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  1. Data model templates

Salesforce: Opportunity Enhanced

Last updated 1 year ago

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Description

  • This table both cleans and enhances your opportunities source table with information about the associate account and opportunity owner.

Supported Data Sources

  • Salesforce

Columns

Type
Name
Description

DATETIME

_fivetran_synced

The time at which fivetran last synced this record

STRING

account_id

ID of the account associated with this opportunity.

DECIMAL

amount

Estimated total sale amount. For opportunities with products, the amount is the sum of the related products.

INTEGER

campaign_id

ID of a related Campaign. This field is defined only for those organizations that have the campaign feature Campaigns enabled.

DATETIME

close_date

Required. Date when the opportunity is expected to close.

DATETIME

created_date

Date when the opportunity is was created.

INTEGER

opportunity_description

Text description of the opportunity.

DECIMAL

expected_revenue

Read-only field that is equal to the product of the opportunity Amount field and the Probability.

STRING

fiscal

If fiscal years are not enabled, the name of the fiscal quarter or period in which the opportunity CloseDate falls.

INTEGER

fiscal_quarter

Represents the fiscal quarter. Valid values are 1, 2, 3, or 4.

INTEGER

fiscal_year

Represents the fiscal year, for example, 2006.

STRING

forecast_category

The category of the state of the opportunity. Default values are 'pipeline','forecast','bestcase','closed', and 'omited'

STRING

forecast_category_name

The name of the forecast category.

BOOLEAN

has_open_activity

Indicates whether an opportunity has an open event or task (true) or not (false).

BOOLEAN

has_opportunity_line_item

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.

BOOLEAN

has_overdue_task

Indicates whether an opportunity has an overdue task (true) or not (false).

STRING

opportunity_id

The unique, system-generated ID assigned during creation.

BOOLEAN

is_closed

True, if Stage Name Label is Closed.

BOOLEAN

is_deleted

Indicates whether the object has been moved to the Recycle Bin (true) or not (false).

BOOLEAN

is_won

True, if Stage Name Label is Won.

DATETIME

last_activity_date

Value is one of the following, whichever is the most recent:Due date of the most recent event logged against the record or Due date of the most recently closed task associated with the record.

DATETIME

last_referenced_date

The timestamp when the current user last accessed this record, a record related to this record, or a list view.

DATETIME

last_viewed_date

The timestamp when the current user last viewed this record or list view. If this value is null, the user might have only accessed this record or list view (LastReferencedDate) but not viewed it.

STRING

lead_source

Source of this opportunity, such as Advertisement or Trade Show.

STRING

opportunity_name

Required. A name for this opportunity.

INTEGER

next_step

Description of next task in closing opportunity.

STRING

owner_id

Id of the owner of this opportunity

DECIMAL

probability

Percentage of estimated confidence in closing the opportunity.

STRING

record_type_id

ID of the record type assigned to this object.

STRING

stage_name

Required. Current stage of this record. The StageName field controls several other fields on an opportunity.

INTEGER

synced_quote_id

The ID of the Quote that syncs with the opportunity.

STRING

type

Type of opportunity. For example, Existing Business or New Business.

BOOLEAN

is_created_this_month

Boolean field, indicating whether the created date is greater than or equal to the first day of this month.

BOOLEAN

is_created_this_quarter

Boolean field, indicating whether the created date is greater than or equal to the first day of this quarter.

INTEGER

days_since_created

The difference in days between the current day and the day the opportunity was created.

INTEGER

days_to_close

The difference in days between the close day and the day the opportunity was created.

BOOLEAN

is_closed_this_month

Boolean field, indicating whether the closed month is equal to the current month.

BOOLEAN

is_closed_this_quarter

Boolean field, indicating whether the closed quarter is equal to the current quarter.

INTEGER

account_number

Number of the account associated with this opportunity.

STRING

account_source

The source of the account record. For example, Advertisement, Data.com, or Trade Show.

STRING

industry

An industry associated with this account.

STRING

account_name

Name of the account.

INTEGER

number_of_employees

Number of employees working at the company represented by this account.

STRING

account_type

Type of account, for example, Customer, Competitor, or Partner.

STRING

opportunity_owner_id

ID of the User who has been assigned to work this opportunity.

STRING

opportunity_owner_name

The first and last name of the owner.

STRING

opportunity_owner_role_id

The ID associated with the owner's user role.

INTEGER

opportunity_owner_city

The city associated with the owner.

INTEGER

opportunity_owner_state

The state associated with the owner.

STRING

opportunity_manager_id

The Id of the user who manages this owner.

STRING

opportunity_manager_name

The name of the opportunity owner's manager.

INTEGER

opportunity_manager_city

The city associated with the owner's manager.

INTEGER

opportunity_manager_state

The state associated with the owner's manager.

STRING

opportunity_owner_position

Name of the position of the opportunity owner.

STRING

opportunity_owner_developer_name

The name of the object of the opportunity owner.

STRING

opportunity_owner_parent_role_id

The ID of the parent role of the opportunity owner.

STRING

opportunity_owner_rollup_description

Description of the forecast rollup of the opportunity owner..

STRING

status

Whether the opportunity is won, lost, in the pipeline, or other.

INTEGER

created_amount_this_month

The opportunity amount, if created this month.

INTEGER

created_amount_this_quarter

The opportunity amount, if created this quarter.

INTEGER

created_count_this_month

The opportunity count, if created this month.

INTEGER

created_count_this_quarter

The opportunity count, if created this quarter.

INTEGER

closed_amount_this_month

The opportunity amount, if closed this month.

INTEGER

closed_amount_this_quarter

The opportunity amount, if closed this quarter.

INTEGER

closed_count_this_month

The opportunity count, if closed this month.

INTEGER

closed_count_this_quarter

The opportunity count, if closed this quarter.