Rediģēt

Kopīgot, izmantojot

Opportunity entity reference

  • Raksts

Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.

Added by: Sales Solution

Messages

Message SDK class or method
Assign AssignRequest
CalculateActualValueOpportunity CalculateActualValueOpportunityRequest
CalculatePrice CalculatePriceRequest
Create CreateRequest or
Create
Delete DeleteRequest or
Delete
GetQuantityDecimal GetQuantityDecimalRequest
GrantAccess GrantAccessRequest
IsValidStateTransition IsValidStateTransitionRequest
LoseOpportunity LoseOpportunityRequest
ModifyAccess ModifyAccessRequest
Retrieve RetrieveRequest or
Retrieve
RetrieveMultiple RetrieveMultipleRequest or
RetrieveMultiple
RetrievePrincipalAccess RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess RetrieveSharedPrincipalsAndAccessRequest
RevokeAccess RevokeAccessRequest
Rollup RollupRequest
SetState SetStateRequest
Update UpdateRequest or
Update
WinOpportunity WinOpportunityRequest
WinQuote WinQuoteRequest

Properties

Property Value
CollectionSchemaName Opportunities
DisplayCollectionName Opportunities
DisplayName Opportunity
EntitySetName opportunities
IsBPFEntity False
LogicalCollectionName opportunities
LogicalName opportunity
OwnershipType UserOwned
PrimaryIdAttribute opportunityid
PrimaryNameAttribute name
SchemaName Opportunity

Writable attributes

These attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ActualCloseDate

Property Value
DateTimeBehavior DateOnly
Description Shows the date and time when the opportunity was closed or canceled.
DisplayName Actual Close Date
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName actualclosedate
RequiredLevel None
Type DateTime

ActualValue

Property Value
Description Type the actual revenue amount for the opportunity for reporting and analysis of estimated versus actual sales. Field defaults to the Est. Revenue value when an opportunity is won.
DisplayName Actual Revenue
IsValidForForm True
IsValidForRead True
LogicalName actualvalue
MaxValue 1000000000000
MinValue -1000000000000
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

BudgetAmount

Property Value
Description Type a value between 0 and 1,000,000,000,000 to indicate the lead's potential available budget.
DisplayName Budget Amount
IsValidForForm True
IsValidForRead True
LogicalName budgetamount
MaxValue 1000000000000
MinValue 0
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

BudgetStatus

Property Value
Description Select the likely budget status for the lead's company. This may help determine the lead rating or your sales approach.
DisplayName Budget
IsValidForForm True
IsValidForRead True
LogicalName budgetstatus
RequiredLevel None
Type Picklist

BudgetStatus Choices/Options

Value Label Description
0 No Committed Budget
1 May Buy
2 Can Buy
3 Will Buy

CampaignId

Added by: Marketing Sales Solution

Property Value
Description Shows the campaign that the opportunity was created from. The ID is used for tracking the success of the campaign.
DisplayName Source Campaign
IsValidForForm True
IsValidForRead True
LogicalName campaignid
RequiredLevel None
Targets campaign
Type Lookup

CaptureProposalFeedback

Property Value
Description Choose whether the proposal feedback has been captured for the opportunity.
DisplayName Proposal Feedback Captured
IsValidForForm True
IsValidForRead True
LogicalName captureproposalfeedback
RequiredLevel None
Type Boolean

CaptureProposalFeedback Choices/Options

Value Label Description
1 No
0 Yes

DefaultValue: 0

CloseProbability

Property Value
Description Type a number from 0 to 100 that represents the likelihood of closing the opportunity. This can aid the sales team in their efforts to convert the opportunity in a sale.
DisplayName Probability
Format None
IsValidForForm True
IsValidForRead True
LogicalName closeprobability
MaxValue 100
MinValue 0
RequiredLevel None
Type Integer

CompleteFinalProposal

Property Value
Description Select whether a final proposal has been completed for the opportunity.
DisplayName Final Proposal Ready
IsValidForForm True
IsValidForRead True
LogicalName completefinalproposal
RequiredLevel None
Type Boolean

CompleteFinalProposal Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

CompleteInternalReview

Property Value
Description Select whether an internal review has been completed for this opportunity.
DisplayName Complete Internal Review
IsValidForForm True
IsValidForRead True
LogicalName completeinternalreview
RequiredLevel None
Type Boolean

CompleteInternalReview Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

ConfirmInterest

Property Value
Description Select whether the lead confirmed interest in your offerings. This helps in determining the lead quality and the probability of it turning into an opportunity.
DisplayName Confirm Interest
IsValidForForm True
IsValidForRead True
LogicalName confirminterest
RequiredLevel None
Type Boolean

ConfirmInterest Choices/Options

Value Label Description
1 No
0 Yes

DefaultValue: 0

CurrentSituation

Property Value
Description Type notes about the company or organization associated with the opportunity.
DisplayName Current Situation
Format TextArea
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName currentsituation
MaxLength 2000
RequiredLevel None
Type Memo

CustomerId

Property Value
Description Select the customer account or contact to provide a quick link to additional customer details, such as address, phone number, activities, and orders.
DisplayName Potential Customer
IsValidForForm True
IsValidForRead True
LogicalName customerid
RequiredLevel ApplicationRequired
Targets account,contact
Type Customer

CustomerIdType

Added by: Active Solution Solution

Property Value
Description
DisplayName Potential Customer Type
IsValidForForm False
IsValidForRead True
LogicalName customeridtype
RequiredLevel ApplicationRequired
Type EntityName

CustomerNeed

Property Value
Description Type some notes about the customer's requirements, to help the sales team identify products and services that could meet their requirements.
DisplayName Customer Need
Format TextArea
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName customerneed
MaxLength 2000
RequiredLevel None
Type Memo

