Salesforce: Create an opportunity

🕙  1 minute read

Use this action to add a new opportunity record in Salesforce.

Use case

  • Checking the new opportunity against accounts already stored in Salesforce
  • Automatically create tasks or send emails based on new opportunity information

How to configure this action

This action requires a preconfigured Salesforce integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

  • Integration

    • Select your team’s integration from the list
  • Account Id

    • Input the 15 digit ID for the owner of this account.
    • If left blank, it will default to the Salesforce integration user.
  • Close Date

    • Enter the Close Date in the format YYYY-MM-DD
  • Opportunity Name

    • Create a name for this opportunity

    • A name longer than the maximum length of 120 characters will cause the action to fail

  • Opportunity Owner ID

    • Input the 15 digit ID for the owner of this opportunity.
  • Stage

    • The API stage name

    • Make sure to enter the API name and not the label

  • Description

    • Describe the account
  • Campaign Id

    • ID of a related Campaign

    • This field is defined only for those organizations that have the campaign feature Campaigns enabled

  • Amount

    • Estimated total sale amount

    • For opportunities with products, the amount is the sum of the related products

  • Custom field 1 (2, 3, 4, 5) API Name

    • Define a custom field to update. To find the API Name, view the field in Salesforce Setup. Custom fields typically uses the format FieldName__c
  • Custom field 1 (2, 3, 4, 5) value

    • Set the value to store in the custom field

What will this output?

All output fields will store under the custom field value giving during the action configuration.

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