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AppsSalesforce ToolsSalesforce Search Opportunities
Salesforce Tools

Salesforce Search Opportunities

Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status. Apply at least one filter to avoid broad result sets. Partial-match searches may return multiple similar records; verify the correct record by Id before downstre…

Write actionRisk level 2 of 5OAuth connection
Use Salesforce Search Opportunities

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Inputs

  • namestring
    Search by opportunity name. Supports partial matches.
  • limitinteger
    Maximum number of opportunities to return. Maximum value is 2000. When totalSize in the response exceeds limit, use nextRecordsUrl to paginate through the full dataset.
  • fieldsstring
    Comma-separated list of Opportunity fields to retrieve. Supports direct Opportunity fields (e.g., Id, Name, Amount) and parent relationship fields (e.g., Account.Name, Owner.Name). Note: Contact.* fields (Contact.Name, Contact.Email, etc.) are NOT valid because Opportunity does…
  • is_wonboolean
    Filter by won status. True for won opportunities, False for lost (only applies to closed opportunities).
  • is_closedboolean
    Filter by closed status. True for closed opportunities, False for open.
  • amount_maxnumber
    Maximum opportunity amount.
  • amount_minnumber
    Minimum opportunity amount.
  • stage_namestring
    Search by opportunity stage.
  • lead_sourcestring
    Search by lead source.
  • account_namestring
    Search by associated account name. Supports partial matches.
  • close_date_tostring
    Search opportunities with close date before this date (YYYY-MM-DD).
  • close_date_fromstring
    Search opportunities with close date from this date (YYYY-MM-DD). When computing relative ranges (e.g., 'this week'), derive dates using the user's local timezone to avoid off-by-one-day errors.

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

Skills that use this Action

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Skills that use this Action

No published Skills explicitly reference this Action yet.