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Celonis Product Documentation

Salesforce – Opportunity Management

Common errors

  1. Make sure that the Opportunity ID column does not have duplicates

  2. The date columns should adhere to the format MM/DD/YY (for example: 02/23/20)

Sample Files

You can use the following sample files to demo the Quickstart before using your own data:


To analyze your Salesforce Opportunity Management process with Celonis Snap, you need to export two reports from your Salesforce system:

  • Opportunities

  • Opportunity Field History

The following table lists the required columns for each report. You can always add more columns that you would like to analyze as well.


Opportunity History

Opportunity ID

Opportunity ID

Created Date

From Stage

Opportunity Record Type

To Stage




Close Date


Last Modified


Forecast Category

Close Date


Please make sure that your export matches the following configuration:

  • Export View: Details Only

  • Format: Comma Delimited (non-locale).csv

  • Encoding: Unicode (UTF-8)

The next section will describe in-depth how to generate a report in Salesforce and export it in the required format.

How to generate a Salesforce report
  1. To generate a report within Salesforce, you will need to access the Reports app, which you can find using the App Launcher in the top left corner.

  2. Within the Reports app, click on New Report in the upper right corner.

  3. In the following screen you are required to select the Report Type, which you can find in the requirements table above.

    Select the report type and click on Continue.

  4. Now that you have created a new report, you need to adapt the columns of the report within the sidebar on the left. First remove all pre-selected columns, then add all required columns (see requirements table above).

    In case your company uses custom process steps, include the columns that represent the ones listed in the requirements table. During the upload step you will be able to map your custom process to the standard process.


    Feel free to add filters to your report to limit the scope of your data.

  5. After selecting all required columns, click on Run in the top right corner to execute the report.

  6. After the report is executed, export the result by clicking on Export within the dropdown at the top right corner.

  7. Within the Export dialog, select the following options:

    • Export View: Details Only

    • Format: Comma Delimited (non-locale).csv

    • Encoding: Unicode (UTF-8)

  8. Click on Export to download the file.


    To facilitate uploading the correct file later in the upload step, rename the downloaded file to indicate the report type you just exported, e.g.Opportunities.csv.

    Now repeat this process for the remaining required report types.

Upload the exported files to the Quickstart

Now that you have exported all required reports, navigate back to the Salesforce Opportunity Quickstart to upload the exported files one by one.