Sales Opportunity DTO v14

SalesOpportunity is a business object that represents the sales opportunity data. Sales Opportunity include potential sale volumes that may arise from business with customers and interested parties.

Field Name Type Category Constraint Reference Description
businessPartner Identifier Required BusinessPartner : 16, 17, 18, 19, 20 Reference to a business partner the sales opportunity is for.
category Identifier Optional Category : 13, 14, 15, 16 Reference to a sales opportunity category.
closeDate Date Optional Close date of the sales opportunity.
closingPercentage BigDecimal Optional Closing percentage of the sales opportunity.
code String Optional length >= 1 & length <= 512 Sales opportunity code.
contact Identifier Optional Contact : 12, 13, 14, 15, 16 Reference to contact information of the sales opportunity.
industry Identifier Optional Industry : 10, 11, 12, 13 Reference to industry.
informationSource Identifier Optional InformationSource : 10, 11, 12, 13 Reference to information source.
levelOfInterest Identifier Optional LevelOfInterest : 10, 11, 12, 13 Reference to level of interest.
name String Optional length >= 1 & length <= 512 Name of the sales opportunity.
openDate Date Required Open date of the sales opportunity.
potentialAmount Monetary Required Potential amount of the sales deal.
predictedClosingDate Date Optional The date when the opportunity is meant to be closed.
reasons List<Identifier> Optional Reason : 10, 11, 12, 13 Set of reasons for the opportunity.
remarks String Optional length >= 1 & length <= 2147483647 Remarks on the opportunity.
salesOpportunityCompetitors List<SalesOpportunitycompetitordto_v14> Optional Set of competitors involved.
salesOpportunityStages List<SalesOpportunityStageDTO_v14> Optional Set of sales opportunity stages.
salesPerson Identifier Optional Person : 15, 16, 17, 18, 19 Sales person responsible for leading the opportunity.
status SalesOpportunityStatus Optional Allowed values { OPEN, WON, LOST, CREATED, NURTURE, TRANSFERRED, IN_PROGRESS, INVALID, REVISIT, QUALIFIED, DISQUALIFIED, CONVERTED } Sales opportunity status.
weightedAmount Monetary Optional Weighted amount of the sales opportunity.

SalesOpportunityDTO_v14.SalesOpportunitycompetitordto_v14


Field Name Type Category Constraint Reference Description
competitor Identifier Required Competitor : 10, 11, 12, 13
remarks String Optional length >= 1 & length <= 2147483647
threatLevel ThreatLevel Required Allowed values { LOW, MEDIUM, HIGH }
udfValues Set<UdfValue> Optional
won Boolean Required

SalesOpportunityDTO_v14.SalesOpportunityStageDTO_v14


Field Name Type Category Constraint Reference Description
closeDate Date Optional Defines the date the stage is accomplished.
closingPercentage BigDecimal Optional Accomplishment percentage of the stage.
object ObjectRef Optional Reference to an object.
openDate Date Required Open date of the sales opportunity.
owners Set<Identifier> Optional Person : 15, 16, 17, 18, 19 Owners of the stage, used to define permission based object filtering.
potentialAmount Monetary Optional Potential amount gained by the end of the stage.
remarks String Optional length >= 0 & length <= 255 Free text remarks on the stage.
salesPerson Identifier Optional Person : 15, 16, 17, 18, 19 Sale person responsible for the given stage.
salesStage Identifier Required SalesStage : 10, 11, 12, 13 Reference to the sale stage.
udfValues Set<UdfValue> Optional
weightedAmount Monetary Optional Weighted amount for the stage.