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Usage
Use this object to manage notes for an object.
See Also:
Standard and Custom Object Basics
NoteAndAttachment
This read-only object contains all notes and attachments associated with an object.
Supported Calls
describeGlobal()
,
describeSObject()
,
describeSObjects()
Fields
Description
Field
Properties
Field Type
Field
Indicates whether the object has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Indicates whether the object contains a note (
true
) or an
attachment (
false
).
Defaulted
on create
Filter
boolean
IsNote
If 
true
, only the note owner or a user with the “Modify All
Data” permission can view the note or query it via the API.
Defaulted
on create
Filter
boolean
IsPrivate
Note that if a regular user who does not have “Modify All
Data” permission sets this field to 
true
on a note that they
do not own, then they can no longer 
query()
,
update()
,
or 
delete()
that note. Label is Private.
ID of the user who owns the note and attachment.
Filter
reference
OwnerId
ID of the parent object.
Filter
reference
ParentId
Title of the note.
Filter
Nillable
string
Title
Usage
Use this object to list all notes and attachments for an object.
219
NoteAndAttachment
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To retrieve this object, issue a describe call on an object, which will return a query result for each activity since the object was
created. You cannot use 
query()
.
See Also:
Note
Attachment
OpenActivity
This read-only object contains all open tasks and events associated with an object. OpenActivity fields related to calls are only
available with Salesforce Call Center.
Supported Calls
describeGlobal()
,
describeSObject()
,
describeSObjects()
Fields
Description
Field
Properties
Field
Type
Field
The due date of the task, or for an activity, then the due date
if 
IsAllDayEvent
is set to 
true
.
This field has a timestamp that is always set to midnight in
the Coordinated Universal Time (UTC) time zone. The
Filter
Nillable
date
ActivityDate
timestamp is not relevant; do not attempt to alter it in order
to accommodate time zone differences. Label is Date.
One of the following values: Call, Meeting, or Other. Label
is Type.
Filter
Nillable
picklist
ActivityType
Represents the result of a given call, for example, "we'll call
back," or "call unsuccessful." Limit is 255 characters.
Filter
Nillable
string
CallDisposition
Duration of the call in seconds.
Filter
Nillable
int
CallDurationInSeconds
Name of a call center. Limit is 255 characters.
Filter
Nillable
string
CallObject
The type of call being answered: Inbound, Internal, or
Outbound.
Filter
Nillable
picklist
CallType
Description of the task or event. Limit is 32 KB.
Nillable
textarea
Description
Length of the event or task.
Filter
Nillable
int
DurationInMinutes
220
OpenActivity
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Description
Field
Properties
Field
Type
Field
If 
true
, the activity is an event and the 
ActivityDate
is
used to define the date of the event. If 
false
, the activity
may be a task or an event. Label is All Day Event.
Defaulted
on create
Filter
boolean
IsAllDayEvent
For tasks only, indicates whether the task was completed
(
true
) or not (
false
). This field is set indirectly by setting
Defaulted
on create
Filter
boolean
IsClosed
the 
Status
field--each picklist value has a corresponding
IsClosed
value. Label is Closed.
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
If 
true
, the activity is a task, if 
false
, it is an event. Label
is Task.
Defaulted
on create
boolean
IsTask
Filter
If 
true
, the activity can be viewed in the self-service portal.
Label is Visible in Self-Service.
Defaulted
on create
boolean
IsVisibleInSelfService
Filter
If an event, the location of the event. If not, the value is null.
Filter
string
Location
Nillable
ID of the user who owns the task or event.
Filter
reference
OwnerId
Nillable
If a task, the importance of the task, such as high, normal,
or low.
Filter
Nillable
picklist
Priority
For tasks, the current status of the task, for example In
Progress or Complete. Each predefined Status field sets a
Filter
Nillable
picklist
Status
value for 
IsClosed
.To obtain picklist values, you can
query()
on the TaskStatus object.
Subject line of the task or event.
Filter
combobox
Subject
Nillable
ID of the related object (Account,Campaign,Case,
Opportunity, or custom object). Label is
Opportunity/Account ID.
Filter
Nillable
reference
WhatId
ID of the related Contact or Lead. If 
WhoId
refers to a lead,
then the 
WhatId
field must be empty. Label is
Contact/Lead ID.
Filter
Nillable
reference
WhoId
221
OpenActivity
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Usage
This object helps you replicate the related list functionality of the Salesforce user interface.To use this object, use the following
procedure:
1. Optionally, issue a describe call against the object whose activities you wish to query, to get a suggestion of the correct
SOQL to use.
2. Issue a SOQL relationship query with a main clause that references the object, and an inner clause that references the
activity history, for example:
SELECT (SELECT ActivityDate, Description from ActivityHistories) FROM Account WHERE Id
= '" + accId + "'"
or
SELECT (SELECT ActivityDate, Description from OpenActivities) FROM Account WHERE Id = '"
+ accId + "'"
The Salesforce user interface enforces sharing rules, filtering out related list items that a user does not have permission to see.
