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 Step||Possible Conversational Inputs||Response from Max|
|Identify the opportunity|
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:
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.
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||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 Details||If 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.|
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.