Syncing a specific Chorus Tracker with Salesforce

It is possible to only push a specific Type of Chorus Tracker to SFDC, in order for you to highlight a high-signal tracker and take action on it every time it comes up. A common example is a Competitor - if a competitor comes up in a late stage deal, it is a key indicator that the prospect is likely to make a purchasing decision, but your competitive messaging needs to be on point ;)

Step 1: Click on Setup

Step 2: Click on the Opportunities object, then select the Fields section

Step 3: Scroll down and click on the New Field button

Step 4: Select the Text option

Step 5: Label the field ‘Chorus Competitor’

Step 6: Provision access to the field

Step 7: Select the desired Layouts

Step 8: Click Setup and navigate to the Create tab. Within Create, select Workflow & Approvals and then Workflow Rules.

Step 9: Click New Rule button

Step 10: Select the Opportunity object

Step 11: Label the Rule, ‘Chorus Competitor’, select the Evaluation Criteria as ‘created, and any time it’s edited to subsequently meet criteria’. Within the Rule Criteria, add ‘True’ and click save.

Step 12: Click ‘Add Workflow Action’ and select ‘New Field Update’

Step 13: Label the Field Update, ‘Chorus Competitor’, click the Field to Update and select ‘Chorus Competitor’

Step 14: Select ‘Use a formula to set the new value’, then type the following formula:

IF (CONTAINS (Chorus_Competitor__c “Your competitor name”), “Your competitor name”, “Text that will display if competitor is not found”)

Step 15: Return to the Workflow Rules section within Setup, and click Activate on the Chorus Competitor Workflow