Using conversational input, you can update an opportunity by making changes to the opportunity fields. With Max, you can also update multiple fields on multiple opportunities at a time. 

Workflow StepPossible Conversational InputsResponse from Max
Identify the opportunity
  • update this opportunity
  • push out the close date on my opportunities

  • change the stage of my "ABC" opportunity to Validated

Max asks you for confirmation. Click This One button to confirm. After you confirm, Max lists down the fields that you can update as follows:

  1. Close Date
  2. Stage
  3. Opportunity Name
  4. Owner
  5. Description
  6. Amount

To update opportunity team members, you need to Setup Opportunity Teams and enable Team Selling in your Salesforce Org. For information on Opportunity Teams, refer to Opportunity Teams

Using Max, you can add or remove a team member from Opportunity Teams.


Note: You can also update the fields that are not listed by Max.

Identify fields
  • 2
  • Close Date
  • Owner

Max shows the current field value and asks for the new value. For example, if you ask Max to change the close date, Max will reply as:

The current value in the Close Date field is Sat Jun 01 2019.

What would you like the new Close Date to be?

If you ask Max to update multiple opportunities, Max only asks for the new field value.

Identify field and get value
  • Next friday
  • Jan 1 2020
Max displays the updated opportunity and asks for confirmation to save it. You can also change the field value again before saving it.
Change Details Click Change DetailsIf Max has incorrectly captured the new value or you want to change your entered value, you can update it quantity before saving the opportunity. You can loop back to the first step and change your entered value.
Save

Click Save

Max displays the updated opportunity card with links for easy navigation.

You cannot update opportunity fields with data type as Multi-select Picklists and Dependent Picklists via Max.