account or the opportunity matches the substring Acme.
opportunities created by you



show me the last 3 opportunities that I createdShows at the most 3 opportunities most recently created by the user logged into the Salesforce system.You can also use the term 'Created' in replacement of the term 'Authored'.

show me the last 3 opportunities that I updated

Shows at the most 3 opportunities most recently updated by the user logged into the Salesforce system.

You can also use the following replacements for, 'Updated':

  • modified
  • changed
  • worked on
  • show me the last 3 Acme opportunities that I worked on
  • show me the last 3 opportunities on account Acme that were modified by me
Shows at the most 3 opportunities associated with the account Acme most recently updated by the user logged into the Salesforce system.

You can also use the following replacements for, 'Worked on':

  • engaged
  • touched


Lookup opportunity within a specific time duration
  • show me the last 3 opportunities that John Snow created in the past 2 months
  • show me the last 3 opportunities that John Snow created last Monday
  • show me the last 3 opportunities that John Snow created on 08/01/2018
  • show me the opportunity John Snow created recently
Shows a maximum of 3 opportunities most recently created by John Snow in the past 2 months.

You can also use the following phrases for looking up opportunities within a specific time duration:

  • last Monday (specific day relative to current time)
  • On 08/01/2018 (specific date)
  • Feb 2020 (date range)
  • In the last week (date range relative to current time)
  • in the next 12 months (future time relative to current time)
  • since yesterday (past time duration)

show me the last 3 opportunities that I worked on in the last week

Shows at a maximum 3 opportunities most recently updated by the user logged into Salesforce, in the past week.
Lookup opportunity based on opportunity data

show me the last 3 Acme Inc opportunities that I worked on in the last week having ACV between $200k to $300k and a term of at least 6 months ending in the next 12 months

Shows at the most 3 recent opportunities where the parent account or opportunity name matches the substring "Acme Inc", and were updated by the user logged into Salesforce, with an ACV $200k - $300k with a term >= 6 months and end date in the next 12 month.
Lookup opportunity sorted by specific criteria

show me the last 3 Acme Inc opportunity that I created in the last month with ACV between $200k to $300k, a payment term of Net 30 and that expires in the next 12 months sorted by create date in descending order

Shows at the most 3 recent opportunities where the parent account or opportunity name matches the substring "Acme Inc", and were updated by the user logged into Salesforce in the past week, that have ACV of $200k - $300k with a payment term set to Net 30 days and end date in the next 12 months. The resultant opportunities are sorted in descending order. Max displays the most recent opportunity first.

show me the last 3 Acme Inc opportunity that I created in the last month with ACV between $200k to $300k, a payment term of Net 30 and that expires in the next 12 months sorted by create date in ascending order

Shows at the most 3 recent opportunities where the parent account or opportunity name matches the substring "Acme Inc", and which were updated by the user logged into Salesforce in the past week, that have ACV of $200k - $300k with a payment term set to Net 30 days and end date in the next 12 months. The resultant opportunities are sorted in ascending order. Max displays the opportunities with the oldest start date first.


Lookup opportunities based on opportunity stage

show me my qualified opportunities

Shows the opportunities created by the current user logged into Salesforce, that are in the stage Qualification.

You can also use the following replacements for, 'Qualified':

  • qualification
  • qualifying


show me my opportunities in the prospecting stage

Shows the opportunities created by the current user logged into Salesforce, that are in the stage Prospecting.



show me my opportunities that need analysisShows the opportunities created by the current user logged into Salesforce, that are in the stage Needs Analysis.

You can also use the following replacements for, 'Needs Analysis':

  • needing analysis
  • need further analysis

show me my opportunities where we need to identify decision-makersShows the opportunities created by the current user logged into Salesforce, that are in the stage  ID Decision Makers.

You can also use, identifying decision-makers as a replacement phrase for, ' ID Decision Makers'.


show me all the opportunities that I won in the last yearShows the opportunities created by the current user logged into Salesforce, that are in the stage  Closed Won.

You can also use the following replacements for, 'Closed Won':

  • won
  • closed and won
Lookup an opportunity with no specific criteria
  • lookup opportunities
  • pull up deals

Max returns the 20 most recently modified opportunities.

You can also use the following replacements for, 'Opportunities':

  • opp
  • oppty
  • deal
Lookup latest opportunitiesshow me the latest opportunitiesMax returns the 20 most recently modified opportunities.
Lookup a given number of opportunitiesshow me the 4 Acme opportunitiesMax returns up to 4 maximum records of the recent opportunities where the parent account or opportunity name matches the substring "Acme Inc".
Lookup an opportunity for an invalid accountshow me the last opportunities on Jamba account

Max returns an error as, "I am sorry, I couldn’t find any opportunities that match that description. Try refining your search by giving me more information about the opportunity you’re looking for".


Looking up opportunity Fields with Max

When you ask Max to lookup an opportunity field, Max performs the following steps:

  1. Selects the candidate opportunities. If there are no candidate opportunities or the lookup query is too generic, Max returns an error.
  2. After Max selects the candidate opportunities, it fetches the following fields:
    • Opportunity Name
    • Account Name
    • Owner
    • Stage Name
    • Amount
    • Close Date
    • Created By
    • Last Modified On
  3. After Max selects the candidate opportunity, it fetches your specific user-requested fields.
  4. After Max obtains all the information, it displays a summary of the retrieved opportunities and fields.

If you use Max to search for a single field on a single record, along with the summary result, Max also responds with a generated sentence answering your query.

For example,

You: Max, what is the close date on the last opportunity I created?

Max: The value in the 'close date' field is '1/24/2019"


Conversational Flow: Lookup opportunity Fields

The following table describes the possible conversational flow between the user and Max for looking up opportunity fields. 

Type of LookupConversational Input from UserResponse from Max | ResultUseful Tips
Lookup opportunity fields
  • what is the close date, ACV, and description for the Acme Inc opportunity I created last week?

  • can you show me the amount, close date, and stage for all the opps I created for Acme?

Shows the requested fields and other fields that partially match the search criteria (eg: Renewal Term matches the phrase, "term") for the related opportunity with a name or parent account matching the substring Acme Inc, created in the past week by the user logged into Salesforce.

You can also ask Max to retrieve the following fields:

  • close date
  • name
  • type
  • stage
  • contact (primary contact)
  • ACV (annual value, contract value, total value, worth, net value)
  • attachments
  • created date
  • owner
  • author
Lookup for a specific field in a specific opportunitywhat is the start date on the Google opportunity?

Provides a specific answer to the specific question.

If there are multiple answers for your question, Max displays all the relevant opportunities and highlights your requested field in each opportunity.


Lookup for specific fields on specific opportunities matching specific criteria,show me the type, owner, and description of my last 4 opportunities with an amount over 50k.

Max automatically includes all relevant details in the information display.

Max shows the most recent 4 opportunities with an amount of over $50k and displays the fields type, owner, and description along with the standard fields