Administrator Configuration Guide

AI Settings Hub Overview

The AI Settings Hub is the central administration console for StratoForce AI. It provides a unified interface for configuring all platform capabilities across 18 dedicated panels with contextual tooltips on every setting.

Accessing the Settings Hub

1. Open the StratoForce Intelligence app from the App Launcher
2. Navigate to the AI Settings Hub tab
3. The Settings Hub requires the AI Revenue Intelligence Admin permission set

All 18 Configuration Panels

The AI Settings Hub contains the following panels. Click any panel name to jump to its detailed configuration section.

Configuring Deal Score Factors

The deal scoring engine evaluates every Opportunity against configurable factors stored as stratoforce__Deal_Score_Factor__mdt custom metadata records. Each factor contributes to a 0–100 composite health score displayed on Opportunity record pages.

Default Scoring Factors

MEDDIC Compatibility

The scoring engine is MEDDIC-compatible. You can create custom factors that map to MEDDIC criteria (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion) by adding new Deal_Score_Factor__mdt records.

Adding a Custom Scoring Factor

1. Navigate to Setup → Custom Metadata Types → Deal Score Factor → Manage Records
2. Click New
3. Configure the following fields:
   • Label — Human-readable name (e.g., "Champion Identified")
   • DeveloperName — API name
   • Weight__c — Relative importance (higher = more impact on score)
   • Is_Active__c — Set to true to enable
   • Evaluation_Type__c — How the factor is evaluated (threshold, boolean, formula)
   • Source_Field__c — The Opportunity field to evaluate
4. Click Save

Editing or Disabling Factors

To disable a factor without deleting it, set Is_Active__c to false. The factor will be retained for historical reference but excluded from scoring calculations.

// Query all active scoring factors
SELECT Label, DeveloperName, stratoforce__Weight__c,
       stratoforce__Is_Active__c, stratoforce__Evaluation_Type__c
FROM stratoforce__Deal_Score_Factor__mdt
WHERE stratoforce__Is_Active__c = true
ORDER BY stratoforce__Weight__c DESC

Configuring Account Health Scoring

Account Health Scoring evaluates accounts across 13 factors stored as stratoforce__Account_Health_Factor__mdt custom metadata records. Each account receives a composite health grade from A+ (excellent) through F (critical). Available in all license tiers.

Health Score Factors

Health Grade Scale

Configuring Weights and Thresholds

Each factor has configurable weight (relative importance) and threshold values. Navigate to Setup → Custom Metadata Types → Account Health Factor → Manage Records to modify.

// Query all account health factors
SELECT Label, DeveloperName, stratoforce__Weight__c,
       stratoforce__Category__c, stratoforce__Threshold__c
FROM stratoforce__Account_Health_Factor__mdt
ORDER BY stratoforce__Weight__c DESC

Pipeline Configuration

Pipeline analytics behavior is controlled by stratoforce__Pipeline_Config__mdt custom metadata records. These settings affect the Pipeline Intelligence dashboard.

Key Configuration Options

• View As Filter — Enable the role hierarchy "View As" dropdown that lets managers view pipeline from any subordinate's perspective
• Time Period Filter — Configure available time periods (This Quarter, Next Quarter, This Year, Custom)
• Territory Filter — Enable territory-based pipeline segmentation (requires Salesforce Territory Management)
• Stage Mapping — Map your org's Opportunity stages to StratoForce analytics categories
• Drill-Down — Configure which fields are displayed when users drill into individual deals

AI Guardrail Rules

AI Guardrails provide safety controls for AI-generated recommendations and actions. Rules are stored as stratoforce__AI_Guardrail_Rule__mdt custom metadata records.

Default Guardrail Rules (6)

Adding Custom Guardrail Rules

1. Navigate to Setup → Custom Metadata Types → AI Guardrail Rule → Manage Records
2. Click New
3. Configure:
   • Label — Rule name
   • Rule_Type__c — Type of rule (Threshold, Content Filter, Action Block, Rate Limit)
   • Is_Active__c — Enable/disable the rule
   • Threshold_Value__c — Numeric threshold where applicable
   • Error_Message__c — Message displayed when the rule is triggered
4. Click Save

All guardrail violations are automatically logged in the AI Audit Log.

Next Best Action (NBA) Configuration

Next Best Actions provide AI-driven recommendations for sales reps. The platform ships with 5 default actions and supports custom flow mapping for Enterprise tier customers.

