Salesforce Opportunity Lookup

Put Simply:
Currently, users must manually copy and paste a Salesforce Opportunity ID into Concourse to connect sales data to the scoping process. This feature would allow users to search and select Salesforce opportunities by name or ID, making the integration faster, more user-friendly, and less error-prone.

Why It Matters:

• Improves user experience: Users shouldn’t need to leave Concourse or dig through Salesforce to find the right ID.

• Reduces input errors: Lookup ensures accurate linking to the right opportunity—avoiding mistakes from copy/paste or invalid IDs.

• Accelerates scoping kickoff: Faster opportunity linking means users can get to value-driving tasks more quickly.

• Supports adoption: A simpler workflow encourages more consistent use of the Salesforce-Concourse connection.

What’s Needed:

• Salesforce integration enhancement: API call to search opportunities by name or ID and return metadata (e.g., account, status, product codes).

• UI updates: Autocomplete field in the scoping wizard that supports searching and selecting from available Salesforce opportunities.

• Validation logic: Ensure selected opportunity meets required conditions for workspace creation

• Fallback: Continue supporting manual entry of IDs for edge cases.