CustomerPainPoints

Property Value
Description Type notes about the customer's pain points to help the sales team identify products and services that could address these pain points.
DisplayName Customer Pain Points
Format TextArea
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName customerpainpoints
MaxLength 2000
RequiredLevel None
Type Memo

DecisionMaker

Property Value
Description Select whether your notes include information about who makes the purchase decisions at the lead's company.
DisplayName Decision Maker?
IsValidForForm True
IsValidForRead True
LogicalName decisionmaker
RequiredLevel None
Type Boolean

DecisionMaker Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

Description

Property Value
Description Type additional information to describe the opportunity, such as possible products to sell or past purchases from the customer.
DisplayName Description
Format TextArea
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName description
MaxLength 2000
RequiredLevel None
Type Memo

DevelopProposal

Property Value
Description Select whether a proposal has been developed for the opportunity.
DisplayName Develop Proposal
IsValidForForm True
IsValidForRead True
LogicalName developproposal
RequiredLevel None
Type Boolean

DevelopProposal Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

DiscountAmount

Property Value
Description Type the discount amount for the opportunity if the customer is eligible for special savings.
DisplayName Opportunity Discount Amount
IsValidForForm True
IsValidForRead True
LogicalName discountamount
MaxValue 1000000000000
MinValue 0
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

DiscountPercentage

Property Value
Description Type the discount rate that should be applied to the Product Totals field to include additional savings for the customer in the opportunity.
DisplayName Opportunity Discount (%)
IsValidForForm True
IsValidForRead True
LogicalName discountpercentage
MaxValue 100
MinValue 0
Precision 2
RequiredLevel None
Type Decimal

EmailAddress

Property Value
Description The primary email address for the entity.
DisplayName Email Address
FormatName Email
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName emailaddress
MaxLength 100
RequiredLevel None
Type String

EstimatedCloseDate

Property Value
DateTimeBehavior DateOnly
Description Enter the expected closing date of the opportunity to help make accurate revenue forecasts.
DisplayName Est. Close Date
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName estimatedclosedate
RequiredLevel None
Type DateTime

EstimatedValue

Property Value
Description Type the estimated revenue amount to indicate the potential sale or value of the opportunity for revenue forecasting. This field can be either system-populated or editable based on the selection in the Revenue field.
DisplayName Est. Revenue
IsValidForForm True
IsValidForRead True
LogicalName estimatedvalue
MaxValue 1000000000000
MinValue -1000000000000
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

EvaluateFit

Property Value
Description Select whether the fit between the lead's requirements and your offerings was evaluated.
DisplayName Evaluate Fit
IsValidForForm True
IsValidForRead True
LogicalName evaluatefit
RequiredLevel None
Type Boolean

EvaluateFit Choices/Options

Value Label Description
1 No
0 Yes

DefaultValue: 0

FileDebrief

Property Value
Description Choose whether the sales team has recorded detailed notes on the proposals and the account's responses.
DisplayName File Debrief
IsValidForForm True
IsValidForRead True
LogicalName filedebrief
RequiredLevel None
Type Boolean

FileDebrief Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

FinalDecisionDate

Property Value
DateTimeBehavior DateOnly
Description Enter the date and time when the final decision of the opportunity was made.
DisplayName Final Decision Date
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName finaldecisiondate
RequiredLevel None
Type DateTime

FreightAmount

Property Value
Description Type the cost of freight or shipping for the products included in the opportunity for use in calculating the Total Amount field.
DisplayName Freight Amount
IsValidForForm True
IsValidForRead True
LogicalName freightamount
MaxValue 1000000000000
MinValue 0
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

IdentifyCompetitors

Property Value
Description Select whether information about competitors is included.
DisplayName Identify Competitors
IsValidForForm True
IsValidForRead True
LogicalName identifycompetitors
RequiredLevel None
Type Boolean

IdentifyCompetitors Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

IdentifyCustomerContacts

Property Value
Description Select whether the customer contacts for this opportunity have been identified.
DisplayName Identify Customer Contacts
IsValidForForm True
IsValidForRead True
LogicalName identifycustomercontacts
RequiredLevel None
Type Boolean

IdentifyCustomerContacts Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

IdentifyPursuitTeam

Property Value
Description Choose whether you have recorded who will pursue the opportunity.
DisplayName Identify Sales Team
IsValidForForm True
IsValidForRead True
LogicalName identifypursuitteam
RequiredLevel None
Type Boolean

IdentifyPursuitTeam Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

ImportSequenceNumber

Property Value
Description Sequence number of the import that created this record.
DisplayName Import Sequence Number
Format None
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName importsequencenumber
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

InitialCommunication

Property Value
Description Choose whether someone from the sales team contacted this lead earlier.
DisplayName Initial Communication
IsValidForForm True
IsValidForRead True
LogicalName initialcommunication
RequiredLevel None
Type Picklist

InitialCommunication Choices/Options

Value Label Description
0 Contacted
1 Not Contacted

IsRevenueSystemCalculated

Property Value
Description Select whether the estimated revenue for the opportunity is calculated automatically based on the products entered or entered manually by a user.
DisplayName Revenue
IsValidForForm True
IsValidForRead True
LogicalName isrevenuesystemcalculated
RequiredLevel None
Type Boolean

IsRevenueSystemCalculated Choices/Options

Value Label Description
1 System Calculated
0 User Provided

DefaultValue: 0

LastOnHoldTime

Property Value
DateTimeBehavior UserLocal
Description Contains the date time stamp of the last on hold time.
DisplayName Last On Hold Time
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName lastonholdtime
RequiredLevel None
Type DateTime

