Salesforce | Opportunity Standard Dataset

This article details the dataset structure that Alight Analytics considers "standard" for the Opportunity dataset from Saleforce. A full data refresh will occur daily. To add custom fields from Salesforce, please log a ticket to the Data Solutions Team.

Field Type Description
AccountId Dimension ID of the account associated with this opportunity.
Amount Decimal Estimated total sale amount. For opportunities with products, the amount is the sum of the related products. Any attempt to update this field, if the record has products, will be ignored. The update call will not be rejected, and other fields will be updated as specified, but the Amount will be unchanged.
CampaignId Dimension ID of a related Campaign. This field is defined only for those organizations that have the campaign feature Campaigns enabled. The User must have read access rights to the cross-Dimensiond Campaign object in order to create or update that campaign into this field on the opportunity.
CloseDate Date Required. Date when the opportunity is expected to close.
ConnectionReceivedId Dimension ID of the PartnerNetworkConnection that shared this record with your organization. This field is available if you enabled Salesforce to Salesforce.
ConnectionSentId Dimension ID of the PartnerNetworkConnection that you shared this record with. This field is available if you enabled Salesforce to Salesforce. This field is supported using API versions earlier than 15.0. In all other API versions, this field’s value is null. You can use the new PartnerNetworkRecordConnection object to forward records to connections.
ContactId Dimension ID of the contact associated with this opportunity, set as the primary contact. Read-only field that is derived from the opportunity contact role, which is created at the same time the opportunity is created. This field can only be populated when it’s created, and can’t be updated. To update the value in this field, change the IsPrimary flag on the OpportunityContactRole associated with this opportunity. Available in API version 46.0 and later.
ContractId Dimension ID of the contract that’s associated with this opportunity.
CurrencyIsoCode Dimension Available only for organizations with the multicurrency feature enabled. Contains the ISO code for any currency allowed by the organization.
Description Dimension Text description of the opportunity. Limit: 32,000 characters.
ExpectedRevenue Decimal Read-only field that is equal to the product of the opportunity Amount field and the Probability. You can’t directly set this field, but you can indirectly set it by setting the Amount or Probability fields.
Fiscal Dimension If fiscal years are not enabled, the name of the fiscal quarter or period in which the opportunity CloseDate falls. Value should be in YYY Q format, for example, '2006 1' for first quarter of 2006.
FiscalQuarter Number Represents the fiscal quarter. Valid values are 1, 2, 3, or 4.
FiscalYear Number Represents the fiscal year, for example, 2006.
ForecastCategory Dimension Restricted picklist field. It is implied, but not directly controlled, by the StageName field. You can override this field to a different value than is implied by the StageName value. The values of this field are fixed enumerated values. The field labels are localized to the language of the user performing the operation, if localized versions of those labels are available for that language in the user interface.
ForecastCategoryName Dimension The name of the forecast category. It is implied, but not directly controlled, by the StageName field. You can override this field to a different value than is implied by the StageName value.
HasOpenActivity Boolean Indicates whether an opportunity has an open event or task (true) or not (false). Available in API version 35.0 and later.
HasOpportunityLineItem Boolean Read-only field that indicates whether the opportunity has associated line items. A value of true means that Opportunity line items have been created for the opportunity. An opportunity can have opportunity line items only if the opportunity has a price book. The opportunity line items must correspond to PricebookEntry objects that are listed in the opportunity Pricebook2. However, you can insert opportunity line items on an opportunity that does not have an associated Pricebook2. For the first opportunity line item that you insert on an opportunity without a Pricebook2, the API automatically sets the Pricebook2Id field, if the opportunity line item corresponds to a PricebookEntry in an active Pricebook2 that has a CurrencyIsoCode field that matches the CurrencyIsoCode field of the opportunity. If the Pricebook2 is not active or the CurrencyIsoCode fields do not match, then the API returns an error. You can’t update the Pricebook2Id or PricebookId fields if opportunity line items exist on the Opportunity. You must delete the line items before attempting to update the PricebookId field.
HasOverdueTask Boolean Indicates whether an opportunity has an overdue task (true) or not (false). Available in API version 35.0 and later.
IsClosed Boolean Directly controlled by StageName. You can query and filter on this field, but you can’t directly set it in a create, upsert, or update request. It can only be set via StageName. Label is Closed.
IsDeleted Boolean Indicates whether the object has been moved to the Recycle Bin (true) or not (false). Label is Deleted.
IsExcludedFromTerritory2Filter Boolean Used for Filter-Based Opportunity Territory Assignment (Pilot in Spring ’15 / API version 33). Indicates whether the opportunity is excluded (True) or included (False) each time the APEX filter is executed.
IsSplit Boolean Read-only field that indicates whether credit for the opportunity is split between opportunity team members. Label is IsSplit. This field is available in versions 14.0 and later for organizations that enabled Opportunity Splits during the pilot period.
IsWon Boolean Directly controlled by StageName. You can query and filter on this field, but you can’t directly set the value. It can only be set via StageName. Label is Won.
LastActivityDate Date Value is one of the following, whichever is the most recent: Due date of the most recent event logged against the record. Due date of the most recently closed task associated with the record.
LastReferencedDate Date The timestamp for when the current user last viewed a record related to this record.
LastViewedDate Date The timestamp for when the current user last viewed this record. If this value is null, this record might only have been Dimensiond (LastDimensiondDate) and not viewed.
LeadSource Dimension Source of this opportunity, such as Advertisement or Trade Show.
Name Dimension Required. A name for this opportunity. Limit: 120 characters.
NextStep Dimension Description of next task in closing opportunity. Limit: 255 characters.
OwnerId Dimension ID of the User who has been assigned to work this opportunity.
Pricebook2Id Dimension ID of a related Pricebook2 object. The Pricebook2Id field indicates which Pricebook2 applies to this opportunity. The Pricebook2Id field is defined only for those organizations that have products enabled as a feature. You can specify values for only one field (Pricebook2Id or PricebookId)—not both fields. For this reason, both fields are declared nillable.
PricebookId Dimension Unavailable as of version 3.0. As of version 8.0, the Pricebook object is no longer available. Use the Pricebook2Id field instead, specifying the ID of the Pricebook2 record.
Probability Decimal Percentage of estimated confidence in closing the opportunity. It is implied, but not directly controlled, by the StageName field. You can override this field to a different value than what is implied by the StageName.
RecordTypeId Dimension ID of the record type assigned to this object.
StageName Dimension Required. Current stage of this record. The StageName field controls several other fields on an opportunity. Each of the fields can be directly set or implied by changing the StageName field. In addition, the StageName field is a picklist, so it has additional members in the returned describeSObjectResult to indicate how it affects the other fields. To obtain the stage name values in the picklist, query the OpportunityStage object. If the StageName is updated, then the ForecastCategoryName, IsClosed, IsWon, and Probability are automatically updated based on the stage-category mapping.
SyncedQuoteID Dimension Read only in an Apex trigger. The ID of the Quote that syncs with the opportunity. Setting this field lets you start and stop syncing between the opportunity and a quote. The ID has to be for a quote that is a child of the opportunity.
Territory2Id Dimension The ID of the territory that is assigned to the opportunity. Available only if Enterprise Territory Management has been enabled for your organization.
TotalOpportunityQuantity Decimal Number of items included in this opportunity. Used in quantity-based forecasting.
Type Dimension Type of opportunity. For example, Existing Business or New Business. Label is Opportunity Type.
Insert Date Timestamp ChannelMix Field: when the row was inserted into the dataset
Channelmix Profile Dimension ChannelMix Field: the ChannelMix Profile associated to the data
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