Funnel History Event Configuration

Funnel History Event Configuration

The intent of this tutorial is to aid the user in understanding the purpose and meaning of the funnel history configuration and the functionality of the drop-down menus, toggle buttons, and other options within the configuration screen. All examples are easily implemented within your business’s Salesforce instance. Unlock the power of CaliberMind’s Funnel Application using custom company inclusion configuration tools for each funnel. Before getting started, keep in mind that the fields, events, and triggers shown in the following examples are unique to the CaliberMind SalesForce instance.

The history-related list of Salesforce’s standard and custom objects allows you to track and display the field history for certain fields. You can create custom History Tracking Events within the CaliberMind Funnel application and pair it with Salesforce for reporting and recordkeeping if this feature is enabled within your Salesforce enterprise software. The steps to create the custom funnel history configuration are as follows:

Create a custom funnel history event [Interactive Instructions]

Create a custom funnel history event [Downloadable Instructions]

Download Instructions

Using the custom funnel history event

1. Create a custom funnel event. In this example, we created a history funnel event labeled “Late Stage Opportunity.”

1. Go to the Funnels dropdown on the left-hand menu rail.

1. Select the funnel from the funnels list you want to modify.

1. Under “Rules” add or modify the desired stage. In this example, we have added a rule to Stage 5 labeled “Late Stage Opportunity – Best Case/Commit.”

1. Press tab, and from the drop-down list choose the “equals” operator.

1. Move to the next field. Search for and select the “Late Stage Opportunity” field from the Salesforce object list.

1. Once you have made all appropriate selections click the blue “SAVE STAGE” button.