Design Salesforce Opportunity stage ladder

Design or audit Salesforce Opportunity stage ladder and gates

Establishing a forecast-aligned stage ladder for a new business motion or validating an existing Salesforce Opportunity structure against best practices.

• · Mode selection: design or audit
• · Business motion (design): e.g. new-logo SaaS, renewal, professional services
• · Average cycle length in days (design)
• · Target org alias (audit only)
• · Record type (optional)

• · Stage-ladder design (stages + probabilities + forecast categories)
• · Exit criteria for each stage
• · Path rules + validation rules configuration
• · Forecasts wiring notes
• · Audit findings (if mode=audit)

• · agent: sales-stage-designer

• · Agent at agents/sales-stage-designer/AGENT.md exists
• · Must read templates/admin/validation-rule-patterns.md
• · For audit: Salesforce org must be accessible
• · For design: business motion and cycle length must be defined

• · Does not deploy stages/VRs/Path to Salesforce — output only
• · Does not build pipeline reports or dashboards
• · Does not train sales reps on new stages
• · Audit mode requires live org access (may fail offline)

• · Probability + forecast-category mapping (revenue forecasting integration)
• · Path + validation-rule pattern library (compliance-ready)
• · History tracking mentioned (audit trail capability)
• · Scope-specific workflows (design vs. audit modes)