Valistry

Salesforce opportunity stages

Opportunities that entered your stage. Its id, stage and when it moved. Never the opportunity's name, account or amount.

Access

Kind
Sign in on the vendor's page; nothing typed here
What to give
External client app, client credentials
Why that one
An external client app's consumer key and secret, running as an integration user who can read opportunities. This adds no cost. It counts what your AI spend produced.

What it attributes on its own

From the source
opportunities reaching the stage you name, at the moment each did; the opportunity's id and the stage; a link to the opportunity itself
Needs a rule or a trace
which opportunities an agent worked: Salesforce does not record it. The cost per agent-assisted opportunity is at least the cost per stage reached; the stage that counts and the workflow, which you tell us; the amount, the account and the name, which are not read

The addresses it calls

  • https://login.salesforce.com

Valistry calls only these addresses. It blocks any other call and logs every call.

Connecting it

  1. Create an external client app. Setup → Quick Find → External Client App Manager → New External Client App Open ↗
  2. Create the app's user. Setup → Users → New User. Permission Sets → New; assign it to the user.
  3. Copy the key. Policies → Run As. Settings → OAuth Settings → Consumer Key and Secret.

Salesforce does not know which opportunities an agent worked. If your agent writes the opportunity id into a trace, we can match each deal to its exact cost instead of by workflow, and the cost per agent-assisted opportunity is then exact too.