Unblocking your Sales pipeline
Summary
Salesforce Opportunities often stall at specific stages without clear visibility on where the delays occur. By creating a simple record-triggered Flow that logs an event every time an Opportunity stage changes and using Salesforce Labs’ free Time Warp component, you can visualize these stage changes on the Opportunity page timeline. This helps identify bottlenecks like large time gaps between stages, enabling admins to uncover and address sales pipeline blockages. The method is also easily adaptable to other objects like Cases, enhancing process transparency across Salesforce.
Takeaways
- Use record-triggered Flow to create an event on every Opportunity stage change.
- Install and configure the Time Warp component to visualize stage-change events.
- Adjust custom metadata to display only relevant events in the timeline.
- Add description fields to event hover for richer timeline context.
- Apply the same pattern to other objects like Cases for process visibility.
Problem: Salesforce Opportunities often get stuck at certain stages, and it’s challenging to visualize where they become stuck. Solution: Create an event every time the Opportunity changes stage with a simple record-triggered flow. Install the Free Salesforce Labs Time Warp component to display these events in their own tab on the Opportunity Lightning Record Page. In the record below, it’s easy to see there is a large time gap between the Qualification and Needs Analysis stages – indicating it got stuck in the Qualification process . To help solve this, we need some related event records to add to the timeline as shown above. For this, we create a simple Record-Triggered Flow that will create a new event every time the Opportunity stage changes and will relate this event to the Opportunity record. Create a Record Triggered Flow Start Criteria: Create Event: Save and activate the flow.