Name

Property Value
Description Type a subject or descriptive name, such as the expected order or company name, for the opportunity.
DisplayName Topic
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName name
MaxLength 300
RequiredLevel ApplicationRequired
Type String

Need

Property Value
Description Choose how high the level of need is for the lead's company.
DisplayName Need
IsValidForForm True
IsValidForRead True
LogicalName need
RequiredLevel None
Type Picklist

Need Choices/Options

Value Label Description
0 Must have
1 Should have
2 Good to have
3 No need

OpportunityId

Property Value
Description Unique identifier of the opportunity.
DisplayName Opportunity
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName opportunityid
RequiredLevel SystemRequired
Type Uniqueidentifier

OpportunityRatingCode

Property Value
Description Select the expected value or priority of the opportunity based on revenue, customer status, or closing probability.
DisplayName Rating
IsValidForForm True
IsValidForRead True
LogicalName opportunityratingcode
RequiredLevel None
Type Picklist

OpportunityRatingCode Choices/Options

Value Label Description
1 Hot
2 Warm
3 Cold

OriginatingLeadId

Property Value
Description Choose the lead that the opportunity was created from for reporting and analytics. The field is read-only after the opportunity is created and defaults to the correct lead when an opportunity is created from a converted lead.
DisplayName Originating Lead
IsValidForForm True
IsValidForRead True
LogicalName originatingleadid
RequiredLevel None
Targets lead
Type Lookup

OverriddenCreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time that the record was migrated.
DisplayName Record Created On
Format DateOnly
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName overriddencreatedon
RequiredLevel None
Type DateTime

OwnerId

Property Value
Description Owner Id
DisplayName Owner
IsValidForForm True
IsValidForRead True
LogicalName ownerid
RequiredLevel SystemRequired
Targets systemuser,team
Type Owner

OwnerIdType

Added by: Active Solution Solution

Property Value
Description Owner Id Type
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridtype
RequiredLevel SystemRequired
Type EntityName

ParentAccountId

Property Value
Description Choose an account to connect this opportunity to, so that the relationship is visible in reports and analytics, and to provide a quick link to additional details, such as financial information and activities.
DisplayName Account
IsValidForForm True
IsValidForRead True
LogicalName parentaccountid
RequiredLevel None
Targets account
Type Lookup

ParentContactId

Property Value
Description Choose a contact to connect this opportunity to, so that the relationship is visible in reports and analytics.
DisplayName Contact
IsValidForForm True
IsValidForRead True
LogicalName parentcontactid
RequiredLevel None
Targets contact
Type Lookup

ParticipatesInWorkflow

Property Value
Description Information about whether the opportunity participates in workflow rules.
DisplayName Participates in Workflow
IsValidForForm False
IsValidForRead True
LogicalName participatesinworkflow
RequiredLevel None
Type Boolean

ParticipatesInWorkflow Choices/Options

Value Label Description
1 Yes
0 No

DefaultValue: 0

PresentFinalProposal

Property Value
Description Select whether the final proposal has been presented to the account.
DisplayName Present Final Proposal
IsValidForForm True
IsValidForRead True
LogicalName presentfinalproposal
RequiredLevel None
Type Boolean

PresentFinalProposal Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

PresentProposal

Property Value
Description Select whether a proposal for the opportunity has been presented to the account.
DisplayName Presented Proposal
IsValidForForm True
IsValidForRead True
LogicalName presentproposal
RequiredLevel None
Type Boolean

PresentProposal Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

PriceLevelId

Property Value
Description Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
DisplayName Price List
IsValidForForm True
IsValidForRead True
LogicalName pricelevelid
RequiredLevel None
Targets pricelevel
Type Lookup

PricingErrorCode

Property Value
Description Pricing error for the opportunity.
DisplayName Pricing Error
IsValidForForm False
IsValidForRead True
LogicalName pricingerrorcode
RequiredLevel None
Type Picklist

PricingErrorCode Choices/Options

Value Label Description
0 None
1 Detail Error
2 Missing Price Level
3 Inactive Price Level
4 Missing Quantity
5 Missing Unit Price
6 Missing Product
7 Invalid Product
8 Missing Pricing Code
9 Invalid Pricing Code
10 Missing UOM
11 Product Not In Price Level
12 Missing Price Level Amount
13 Missing Price Level Percentage
14 Missing Price
15 Missing Current Cost
16 Missing Standard Cost
17 Invalid Price Level Amount
18 Invalid Price Level Percentage
19 Invalid Price
20 Invalid Current Cost
21 Invalid Standard Cost
22 Invalid Rounding Policy
23 Invalid Rounding Option
24 Invalid Rounding Amount
25 Price Calculation Error
26 Invalid Discount Type
27 Discount Type Invalid State
28 Invalid Discount
29 Invalid Quantity
30 Invalid Pricing Precision
31 Missing Product Default UOM
32 Missing Product UOM Schedule
33 Inactive Discount Type
34 Invalid Price Level Currency
35 Price Attribute Out Of Range
36 Base Currency Attribute Overflow
37 Base Currency Attribute Underflow

PriorityCode

Property Value
Description Select the priority so that preferred customers or critical issues are handled quickly.
DisplayName Priority
IsValidForForm True
IsValidForRead True
LogicalName prioritycode
RequiredLevel None
Type Picklist

PriorityCode Choices/Options

Value Label Description
1 Default Value

ProcessId

Property Value
Description Contains the id of the process associated with the entity.
DisplayName Process Id
IsValidForForm False
IsValidForRead True
LogicalName processid
RequiredLevel None
Type Uniqueidentifier

ProposedSolution

Property Value
Description Type notes about the proposed solution for the opportunity.
DisplayName Proposed Solution
Format TextArea
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName proposedsolution
MaxLength 2000
RequiredLevel None
Type Memo

