Align MAP Status in Salesforce 

 

Overview

Sales and RevOps leaders need to ensure their teams drive the best processes possible to maximize deal velocity and win rates. For enterprise deals, in particular, Mutual Action Plans are part of that.

Align can push MAP Status to Salesforce, allowing advanced analytics in CRM and making MAP Status filterable inside your Clari Opportunity Grid.

To push status, Align needs a predefined custom field in the target Salesforce instance. Check out the steps below.

 

Add a New Custom Field to an Opportunity Object

 

1. On the Opportunity object, create a new MAP Status picklist field with API Name MAP_Status_ _c

Note: The  _ _c is added automatically.



 

The pick-list selection must be ON_TRACK, LATE, and ARCHIVED. Make sure you match the API names and capitalization exactly. 👌
 

 

2. Configure permissions so that any seller user can modify the field via Salesforce API calls. We recommend configuring views and layout so that the MAP Status can't be updated via the UI, as Align is the sole source of truth for this field’s value.
 

Enable MAP Status in Clari with Clari Align

1. Create a custom MAP Status field on the opportunity object in Salesforce (follow the steps above!) 

2. Configure Align MAP Status to the custom field for MAP status in Salesforce using Align CRM Field Mapping

3. Add the MAP Status field from Salesforce to Clari using Field Configuration in Clari Studio

Check out the example below: A Clari Dashboard widget highlights committed $50K+ deals where MAP is late. These deals are at risk and need a manager's attention ASAP! 📣