DriveWorks Pro 16: Create A New Opportunity In SalesForce [send feedback...]

Create a New Opportunity In SalesForce Properties

Property NameDescription
TitleChanges the Title (not the name) of the task.
Opportunity NameName of the Opportunity (Required).
Opportunity TypeType of Opportunity (Not Required).
Opportunity Close DateThe closing date of the Opportunity, This needs to be in the format of YYYY-MM-DD (Required).
Opportunity StageThe stage at which the Opportunity is currently at. (Required).
Opportunity ProbabilityThe probability of the Opportunity being successful. (Required).
Opportunity AmountThe amount the Opportunity is potentially worth. (Required).
Lead SourceWhere the Opportunity came from. (Not Required).
NextStepWhat is the next step to advance this Opportunity? (Not Required).
DescriptionDescription of the Opportunity (Not Required).
AccountIDID of the Account to create this Opportunity against. (Required).
Custom dataData for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2. (Not Required).
Price Book idThis is the id of the price book, as text (Required).
Return ConstantThe name of the constant that the new Opportunity ID will be posted to.

Example

When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.

Property NameExample RuleExample ResultMeaning
Opportunity Name
Opportunity Type
Opportunity Close Date
Opportunity Stage
Opportunity Probability
Opportunity Amount
Lead Source
NextStep
Description
Account ID
Custom Data
Price Book Id
Return Constant

Table of Contents