PurchaseProcess

Property Value
Description Choose whether an individual or a committee will be involved in the purchase process for the lead.
DisplayName Purchase Process
IsValidForForm True
IsValidForRead True
LogicalName purchaseprocess
RequiredLevel None
Type Picklist

PurchaseProcess Choices/Options

Value Label Description
0 Individual
1 Committee
2 Unknown

PurchaseTimeframe

Property Value
Description Choose how long the lead will likely take to make the purchase.
DisplayName Purchase Timeframe
IsValidForForm True
IsValidForRead True
LogicalName purchasetimeframe
RequiredLevel None
Type Picklist

PurchaseTimeframe Choices/Options

Value Label Description
0 Immediate
1 This Quarter
2 Next Quarter
3 This Year
4 Unknown

PursuitDecision

Property Value
Description Select whether the decision about pursuing the opportunity has been made.
DisplayName Decide Go/No-Go
IsValidForForm True
IsValidForRead True
LogicalName pursuitdecision
RequiredLevel None
Type Boolean

PursuitDecision Choices/Options

Value Label Description
1 No
0 Yes

DefaultValue: 0

QualificationComments

Property Value
Description Type comments about the qualification or scoring of the lead.
DisplayName Qualification Comments
Format TextArea
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName qualificationcomments
MaxLength 2000
RequiredLevel None
Type Memo

QuoteComments

Property Value
Description Type comments about the quotes associated with the opportunity.
DisplayName Quote Comments
Format TextArea
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName quotecomments
MaxLength 2000
RequiredLevel None
Type Memo

ResolveFeedback

Property Value
Description Choose whether the proposal feedback has been captured and resolved for the opportunity.
DisplayName Feedback Resolved
IsValidForForm True
IsValidForRead True
LogicalName resolvefeedback
RequiredLevel None
Type Boolean

ResolveFeedback Choices/Options

Value Label Description
1 No
0 Yes

DefaultValue: 0

SalesStage

Property Value
Description Select the sales stage of this opportunity to aid the sales team in their efforts to win this opportunity.
DisplayName Sales Stage
IsValidForForm True
IsValidForRead True
LogicalName salesstage
RequiredLevel None
Type Picklist

SalesStage Choices/Options

Value Label Description
0 Qualify
1 Develop
2 Propose
3 Close

SalesStageCode

Property Value
Description Select the sales process stage for the opportunity to indicate the probability of closing the opportunity.
DisplayName Process Code
IsValidForForm True
IsValidForRead True
LogicalName salesstagecode
RequiredLevel None
Type Picklist

SalesStageCode Choices/Options

Value Label Description
1 Default Value

ScheduleFollowup_Prospect

Property Value
DateTimeBehavior UserLocal
Description Enter the date and time of the prospecting follow-up meeting with the lead.
DisplayName Scheduled Follow up (Prospect)
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName schedulefollowup_prospect
RequiredLevel None
Type DateTime

ScheduleFollowup_Qualify

Property Value
DateTimeBehavior UserLocal
Description Enter the date and time of the qualifying follow-up meeting with the lead.
DisplayName Scheduled Follow up (Qualify)
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName schedulefollowup_qualify
RequiredLevel None
Type DateTime

ScheduleProposalMeeting

Property Value
DateTimeBehavior UserLocal
Description Enter the date and time of the proposal meeting for the opportunity.
DisplayName Schedule Proposal Meeting
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName scheduleproposalmeeting
RequiredLevel None
Type DateTime

SendThankYouNote

Property Value
Description Select whether a thank you note has been sent to the account for considering the proposal.
DisplayName Send Thank You Note
IsValidForForm True
IsValidForRead True
LogicalName sendthankyounote
RequiredLevel None
Type Boolean

SendThankYouNote Choices/Options

Value Label Description
1 completed
0 mark complete

DefaultValue: 0

SLAId

Property Value
Description Choose the service level agreement (SLA) that you want to apply to the opportunity record.
DisplayName SLA
IsValidForForm True
IsValidForRead True
LogicalName slaid
RequiredLevel None
Targets sla
Type Lookup

StageId

Property Value
Description Contains the id of the stage where the entity is located.
DisplayName Stage Id
IsValidForForm False
IsValidForRead True
LogicalName stageid
RequiredLevel None
Type Uniqueidentifier

StateCode

Property Value
Description Shows whether the opportunity is open, won, or lost. Won and lost opportunities are read-only and can't be edited until they are reactivated.
DisplayName Status
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName statecode
RequiredLevel SystemRequired
Type State

StateCode Choices/Options

Value Label DefaultStatus InvariantName
0 Open 1 Open
1 Won 3 Won
2 Lost 4 Lost

StatusCode

Property Value
Description Select the opportunity's status.
DisplayName Status Reason
IsValidForForm True
IsValidForRead True
LogicalName statuscode
RequiredLevel None
Type Status

StatusCode Choices/Options

Value Label State
1 In Progress 0
2 On Hold 0
3 Won 1
4 Canceled 2
5 Out-Sold 2

StepId

Property Value
Description Shows the ID of the workflow step.
DisplayName Step
IsValidForForm True
IsValidForRead True
LogicalName stepid
RequiredLevel None
Type Uniqueidentifier

StepName

Property Value
Description Shows the current phase in the sales pipeline for the opportunity. This is updated by a workflow.
DisplayName Pipeline Phase
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName stepname
MaxLength 200
RequiredLevel None
Type String

TimeLine

Property Value
Description Select when the opportunity is likely to be closed.
DisplayName Timeline
IsValidForForm True
IsValidForRead True
LogicalName timeline
RequiredLevel None
Type Picklist

TimeLine Choices/Options

Value Label Description
0 Immediate
1 This Quarter
2 Next Quarter
3 This Year
4 Not known

