This Specification Macro Task creates a New Opportunity in SalesForce.
| Property Name | Description |
|---|---|
| Title | Changes the Title (not the name) of the Task. |
| Sales Price | This is the Sales Price of the Product (Required). |
| List Price | This is the List Price of the Product (Required). |
| Quantity | This is the quantity of this line item for the opportunity (Required). |
| Description | This is the Description of the Line Item, as text (Required). |
| Opportunity Id | This is the ID of the opportunity, as text (Required). |
| Price Book Entry ID | This is the id of the price book entry, as text (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. |
| Return Constant | The name of the Constant that the new Account ID will be posted to. |
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 Name | Example Rule | Example Result | Meaning |
|---|---|---|---|
| Sales Price | DWVariableQuoteLineItem1Total | $5750.00 | The Sale Price of the Opportunity Line Item. |
| List Price | DWVariableQuoteLineItem1List | $3475.00 | The List Price of the Opportunity Line Item. |
| Quantity | QuantityReturn | 12 | The Quantity of the Line Item |
| Description | DWVariableDescription | Security Door, Single, Left Hand, 2200h x 910w. | The Description of the Line Item. |
| Opportunity Id | "0061t00000Fz0WUAAZ" | 0061t00000Fz0WUAAZ | The Opportunity ID. |
| Price Book Entry ID | "01u1t000002XpBJAA0" | 01u1t000002XpBJAA0 | The Price Book Entry ID. |
| 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. |
| Return Constant | DWConstantOppLineItem | DWConstantOppLineItem | The Account ID will be reported to this constant |
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.
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
Success with Warnings
Failed (one of the following occurred)
Record ID - the task will return the Record ID of the entity that has been created or updated.