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Scenario

Sales reps mention competitor names in opportunity notes and custom fields, but that intelligence never reaches marketing. This job queries a custom “Competitor” field on Opportunities, aggregates which competitors appear most in active and lost deals, then feeds competitor names plus deal context into Mave Agent. The output is AI-generated competitive battle cards.

Architecture

Code

Example Output

Competitor__c is a common custom field. If your org uses a different name, run GET /services/data/v66.0/sobjects/Opportunity/describe to discover your schema.

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Customer Success Interview Prep

Next: QBR prep from Account health and Cases