Get Opportunity

This activity helps the user to retrieve the specific opportunity information from a Salesforce account.

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 ID: *Specify opportunity ID against where the details need to be retrieved. It offers multiple ways to choose the opportunity ID:

1. Open in Expression Editor: Enter the account ID manually in “string” format or use a variable which contains the opportunity 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 option.

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

Opportunity: * It helps to return the details of the opportunity, 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.