Salesforce: Update an opportunity

🕙  1 minute read

Use this action to update an opportunity record in Salesforce.

Use case

  • Check the opportunity against accounts stored in Salesforce
  • Automatically create tasks or send emails based on new contact 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
  • Opportunity ID

    • The ID of the Salesforce opportunity that should be updated
  • 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
  • Description

    • Describe the account
  • Stage

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