Opportunity

Represents an opportunity, which is a sale or pending deal.

Supported Calls

create(), update(), delete(), query(), search(), retrieve(), getDeleted(), getUpdated(), describeSObjects(), upsert()

Fields

Field Field Type Field Properties Description
AccountId reference Create

Filter

Nillable

Update

Id of the account associated with this opportunity.
Amount currency Create

Filter

Nillable

Update

Estimated total sale amount. For opportunities with products, the amount is the sum of the related products. Any attempt to update this field, if the record has products, will be ignored. The update call will not be rejected, and other fields will be updated as specified, but the Amount will be unchanged.
CampaignId reference Create

Filter

Nillable

Update

ID of a related Campaign. This field is defined only for those organizations that have Campaigns enabled as a feature. The User must have read access rights to the cross-referenced Campaign object in order to create() or update() that campaign into this field on the opportunity.
CloseDate date Create

Filter

Update

Required. The date when the opportunity is expected to close.
ConnectionReceivedID reference Filter

Nillable

ID of the PartnerNetworkConnection that shared this record with your organization. This field is only available if you have enabled Salesforce to Salesforce.
ConnectionSentID reference Filter

Nillable

ID of the PartnerNetworkConnection that you shared this record with. This field is only available if you have enabled Salesforce to Salesforce.
CurrencyIsoCode picklist Create

Defaulted on create

Filter

Nillable

Restricted picklist

Update

Available only for organizations with the multicurrency feature enabled. Contains the ISO code for any currency allowed by the organization.

If the organization has multicurrency and a Pricebook2 is specified on the opportunity (i.e., the Pricebook2Id field is not blank), then the currency value of this field must match the currency of the PricebookEntry objects that are associated with any opportunity line items it has.
Description textarea Create

Nillable

Update

Text description of the opportunity. Limit: 32,000 characters.
ExpectedRevenue currency Filter

Nillable

A read-only field that is equal to the product of the opportunity Amount field and the Probability. You cannot directly set this field, but you can indirectly set it by setting the Amount or Probability fields.
Fiscal string Filter If fiscal years are not enabled, the name of the fiscal quarter or period in which the opportunity CloseDate falls. Value should be in YYY Q format, for example, '2006 1' for first quarter of 2006.
FiscalQuarter int Filter

Nillable

Represents the fiscal quarter. Valid values are 1, 2, 3, or 4.
FiscalYear int Filter

Nillable

Represents the fiscal year, for example, 2006.
ForecastCategory picklist

Create and Defaulted on createFilter and NillableRestricted picklistUpdate

A restricted picklist field. It is implied, but not directly controlled, by the StageName field. You can override this field to a different value than is implied by the StageName value. The values of this field are fixed enumerated values. The field labels are localized to the language of the user performing the operation, if localized versions of those labels are available for that language in the Salesforce user interface.

In API version 12.0 and later, the value of this field is automatically set based on the value of the ForecastCategoryName and cannot be updated any other way. The field properties Create, Defaulted on create, Nillable, and Update are not available in version 12.0.

ForecastCategoryName picklist Create

Defaulted on create

Filter

Nillable

Update

Available in API version 12.0 and later.

The name of the forecast category. It is implied, but not directly controlled, by the StageName field. You can override this field to a different value than is implied by the StageName value.
HasOpportunityLineItem boolean Defaulted on create

Filter

Read-only field that indicates whether the opportunity has associated line items. A value of true means that Opportunity line items have been created for the opportunity. An opportunity can have opportunity line items only if the opportunity has a price book. The opportunity line items must correspond to PricebookEntry objects that are listed in the opportunity Pricebook2. However, you can insert opportunity line items on an opportunity that does not have an associated Pricebook2. For the first opportunity line item that you insert on an opportunity without a Pricebook2, the API automatically sets the Pricebook2Id field, if the opportunity line item corresponds to a PricebookEntry in an active Pricebook2 that has a CurrencyIsoCode field that matches the CurrencyIsoCode field of the opportunity. If the Pricebook2 is not active or the CurrencyIsoCode fields do not match, then the API returns an error. You cannot update() the Pricebook2Id or PricebookId fields if opportunity line items exist on the Opportunity. You must delete() the line items before attempting to update the PricebookId field.
IsClosed boolean Defaulted on create

Filter

Directly controlled by StageName. You can query and filter on this field, but you cannot directly set it in a create(), upsert(), or update() request. It can only be set via StageName. Label is Closed.
IsDeleted boolean Defaulted on create

Filter

Indicates whether the record has been moved to the Recycle Bin (true) or not (false). Label is Deleted.

