Opportunity
Tracks potential revenue-generating sales deals, managing the sales pipeline.
Columns
| Name | Type | ReadOnly | References | Description |
| Id [KEY] | String | True |
Unique identifier of the opportunity record. | |
| IsDeleted | Boolean | True |
Indicates whether the opportunity has been deleted. | |
| AccountId | String | False |
Account.Id |
Reference to the account associated with this opportunity. |
| IsPrivate | Boolean | False |
Indicates whether the opportunity is marked as private. | |
| Name | String | False |
Name of the opportunity. | |
| Description | String | False |
Detailed description of the opportunity. | |
| StageName | String | False |
Current stage in the opportunity sales process. | |
| Amount | Double | False |
Total monetary value associated with the opportunity. | |
| Probability | Double | False |
Estimated probability (as a percentage) that the opportunity will be closed successfully. | |
| ExpectedRevenue | Double | True |
Calculated expected revenue based on the amount and probability. | |
| TotalOpportunityQuantity | Double | False |
Total number of products or services included in the opportunity. | |
| CloseDate | Datetime | False |
Expected close date for the opportunity. | |
| Type | String | False |
Type or classification of the opportunity, such as New Business or Existing Business. | |
| NextStep | String | False |
Suggested next action to move the opportunity forward. | |
| LeadSource | String | False |
Source from which the opportunity originated, such as Web or Partner Referral. | |
| IsClosed | Boolean | True |
Indicates whether the opportunity is closed. | |
| IsWon | Boolean | True |
Indicates whether the opportunity has been won. | |
| ForecastCategory | String | True |
Category used for forecasting purposes, such as Pipeline or Closed. | |
| ForecastCategoryName | String | False |
Name of the forecast category associated with this opportunity. | |
| CampaignId | String | False |
Campaign.Id |
Reference to the marketing campaign that influenced this opportunity. |
| HasOpportunityLineItem | Boolean | True |
Indicates whether the opportunity includes associated products or line items. | |
| Pricebook2Id | String | False |
Pricebook2.Id |
Reference to the price book used for this opportunity. |
| OwnerId | String | False |
User.Id |
User ID of the opportunity owner. |
| CreatedDate | Datetime | True |
Date and time when the opportunity was created. | |
| CreatedById | String | True |
User.Id |
ID of the user who created the opportunity. |
| LastModifiedDate | Datetime | True |
Date and time when the opportunity was last modified. | |
| LastModifiedById | String | True |
User.Id |
ID of the user who last modified the opportunity. |
| SystemModstamp | Datetime | True |
System-generated timestamp for the last modification of the opportunity. | |
| LastActivityDate | Datetime | True |
Date of the last activity associated with this opportunity. | |
| FiscalQuarter | Int | True |
Fiscal quarter in which the opportunity is expected to close. | |
| FiscalYear | Int | True |
Fiscal year in which the opportunity is expected to close. | |
| Fiscal | String | True |
Fiscal period for reporting purposes, such as Q1 2025. | |
| LastViewedDate | Datetime | True |
Date and time when the opportunity was last viewed. | |
| LastReferencedDate | Datetime | True |
Date and time when the opportunity was last referenced by a user. | |
| SyncedQuoteId | String | False |
Quote.Id |
Reference to the quote that is synced with this opportunity. |
| DeliveryInstallationStatus__c | String | False |
Status of the delivery or installation for this opportunity. | |
| CurrentGenerators__c | String | False |
List of current generators the customer is using. | |
| TrackingNumber__c | String | False |
Shipping or logistics tracking number related to this opportunity. | |
| MainCompetitors__c | String | False |
Names of main competitors for this opportunity. | |
| OrderNumber__c | String | False |
Order number associated with this opportunity. | |
| SomeNumber__c | Double | False |
Custom numeric value for reporting or calculation purposes. | |
| ZeroDecimal__c | Double | False |
Custom field capturing decimal values without formatting constraints. | |
| AutoNumber__c | String | True |
Automatically generated number for the opportunity. | |
| FloatTest__c | Double | False |
Custom float field used for testing or data tracking. | |
| Don_t_Test__c | String | False |
Custom text field, possibly deprecated or flagged for exclusion. |