TimeZoneRuleVersionNumber

Property Value
Description For internal use only.
DisplayName Time Zone Rule Version Number
Format None
IsValidForForm False
IsValidForRead True
LogicalName timezoneruleversionnumber
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

TotalAmount

Property Value
Description Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the opportunity.
DisplayName Total Amount
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName totalamount
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

TotalAmountLessFreight

Property Value
Description Shows the total product amount for the opportunity, minus any discounts. This value is added to freight and tax amounts in the calculation for the total amount of the opportunity.
DisplayName Total Pre-Freight Amount
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName totalamountlessfreight
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

TotalDiscountAmount

Property Value
Description Shows the total discount amount, based on the discount price and rate entered on the opportunity.
DisplayName Total Discount Amount
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName totaldiscountamount
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

TotalLineItemAmount

Property Value
Description Shows the sum of all existing and write-in products included on the opportunity, based on the specified price list and quantities.
DisplayName Total Detail Amount
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName totallineitemamount
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

TotalLineItemDiscountAmount

Property Value
Description Shows the total of the Manual Discount amounts specified on all products included in the opportunity. This value is reflected in the Total Detail Amount field on the opportunity and is added to any discount amount or rate specified on the opportunity.
DisplayName Total Line Item Discount Amount
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName totallineitemdiscountamount
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 0
RequiredLevel None
Type Money

TotalTax

Property Value
Description Shows the total of the Tax amounts specified on all products included in the opportunity, included in the Total Amount field calculation for the opportunity.
DisplayName Total Tax
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName totaltax
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 2
RequiredLevel None
Type Money

TransactionCurrencyId

Property Value
Description Choose the local currency for the record to make sure budgets are reported in the correct currency.
DisplayName Currency
IsValidForForm True
IsValidForRead True
LogicalName transactioncurrencyid
RequiredLevel ApplicationRequired
Targets transactioncurrency
Type Lookup

TraversedPath

Property Value
Description A comma separated list of string values representing the unique identifiers of stages in a Business Process Flow Instance in the order that they occur.
DisplayName Traversed Path
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName traversedpath
MaxLength 1250
RequiredLevel None
Type String

UTCConversionTimeZoneCode

Property Value
Description Time zone code that was in use when the record was created.
DisplayName UTC Conversion Time Zone Code
Format None
IsValidForForm False
IsValidForRead True
LogicalName utcconversiontimezonecode
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

Read-only attributes

These attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.

AccountId

Property Value
Description Internal attribute for storing customerid. Do not use this attribute directly; use parentaccountid instead.
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName accountid
RequiredLevel None
Targets account
Type Lookup

AccountIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName accountidname
MaxLength 100
RequiredLevel None
Type String

AccountIdYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName accountidyominame
MaxLength 100
RequiredLevel None
Type String

ActualValue_Base

Property Value
Description Value of the Actual Revenue in base currency.
DisplayName Actual Revenue (Base)
IsValidForForm True
IsValidForRead True
LogicalName actualvalue_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

BudgetAmount_Base

Property Value
Description Value of the Budget Amount in base currency.
DisplayName Budget Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName budgetamount_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

CampaignIdName

Added by: Marketing Sales Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName campaignidname
MaxLength 100
RequiredLevel None
Type String

ContactId

Property Value
Description Internal attribute for storing customerid. Do not use this attribute directly; use parentcontactid instead.
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName contactid
RequiredLevel None
Targets contact
Type Lookup

ContactIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName contactidname
MaxLength 100
RequiredLevel None
Type String

ContactIdYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName contactidyominame
MaxLength 100
RequiredLevel None
Type String

CreatedBy

Property Value
Description Shows who created the record.
DisplayName Created By
IsValidForForm True
IsValidForRead True
LogicalName createdby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyname
MaxLength 100
RequiredLevel None
Type String

CreatedByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyyominame
MaxLength 100
RequiredLevel None
Type String

CreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was created.
DisplayName Created On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime

CreatedOnBehalfBy

Property Value
Description Shows who created the record on behalf of another user.
DisplayName Created By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName createdonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedOnBehalfByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

CreatedOnBehalfByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyyominame
MaxLength 100
RequiredLevel None
Type String

CustomerIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName customeridname
MaxLength 160
RequiredLevel ApplicationRequired
Type String

CustomerIdYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName customeridyominame
MaxLength 450
RequiredLevel ApplicationRequired
Type String

DiscountAmount_Base

Property Value
Description Value of the Opportunity Discount Amount in base currency.
DisplayName Opportunity Discount Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName discountamount_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

EstimatedValue_Base

Property Value
Description Value of the Est. Revenue in base currency.
DisplayName Est. Revenue (Base)
IsValidForForm True
IsValidForRead True
LogicalName estimatedvalue_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

ExchangeRate

Added by: Active Solution Solution

Property Value
Description Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.
DisplayName Exchange Rate
IsValidForForm True
IsValidForRead True
LogicalName exchangerate
MaxValue 100000000000
MinValue 0.0000000001
Precision 10
RequiredLevel None
Type Decimal

FreightAmount_Base

Property Value
Description Value of the Freight Amount in base currency.
DisplayName Freight Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName freightamount_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

IsPrivate

Property Value
Description Indicates whether the opportunity is private or visible to the entire organization.
DisplayName Is Private
IsValidForForm False
IsValidForRead False
LogicalName isprivate
RequiredLevel None
Type Boolean

IsPrivate Choices/Options

Value Label Description
1 Yes
0 No

DefaultValue: 0

ModifiedBy

Property Value
Description Shows who last updated the record.
DisplayName Modified By
IsValidForForm True
IsValidForRead True
LogicalName modifiedby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyyominame
MaxLength 100
RequiredLevel None
Type String

ModifiedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was modified.
DisplayName Modified On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime

ModifiedOnBehalfBy

Property Value
Description Shows who last updated the record on behalf of another user.
DisplayName Modified By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName modifiedonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedOnBehalfByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedOnBehalfByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyyominame
MaxLength 100
RequiredLevel None
Type String

OnHoldTime

Property Value
Description Shows the duration in minutes for which the opportunity was on hold.
DisplayName On Hold Time (Minutes)
Format None
IsValidForForm True
IsValidForRead True
LogicalName onholdtime
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

OriginatingLeadIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName originatingleadidname
MaxLength 100
RequiredLevel None
Type String

OriginatingLeadIdYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName originatingleadidyominame
MaxLength 100
RequiredLevel None
Type String

OwnerIdName

Property Value
Description Name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridname
MaxLength 100
RequiredLevel SystemRequired
Type String

OwnerIdYomiName

Property Value
Description Yomi name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

OwningBusinessUnit

Property Value
Description Unique identifier for the business unit that owns the record
DisplayName Owning Business Unit
IsValidForForm False
IsValidForRead True
LogicalName owningbusinessunit
RequiredLevel None
Targets businessunit
Type Lookup

OwningTeam

Property Value
Description Unique identifier for the team that owns the record.
DisplayName Owning Team
IsValidForForm False
IsValidForRead True
LogicalName owningteam
RequiredLevel None
Targets team
Type Lookup

OwningUser

Property Value
Description Unique identifier for the user that owns the record.
DisplayName Owning User
IsValidForForm False
IsValidForRead True
LogicalName owninguser
RequiredLevel None
Targets systemuser
Type Lookup

ParentAccountIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName parentaccountidname
MaxLength 100
RequiredLevel None
Type String

ParentAccountIdYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName parentaccountidyominame
MaxLength 100
RequiredLevel None
Type String

ParentContactIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName parentcontactidname
MaxLength 100
RequiredLevel None
Type String

ParentContactIdYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName parentcontactidyominame
MaxLength 100
RequiredLevel None
Type String

PriceLevelIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName pricelevelidname
MaxLength 100
RequiredLevel SystemRequired
Type String

SLAInvokedId

Property Value
Description Last SLA that was applied to this opportunity. This field is for internal use only.
DisplayName Last SLA applied
IsValidForForm False
IsValidForRead True
LogicalName slainvokedid
RequiredLevel None
Targets sla
Type Lookup

SLAInvokedIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName slainvokedidname
MaxLength 100
RequiredLevel None
Type String

SLAName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName slaname
MaxLength 100
RequiredLevel None
Type String

TimeSpentByMeOnEmailAndMeetings

Property Value
Description Total time spent for emails (read and write) and meetings by me in relation to the opportunity record.
DisplayName Time Spent by me
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName timespentbymeonemailandmeetings
MaxLength 1250
RequiredLevel None
Type String

TotalAmount_Base

Property Value
Description Value of the Total Amount in base currency.
DisplayName Total Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName totalamount_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

TotalAmountLessFreight_Base

Property Value
Description Value of the Total Pre-Freight Amount in base currency.
DisplayName Total Pre-Freight Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName totalamountlessfreight_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

TotalDiscountAmount_Base

Property Value
Description Value of the Total Discount Amount in base currency.
DisplayName Total Discount Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName totaldiscountamount_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

TotalLineItemAmount_Base

Property Value
Description Value of the Total Detail Amount in base currency.
DisplayName Total Detail Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName totallineitemamount_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

TotalLineItemDiscountAmount_Base

Property Value
Description Value of the Total Line Item Discount Amount in base currency.
DisplayName Total Line Item Discount Amount (Base)
IsValidForForm True
IsValidForRead True
LogicalName totallineitemdiscountamount_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

TotalTax_Base

Property Value
Description Value of the Total Tax in base currency.
DisplayName Total Tax (Base)
IsValidForForm True
IsValidForRead True
LogicalName totaltax_base
MaxValue 922337203685477
MinValue -922337203685477
Precision 4
PrecisionSource 2
RequiredLevel None
Type Money

TransactionCurrencyIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName transactioncurrencyidname
MaxLength 100
RequiredLevel None
Type String

VersionNumber

Property Value
Description Version Number
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
MaxValue 9223372036854775807
MinValue -9223372036854775808
RequiredLevel None
Type BigInt

One-To-Many Relationships

Listed by SchemaName.

Opportunity_ActivityPointers

Added by: System Solution Solution

Same as the Opportunity_ActivityPointers many-to-one relationship for the activitypointer entity.

Property Value
ReferencingEntity activitypointer
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName Opportunity_ActivityPointers
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order: 20
CascadeConfiguration Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_SyncErrors

Added by: System Solution Solution

Same as the Opportunity_SyncErrors many-to-one relationship for the syncerror entity.

Property Value
ReferencingEntity syncerror
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_SyncErrors
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: Cascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

opportunity_activity_parties

Added by: System Solution Solution

Same as the opportunity_activity_parties many-to-one relationship for the activityparty entity.

Property Value
ReferencingEntity activityparty
ReferencingAttribute partyid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName opportunity_activity_parties
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_DuplicateMatchingRecord

Added by: System Solution Solution

Same as the Opportunity_DuplicateMatchingRecord many-to-one relationship for the duplicaterecord entity.

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute duplicaterecordid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName Opportunity_DuplicateMatchingRecord
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_DuplicateBaseRecord

Added by: System Solution Solution

Same as the Opportunity_DuplicateBaseRecord many-to-one relationship for the duplicaterecord entity.

