Salesforce Stale Deals
Salesforce Stale Deals: A Monday list of open deals with no activity. Every Monday you see each quiet Salesforce opportunity, ordered by amount, and set one next step for each.
Salesforce Stale Deals is a Taskade app kit built from one prompt: 2 projects that remember and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 2 projects, 3 automations. Preview it live, then clone it into your own workspace.
Its automations include Monday stale email, Send approved next steps and Monday stale sweep.
by @taskade
What you can do with Salesforce Stale Deals
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Salesforce Stale Deals works
- Monday stale email: when Every Monday at 8 AM, then Find stale deals and Count the stale deals.
- Send approved next steps: when Every Monday and Thursday at 4 PM, then Find next steps not yet sent and Write the next step to Salesforce.
- Monday stale sweep: when Every Monday at 7 AM, then Find quiet open opportunities and Is it already on the board.
Built with Taskade Genesis
- Category: Dashboards
- Automations: Monday stale email, Send approved next steps, Monday stale sweep
- Integrations: Salesforce
- Workspace: 2 projects, 3 automations