Tableau Connector for Oracle Service Cloud

Build 24.0.9060

Opportunities

The information about a specific sale or a pending deal with a contact or an organization that is tracked and maintained in the Oracle B2C Service knowledge base.

Table-Specific Information

SELECT

The connector will use the Oracle Service Cloud API to process WHERE clause conditions built with =,!=,<,>,<=,>=,IN,NOT_IN,IS,IS_NOT,LIKE operators. The rest of the filters are executed client side within the connector.

SELECT * FROM Opportunities WHERE id = 12
SELECT * FROM Opportunities WHERE id > 15
SELECT * FROM Opportunities WHERE lookUpName LIKE '%test'
SELECT * FROM Opportunities WHERE id IN (12, 23, 123)
SELECT * FROM Opportunities WHERE lookUpName IS NOT NULL

INSERT

Insert can be executed. The columns that are not read-only can be inserted optionally. Following is an example of how to insert into this table.

INSERT INTO Opportunities (recalltime) VALUES ('2012-01-17')

UPDATE

Update can be executed. The columns that are not read-only can be Updated. For example:

UPDATE Opportunities SET summary = 'Test Replacement' WHERE lookupName = 'Battery Replacement'

DELETE

Following is an example of how to Delete a record in this table.

DELETE FROM Opportunities WHERE summary IS NULL

Columns

Name Type ReadOnly Description
AssignedToAccountId Long False

Id of assignedToAccount. The sales representative assigned to the account.

AssignedToAccountlookUpName String False

LookUpName of assignedToAccount. The sales representative assigned to the account.

CampaignId Long True

Id of campaign. The campaign that created the opportunity, where applicable. This value and the survey are mutually exclusive; one or both must be null. This attribute is read-only.

CampaignlookUpName String True

LookUpName of campaign. The campaign that created the opportunity, where applicable. This value and the survey are mutually exclusive; one or both must be null. This attribute is read-only.

ClosedTime Datetime False

The date and time when the opportunity was closed.

CreatedTime Datetime True

The date and time when the opportunity was created. This attribute is read-only.

ForecastCloseDate Date False

The date when the opportunity is estimated to close.

Id [KEY] Long True

The unique identifier of the opportunity.

InitialContactDate Date False

The date when the sales representative made the initial contact with the organization.

InterfaceId Long False

Id of interface. The interface with which the opportunity is associated.

InterfacelookUpName String False

LookUpName of interface. The interface with which the opportunity is associated.

LeadRejectDateTime Datetime False

The date and time when the lead was rejected.

LeadRejectDescription String False

The summary or description provided when the lead was rejected.

LeadRejectReasonId Long False

Id of leadRejectReason. The reason the lead was rejected.

LeadRejectReasonlookUpName String False

LookUpName of leadRejectReason. The reason the lead was rejected.

LookupName String True

The name used to look up the opportunity.

LostTime Datetime False

The date and time when the opportunity was lost.

ManagerCommit Bool False

The committed status of the manager-forecasted value. The default value is false.

Name String False

The name of the opportunity.

OrganizationId Long False

Id of organization. The associated organization.

OrganizationlookUpName String False

LookUpName of organization. The associated organization.

RecallTime Datetime False

The date and time when the opportunity was recalled.

SalesRepresentativeCommit Bool False

Indicates whether the sales representative-forecasted value is committed. The default value is false.

SourceId Long True

Id of source. The creation source IDs. This attribute is read-only.

SourcelookUpName String True

LookUpName of source. The creation source IDs. This attribute is read-only.

Summary String False

The brief summary of the opportunity.

SurveyId Long True

Id of survey. The survey that created the opportunity, where applicable. This value and the campaign are mutually exclusive; one or both must be null. This attribute is read-only.

SurveylookUpName String True

LookUpName of survey. The survey that created the opportunity, where applicable. This value and the campaign are mutually exclusive; one or both must be null. This attribute is read-only.

TerritoryId Long False

Id of territory. The associated sales territory.

TerritorylookUpName String False

LookUpName of territory. The associated sales territory.

UpdatedTime Datetime True

The date and time when the opportunity was last updated. This attribute is read-only.

