Aident Loadout を通じて Salesforce Tools の Salesforce Create Opportunity を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
Creates a new opportunity in Salesforce with the specified information.
name必須stringOpportunity name (required field in Salesforce).
typestringType of opportunity.
amountnumberEstimated total sale amount.
next_stepstringDescription of next step in sales process.
account_idstringID of the Account this opportunity is associated with. Omitting leaves the opportunity orphaned and excluded from account-based reports.
close_date必須stringExpected close date in YYYY-MM-DD format (required field in Salesforce).
contact_idstringDeprecated: 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_name必須stringCurrent stage of the opportunity (required field in Salesforce).
descriptionstringText description of the opportunity.
lead_sourcestringSource of the opportunity.
probabilitynumberPercentage probability of closing (0-100).
custom_fieldsobjectDictionary 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.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
OAuth 接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。