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Handler · Version 1

Salesforce Opportunity Retrieve

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About

Retrieves a Salesforce Opportunity record with the given parameters.

This handler essentially has two phases: authentication and record retrieval.

  • The handler uses the SOAP API login method to retrieve the authentication details that are required for making the REST API requests. The required authentication values are instance and session id, these two values are retrieved by the login() helper method in the handler.

  • The handler uses the REST API to retrieve the Salesforce record. The handler's return variables are mapped from the Salesforce fields as show here (with the name of the Salesforce field on the left pointing to the name of the corresponding return variable):

    • Name => Opportunity Name
    • CloseDate => Close Date
    • StageName => Stage
    • IsPrivate => Private
    • Type => Type
    • LeadSource => Lead Source
    • Amount => Amount
    • NextStep => Next Step
    • Probability => Probability
Configurations
Name Description Sample
username The username of the account that will be used for record manipulation.
password The password of the account that will be used for record manipulation
token The security token associated with the account used for record manipulation To reset this value, log into Saleforce using the desired account and navigate to Setup -> My Personal Information -> Reset Security Token. A new token will be emailed to you.
Parameters
Name Description Sample
Opportunity Id The Id of the Salesforce Opportunity record that will be retrieved
Results
Name Description
Opportunity Name The Opportunity Name field of the Opportunity record
Close Date The Close Date field of the Opportunity record
Stage The Stage field of the Opportunity record
Private The Private field of the Opportunity record
Type The Type field of the Opportunity record
Lead Source The Lead Source field of the Opportunity record
Amount The Amount field of the Opportunity record
Next Step The Next Step field of the Opportunity record
Probability The Probability field of the Opportunity record
Changelog

SalesforceOpportunityRetrieve_V1 (2011-05-09)

  • Initial version. See README for details.
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