Configuring Team Targets
This diagram shows how to configure and set up Team Targets within the app. The following sections provide step-by-step instructions and screenshots.
Of course, if you get stuck or need help, don’t hesitate to use our Contact Us page to get in touch. We’ll help you or answer any questions.
Create the Team Target Match Field
Rather than matching the Opportunities to target records via the Opportunity Owner, the Team Targets rely on a separate Opportunity-level field that identifies the relevant team.
To get started, create a new Text field directly on the Opportunity record. This field is used to match the Opportunity to the correct Team Target.
Do the following:
1. Go to Setup > Object Manager > Opportunity > Fields & Relationships. From there, click the “New” button to create a new field on the object.
2. Create the new field with the Text data type and add a relevant field label/name.
3. Position your newly created field in the Opportunity Page Layout as you see fit.
4. Next, you need a process to populate this field with the correct information.
Create a Flow
Now that you have a field to store the Team Target matching data on the Opportunity, create a flow to update the field with the relevant Team value.
Do the following:
1. Go to Setup > Flows. Then, click the “New Flow” button to create the new flow.
2. Select Opportunity as the object to which this flow applies.
3. Set the flow to be when a record is created flow.
4. The flow’s output will be a formula. The formula will output the opportunity field with the Team Name from the Owner record.
5. This means that when the Opportunity is created, the team of the user that owns the Opportunity will be copied into the Team Target Match field on the Opportunity.
6. For example, the User team might be “UK – Inside Sales.”
7. However, you can use whatever formula field makes sense in your business.
8. You can update the Field Set now that you’ve created an Opportunity field to store the team value.
Add New Opportunity Field to Target Matcher Field Set
We’ve created an Opportunity Field Set that is included in the GSP Target Tracker App.
This allows the Team Target to understand which field of the Opportunity defines the team.
Do the following:
1. Go to Setup > Object Manager > Opportunity > Field Sets.
2. You’ll find the “Target Matcher” Field Set in the Opportunity Field Sets.
3. Open the Field Set and drag your newly created Opportunity field into the fields available for the Field Set. Then, click Save.
Update Team Target Picklist
The final step is to update the Team picklist on the Team Target.
Do the following:
1. Go to Setup > Object Manager > Team Target > Fields & Relationships.
2. Go to the “Team” picklist field.
3. Update the picklist field values with those included in your Field Update Workflow.
For example, if you are using the Team field on the User Record, the Team values might be:
UK – Inside Sales
UK – Field Sales
USA – Inside Sales
USA – Field Sales
That’s it. New Opportunities will automatically link to the Team Targets you create.
To link existing Opportunities, populate the Team Target Match field you created on the Opportunity with the relevant team value. You can do this using the Apex Data Loader or a List View.
If you do this before creating the Team Targets, the app will automatically search through all opportunities and link them to relevant targets when you create them.