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute baserecordid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName Opportunity_DuplicateBaseRecord
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_SharepointDocumentLocation

Added by: System Solution Solution

Same as the Opportunity_SharepointDocumentLocation many-to-one relationship for the sharepointdocumentlocation entity.

Property Value
ReferencingEntity sharepointdocumentlocation
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_SharepointDocumentLocation
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: Cascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

opportunity_Teams

Added by: System Solution Solution

Same as the opportunity_Teams many-to-one relationship for the team entity.

Property Value
ReferencingEntity team
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_Teams
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_AsyncOperations

Added by: System Solution Solution

Same as the Opportunity_AsyncOperations many-to-one relationship for the asyncoperation entity.

Property Value
ReferencingEntity asyncoperation
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName Opportunity_AsyncOperations
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_MailboxTrackingFolder

Added by: System Solution Solution

Same as the Opportunity_MailboxTrackingFolder many-to-one relationship for the mailboxtrackingfolder entity.

Property Value
ReferencingEntity mailboxtrackingfolder
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_MailboxTrackingFolder
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: Cascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_ProcessSessions

Added by: System Solution Solution

Same as the Opportunity_ProcessSessions many-to-one relationship for the processsession entity.

Property Value
ReferencingEntity processsession
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName Opportunity_ProcessSessions
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order: 110
CascadeConfiguration Assign: Cascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_BulkDeleteFailures

Added by: System Solution Solution

Same as the Opportunity_BulkDeleteFailures many-to-one relationship for the bulkdeletefailure entity.

Property Value
ReferencingEntity bulkdeletefailure
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName Opportunity_BulkDeleteFailures
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

opportunity_principalobjectattributeaccess

Added by: System Solution Solution

Same as the opportunity_principalobjectattributeaccess many-to-one relationship for the principalobjectattributeaccess entity.

Property Value
ReferencingEntity principalobjectattributeaccess
ReferencingAttribute objectid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName opportunity_principalobjectattributeaccess
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_Appointments

Added by: System Solution Solution

Same as the Opportunity_Appointments many-to-one relationship for the appointment entity.

Property Value
ReferencingEntity appointment
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_Appointments
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_Emails

Added by: System Solution Solution

Same as the Opportunity_Emails many-to-one relationship for the email entity.

Property Value
ReferencingEntity email
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_Emails
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_Faxes

Added by: System Solution Solution

Same as the Opportunity_Faxes many-to-one relationship for the fax entity.

Property Value
ReferencingEntity fax
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_Faxes
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_Letters

Added by: System Solution Solution

Same as the Opportunity_Letters many-to-one relationship for the letter entity.

Property Value
ReferencingEntity letter
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_Letters
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_Phonecalls

Added by: System Solution Solution

Same as the Opportunity_Phonecalls many-to-one relationship for the phonecall entity.

Property Value
ReferencingEntity phonecall
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_Phonecalls
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_Tasks

Added by: System Solution Solution

Same as the Opportunity_Tasks many-to-one relationship for the task entity.

Property Value
ReferencingEntity task
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_Tasks
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_RecurringAppointmentMasters

Added by: System Solution Solution

Same as the Opportunity_RecurringAppointmentMasters many-to-one relationship for the recurringappointmentmaster entity.

Property Value
ReferencingEntity recurringappointmentmaster
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_RecurringAppointmentMasters
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_SocialActivities

Added by: System Solution Solution

Same as the Opportunity_SocialActivities many-to-one relationship for the socialactivity entity.

Property Value
ReferencingEntity socialactivity
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_SocialActivities
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

opportunity_connections1

Added by: System Solution Solution

Same as the opportunity_connections1 many-to-one relationship for the connection entity.

Property Value
ReferencingEntity connection
ReferencingAttribute record1id
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_connections1
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order: 100
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

opportunity_connections2

Added by: System Solution Solution

Same as the opportunity_connections2 many-to-one relationship for the connection entity.

Property Value
ReferencingEntity connection
ReferencingAttribute record2id
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_connections2
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order: 100
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_Annotation

Added by: System Solution Solution

Same as the Opportunity_Annotation many-to-one relationship for the annotation entity.

Property Value
ReferencingEntity annotation
ReferencingAttribute objectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_Annotation
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Opportunity_ServiceAppointments

Added by: Service Solution

Same as the Opportunity_ServiceAppointments many-to-one relationship for the serviceappointment entity.

Property Value
ReferencingEntity serviceappointment
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_ServiceAppointments
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: RemoveLink
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

opportunity_OpportunityCloses

Same as the opportunity_OpportunityCloses many-to-one relationship for the opportunityclose entity.

Property Value
ReferencingEntity opportunityclose
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_OpportunityCloses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

opportunity_OrderCloses

Same as the opportunity_OrderCloses many-to-one relationship for the orderclose entity.

Property Value
ReferencingEntity orderclose
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_OrderCloses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

opportunity_QuoteCloses

Same as the opportunity_QuoteCloses many-to-one relationship for the quoteclose entity.

Property Value
ReferencingEntity quoteclose
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_QuoteCloses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

opportunity_actioncard

Added by: System Solution Solution

Same as the opportunity_actioncard many-to-one relationship for the actioncard entity.

Property Value
ReferencingEntity actioncard
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_actioncard
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_leadtoopportunitysalesprocess_opportunityid

Same as the lk_leadtoopportunitysalesprocess_opportunityid many-to-one relationship for the leadtoopportunitysalesprocess entity.

Property Value
ReferencingEntity leadtoopportunitysalesprocess
ReferencingAttribute opportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_leadtoopportunitysalesprocess
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

opportunity_PostFollows

Added by: System Solution Solution

Same as the opportunity_PostFollows many-to-one relationship for the postfollow entity.