In order to prevent performance issues while still providing the related list functionality, there are some restrictions on users
who do not have "View All Data" permission. Such users must comply with the following restrictions:
• In the main clause of the relationship query, you can reference only one record. For example, you cannot filter on all records
where the account name starts with A, but must reference a single account record.
• You cannot use WHERE clauses.
• You must specify a limit to the number of rows returned, less than 500.
• You must sort on ActivityDate and LastModifiedDate, descending order:
ORDER BY ActivityDate DESC,
LastModifiedDate DESC
You cannot use 
query()
directly on this object.
Opportunity
Represents an opportunity, which is a sale or pending deal.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
search()
,
retrieve()
,
getDeleted()
,
getUpdated()
,
describeSObjects()
,
upsert()
Fields
Description
Field
Properties
Field Type
Field
Id of the account associated with this opportunity.
Create
Filter
reference
AccountId
Nillable
Update
Estimated total sale amount. For opportunities with products,
the amount is the sum of the related products. Any attempt
Create
Filter
currency
Amount
222
Opportunity
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Description
Field
Properties
Field Type
Field
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.
Nillable
Update
ID of a related Campaign.This field is defined only for those
organizations that have Campaigns enabled as a feature.The
Create
Filter
reference
CampaignId
User must have read access rights to the cross-referenced
Nillable
Campaign object in order to 
create()
or 
update()
that
campaign into this field on the opportunity.
Update
Required.The date when the opportunity is expected to close.
Create
Filter
date
CloseDate
Update
ID of the PartnerNetworkConnection that shared this record
with your organization.This field is only available if you have
enabled Salesforce to Salesforce.
Filter
Nillable
reference
ConnectionReceivedID
ID of the PartnerNetworkConnection that you shared this
record with.This field is only available if you have enabled
Salesforce to Salesforce.
Filter
Nillable
reference
ConnectionSentID
Available only for organizations with the multicurrency
feature enabled. Contains the ISO code for any currency
allowed by the organization.
Create
Defaulted
on create
picklist
CurrencyIsoCode
If the organization has multicurrency and a Pricebook2 is
specified on the opportunity (i.e., the 
Pricebook2Id
field
Filter
Nillable
is not blank), then the currency value of this field must match
Restricted
picklist
the currency of the PricebookEntry objects that are associated
with any opportunity line items it has.
Update
Text description of the opportunity. Limit: 32,000 characters.
Create
Nillable
textarea
Description
Update
A read-only field that is equal to the product of the
opportunity 
Amount
field and the 
Probability
.You
Filter
Nillable
currency
ExpectedRevenue
cannot directly set this field, but you can indirectly set it by
setting the 
Amount
or 
Probability
fields.
If fiscal years are not enabled, the name of the fiscal quarter
or period in which the opportunity 
CloseDate
falls. Value
Filter
string
Fiscal
should be in YYY Q format, for example, '2006 1' for first
quarter of 2006.
Represents the fiscal quarter. Valid values are 1, 2, 3, or 4.
Filter
Nillable
int
FiscalQuarter
223
Opportunity
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Description
Field
Properties
Field Type
Field
Represents the fiscal year, for example, 2006.
Filter
Nillable
int
FiscalYear
A restricted picklist field. It is implied, but not directly
controlled, by the 
StageName
field. You can override this
Create and
Defaulted
picklist
ForecastCategory
field to a different value than is implied by the 
StageName
on create
value.The values of this field are fixed enumerated values.
Filter and
The field labels are localized to the language of the user
Nillable
performing the operation, if localized versions of those labels
are available for that language in the Salesforce user interface.
In API version 12.0 and later, the value of this field is
automatically set based on the value of the
Restricted
picklist
Update
ForecastCategoryName
and cannot be updated any other
way. The field properties Create,Defaulted on create,
Nillable, and Update are not available in version 12.0.
Available in API version 12.0 and later.
Create
Defaulted
on create
picklist
ForecastCategoryName
The name of the forecast category. It is implied, but not
directly controlled, by the 
StageName
field.You can override
Filter
this field to a different value than is implied by the
StageName
value.
Nillable
Update
Read-only field that indicates whether the opportunity has
associated line items. A value of 
true
means that
Defaulted
on create
Filter
boolean
HasOpportunityLineItem
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
cannot 
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.
Directly controlled by 
StageName
.You can query and filter
on this field, but you cannot directly set it in a 
create()
,
Defaulted
on create
Filter
boolean
IsClosed
upsert()
, or 
update()
request. It can only be set via
StageName
. Label is Closed.
224
Opportunity
Description
Field
Properties
Field Type
Field
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Directly controlled by 
StageName
.You can query and filter
on this field, but you cannot directly set it in a 
create()
,
Defaulted
on create
Filter
boolean
IsWon
upsert()
, or 
update()
request. It can only be set via
StageName
. Label is Won.
Value is one of the following, whichever is the most recent:
Filter
Nillable
date
LastActivityDate
• Due date of the most recent event logged against the
record.
