Opportunity entity reference
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
- ActualValue
- BudgetAmount
- BudgetStatus
- CampaignId
- CaptureProposalFeedback
- CloseProbability
- CompleteFinalProposal
- CompleteInternalReview
- ConfirmInterest
- CurrentSituation
- CustomerId
- CustomerIdType
- CustomerNeed
- CustomerPainPoints
- DecisionMaker
- Description
- DevelopProposal
- DiscountAmount
- DiscountPercentage
- EmailAddress
- EstimatedCloseDate
- EstimatedValue
- EvaluateFit
- FileDebrief
- FinalDecisionDate
- FreightAmount
- IdentifyCompetitors
- IdentifyCustomerContacts
- IdentifyPursuitTeam
- ImportSequenceNumber
- InitialCommunication
- IsRevenueSystemCalculated
- LastOnHoldTime
- Name
- Need
- OpportunityId
- OpportunityRatingCode
- OriginatingLeadId
- OverriddenCreatedOn
- OwnerId
- OwnerIdType
- ParentAccountId
- ParentContactId
- ParticipatesInWorkflow
- PresentFinalProposal
- PresentProposal
- PriceLevelId
- PricingErrorCode
- PriorityCode
- ProcessId
- ProposedSolution
- PurchaseProcess
- PurchaseTimeframe
- PursuitDecision
- QualificationComments
- QuoteComments
- ResolveFeedback
- SalesStage
- SalesStageCode
- ScheduleFollowup_Prospect
- ScheduleFollowup_Qualify
- ScheduleProposalMeeting
- SendThankYouNote
- SLAId
- StageId
- StateCode
- StatusCode
- StepId
- StepName
- TimeLine
- TimeZoneRuleVersionNumber
- TotalAmount
- TotalAmountLessFreight
- TotalDiscountAmount
- TotalLineItemAmount
- TotalLineItemDiscountAmount
- TotalTax
- TransactionCurrencyId
- TraversedPath
- UTCConversionTimeZoneCode
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 | |
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
- AccountIdName
- AccountIdYomiName
- ActualValue_Base
- BudgetAmount_Base
- CampaignIdName
- ContactId
- ContactIdName
- ContactIdYomiName
- CreatedBy
- CreatedByName
- CreatedByYomiName
- CreatedOn
- CreatedOnBehalfBy
- CreatedOnBehalfByName
- CreatedOnBehalfByYomiName
- CustomerIdName
- CustomerIdYomiName
- DiscountAmount_Base
- EstimatedValue_Base
- ExchangeRate
- FreightAmount_Base
- IsPrivate
- ModifiedBy
- ModifiedByName
- ModifiedByYomiName
- ModifiedOn
- ModifiedOnBehalfBy
- ModifiedOnBehalfByName
- ModifiedOnBehalfByYomiName
- OnHoldTime
- OriginatingLeadIdName
- OriginatingLeadIdYomiName
- OwnerIdName
- OwnerIdYomiName
- OwningBusinessUnit
- OwningTeam
- OwningUser
- ParentAccountIdName
- ParentAccountIdYomiName
- ParentContactIdName
- ParentContactIdYomiName
- PriceLevelIdName
- SLAInvokedId
- SLAInvokedIdName
- SLAName
- TimeSpentByMeOnEmailAndMeetings
- TotalAmount_Base
- TotalAmountLessFreight_Base
- TotalDiscountAmount_Base
- TotalLineItemAmount_Base
- TotalLineItemDiscountAmount_Base
- TotalTax_Base
- TransactionCurrencyIdName
- VersionNumber
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
- Opportunity_SyncErrors
- opportunity_activity_parties
- Opportunity_DuplicateMatchingRecord
- Opportunity_DuplicateBaseRecord
- Opportunity_SharepointDocumentLocation
- opportunity_Teams
- Opportunity_AsyncOperations
- Opportunity_MailboxTrackingFolder
- Opportunity_ProcessSessions
- Opportunity_BulkDeleteFailures
- opportunity_principalobjectattributeaccess
- Opportunity_Appointments
- Opportunity_Emails
- Opportunity_Faxes
- Opportunity_Letters
- Opportunity_Phonecalls
- Opportunity_Tasks
- Opportunity_RecurringAppointmentMasters
- Opportunity_SocialActivities
- opportunity_connections1
- opportunity_connections2
- Opportunity_Annotation
- Opportunity_ServiceAppointments
- opportunity_OpportunityCloses
- opportunity_OrderCloses
- opportunity_QuoteCloses
- opportunity_actioncard
- lk_leadtoopportunitysalesprocess_opportunityid
- opportunity_PostFollows
- opportunity_invoices
- Opportunity_OpportunityClose
- opportunity_quotes
- opportunity_sales_orders
- product_opportunities
- slakpiinstance_opportunity
- lead_qualifying_opportunity
- lk_opportunitysalesprocess_opportunityid
- CreatedOpportunity_BulkOperationLogs
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 | |
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
- lk_opportunity_createdonbehalfby
- lk_opportunitybase_modifiedby
- lk_opportunity_modifiedonbehalfby
- opportunity_owning_user
- team_opportunities
- business_unit_opportunities
- processstage_opportunity
- transactioncurrency_opportunity
- opportunity_customer_accounts
- opportunity_customer_contacts
- opportunity_originating_lead
- opportunity_parent_account
- opportunity_parent_contact
- price_level_opportunties
- manualsla_opportunity
- sla_opportunity
- campaign_opportunities
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 |