Property Value
ReferencingEntity postfollow
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName opportunity_PostFollows
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

opportunity_invoices

Same as the opportunity_invoices many-to-one relationship for the invoice entity.

Property Value
ReferencingEntity invoice
ReferencingAttribute opportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_invoices
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Sales
Label:
Order: 30
CascadeConfiguration Assign: NoCascade
Delete: Restrict
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Opportunity_OpportunityClose

Same as the Opportunity_OpportunityClose many-to-one relationship for the opportunityclose entity.

Property Value
ReferencingEntity opportunityclose
ReferencingAttribute opportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName Opportunity_OpportunityClose
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

opportunity_quotes

Same as the opportunity_quotes many-to-one relationship for the quote entity.

Property Value
ReferencingEntity quote
ReferencingAttribute opportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_quotes
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Sales
Label:
Order: 10
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

opportunity_sales_orders

Same as the opportunity_sales_orders many-to-one relationship for the salesorder entity.

Property Value
ReferencingEntity salesorder
ReferencingAttribute opportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_sales_orders
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Sales
Label:
Order: 20
CascadeConfiguration Assign: Cascade
Delete: Restrict
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

product_opportunities

Same as the product_opportunities many-to-one relationship for the opportunityproduct entity.

Property Value
ReferencingEntity opportunityproduct
ReferencingAttribute opportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName product_opportunities
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order: 10
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

slakpiinstance_opportunity

Added by: System Solution Solution

Same as the slakpiinstance_opportunity many-to-one relationship for the slakpiinstance entity.

Property Value
ReferencingEntity slakpiinstance
ReferencingAttribute regarding
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName slakpiinstance_opportunity
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

lead_qualifying_opportunity

Same as the lead_qualifying_opportunity many-to-one relationship for the lead entity.

Property Value
ReferencingEntity lead
ReferencingAttribute qualifyingopportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName lead_qualifying_opportunity
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: RemoveLink
Merge: Cascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_opportunitysalesprocess_opportunityid

Same as the lk_opportunitysalesprocess_opportunityid many-to-one relationship for the opportunitysalesprocess entity.

Property Value
ReferencingEntity opportunitysalesprocess
ReferencingAttribute opportunityid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName opportunity_opportunitysalesprocess
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

CreatedOpportunity_BulkOperationLogs

Added by: Marketing Solution

Same as the CreatedOpportunity_BulkOperationLogs many-to-one relationship for the bulkoperationlog entity.

Property Value
ReferencingEntity bulkoperationlog
ReferencingAttribute createdobjectid
IsHierarchical False
IsCustomizable False
ReferencedEntityNavigationPropertyName CreatedOpportunity_BulkOperationLogs
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related entity. Listed by SchemaName.

lk_opportunitybase_createdby

Added by: System Solution Solution

See the lk_opportunitybase_createdby one-to-many relationship for the systemuser entity.

lk_opportunity_createdonbehalfby

Added by: System Solution Solution

See the lk_opportunity_createdonbehalfby one-to-many relationship for the systemuser entity.

lk_opportunitybase_modifiedby

Added by: System Solution Solution

See the lk_opportunitybase_modifiedby one-to-many relationship for the systemuser entity.

lk_opportunity_modifiedonbehalfby

Added by: System Solution Solution

See the lk_opportunity_modifiedonbehalfby one-to-many relationship for the systemuser entity.

opportunity_owning_user

Added by: System Solution Solution

See the opportunity_owning_user one-to-many relationship for the systemuser entity.

team_opportunities

Added by: System Solution Solution

See the team_opportunities one-to-many relationship for the team entity.

business_unit_opportunities

Added by: System Solution Solution

See the business_unit_opportunities one-to-many relationship for the businessunit entity.

processstage_opportunity

Added by: System Solution Solution

See the processstage_opportunity one-to-many relationship for the processstage entity.

transactioncurrency_opportunity

Added by: System Solution Solution

See the transactioncurrency_opportunity one-to-many relationship for the transactioncurrency entity.

opportunity_customer_accounts

Added by: System Solution Solution

See the opportunity_customer_accounts one-to-many relationship for the account entity.

opportunity_customer_contacts

Added by: System Solution Solution

See the opportunity_customer_contacts one-to-many relationship for the contact entity.

opportunity_originating_lead

Added by: Lead Management Solution

See the opportunity_originating_lead one-to-many relationship for the lead entity.

opportunity_parent_account

Added by: System Solution Solution

See the opportunity_parent_account one-to-many relationship for the account entity.

opportunity_parent_contact

Added by: System Solution Solution

See the opportunity_parent_contact one-to-many relationship for the contact entity.

price_level_opportunties

Added by: Product Management Solution

See the price_level_opportunties one-to-many relationship for the pricelevel entity.

manualsla_opportunity

Added by: System Solution Solution

See the manualsla_opportunity one-to-many relationship for the sla entity.

sla_opportunity

Added by: System Solution Solution

See the sla_opportunity one-to-many relationship for the sla entity.

campaign_opportunities

Added by: Marketing Solution

See the campaign_opportunities one-to-many relationship for the campaign entity.

Many-To-Many Relationships

Relationship details provided where the Opportunity entity is the first entity in the relationship. Listed by SchemaName.

opportunitycompetitors_association

IntersectEntityName: opportunitycompetitors

Table 1

Property Value
IntersectAttribute opportunityid
IsCustomizable False
LogicalName opportunity
NavigationPropertyName opportunitycompetitors_association
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:

Table 2

Property Value
LogicalName competitor
IntersectAttribute competitorid
NavigationPropertyName opportunitycompetitors_association
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Sales
Label:
Order: 40

See also

About the Entity Reference
Web API EntityType Reference