[App Showcase] Salesforce Opportunities Viewer β Streamlined Deal Management for Sales Teams
Hi Streamlit Community!
Iβm 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 β your all-in-one dashboard to explore Salesforce Opportunities, analyze deal risk, and get guidance to close faster.
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 Opportunityβs industry
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 Opportunityβs 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.
Tech Stack
- Streamlit β UI framework
- Pandas β Data manipulation & display
- Simple-Salesforce β Salesforce API integration
- Datetime β Timeline analysis and upcoming deal tracking
APIs Used
- Salesforce API: Pulls live Opportunities, Accounts, Contacts, and Activities data.
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
Navigation Guide
- Overview β Learn what the app does and who itβs for
- Opportunities Viewer β Dive into specific deals
- About the Author β Get in touch and provide feedback
Let me know what you think β any feedback, feature requests, or collaboration ideas are welcome!
Feel free to test it out, adapt it, or fork it for your own Salesforce setup.
Cheers!