Salesforce cleanup draft — Adam only

Last reviewed: 2026-07-06

Audience: Adam Kane only for now. Do not mention Sara, Mary, or other staff until Adam approves sharing.

Source record

• Opportunity: Metro Council Light Rail Train Simulator for Operators and Associated Services
• Salesforce URL: https://forgefx.lightning.force.com/lightning/r/Opportunity/006Uh00000qPo3hIAC/view
• Account: Metropolitan Council
• Stage: Proposal Due
• Proposal due date: 2026-07-21

Live Salesforce state verified before draft

• Amount: blank
• Description: blank
• CloseDate: 2026-06-18
• Proposal_Due__c: 2026-07-21
• NextStep: Scoping for first round of Cost
• Opportunity contact role: Glen Carpenter exists, but Role is blank and IsPrimary is false

Recommended field cleanup

Opportunity Description

Metropolitan Council opportunity for a light rail train operator training simulator and associated services. Scope under pricing review includes Siemens S700 cab fidelity, Blue Line and Green Line route/environment simulation, trackside infrastructure, vehicle behavior, instructor station capability, remote workstation access, scenario/lesson content, reporting/data management, installation, commissioning, documentation, training, warranty, and support. Current proposal due date is July 21, 2026. Pricing and compliance assumptions still need review against BOE, insurance, QuestCDN, workforce certification, contract exceptions, data/reporting, UPS, warranty, and support requirements.

Opportunity Amount

$1,255,000

Use only if Salesforce should reflect the full Option C strawman. If pipeline should stay conservative until pricing is reviewed, leave Amount blank and put the pricing reference in Next Step / Description instead.

CloseDate

2026-07-21

Reason: Salesforce currently has CloseDate set to 2026-06-18, while Proposal_Due__c is 2026-07-21. If CloseDate is being used as proposal timing, reconcile it to the proposal due date.

NextStep

Review 10-row BOE strawman and lock pricing assumptions before proposal package finalization.

Opportunity Contact Role

• Contact: Glen Carpenter
• Suggested role: Decision Maker or Client Stakeholder
• Suggested primary flag: true

ForgeBot recommendation

Set Description, CloseDate, NextStep, and Glen's primary status now. Hold Amount until Adam confirms whether Salesforce should carry the current Option C strawman.

Share / action status

• Salesforce was not updated by this draft.
• This draft is saved in channel context for Adam-only review.
• Do not share with Sara, Mary, or other staff until Adam explicitly approves.