Salesforce Opportunity Create VERSION 2


Creates a Salesforce Opportunity record with the given parameters and returns the Opportunity Id of the created Opportunity record. The first thing that the handler does is obtain an access token using the inputted info values, which is used to authenticate the rest of the calls that are made. The parameter inputs are then used to build an Opportunity object which is sent to the Salesforce REST API to create an Opportunity with those values.

Where to find the Client ID, Client Secret, Security Token

  1. Go to Setup, which is in the dropdown menu under your name in the upper righthand corner.
  2. On the left sidebar, your Security Token can be found under Personal Setup > My Personal Information > Reset My Security Token.
  3. To get the Client ID and Client Secret, Navigate back to Setup and go to Manage Apps.
  4. Create a new Connected App, and fill in the basic information for the app.
  5. Check the Enable OAuth Settings checkbox and put https://auth for your callback url.
  6. Under selected OAuth scopes, add Access and manage your data (api) to your selected scopes and save.
  7. Your Client ID and Client Secret will be found on the app information page that you were redirected to upon saving.

Parameters

NameDescription
Opportunity NameSets the Opportunity Name field of the Opportunity record
Close DateSets the Close Date field of the Opportunity record (in the form of YYYY-MM-DD)
StageSets the Stage field of the Opportunity record
PrivateSets the Private field of the Opportunity record
TypeSets the Type field of the Opportunity record
Lead SourceSets the Lead Source field of the Opportunity record
AmountSets the Amount field of the Opportunity record
Next StepSets the Next Step field of the Opportunity record
ProbabilitySets the Probability field of the Opportunity record

Sample Configuration

NameDescription
Opportunity NameComplex Opportunity
Close Date2017-09-15
StageProspecting
Privatefalse
TypeNew Customer
Lead SourceWeb
Amount30000
Next StepFollow-up with customer
Probability15

Results

NameSample Result
Opportunity IdThe Id of the Salesforce Opportunity record that was created

Changelog

Salesforce Opportunity Create V1 (2011-05-06)

* Initial version. See README for details.