Embedded Form on Opportunity Layout

Can we embed the Clozd feedback form into the opportunity layout?

Yes. Successful win-loss analysis is dependent on your opportunity owners providing feedback about each closed opportunity. To encourage their participation, Clozd provides various “form delivery” methods that can be used to invite them to give feedback about a recently closed opportunity. One of these methods is to embed the form onto your opportunity layout within Salesforce.

There are several advantages to embedding the Clozd form onto the opportunity layout:

• It provides quick access to the Clozd form for submitting feedback about closed opportunities.
• It provides quick access to the Clozd form for reviewing feedback that has already been submitted about a closed opportunity.
• It drives engagement with, and awareness of, the Clozd win-loss process by incorporating the form directly into one of the most visited objects in Salesforce - the opportunity object.

How do we embed the Clozd form into the opportunity layout?

There are multiple ways to embed the Clozd form into the opportunity layout. Each method will require customization of the opportunity layout by your Salesforce admin.

The three most common methods include:

Lightning Action Button (Recommended, Lightning Only)
Using a lightning button means that the button will fit in with the existing layout and that minimal page space will be occupied. The Clozd app package your admin installed includes one pre-built button. When editing your opportunity page, go to “Mobile & Lightning Actions.” In this section there will be a button labeled “Clozd” that you can drag onto your page layout.

Flow Finish Behavior (Recommended)
Flow Finish Behavior redirects users to a specific page in Salesforce when they click “Finish” within a screen flow. To redirect to the win-loss form, include the retURL property referencing the relative URL of the win-loss form (/apex/clozd__repInputPage?Id={!Opportunity.Id}). Be sure Opportunity.Id is populated with the relevant opportunity’s Id. Your redirect URL might look something like this:

/flow/<FLOW NAME>?retURL=/apex/clozd__repInputPage?Id={!Opportunity.Id}

For more information on Flow Finish Behavior, click here.

Related List Item
A related list will fit in well with the existing layout while at the same time allowing some customization of how it looks. It will allow you to display some information from the form on the opportunity layout. To add the form as a related list, go to settings where you can edit the layout. While editing the layout, select and drag the related list named “Rep Inputs (Opp)”.

Embedded Visualforce Page
Placing a Visualforce page inside the opportunity layout allows you to largely customize where it goes and how much space it occupies. However, the form might occupy more space than you would like. To embed,  when editing your Lightning page or opportunity layout, you will find the Visualforce page named “repInputPage.”  Place this on your page wherever desired.