DriveWorks Pro 17: Create A New Opportunity In Salesforce [send feedback...]

Create a New Opportunity In Salesforce

This Specification Macro Task creates 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 Data

Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Not Required).

For custom fields, created in SalesForce, the end of the field name is to be suffixed with __c.

For example:

DateAdded__c=value

Note - there are two underscores before the c.

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.
For more information on permitted Entity Names (Standard Objects) and the Custom Data (Standard Fields) that are required, please see:

Salesforce SOAP API Developer Guide.

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 NameCustomerReturnDriveWorks Ltd.The Name of the Opportunity.
Opportunity TypeOppTypeReturnNew BusinessThe Type of Opportunity.
Opportunity Close DateText(Today()+180,"YYYY-MM-DD")2020-03-14The opportunity is expected to close 180 days from today (2019-09-16)
Opportunity StageOppStageReturnProposalThe Stage the opportunity is at.
Opportunity ProbabilityOppProbabilityReturn75%The likelihood the Opportunity will close.
Opportunity AmountDWVariableQuoteTotal$28375The Sale total.
Lead Source"Web"WebThe Source of the Opportunity.
NextStepOppNextStepReturn"Call opportunity to find out if quote and detail drawings were received and are acceptable."A description of the Next Step to take.
DescriptionOppDescriptionReturn"Developers of Sales Configuration software."The Description for the opportunity.
AccountIDAccountIdReturn0011t000003krq7AAAThe Account Id to add the Contact to.
Custom Data"DateAdded__c="&Text(Date(),"yyy-mm-dd")DateAdded__c=2019/09/31

Custom field suffix

Please see the caution for the Custom Data property in the Properties table above, regarding using a suffix for Custom Fields.

Price Book idPriceBookIDReturn01s7F00000TGL7s
Return ConstantDWConstantNewOpportunityDWConstantNewOpportunityThe Opportunity ID will be reported to this constant

Using the Task in a Specification Macro

This task has different types of Outputs. For more information about Outputs see Specification Macros Task Node.

Outputs are only available within Specification Macros. Currently Outputs are not available for Specification Flow.

Status Outputs

This task supports Status Outputs. These can be used to perform different actions depending on what the status outcome of the task is. For more information see Status Outputs in the Task Node Outputs section of Specification Macros Task Node.

The status output navigation is as follows:

Success

  • The opportunity was created in Salesforce.

Success with Warnings

  • N/A - should never be fulfilled.

Failed (one of the following occurred)

  • Connection with Salesforce could not be established (For example incorrect Salesforce username specified in SalesForceUsername field).
  • Task exited with error (For example incorrect field name specified in a property field).

Data Outputs

Record ID - the task will return the Record ID of the entity that has been created or updated.

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