Reinforce your repeatable Sales or Success process by automatically creating an Accord whenever an Opportunity progresses past a predefined Stage in Salesforce.
This article shows you how to use the "Automatically Create Accords" function in Accord to set up Accord creation logic based on commonly-seen rules.
In order to automatically create Accords using a more intricate set of rules, you can use a custom Flow in Salesforce, which is detailed in this article.
Overview
- Navigate to the Automatic Accord Creation settings page
- Create your first rule
- Modify and fine-tune
Before you begin, ensure you have configured the Salesforce integration in your Accord Workspace. See Getting Started for more details.
1. Navigate to "Automatically Create Accords"
Navigate to Settings > CRM > Automatically Create Accords > click "Manage".
2. Create your first rule
Click the New Rule button and you will be taken to the Rule Engine.
A) Select a Stage
First select which Stage you'd like an Accord to be created.
Be sure to select all of the stages between your target Stage and closed-won. If a seller skips this stage by jumping over it you want to ensure an Accord is still created.
B) Apply Filters
Next, you can filter for specific criteria, and fine-tune the rule.
You can filter based off of:
- Opportunity Type
- Opportunity amount (value of the opportunity)
C) Assign a Point Person
Finally, specify who you would like to Accord point-person to be, or assign the point person as the Opportunity Owner (most common).
Note: Accords will only be created for AEs or CSMs that have been added to your Accord workspace. For example, if Jane Doe is the Opportunity Owner of an Opportunity that should have an Accord automatically created, and she has not been invited to your workspace, an Accord will not be automatically generated until she is invited to the Accord workspace.
3. Modify and fine-tune
You can always modify an existing rule by click on it's title. You will be taken to the same interface you used to create the rule. Make any changes you like and then click Save.
FAQ
- What happens if an Accord already exists and is linked to an Opportunity?
- Accord checks for this. The rule will be canceled out if an Accord already exists and is linked to an Opp.