Opp Contact Role Matching – Champify

Using Opportunity Contacts in Salesforce is valuable for associating specific contacts with an opportunity, tracking activities, and managing relationships.

However, contact data is often incomplete and requires manual effort from AEs to gather and maintain.

Champify’s Opportunity Matching matches contacts to opportunities automatically to complete your data without putting a burden on AEs.

How It Works

Review Activities: Opportunity Matching reviews which contacts your team met with while opportunities were open on an account

Match Contacts to Opportunities: Champify will match contacts that meet the meeting threshold (configurable in setup) to the opportunity.

Setup

Enable Ongoing Job

Click the “App Launcher” (the grid of nine dots) at the top left of your screen in Salesforce. The 'App Launcher' icon will open the list of apps. Search for “Champify” and open the app.

Champify will open to the “Champify Setup” tab.

Scroll to the “Opportunity Matching” section

Click the “Opportunity assignment job” toggle to enable the feature

Set the Minimum Meeting Threshold. This configures the minimum number of meetings that a contact must attend while an opportunity is open for the contact to be associated with an opportunity.

Once you’ve completed this, the matching job will run on a daily basis moving forward, for any new meetings that occur.

Run Retro Job

In addition to setting this up the ongoing job, you can run the Opportunity assignment job retroactively.

Set the Maximum Retro Timeframe

Options: 1 month to 3 years

Click “▶︎ Run Retro Job”

Run Test Job

Want to test Opportunity Matching before fully enabling it?

Click “Run Test Opportunity Matching” to test the existing configuration with five opportunities.

FAQ

Does this work retroactively?

Yes, and you can decide how far back you want it to go.

The retroactive job will be triggered by you pressing a button within Champify’s Salesforce setup page. You will enable a daily scheduled apex job to handle the ongoing assignments.

Will it add any contact that meets with us to an opportunity?

The contact must:

Have been at an account that had an open opportunity at the time of their meetings with you

Meet your “minimum meeting threshold”. This is a configurable value for the minimum number of meetings someone must have attended while an opportunity was open in order to be associated.

Will Champify automatically assign an opp contact role type?

Not at this point. By default, Champify will select default or blank.

What if there are multiple opportunities open at the same time?

Champify will select the opportunity with the close date closest to now.

Does this only assign records Champify created or saw in Google calendar?

No, this works for any and all contacts in Salesforce whose activity history indicates they actively participated, or are currently participating in an opportunity.