Create opportunity
The Salesforce REST API Create Opportunity tool allows users to efficiently create and manage sales opportunities within Salesforce directly through API calls. It streamlines the sales process by enabling automated entry and updating of opportunity records with key details such as contact association, closing dates, and sales stages.
Features
- Create new Salesforce opportunity records programmatically with essential details like name, close date, and stage.
- Associate an opportunity with a primary contact using ContactId for accurate relationship management.
- Support for setting detailed descriptions with up to 32,000 characters for comprehensive opportunity notes.
- Predefined stages reflecting sales progression, from Prospecting through Closed Won or Closed Lost.
- Option to enable advanced properties for more granular control over opportunity creation parameters.
Benefits
- Automates opportunity creation, saving time and reducing manual data entry errors.
- Enhances sales pipeline visibility by accurately reflecting current opportunity stages.
- Facilitates better contact and opportunity relationship management within Salesforce.
- Supports large and detailed opportunity descriptions to capture critical sales insights.
- Improves sales process consistency by enforcing stage and date requirements for each opportunity.
Description
Creates an opportunity. See the documentation
Parameters
6 parameters
| Name | Type | Description |
|---|---|---|
| ContactId | string | ID of the contact associated with this opportunity, set as the primary contact. |
| CloseDaterequired | string | Date when the opportunity is expected to close. |
| Description | string | Text description of the opportunity. Limit: 32,000 characters. |
| Namerequired | string | A name for this opportunity. Limit: 120 characters |
| StageNamerequired | enum | Current stage of this record. This controls several other fields on an opportunity. |
| useAdvancedProps | boolean | Set to true to see all available props for this object. |
