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The Minoa Salesforce App adds a custom Minoa Business Case component to each Opportunity page. This component allows you to quickly create a business case or review an existing business case that’s attached to the Opportunity.

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Create a new business case

If no Minoa Business Case record is linked to the Opportunity, the component displays a “Create Minoa Business Case” button. Clicking this button redirects the user to the Minoa app, enabling the creation of a new business case that synchronizes with Salesforce.

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Review an existing business case

If a Minoa Business Case record linked to the Opportunity exists, the component displays comprehensive details of the existing business case including the estimated value and ROI.

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Open and share a business case

The Minoa Business Case component also provides options such as:
  • “Open in Minoa”: opens the associated business case in the Minoa app to make changes and view details.
  • “Copy Sharing Link”: copies the sharing link to the clipboard, allowing you to send it directly to a prospect to collaborate on the business case.