Test and publish a value model

Before publishing a value model, review its configuration and confirm opportunity visibility settings. When the model is ready, publish it so sellers can access it in the seller experience.

Publishing affects shared submission forms and lead generation assets, so we recommend publishing during periods of low business activity. Changes made to a Published model take effect immediately after saving, so if the model needs significant updates, coordinate timing with your team.

See how it looks

You need this to succeed 

• A Value Factory admin account 
• A value model with General, Discovery Items, Inputs, and Calculations / Formulas saved
• See Understand value models if you are new to the build sequence

The quick way

1. Sign in to Value Factory (value.showpad.com) and navigate to Value Models.
2. Open your model's three dot menu and select Value Model Configuration.
3. On the Opportunity Visibility tab, select a visibility policy and click Save.
4. When ready to publish, click the publish link in the yellow banner at the top of the page.
5. Review the message in the Publish Status modal, then click Publish.

Do this step by step

Review opportunity visibility

Opportunity Visibility controls the default visibility for new opportunities created from this value model, and whether users can change it.

1. Sign in to Value Factory (value.showpad.com) and navigate to Value Models.
2. Open your model's three dot menu and select Value Model Configuration.
3. Select the Opportunity Visibility tab.
4. Select a visibility policy:
   • Users choose — defaults to "Everyone at my organization": Sellers can change visibility, and new opportunities default to visible across the organization.
   • Users choose — defaults to "Only me": Sellers can change visibility, but new opportunities default to private.
   • Always private to the creator: Opportunity results are always private. Sellers cannot change this.

5. Click Save.

   Note: You must save the General tab before the Opportunity Visibility tab becomes editable.

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Publish the model

When the value model is ready, publish it from any tab in Value Model Configuration.

1. In the yellow banner at the top of the page, click the publish link.
2. The Publish Status window opens. If there are validation issues, they are listed here. Fix any errors before proceeding.
3. If the value model is ready, the window displays: "This value model is ready to publish. Once published, note that it will impact shared submission forms and lead generation assets. We recommend publishing value model updates during hours of low business activity."
4. Click Publish.

The model status changes to Published. It is visible to sellers only if the Visible checkbox is checked on the General tab.

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Troubleshooting