OpportunityInsight | Object Reference for Salesforce and Lightning Platform

Supported Calls

describeLayout(), describeSObjects(), getDeleted(), query(), retrieve()

Special Access Rules

To see an insight related to a specific opportunity, users need a Sales Cloud Einstein license and access to the opportunity record. As of the Spring ’20 release, Pardot and High Velocity Sales users no longer have access to this object.

Fields

Field Name	Details
ActualHeardWithinDays	Type int Properties Filter, Group, Nillable, Sort Description The number of days it has been since a prospect has responded for insights of type Prospect has not responded and No communication.
CloseDate	Type dateTime Properties Filter, Nillable, Sort Description The close date of the related opportunity for insights of type Opportunity is overdue and Opportunity is unlikely to close in time.
CompetitorName	Type string Properties Filter, Group, Nillable, Sort Description This field has been deprecated as of API version 45.0.
ContactName	Type string Properties Filter, Group, Nillable, Sort Description This field is not in use as of API version 46.0.
ContactTitle	Type string Properties Filter, Group, Nillable, Sort Description This field is not in use as of API version 46.0.
CurrencyIsoCode	Type picklist Properties Defaulted on create, Filter, Group, Restricted picklist, Sort Description Available only for orgs with the multicurrency feature enabled. Contains the ISO code for any currency allowed by the organization.
Division	Type picklist Properties Defaulted on create, Filter, Group, Restricted picklist, Sort Description The division of the related record.
ExpectedHeardWithinDays	Type int Properties Filter, Group, Nillable, Sort Description The expected number of days it takes to hear back from a prospect for insights of type Prospect has not responded and No communication.
LastHeard	Type dateTime Properties Filter, Nillable, Sort Description The date when the related prospect was last heard from for insights of type Prospect has not responded.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description 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.
OpportunityId	Type reference Properties Filter, Group, Sort Description The ID of the related opportunity record.
Rationale	Type string Properties Filter, Group, Nillable Description The explanation for an insight, providing more background information and details that are specific to the org.
Reason	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description The reason why a specific insight type is appearing. Relevant to the following insights: Opportunity is unlikely to close in time Opportunity slowing Opportunity boosting Time-consuming opportunity
TaskDue	Type dateTime Properties Filter, Nillable, Sort Description The date that a task associated with the related opportunity record is due.
Title	Type string Properties Filter, Group, Nillable Description The title of the insight.
TrendType	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The trend type of the insight. Possible values include: Negative Positive Informational
Type	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The type of insight. Possible values include: Opportunity is unlikely to close in time Prospect has not responded Opportunity slowing Opportunity boosting Time-consuming opportunity No communication Re-engaged opportunity Opportunity has an overdue task Opportunity is overdue Opportunity has no open activity Unusual opportunity amount

Usage

This object is read-only and isn’t supported in workflows, triggers, or process builder.