Excel Add-In for Salesforce Pardot

Build 21.0.7930

Opportunities

Retrieve and modify opportunities.

Table Specific Information

Select

The add-in will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the add-in.

  • Id supports '=', '<', '<=', '>', '>='.
  • Probability supports '=', '<', '<=', '>', '>='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • ProspectEmail supports '='.
  • ProspectId supports '='.

For example, the following queries are processed server side:

SELECT * FROM Opportunities WHERE Id = 14
SELECT * FROM Opportunities WHERE ProspectId = 34
SELECT * FROM Opportunities WHERE ProspectEmail = 'example@exampledomain.com'

Insert

The following attributes are required when performing an insert: CampaignId, Name, Value, Probability, ProspectEmail, ProspectId.

INSERT INTO Opportunities(CampaignId, Name, Value, Probability, ProspectEmail, ProspectId) VALUES(1, 'Example', 3, 75, 'example@exampledomain.com', 2)

Note: This table cannot be updated if a Salesforce connector is present.

Columns

Name Type ReadOnly Description
Id [KEY] Integer True

Pardot ID for this opportunity.

CampaignId Integer False

Pardot ID of the campaign associated with this opportunity Note: Information about an opportunity's campaign association is returned in a campaign node in the XML response. However, updates to campaign associations are done by providing campaign_id during an UPDATE> request. See XML Response Formats in Using Opportunities for more details.

Name String False

Opportunity's name.

Value Double False

Opportunity's value Restrictions: value must be a positive numeric value.

Probability Integer False

Opportunity's probability Restrictions: value must be a positive numeric value between 0 and 100 inclusive.

Type String False

Opportunity's type.

Stage String False

Opportunity's stage.

Status String False

Opportunity's status Restrictions: status must be either won, lost, or open.

ClosedAt Datetime False

Opportunity's closed date Note: if this is left blank, the closed_at datetime (Closed Date within the app) will not be set, even when the Opportunity's stage, status or probability are set to indicate opportunity closure.

CreatedAt Datetime True

Time opportunity was created in Pardot.

UpdatedAt Datetime True

Last time opportunity was updated in Pardot.

ProspectEmail String False

Email of the prospect.

ProspectId Integer False

Id of the prospect.

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Build 21.0.7930