Opportunity Type

This guide outlines various operations you can perform for managing Opportunities in Salesforce using the Salesforce connector. These operations facilitate automation and enhance your opportunity management processes.

1. Add Notes to Opportunity Operation
   Overview
   Add a note to an existing Opportunity.

Opportunity ID: Specify the unique identifier of the Opportunity (String, required).
Note: Input the content of the note (String, required).
Example JSON Payload
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{
"OpportunityID": "0061t00000XYZ123456",
"Note": "Follow up after the demo."
}

2. Create Opportunity Operation
   Overview
   Automate the creation of a new Opportunity in Salesforce.

Opportunity Name: The name of the Opportunity (String, required).
Stage: The current stage of the Opportunity (String, required).
Close Date: The expected close date of the Opportunity (Date, required).
Amount: The potential revenue from the Opportunity (Number, optional).
Example JSON Payload
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{
"OpportunityName": "New Business Opportunity",
"Stage": "Prospecting",
"CloseDate": "2024-12-31",
"Amount": 50000
}

3. Opportunity Delete Operation
   Overview
   Automate the deletion of an existing Opportunity.

Opportunity ID: Specify the unique identifier of the Opportunity to delete (String, required).
Example JSON Payload
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{
"OpportunityID": "0061t00000XYZ123456"
}

4. Get Opportunity Operation
   Overview
   Retrieve detailed information about a specific Opportunity.

Opportunity ID: Specify the unique identifier of the Opportunity (String, required).
Example JSON Payload
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{
"OpportunityID": "0061t00000XYZ123456"
}

5. Get Many Opportunities Operation
   Overview
   Fetch multiple Opportunities based on specified criteria.

Filters (Optional): Define criteria to filter Opportunities (Object).
Example JSON Payload
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{
"Filters": {
"Stage": "Closed Won"
}
}

6. Get Summary Opportunity Operation
   Overview
   Obtain a summary of all Opportunities you have access to.

User ID (Optional): Specify a User ID to filter Opportunities (String).
Filters (Optional): Additional filtering criteria (Object).
Example JSON Payload
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{
"UserID": "0051t000000XYZ123456",
"Filters": {
"CreatedDate": {
"gte": "2024-01-01T00:00:00Z"
}
}
}

7. Update Opportunity Operation
   Overview
   Modify existing attributes of an Opportunity.

Opportunity ID: Specify the unique identifier of the Opportunity (String, required).
Fields to Update: Specify which fields to change (Object, required).
Example JSON Payload
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{
"OpportunityID": "0061t00000XYZ123456",
"FieldsToUpdate": {
"Stage": "Negotiation",
"Amount": 60000
}
}