• Due date of the most recently closed task associated with
the record.
The source of this opportunity, such as Advertisement or
Trade Show.
Create
Filter
picklist
LeadSource
Nillable
Update
Required. A name for this opportunity. Limit: 80 characters.
Create
Filter
string
Name
idLookup
Update
Description of next task in closing opportunity. Limit: 255
characters.
Create
Filter
string
NextStep
Nillable
Update
ID of the User who has been assigned to work this
opportunity.
If you have set up sales teams in your organization, updating
this field has different consequences depending on your
version of the API:
Create
Defaulted
on create
Filter
Update
reference
OwnerId
• For API version 12.0 and later, sharing records are kept,
as they are for all objects.
• For API version before 12.0, sharing records are deleted.
ID of a related Pricebook2 object.The 
Pricebook2Id
field
indicates which Pricebook2 applies to this opportunity. The
Create
Defaulted
on create
reference
Pricebook2Id
Pricebook2Id
field is defined only for those organizations
that have products enabled as a feature.You can specify values
Filter
225
Opportunity
Description
Field
Properties
Field Type
Field
Nillable
for only one field (
Pricebook2Id
or 
PricebookId
)—not
both fields. For this reason, both fields are declared nillable.
Update
Deprecated 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 object.
Create
Defaulted
on create
reference
PricebookId
Filter
Nillable
Update
Percentage of estimated confidence in closing the opportunity.
It is implied, but not directly controlled, by the 
StageName
Create
Defaulted
on create
percent
Probability
field. You can override this field to a different value than
what is implied by the 
StageName
.
Filter
Nillable
Update
Required. Current stage of this record. The 
StageName
field controls several other fields on an opportunity. Each of
Create
Filter
picklist
StageName
the fields can be directly set or implied by changing the
Update
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, invoke
the 
query()
call on the OpportunityStage object. If the
StageName
is updated, then the 
ForecastCategory
is
automatically updated based on the stage-category mapping.
The number of items included in this opportunity. Used in
quantity-based forecasting.
Create
Filter
double
TotalOpportunityQuantity
Nillable
Update
The type of opportunity. For example, Existing Business or
New Business. Label is Opportunity Type.
Create
Filter
picklist
Type
Nillable
Update
Usage
Use the Opportunity object to manage information about a sale or pending deal. To 
update()
an Opportunity, your client
application needs “Edit” permission on opportunities. Client applications can 
create()
,
update()
,
delete()
, and
query()
Attachments associated with an opportunity via the API. For a visual diagram of the relationships between Opportunity
and other objects, see Product and Schedule Objects.
226
Opportunity
Client applications can also create or update opportunity objects by converting a Lead via the 
convertLead()
call.
See Also:
OpportunityCompetitor
OpportunityHistory
OpportunityLineItem
OpportunityLineItemSchedule
PartnerNetworkConnection
OpportunityFieldHistory
OpportunityCompetitor
Represents a competitor on an Opportunity.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
retrieve()
,
getDeleted()
,
getUpdated()
,
describeSObjects()
Fields
Description
Field
Properties
Field Type
Field
Name of the competitor.
Create
Filter
combobox
CompetitorName
Nillable
Update
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Required. ID of the associated Opportunity. For information
on IDs, see ID Field Type.
Create
Filter
reference
OpportunityID
Description of the competitor’s strengths. Limit: 1,000
characters.
Create
Filter
string
Strengths
Nillable
Update
Description of the competitor’s weaknesses. Limit: 1,000
characters.
Create
Filter
string
Weaknesses
Nillable
Update
227
OpportunityCompetitor
Usage
Use this object to manage competitors on an Opportunity, associating multiple competitors on a opportunity and specifying
the strengths and weaknesses of each competitor.
See Also:
Opportunity
OpportunityContactRole
Represents the role that a Contact plays on an Opportunity.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
retrieve()
,
getDeleted()
,
getUpdated()
,
describeSObjects()
Fields
Description
Field
Properties
Field Type
Field
ID of an associated Contact. The API applies user access
rights to the associated Opportunity for this object, but not
Create
Filter
reference
ContactId
to the associated Contact. The API may return rows from a
Update
query on this object that include this field’s values for contacts
to which the user does not have sufficient access rights. It
may also return values for this field for contacts that have
been deleted. In either case, the client must perform a query
on the contact table for this field’s value to determine whether
the Contact is accessible to the user and has not been deleted.
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Indicates whether the associated Contact plays the primary
role on the Opportunity (
true
) or not (
false
). Each
Opportunity has only one primary contact. Label is Primary.
Create
Defaulted
on create
boolean
IsPrimary
Filter
Update
Required. ID of an associated Opportunity. This field is
non-nullable, and it cannot be updated. You must provide a
Create
Filter
reference
OpportunityId
value for this field on 
create()
.You cannot change it after
it has been created.
Name of the role played by the associated Contact on the
Opportunity, such as Business User or Decision Maker.
Create
Filter
picklist
Role
Nillable
Update
228
OpportunityContactRole
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