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Salesforce Tools

Salesforce Create Opportunity

Creates a new opportunity in Salesforce with the specified information.

Write actionRisk level 2 of 5OAuth connection
Use Salesforce Create Opportunity

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Inputs

  • namestring
    Required
    Opportunity name (required field in Salesforce).
  • typestring
    Type of opportunity.
  • amountnumber
    Estimated total sale amount.
  • next_stepstring
    Description of next step in sales process.
  • account_idstring
    ID of the Account this opportunity is associated with. Omitting leaves the opportunity orphaned and excluded from account-based reports.
  • close_datestring
    Required
    Expected close date in YYYY-MM-DD format (required field in Salesforce).
  • contact_idstring
    Deprecated: Salesforce Opportunity does not have a writable ContactId field. Contact-to-Opportunity associations must be managed through OpportunityContactRole. This parameter is accepted but ignored.
  • stage_namestring
    Required
    Current stage of the opportunity (required field in Salesforce).
  • descriptionstring
    Text description of the opportunity.
  • lead_sourcestring
    Source of the opportunity.
  • probabilitynumber
    Percentage probability of closing (0-100).
  • custom_fieldsobject
    Dictionary of custom field API names and their values. Custom field names typically end with '__c' (e.g., 'Custom_Field__c'). Values are subject to org-level validation rules; invalid values raise FIELD_CUSTOM_VALIDATION_EXCEPTION.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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