## 🔍 [App Showcase] Salesforce Opportunities Viewer — Streamlined Deal Management for Sales Teams

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:magnifying_glass_tilted_left: [App Showcase] Salesforce Opportunities Viewer — Streamlined Deal Management for Sales Teams

Hi Streamlit Community! :waving_hand:

I’m excited to share a new app I built using Streamlit, designed to help sales teams manage their Salesforce pipeline more effectively. Introducing the Salesforce Opportunities Viewer App — your all-in-one dashboard to explore Salesforce Opportunities, analyze deal risk, and get guidance to close faster.

:bullseye: Purpose of the App

The Salesforce Opportunities Viewer is built for sales professionals who need a quick, intuitive way to:

  • Access Salesforce Opportunity data in a centralized interface
  • Understand deal health and risk
  • Receive actionable next-step guidance
  • Leverage curated resources based on the Opportunity’s industry

:rocket: Key Features

  • Opportunities Viewer: View details like stage, amount, probability, and close date.
  • Risk Analysis: Get red/yellow/green deal risk indicators based on close proximity, size, and probability.
  • Deal Accelerator: Tailored guidance and resource suggestions based on the Opportunity’s stage and segment.
  • Recent Activity Log: See related Salesforce events and tasks for faster context.
  • Account & Contact Details: Instantly view account priority, region, and key contacts tied to each Opportunity.

:hammer_and_wrench: Tech Stack

  • Streamlit – UI framework
  • Pandas – Data manipulation & display
  • Simple-Salesforce – Salesforce API integration
  • Datetime – Timeline analysis and upcoming deal tracking

:electric_plug: APIs Used

  • Salesforce API: Pulls live Opportunities, Accounts, Contacts, and Activities data.

:light_bulb: Why This App?

  • Save time digging through Salesforce tabs
  • Improve forecasting with probability + timeline insights
  • Enhance deal strategy with next-step guidance
  • Share deal snapshots during team huddles or reviews

:books: Navigation Guide

  • Overview – Learn what the app does and who it’s for
  • Opportunities Viewer – Dive into specific deals
  • About the Author – Get in touch and provide feedback

Let me know what you think — any feedback, feature requests, or collaboration ideas are welcome!
:backhand_index_pointing_right: Feel free to test it out, adapt it, or fork it for your own Salesforce setup.

Cheers!

LinkedIn | GitHub