Salesforce Opportunity Retrieve VERSION 2


Retrieves a Salesforce Opportunity's information based on the inputted id. 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 inputted opportunity id is then used to build a URL to retrieve the opportunity information, which is then formatted and returned as XML results. If the opportunity id cannot be found or any other errors are encountered, they will be caught and raised by the handler.

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 IdThe Id of the Salesforce Opportunity record that will be retrieved

Sample Configuration

NameDescription
Opportunity Id0060H00000jtPC1QAM

Results

NameSample Result
Opportunity NameThe Opportunity Name field of the Opportunity record
Close DateThe Close Date field of the Opportunity record (in the form of YYYY-MM-DD)
StageThe Stage field of the Opportunity record
PrivateThe Private field of the Opportunity record
TypeThe Type field of the Opportunity record
Lead SourceThe Lead Source field of the Opportunity record
AmountThe Amount field of the Opportunity record
Next StepThe Next Step field of the Opportunity record
ProbabilityThe Probability field of the Opportunity record

Changelog

Salesforce Opportunity Retrieve V2 (2017-09-11)

* Due to Salesforce requiring TLS 1.2, this handler is only compatible with Task * 4.2.0 and above due to needing a ruby version greater than 2.0.0 * Update Salesforce API version from v20.0 to v37.0 * Updated to fully use the REST API (including authentication) * Add more logging while executing

Salesforce Opportunity Retrieve V1 (2011-05-09)

* Initial version. See README for details.