Create Opportunity

This activity helps the user to create an opportunity in the salesforce account to track sales progress.

Properties

Configuration

Each activity requires a connection with Salesforce authentication. Once you select the respective project name where Salesforce has been authenticated, the activity will automatically retrieve the available connections for that project.

Below are the properties available after the project has been integrated:

Salesforce: *This parameter indicates the account name associated with the integration. 

INPUT

Opportunity Name: * Specifies to provide the name of the opportunity to be created and it accepts values in “String” datatype.

Stage: * Select the stage for the opportunity to be created. The options are,

1. Qualification – Checking if the customer has a need, budget, and authority to make a purchase.
2. Need Analysis – Understanding the customer’s specific requirements
3. Proposal– Sending a formal offer with pricing details.
4. Negotiation – Discussing and finalizing deal terms with the customer.
5. Closed Won – The customer agrees to buy, and the deal is completed.
6. Closed Lost – The deal is not successful, either due to customer disinterest or choosing another solution.

Close Date: Specifies the date when the opportunity is expected to close. It accepts the value in String format.

1. Open in Expression Editor: Enter the date manually in “YYYY-MM-DD” format or use a variable.
2. Clear Values: Removes the selected date, allowing you to enter a new value.
3. Deactivate Use Variable: Clears the assigned variable and enables selection from the Datepicker.

Account ID: * Specify account ID against where the opportunity needs to be associated. It offers multiple ways to choose the account ID:

1. Open in Expression Editor: Enter the account ID manually in “string” format or use a variable which contains the account ID.
2. Force Refresh: Refreshes the selected account.
3. Clear Values: Clears the existing value and prompts to enter new value.
4. Deactivate Use Variable: Clears the assigned variable and enables selection from the drop-down

Amount: Specifies to provide the total estimated value or cost associated with the property involved in the opportunity. It accepts values  “String” datatype. It offers multiple ways to provide the amount:

1. Open in Expression Editor: Enter the amount value manually in “string” format or use a variable.
2. Clear Values: Clears the existing value and prompts to enter new value.

Contact ID: * Specify the Contact ID against where the opportunity needs to be associated. It offers multiple ways to provide the contact ID:

1. Open in Expression Editor: Enter the contact ID manually in “string” format or use a variable which contains the contact ID.
2. Force Refresh: Refreshes the selected account.
3. Clear Values: Clears the existing value and prompts to enter new value.
4. Deactivate Use Variable: Clears the assigned variable and enables selection from the drop-down

Forecast Category: Specifies to select the forecast sales stage or probability classification that needs to be assigned to the opportunity. It accepts values in “String” datatype.

Pipeline – Early-stage opportunity, yet to be fully qualified.
Best Case – A promising deal with a moderate chance of closing.
Commit – A high-confidence deal expected to close.
Closed – Successfully won opportunity.
Omitted – Excluded from forecasting, such as lost deals.

Lead Source: Specifies to provide the origin of the opportunity from which it has been created. Select the options from the drop-down. It accepts values in “String” datatype.

Loss Reason: Specifies to select the primary reason for the opportunity that was not successfully closed. It accepts values in “String” datatype.

Description: Specifies to provide the description of the opportunity to be created. It accepts values in “String” datatype.

Next Step: Specifies to provide the details of the next step/ action to be taken with the created opportunity. It accepts values in “String” datatype.

Opportunity Type: Specifies to provide the type of opportunity to be created and it accepts values in “String” datatype. Below are the types of opportunities,

New Business – A new customer or account that has not purchased before.
Existing Business – Additional sales from an existing customer.
Renewal – A repeat contract or subscription renewal.
Upsell – Selling additional features, upgrades, or a higher-tier product.
Cross-Sell – Selling a different product/service to the same customer.
Partner-Sourced – A deal brought in by a channel or business partner.
Referral – An opportunity generated through customer or third-party referrals.
Expansion – A deal where an existing customer increases their usage or scope

Primary campaign ID: Specifies to provide the existing marketing ID to link the created opportunity with it and it accepts values in “String” datatype.

Probability: Specifies to provide the probability of the closure of the opportunity to be created and it accepts values in “Double” datatype.

Manage Properties

Use this option to select and customize the standard fields for opportunity creation. The configured properties will appear in the activity’s properties panel, allowing you to provide the necessary input. 

 MISC

Display Name: Displays the name of the activity. The activity name can be customized, which aids in troubleshooting.

SkipOnError: Specify the “Boolean” value as “True” or “False.”
True: Continue executing the workflow regardless of any errors thrown.
False: Halt the workflow if it encounters any errors.
None: If the option is left blank, the activity will, by default, behave as if “False” were chosen.

Version: It indicates the version of the feature being used.

OUTPUT

ID: It helps to return the unique identifier of the opportunity created in salesforce in “String” datatype.

Opportunity: It helps to view the details of the opportunity created, curated by custom class of Salesforce API. Click here to know how to view the output.

Result: This parameter allows you to view the execution status of the activity and returns a value in “Boolean.”
True: Indicates that the activity has been executed successfully without any errors.
False: Indicates that the activity has been unsuccessful due to an unexpected error being thrown.

* Represents mandatory fields to execute the workflow.