WinLossDescription String False

The description of how the opportunity was won or lost.

WinLossReasonId Long False

Id of winLossReason. The reason for winning or losing.

WinLossReasonlookUpName String False

LookUpName of winLossReason. The reason for winning or losing.

BannerimportanceFlagId Long False

Id of importanceFlag. The importance of the banner.

BannerimportanceFlaglookUpName String False

LookUpName of importanceFlag. The importance of the banner.

Bannertext String False

The description of a flag.

BannerupdatedByAccountId Long True

Id of updatedByAccount. The staff account that most recently updated the banner flag and/or text. This attribute is read-only.

BannerupdatedByAccountlookUpName String True

LookUpName of updatedByAccount. The staff account that most recently updated the banner flag and/or text. This attribute is read-only.

BannerupdatedTime Datetime True

The date and time when the banner was last updated. This attribute is read-only.

ClosedValuecurrencyId Long False

Id of currency. The ID of the currency.

ClosedValuecurrencylookUpName String False

LookUpName of currency. The ID of the currency.

ClosedValueexchangeRateId Long False

Id of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

ClosedValueexchangeRatelookUpName String False

LookUpName of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

ClosedValuevalue String False

The value of the currency.

CostOfSalecurrencyId Long False

Id of currency. The ID of the currency.

CostOfSalecurrencylookUpName String False

LookUpName of currency. The ID of the currency.

CostOfSaleexchangeRateId Long False

Id of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

CostOfSaleexchangeRatelookUpName String False

LookUpName of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

CostOfSalevalue String False

The value of the currency.

ManagerValuecurrencyId Long False

Id of currency. The ID of the currency.

ManagerValuecurrencylookUpName String False

LookUpName of currency. The ID of the currency.

ManagerValueexchangeRateId Long False

Id of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

ManagerValueexchangeRatelookUpName String False

LookUpName of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

ManagerValuevalue String False

The value of the currency.

PrimaryContactcontactId Long False

Id of contact. The ID of the contact.

PrimaryContactcontactlookUpName String False

LookUpName of contact. The ID of the contact.

PrimaryContactcontactRoleId Long False

Id of contactRole. The role of the contact in the opportunity process.

PrimaryContactcontactRolelookUpName String False

LookUpName of contactRole. The role of the contact in the opportunity process.

ReturnValuecurrencyId Long False

Id of currency. The ID of the currency.

ReturnValuecurrencylookUpName String False

LookUpName of currency. The ID of the currency.

ReturnValueexchangeRateId Long False

Id of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

ReturnValueexchangeRatelookUpName String False

LookUpName of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

ReturnValuevalue String False

The value of the currency.

SalesRepresentativeValuecurrencyId Long False

Id of currency. The ID of the currency.

SalesRepresentativeValuecurrencylookUpName String False

LookUpName of currency. The ID of the currency.

SalesRepresentativeValueexchangeRateId Long False

Id of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

SalesRepresentativeValueexchangeRatelookUpName String False

LookUpName of exchangeRate. The exchange rate in effect when the value was set. This is used to convert the value to other currencies.

SalesRepresentativeValuevalue String False

The value of the currency.

StageWithStrategystageId Long False

Id of stage. The current stage.

StageWithStrategystagelookUpName String False

LookUpName of stage. The current stage.

StageWithStrategystrategyId Long True

Id of strategy. The associated strategy. This attribute is read-only.

StageWithStrategystrategylookUpName String True

LookUpName of strategy. The associated strategy. This attribute is read-only.

StatusWithTypestatusId Long False

Id of status. The current status.

StatusWithTypestatuslookUpName String False

LookUpName of status. The current status.

StatusWithTypestatusTypeId Long True

Id of statusType. The associated status type. This attribute is read-only.

StatusWithTypestatusTypelookUpName String True

LookUpName of statusType. The associated status type. This attribute is read-only.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
fileAttachments String

The list of file attachments.

notes String

The list of associated notes.

otherContacts String

The other non-primary associated contacts.

quotes String

The list of sales quotes.

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Build 24.0.9060