Salesforce Create Opportunity
通过 Aident Loadout 使用 Salesforce Tools 的 Salesforce Create Opportunity。执行前查看输入、输出、设置、价格和风险。
写入操作风险等级 2/5OAuth 连接免费操作
服务提供商说明
Creates a new opportunity in Salesforce with the specified information.
通过 Aident Loadout 使用 Salesforce Tools 的 Salesforce Create Opportunity。执行前查看输入、输出、设置、价格和风险。
Creates a new opportunity in Salesforce with the specified information.
name必填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必填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必填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必填Data from the action execution
errorstringError if any occurred during the execution of the action
successful必填booleanWhether or not the action execution was successful or not
OAuth 连接。风险等级 2/5。
免费操作
目前没有已发布技能明确引用此操作。