Session kit · markdown

Export your Salesforce reports

Your Claude works from two Salesforce report exports. Make them before the session, and make them again on the morning of the session so that the data is fresh.

The two reports

File name What it holds Filter
pipeline.csv Open opportunities that you own or that your team owns. Stage is not Closed Won and not Closed Lost. Close date is in the H2 period, or earlier and still open.
closed-won.csv Opportunities that closed in the H2 period. Stage is Closed Won. Close date is in the H2 period.

The H2 period is fiscal H2 (the facilitator confirms the exact dates).

Columns to include

Add these columns to each report. The alerts in the session need them.

Column Why
Opportunity Name Names the deal.
Account Name Groups deals by customer.
Opportunity Owner Routes the follow-up.
Stage Shows where the deal is.
Amount Gives the totals and the run rate.
Close Date Finds deals that slipped.
Next Step Finds deals with no next step.
Last Activity Finds deals that stalled.
Last Stage Change Date Finds deals that stay in one stage too long.
Forecast Category Separates commit from best case.
Type Separates new business from renewal and expansion.
Created Date Gives the age of the deal.

If your report does not have a column, continue. Claude tells you which alerts it cannot build.

Export a report

Do these steps for each report.

  1. In Salesforce, select the Reports tab.
  2. Open the report.
  3. Select the arrow next to Edit.
  4. Select Export.
  5. Select Details Only.
  6. Set Format to Comma Delimited .csv.
  7. Select Export.
  8. Move the file to your H2-Command-Center folder.
  9. Rename the file to pipeline.csv or closed-won.csv.

Keep the data fresh

A command center on rung 2 uses the newest export. Use one of these methods.

  • By hand. Export the report again and replace the file. Keep the same file name.
  • By subscription. In the report, select the arrow next to Edit, then Subscribe. Salesforce then sends the report to you by email on a schedule. If your Claude can read your mail, it can use the newest report from your inbox.

If you have no export

Use the sample files. They hold made-up data.