Default NBA Actions

Custom NBA Flow Mapping (Enterprise)

Enterprise tier customers can map custom Screen Flows to NBA recommendations using stratoforce__AI_Action_Config__mdt custom metadata.

1. Create a Screen Flow in Salesforce Flow Builder that performs your desired action
2. Navigate to Setup → Custom Metadata Types → AI Action Config → Manage Records
3. Create a new record mapping the flow:
   • Label — Action display name
   • Flow_API_Name__c — API name of your Screen Flow
   • Action_Category__c — Category for grouping (Follow-up, Escalation, etc.)
   • Priority__c — Default priority level
   • Is_Active__c — Enable/disable
4. The custom action will now appear in NBA recommendations when trigger conditions are met

Conversation Intelligence

Conversation Intelligence provides AI-powered analysis of sales conversations using the ConversationAnalysisQueueable class for asynchronous processing. Available in Starter tier and above.

Capabilities

• Call/Meeting Summaries — AI-generated summaries of sales conversations
• Sentiment Analysis — Track buyer sentiment across interactions
• Key Topic Extraction — Identify pricing, competition, timeline, and objection discussions
• Talk Ratio Analysis — Rep vs. prospect speaking time
• Action Item Extraction — Auto-capture follow-ups from conversations

Configuration

1. Navigate to AI Settings Hub → Conversation panel
2. Enable Conversation Intelligence
3. Select which Activity types to analyze (Calls, Meetings, Emails)
4. Configure topic keywords and categories for extraction
5. Set sentiment alert thresholds

License Management

StratoForce AI uses a 3-tier licensing model managed through the stratoforce__AI_RevIntel_License__c custom setting. The LicenseService class enforces feature gating across the platform.

License Tiers

Trial Expiration

When the 14-day trial expires, gated features display an upgrade banner prompting users to contact their administrator. Core features (Pipeline Intelligence, Deal Scoring) continue to function at the Starter level. No data is lost when a trial expires.

Managing Licenses

1. Navigate to AI Settings Hub → License Management panel
2. View current tier, active user count, trial expiration date, and usage metrics
3. Click Upgrade to change tiers or contact sales@stratoforce.ai

Check License Status via SOQL

SELECT stratoforce__License_Tier__c,
       stratoforce__Trial_End_Date__c,
       stratoforce__Active_Users__c,
       stratoforce__Max_Users__c
FROM stratoforce__AI_RevIntel_License__c

Gamification & Badges

The gamification system drives rep engagement through a leaderboard with podium display and an achievement badge system. Managed through stratoforce__Badge_Definition__c and stratoforce__User_Badge__c objects.

Leaderboard

The Gamification Leaderboard tab displays a ranked podium view of sales rep performance. Managers can filter by:

• Team — Filter by role hierarchy / team
• Role — Filter by specific sales roles
• Time Period — Weekly, monthly, quarterly rankings

Starter Badges (8)

StratoForce AI ships with 8 pre-configured badges. Badges are displayed with hover tooltips showing badge details and earned date.

Creating Custom Badges

1. Navigate to the Badge Definitions tab (or use App Launcher → Badge Definitions)
2. Click New
3. Configure:
   • Name — Badge display name
   • Description__c — Tooltip description shown on hover
   • Icon__c — Emoji or icon identifier
   • Criteria__c — Qualification criteria
   • Is_Active__c — Enable/disable
4. Click Save

Awarding Badges

Badges can be awarded automatically (based on criteria evaluation during scoring) or manually by admins via the stratoforce__User_Badge__c object.

// Manually award a badge
stratoforce__User_Badge__c badge = new stratoforce__User_Badge__c(
    stratoforce__User__c = '005XXXXXXXXXXXX',  // User Id
    stratoforce__Badge_Definition__c = 'a0BXXXXXXXXXXXX',  // Badge Definition Id
    stratoforce__Earned_Date__c = Date.today()
);
insert badge;

Snapshot Scheduling & Management

Pipeline and forecast snapshots provide historical data for trend analysis, forecast accuracy tracking, and pipeline movement visualization. Data is stored in stratoforce__Pipeline_Snapshot__c and stratoforce__Forecast_Snapshot__c objects.

How Snapshots Work

The SnapshotBatch Apex batch class iterates through all active Opportunities and captures their current state (stage, amount, close date, owner, probability) into snapshot records. The SnapshotScheduler wraps this batch for scheduled execution.

