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AppsSalesforce ToolsSalesforce Create Opportunity

Salesforce Tools

Salesforce Create Opportunity

Utilisez Salesforce Create Opportunity avec Salesforce Tools via Aident Loadout. Vérifiez les entrées, sorties, la configuration, le tarif et le risque avant exécution.

Action d'écritureNiveau de risque 2 sur 5Connexion OAuth

Utiliser Salesforce Create Opportunity

Description du fournisseur

Creates a new opportunity in Salesforce with the specified information.

Produit

Aident Loadout Aident Playbook Editor Open-CUAK

À propos

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Tarifs et limites

Tarif: Action gratuite
Paiement unifié: Non pris en charge actuellement

Entrées

namestring
Obligatoire
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
Obligatoire
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
Obligatoire
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.

Sortie observable

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

Skills qui utilisent cette Action

Cas d’usage associés

Aucun cas d’usage associé et vérifié pour le moment.

Source officielle

Source du fournisseur

Skills qui utilisent cette Action

Aucune Skill publiée ne référence encore explicitement cette Action.