IsWon boolean Defaulted on create

Filter

Directly controlled by StageName. You can query and filter on this field, but you cannot directly set it in a create(), upsert(), or update() request. It can only be set via StageName. Label is Won.
LastActivityDate date Filter

Nillable

Value is one of the following, whichever is the most recent:
  • Due date of the most recent event logged against the record.
  • Due date of the most recently closed task associated with the record.
LeadSource picklist Create

Filter

Nillable

Update

The source of this opportunity, such as Advertisement or Trade Show.
Name string Create

Filter

idLookup

Update

Required. A name for this opportunity. Limit: 80 characters.
NextStep string Create

Filter

Nillable

Update

Description of next task in closing opportunity. Limit: 255 characters.
OwnerId reference Create

Defaulted on create

Filter

Update

ID of the User who has been assigned to work this opportunity.

If you have set up sales teams in your organization, updating this field has different consequences depending on your version of the API:

  • For API version 12.0 and later, sharing records are kept, as they are for all objects.
  • For API version before 12.0, sharing records are deleted.
Pricebook2Id reference Create

Defaulted on create

Filter

Nillable

Update

ID of a related Pricebook2 object. The Pricebook2Id field indicates which Pricebook2 applies to this opportunity. The Pricebook2Id field is defined only for those organizations that have products enabled as a feature. You can specify values for only one field (Pricebook2Id or PricebookId)—not both fields. For this reason, both fields are declared nillable.
PricebookId reference Create

Defaulted on create

Filter

Nillable

Update

Deprecated as of version 3.0. As of version 8.0, the Pricebook object is no longer available. Use the Pricebook2Id field instead, specifying the ID of the Pricebook2 object.
Probability percent Create

Defaulted on create

Filter

Nillable

Update

Percentage of estimated confidence in closing the opportunity. It is implied, but not directly controlled, by the StageName field. You can override this field to a different value than what is implied by the StageName.
StageName picklist Create

Filter

Update

Required. Current stage of this record. The StageName field controls several other fields on an opportunity. Each of the fields can be directly set or implied by changing the StageName field. In addition, the StageName field is a picklist, so it has additional members in the returned DescribeSObjectResult to indicate how it affects the other fields. To obtain the stage name values in the picklist, invoke the query() call on the OpportunityStage object. If the StageName is updated, then the ForecastCategory is automatically updated based on the stage-category mapping.
TotalOpportunityQuantity double Create

Filter

Nillable

Update

The number of items included in this opportunity. Used in quantity-based forecasting.
Type picklist Create

Filter

Nillable

Update

The type of opportunity. For example, Existing Business or New Business. Label is Opportunity Type.
Note
If you are importing Opportunity data into Salesforce and need to set the value for an audit field, such as CreatedDate, contact salesforce.com. Audit fields are automatically updated during API operations unless you request to set these fields yourself. For more information, see System Fields.

Usage

Use the Opportunity object to manage information about a sale or pending deal. To update() an Opportunity, your client application needs “Edit” permission on opportunities. Client applications can create(), update(), delete(), and query()Attachments associated with an opportunity via the API. For a visual diagram of the relationships between Opportunity and other objects, see Product and Schedule Objects.

Client applications can also create or update opportunity objects by converting a Lead via the convertLead() call.

See Also:
OpportunityCompetitor
OpportunityHistory
OpportunityLineItem
OpportunityLineItemSchedule
PartnerNetworkConnection
OpportunityFieldHistory
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