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Create Opportunity

Description#

This activity creates a new salesforce opportunity.

Properties#

Input#

  • Opportunity Name - Name of the opportunity to create.
  • Close Date - Closing date of the opportunity.
  • Opportunity Stage - Stage of the opportunity to create.

Misc#

  • DisplayName – The display name of the activity.
  • Private – If selected, the values of variables and arguments supplied will never be logged.

Optional#

  • Attachments – Path of the files to attach to the created opportunity.
  • Continue On Error – Specifies if the automation should continue even when the activity throws an error. This field only supports Boolean values (True, False). The default value is False.
  • Files - Path of the files to upload to salesforce and link to the created opportunity.

Note: If this activity is included in Try Catch and the value of this property is True, no error is caught when the project is executed

Output#

  • Opportunity Id - Id of the opportunity created.

Note: The design of this acivity provides an interface which simplifies assigning fields and values to the opportunity to be created.