Tool
Update opportunity
The Salesforce REST API Update Opportunity tool enables seamless updating of opportunity records directly within Salesforce. It streamlines sales processes by allowing users to modify key details such as stage, close date, description, and more via API integration.
Features
- Update essential opportunity fields including Name, CloseDate, Description, and StageName.
- Supports all stages of sales cycle from Prospecting to Closed Won or Lost.
- Allows toggling advanced properties for comprehensive record updates.
- Integrates smoothly with Pipedream for automated workflow enhancements.
- Leverages Salesforce's robust API documentation ensuring reliable and standardized updates.
Benefits
- Streamlines sales data management by automating opportunity updates.
- Enhances accuracy by reducing manual entry errors in opportunity records.
- Improves sales forecasting with timely and precise stage and close date updates.
- Saves time for sales teams by integrating updates within existing workflows.
- Increases alignment between sales activities and CRM data for better decision-making.
Description
Updates an opportunity. See the documentation
Parameters
6 parameters
| Name | Type | Description |
|---|---|---|
| opportunityIdrequired | string | The Opportunity to update. |
| CloseDate | string | Date when the opportunity is expected to close. |
| Description | string | Text description of the opportunity. Limit: 32,000 characters. |
| Name | string | A name for this opportunity. Limit: 120 characters |
| StageName | 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. |