Schedule Daily Snapshots

// Schedule at 2:00 AM daily
System.schedule(
    'StratoForce Daily Snapshot',
    '0 0 2 * * ?',
    new stratoforce.SnapshotScheduler()
);

// Schedule multiple times per day for richer data
System.schedule(
    'StratoForce Morning Snapshot',
    '0 0 9 * * ?',
    new stratoforce.SnapshotScheduler()
);
System.schedule(
    'StratoForce Evening Snapshot',
    '0 0 18 * * ?',
    new stratoforce.SnapshotScheduler()
);

Run a Manual Snapshot

// Execute immediately
Database.executeBatch(new stratoforce.SnapshotBatch(), 200);

Managing Snapshot Data

// View recent pipeline snapshots
SELECT stratoforce__Snapshot_Date__c, COUNT(Id)
FROM stratoforce__Pipeline_Snapshot__c
GROUP BY stratoforce__Snapshot_Date__c
ORDER BY stratoforce__Snapshot_Date__c DESC
LIMIT 30

// Check snapshot data volume
SELECT COUNT() FROM stratoforce__Pipeline_Snapshot__c
SELECT COUNT() FROM stratoforce__Forecast_Snapshot__c

User Management & Permission Sets

StratoForce AI uses three permission sets to control access. For detailed assignment instructions, see the Install Guide.

Permission Set Comparison

Integrations

StratoForce AI supports 5 integration categories, all configured through the AI Settings Hub → Integrations panel. The package includes 12 Remote Site Settings for all supported endpoints.

Slack Integration

• Block Kit Messages — Rich, interactive notifications with deal details, score breakdowns, and action buttons
• Deal Room Auto-Updates — Automatically post deal progress, score changes, and risk alerts to dedicated deal channels
• Daily Summaries — Scheduled pipeline summary messages delivered to your chosen channel each morning
• Severity Filtering — Configure which alert severity levels (Critical, High, Medium, Low) trigger Slack notifications

Configuration: Enter your Slack Incoming Webhook URL in the Integrations panel. Optionally configure per-channel routing for Deal Rooms.

Microsoft Teams Integration

• Adaptive Cards — Rich card notifications with deal context, scoring breakdowns, and quick action buttons
• Deal Room Channels — Auto-post updates to dedicated Teams channels per deal or account
• Daily Summaries — Morning pipeline digest delivered to your configured Teams channel
• Severity Filtering — Same severity-based filtering as Slack — Critical, High, Medium, Low

Configuration: Enter your Teams Incoming Webhook URL. Supports multiple webhook endpoints for different channels.

Meeting Transcript Import (Zoom / Google Meet / Teams)

• Auto-Import — Meeting transcripts are automatically pulled and associated with the relevant Opportunity or Account
• AI Analysis — Imported transcripts are processed by the Conversation Intelligence engine for sentiment, topics, and action items
• Supported Platforms — Zoom (via Zoom API), Google Meet (via Google Workspace API), Microsoft Teams (via Graph API)

Configuration: Authenticate each platform via OAuth in the Integrations panel. Transcript import runs automatically after meetings end.

Outreach / SalesLoft Integration

• Engagement Data Sync — Email opens, clicks, replies, and bounces are synced to enrich deal scoring
• Sequence Tracking — Track which prospects are in active sequences and their engagement levels

Configuration: Connect via API key in the Integrations panel. Data syncs on a configurable schedule (default: every 2 hours).

Generic Webhooks

• HMAC-Signed — All outbound webhooks are signed with HMAC-SHA256 for payload verification
• Event Selection — Choose which events trigger webhooks (deal score changes, risk alerts, forecast updates, etc.)
• Compatible With — Zapier, Make (Integromat), n8n, or any custom HTTP endpoint

Configuration: Add webhook endpoint URLs, select events, and configure the HMAC secret key in the Integrations panel.

Risk Alerts

Risk Alerts provide automated detection of at-risk deals through nightly batch evaluation. The RiskEvaluationBatch job analyzes all active opportunities against configurable risk criteria.

Risk Detection Criteria

• Stalled Deals — No stage progression within a configurable number of days
• Slipping Close Dates — Close date pushed back multiple times
• Engagement Gaps — No logged activities within the configured threshold
• Score Decline — AI deal score dropped by more than a configurable percentage
• Missing Stakeholders — Late-stage deals without key decision-maker contacts

Alert Routing

Risk alerts can be routed to:

• Salesforce in-app notifications (bell icon)
• Email alerts to deal owners and managers
• Slack / Teams channels (via integration)
• Generic webhooks for external systems

Bulk Data Import

The Bulk Import tool allows administrators to seed historical data or migrate from other platforms using CSV or JSON files.

