Review pipeline
Summarize the current opportunity pipeline by stage.
Reads Salesforce CRMMaya + Salesforce
Explore accessible CRM records and customer context.
Sales & CRMStart with a specific question.
These workflows come from Maya’s curated capability catalog. Your connected account must expose the required capabilities; this public guide does not check a live connection.
Find stalled opportunities
Find opportunities that have not progressed recently.
Reads Salesforce CRMReview closing risk
Show open opportunities with signals that may put the close date at risk.
Reads Salesforce CRMCompare pipeline periods
Compare this month’s pipeline with the previous month.
Reads Salesforce CRMSummarize key accounts
Summarize the most important accounts and their open opportunities.
Reads Salesforce CRMFind accounts without activity
Find important accounts with no recent visible activity.
Reads Salesforce CRMCheck the connection before the workflow.
Sign in to your workspace, open Connections and review the account and available operations for Salesforce. Start with a read or draft workflow you can verify.
- Authorize the relevant account and permissions.
- Check the capabilities required by your chosen workflow.
- Inspect the supporting records and any gaps.
- Review eligible actions that require approval.
Start with one useful piece of work.
Choose a question, connect the relevant tools or supply the records, and review what Maya brings back.