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 | Bool | True |
Indicates whether the opportunity has been deleted. | |
| AccountId | String | False |
Account.Id |
Reference to the account associated with this opportunity. |
| IsPrivate | Bool | 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 | Decimal | False |
Total monetary value associated with the opportunity. | |
| Probability | Double | False |
Estimated probability (as a percentage) that the opportunity will be closed successfully. | |
| ExpectedRevenue | Decimal | True |
Calculated expected revenue based on the amount and probability. | |
| TotalOpportunityQuantity | Double | False |
Total number of products or services included in the opportunity. | |
| CloseDate | Date | 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 | Bool | True |
Indicates whether the opportunity is closed. | |
| IsWon | Bool | 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. | |
| CurrencyIsoCode | String | False |
ISO code for the currency in which the revenue amount is expressed. | |
| CampaignId | String | False |
Campaign.Id |
Reference to the marketing campaign that influenced this opportunity. |
| HasOpportunityLineItem | Bool | 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. |
| Territory2Id | String | False |
Territory2.Id |
ID of the Territory2 associated with this record. |
| IsExcludedFromTerritory2Filter | Bool | False |
Indicates whether the record has the ExcludedFromTerritory2Filter characteristic. | |
| CreatedDate | Datetime | True |
Date and time when the opportunity was created. | |
| CreatedById | String | True |
User.Id |
ID of the user who created the opportunity. |
| LastModifiedById | String | True |
User.Id |
ID of the user who last modified the opportunity. |
| LastActivityDate | Date | True |
Date of the last activity associated with this opportunity. | |
| PushCount | Int | True |
Number of Push associated with this record. | |
| LastStageChangeDate | Datetime | True |
Date associated with LastStageChange. | |
| 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. | |
| ContactId | String | False |
Contact.Id |
ID of the Contact associated with this record. |
| 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. | |
| HasOpenActivity | Bool | True |
Indicates whether the record has OpenActivity. | |
| HasOverdueTask | Bool | True |
Indicates whether the record has OverdueTask. | |
| LastAmountChangedHistoryId | String | True |
ID of the LastAmountChangedHistory associated with this record. | |
| LastCloseDateChangedHistoryId | String | True |
ID of the LastCloseDateChangedHistory associated with this record. | |
| SOQL | String | False |
Specifies the SOQL query to execute against the Salesforce servers. If this pseudo column is set from the WHERE clause it will take precedence over the original query. | |
| ExternalIdColumn | String | False |
Specifies the external Id column to use if performing an insert. If this value is specified, upsert will be used when the INSERT command is called. | |
| FilterScope | String | False |
Optional scope to limit the records returned from queries. This property can take one of these values: Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, or Team. | |
| SystemModstamp | Datetime | True |
System-generated timestamp for the last modification of the opportunity. | |
| LastModifiedDate | Datetime | True |
Date and time when the opportunity was last modified. |