Supported Import Targets

• Deal Score History — Import historical scores from a previous system
• Pipeline Snapshots — Backfill historical pipeline data for trend analysis
• Conversations — Import historical call/meeting transcripts
• Badge Awards — Migrate badge data from a previous gamification system

Import Process

1. Navigate to AI Settings Hub → Bulk Import
2. Select the target object
3. Upload your CSV or JSON file
4. Map source columns to target fields
5. Review validation results — the tool highlights errors, missing required fields, and data type mismatches
6. Click Import to process the batch

Scheduled Jobs

StratoForce AI uses 8 scheduled Apex jobs for background automation. All jobs can be monitored via AI Settings Hub → Scheduled Jobs or Setup → Scheduled Jobs.

Reports & Dashboard

StratoForce AI ships with 12 canned reports across 3 report types and a dark-themed executive dashboard.

Report Types

• Deal Score Reports — Score distribution, score trends over time, top/bottom scored deals, score vs. win rate correlation
• Pipeline Snapshot Reports — Pipeline by stage, pipeline movement (created vs. closed), velocity metrics, stalled deal reports
• Forecast Analytics Reports — AI vs. rep forecast variance, forecast accuracy over time, scenario comparison, team forecast roll-up

Executive Dashboard

The dark-themed executive dashboard provides a single-pane view of pipeline health, forecast accuracy, deal scoring distribution, risk alerts, and team performance. Accessible from the AI Revenue Intelligence tab.

AI Audit Log

The AI Audit Log (stratoforce__AI_Audit_Log__c) provides a complete audit trail of all AI actions, recommendations, guardrail violations, and system events.

What Gets Logged

• Every AI recommendation generated (NBA, deal insights, coaching)
• AI provider API calls (request/response metadata, not full content)
• Guardrail rule violations and blocked actions
• Scoring recalculations and significant score changes
• Configuration changes made through the AI Settings Hub
• License tier changes and user assignment events

Reviewing the Audit Log

1. Navigate to the AI Audit Log tab
2. Use list view filters to narrow by date, type, user, or severity
3. Click into individual records for full detail

// Query recent audit entries
SELECT stratoforce__Action_Type__c, stratoforce__User__c,
       stratoforce__Timestamp__c, stratoforce__Details__c
FROM stratoforce__AI_Audit_Log__c
ORDER BY stratoforce__Timestamp__c DESC
LIMIT 50

Data Model Reference

StratoForce AI creates 40 custom objects within the stratoforce namespace. Key objects and their relationships are documented below.

Core Custom Objects

Custom Metadata Types

Custom Settings

Best Practices & Tips

Scoring Configuration

• Start with defaults — run with the default scoring factors for 2–4 weeks before customizing. This establishes a baseline for comparison.
• Weight gradually — avoid setting any single factor weight above 40. A balanced weighting across 4–6 factors produces the most useful scores.
• Review monthly — schedule a monthly review of scoring effectiveness by comparing scores against actual win/loss outcomes.

Snapshot Strategy

• Daily minimum — at least one snapshot per day is required for meaningful trend analysis.
• Multiple daily — for high-velocity sales teams, 2–3 snapshots per day provides intra-day pipeline movement visibility.
• Archive old data — export and archive snapshot records older than 12 months to manage data storage.

Permission Management

• Principle of least privilege — assign the User permission set by default and only escalate to Manager or Admin as needed.
• Use Permission Set Groups — create a PSG that combines a StratoForce permission set with your org's custom permission sets for streamlined assignment.

AI Provider Selection

• Einstein for simplicity — if data residency and zero-config are priorities, Einstein is the best choice.
• External providers for power — OpenAI/Anthropic provide superior natural language capabilities for conversation intelligence and deal insights.
• Azure for compliance — if your organization requires specific data residency (EU, etc.), Azure OpenAI allows you to control the deployment region.

Guardrails

• Keep all 6 defaults active — the default guardrails represent minimum safety standards. Only disable after careful consideration.
• Monitor the audit log weekly — review guardrail violations to identify patterns that may indicate configuration issues or emerging risks.

Need help? Contact support@stratoforce.ai · ← Install Guide · Release Notes →