generate_business_case
Create a comprehensive business case report for a Salesforce opportunity by gathering details, contacts, conversation insights, and similar won deals.
Instructions
Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a complete report.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| opportunityId | Yes | The ID of the Salesforce opportunity to generate a business case for | |
| clientName | No | Optional client name to override the account name in the report title |